Porterdale, led by Steve Carroll, saw many clients struggling to create accurate financial forecasts, particularly when seeking funding during COVID. Spreadsheets were error-prone, difficult to update, and not scalable. Steve needed a robust, cloud-based solution to help businesses plan their finances more effectively.
The Curve worked closely with Steve to transform his Excel-based proof of concept into ClearviewHub, a cloud-based financial forecasting platform. Built using Ruby on Rails, MongoDB, and React, the system accurately replicated spreadsheet functionalities while improving accessibility, security, and ease of use.
ClearviewHub has helped over 300 users so far, who have benefitted from real-time, integrated financial planning tools with the platform evolving into a community hub, offering free financial resources for business growth.
ClearviewHub continues to empower businesses by simplifying financial forecasting and planning, providing a reliable, scalable, and user-friendly solution.
“It felt as though they understood and were excited by the project. They came up with positive suggestions, not just blindly doing what we asked. They were responsive and good at communicating, and at critical points we had daily stand-up meetings with them. I was also pleased that many checks were built into the model to ensure integrity.”
Steve Carroll
Owner