CodeBranch developed a platform designed to act as an intelligent assistant during the accounting audit process in the niche of horizontal property management. The goal was to provide accountants with a modern dashboard capable of visualizing key findings extracted from different financial documents they typically review, such as balance sheets, bank reconciliations, budget deviations, and tenant payment statuses (both overdue and prepaid).

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Solution

Our dedicated team built a dashboard-driven application where auditors can quickly identify anomalies, deviations, or alerts throughout the accounting process. By centralizing this information into a single interface, accountants gain real-time visibility into the health of financial operations, ensuring that critical issues are spotted before they escalate.

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A core innovation of this project was the integration with Large Language Models (LLMs). By linking the platform to LLMs, accountants are able to interact with documentation conversationally. Instead of navigating through dozens of reports, auditors can simply ask questions—such as “Which tenants are behind on payments this quarter?” or “What are the largest budget deviations compared to last year?”—and receive contextual answers directly supported by the analyzed data.