Case Study

Financial controlling SaaS

“From the very beginning, I received excellent guidance, and the solution concept became the perfect blueprint for our collaboration.”

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Elke Limmer,

Managing Director, Zahlwerk GmbH

01

Challenge

A comprehensive Excel/VBA-based controlling tool had reached its limits. The solution was powerful but not scalable, difficult to maintain and not suitable as a SaaS product. To turn it into a viable business, it needed to become a modern, scalable web application.

02

Our work

  • Defined the tech strategy and solution concept
  • Designed and built a multi-tenant SaaS platform in .NET
  • Integrated accounting data sources (e.g. DATEV)
  • Implemented financial visualization, P&L and liquidity planning
  • Embedded an AI assistant to support financial planning and user guidance
  • Joined as venture partner with shared risk and long-term commitment
03

Impact

  • Launched a scalable SaaS product replacing spreadsheet-based workflows
  • Improved financial transparency and planning clarity for users
  • 100+ paying users
  • Foundation for recurring revenue and scalable expansion

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