Analytics Platform
Simple Numbers
QuickBooks Analytics Platform with Multi-Company Data Access
Industry
Analytics
Duration
3+ months
Users
Accountants & Finance Teams
Delivery
Integration + Dashboard
Project Overview
Simple Numbers is a cloud accounting analytics platform designed for accountants and financial services firms. ZySoftec built the integration and analytics layer needed to pull data across multiple QuickBooks companies in a unified workflow.
The Challenge
Multi-company QuickBooks access without repeated logins and clean, dashboard-ready data.
Our Solution
Custom aggregation APIs with Redis-based session management and financial analytics modules.
What The Client Needed
Multi-company QuickBooks access without repeated logins
Clean, dashboard-ready data instead of deeply nested structures
Trend analysis and period comparisons (quarterly, yearly)
Fast reporting workflows for finance professionals
What We Built
Aggregation middleware
Custom API to fetch and consolidate data across multiple QuickBooks accounts, then normalize it for analysis.
Persistent authentication
Redis-based token management supporting sessions up to three months, reducing login friction.
Financial analytics modules
Revenue breakdowns, period comparisons, benchmarks, and filtering by client segments.
Dashboard experience
Charts and tables optimized for finance workflows with responsive performance.
Results & Outcomes
~80% reduction in login interruptions
Dashboard performance improved 30–40%
Reporting workflows improved by ~60%
Early customer adoption with long session continuity
Technology Stack
Client Feedback
"QuickBooks support said multi-company access was not possible, but ZySoftec delivered it and made analysis feel effortless."
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