Financial reporting · Django · Role-based workflows
DataQ Reporting
A financial reporting platform that converts trial-balance workbooks into statements, KPI views, warnings, charts, and structured client reports.
PROJECT OVERVIEW
DataQ was built around the recurring workflow between accounting data, internal review, and client delivery. It combines trial-balance processing, financial statements, visual indicators, report history, and permission-aware access for different user roles.
PROBLEM
Context and problem
A trial balance may contain the required accounting figures while still leaving substantial manual work before management or a client receives a clear report. The process also needs access controls so internal and client-facing views remain appropriately separated.
APPROACH
Engineering approach
DataQ transforms structured accounting inputs into statements, indicators, warnings, and reports while enforcing role-based boundaries around access and operations. The public demo uses a prepared synthetic report and blocks sensitive actions server-side.
SYSTEM STRUCTURE
How the main parts of the system connect.
A simplified view of the project architecture, showing the main stages and the boundaries between them.
KEY CAPABILITIES