Development service · Acquisition
Financial Report Q&A Portal
The story
The author built a client portal with Softr, organizing 2025 profit-and-loss statements and balance sheets into structured, AI-readable data that clients could question.
The author described strict guardrails for Q&A. Their contents, test results, client fees and production adoption were undisclosed.
Source excerpt
Most client financial reporting is still: email a PDF and hope they understand it. So I built the opposite. A Softr client portal where 2025…
@w3rk_co_za · Read the full source
- What was delivered
A client portal with structured financial data and constrained AI Q&A.
- Customers
Clients needing to view and understand financial reports.
Lessons and acquisition
Convert static financial reports into structured data with an interactive question interface.
Costs, risks and open questions
Access controls, Q&A constraints and data accuracy lack implementation details. Revenue is unknown.
Tools and topics
- Softr
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