Finance Planning and Analyzing Platform for Businesses

OnCFO is a modular financial platform providing functionality such as budgeting, forecasting, KPI tracking, dashboarding, commission management, and cap table management. OnCFO replaces the majority of XL-based sheets, templates, and models for SMBs (<$50M ARR). The platform features a financial planning & analysis platform that uses 100% Excel syntax to ensure maximum ease of use. The platform provides executives with much greater visibility into their core business dynamics and allows them to benchmark their assumptions and KPIs. The platform generates better visibility, sharing charting and BI than most early to mid-stage companies have access to today. OnCFO customers can choose from over 100 pre-built planning apps from the Module Library, or easily build their own modules.


FOUNDED
Angular JSApache POIBootstrapMetronics UIMySQLSpring Data JPASpring MVC
Finance Planning and Analyzing Platform for Businesses

Our Approach

We had to proceed document flow as such: uploading Excel files, distinguish financial modules from nested modules and their metadata by parsing the excel document using Apache POI, and calculate all needed module information and store the results into a db.

Business Value

Basically, we had to make an engine that executes some of the Excel-based formulas and arithmetic formulas of all levels of complexity despite the logical operations order, priority, and other factors. In addition, we implemented an Excel-like grid on the UI side for online calculating which works with most of the shortcuts/events that the Excel engine does.

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Chris Garbacz

Co-founder, StudioNinja

The solution launched to user praise and minimal bugs. Sombra has adapted to technical challenges and limited resources throughout the partnership. Consistent communication, flexibility, and a willingness to incorporate feedback have enabled a seamlessly integrated workflow. Our relationship has run smoothly since the beginning.
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Martin Weber

CTO, Fooring Company

This is the best offshoring experience I’ve had in my 25 years of doing this. Sombra is very productive. We’re cranking things out with very little rework needed. We have speed and quality, which is important because the system is live, so if we make a change, it has an immediate effect on our customer base.
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Sloan Ginn

Former Director of Product

Sombra successfully delivered a smooth-functioning product in the time that the client needed. Their developers were competent and receptive to feedback; the team lead, in particular, proved to have great expertise. They were accommodating of large and abrupt changes, making them a reliable partner.
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Jack Crews

CTO, Legal Monkeys

Sombra keeps everything simple and prioritizes getting the work done. One thing that I was pleased with was that Sombra was able to adapt to and learn our approach to software development. They adopted our best practices and were productive within that development methodology. Overall, the quality of their work is above average.
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