Fiscora — Institutional Budget Planning, Execution & Financial Control

Context

Public institutions run budget planning, allocation, spending, and payment workflows on aging ASP.NET systems. Those systems encode years of financial rules — recursive budget hierarchies, payroll-related calculations, script-based formulas — but resist testing, secure operation, and integration.

Problem

Older institutional finance systems encode years of budgeting rules — recursive budget-line hierarchies, planned vs. allocated vs. spent vs. remaining tracking, payroll-related salary calculations with allowances, deductions, withholdings, and reimbursements, and script-based formula logic — inside aging ASP.NET codebases that are hard to test, secure, integrate, and extend.

What was built / modernized

We rebuilt the system as a portfolio-grade reference platform. The domain model was extracted first, the older script-based calculation pattern was replaced with a safe, traceable formula model, and the platform was reimplemented as an ASP.NET Core Web API on the latest LTS .NET with EF Core, PostgreSQL, and a Next.js frontend — structured as a modular monolith with clean architecture. Role-based authorization, audit logging, Swagger/OpenAPI, CSV reports, and a Dockerized demo stack make every workflow inspectable, and automated tests cover budget recursion, execution workflows, payroll and formula calculations, reports, and security-sensitive behavior. The architecture leaves AI-ready extension points for future AI-assisted reporting and workflows.

Workflow highlights

• Hierarchical budget-line planning with planned, allocated, spent, and remaining tracking
• Allocation, invoice, and payment workflows with complete record trails
• A safe, traceable formula model replacing legacy script-based salary and budget calculations
• CSV reporting and formula traces for finance officers and auditors

Security, auditability & governance

• Role-based authorization across every financial workflow
• Audit logging on each allocation, invoice, payment, and report
• Automated tests covering budget recursion, payroll and formula calculations, and security-sensitive behavior
• Swagger/OpenAPI documentation and a Dockerized demo stack keep every workflow inspectable

AI-ready extension points

• AI-assisted report drafting over recorded budget and execution data
• Anomaly flags on spending against plan, surfaced for human review
• Natural-language queries over budget lines, constrained by existing role-based permissions

Value delivered

• Complex budget and payroll-related rules preserved as traceable, tested calculations
• Audit-ready workflows — every allocation, invoice, payment, and report is recorded
• A repeatable pattern for modernizing institutional finance systems without losing domain logic

Technologies

Relevant roles