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Technical Requirements

What you need to get started with our platform

We've built our corporate finance analytics platform to work across most modern setups. But let's be clear about what actually matters for a smooth experience. Here's what we've learned works best after three years of deployments across different organizations in Southeast Asia.

Hardware Specifications

Your workstation doesn't need to be top-of-the-line. Most corporate machines from the last four years handle our platform fine.

Minimum Configuration

This will get you running, though some heavier calculations might take a few extra seconds:

  • Intel Core i5 (8th gen) or AMD Ryzen 5 3600
  • 8 GB RAM
  • 256 GB SSD storage
  • 1920×1080 display resolution

Recommended Setup

If you're working with larger datasets or running multiple analyses simultaneously, this makes a noticeable difference:

  • Intel Core i7 (10th gen) or AMD Ryzen 7 5800X
  • 16 GB RAM (32 GB if handling consolidated group financials)
  • 512 GB NVMe SSD
  • 2560×1440 display for comfortable multi-panel viewing

Software Environment

We're browser-based, which means you don't need to install anything heavy. Just a reasonably current browser and you're set.

Operating Systems

We test extensively on:

  • Windows 10 or 11 (most common in Thailand corporate environment)
  • macOS 11 Big Sur or newer
  • Ubuntu 20.04 LTS or newer (for the Linux crowd)

Browser Requirements

Modern browsers only. We stopped supporting legacy versions in 2024 because the security risks outweighed backward compatibility benefits:

  • Chrome 110+ (current version: 131)
  • Firefox 115+ (ESR supported)
  • Safari 16+ (for Mac users)
  • Edge 110+ (Chromium-based)

JavaScript must be enabled. Cookies need to be allowed for authentication persistence.

Network Requirements

This matters more than people think. A shaky connection can interrupt analysis workflows.

Connection Speed

Minimum: 5 Mbps download, 2 Mbps upload. But honestly, that's cutting it close for data-heavy operations.

Recommended: 25 Mbps download, 10 Mbps upload. This gives you breathing room when pulling multi-year datasets.

Latency Considerations

We host in Singapore, so from Thailand you're looking at 30-50ms latency typically. Good enough for real-time collaboration features to feel responsive.

Firewall Configuration

IT departments sometimes block websocket connections by default. You'll need:

  • HTTPS (port 443) outbound
  • Websocket support for live data updates
  • Access to *.clickon-taply.com domain

Data Integration Specs

If you're connecting existing systems, these are the formats we handle smoothly.

File Formats

Excel .xlsx CSV (UTF-8) JSON XML

Maximum file size: 50 MB per upload. Larger datasets can be split or loaded via direct database connection.

API Access

For automated workflows, our REST API accepts standard authentication:

  • OAuth 2.0 (recommended)
  • API key authentication (for server-to-server)
  • Rate limit: 1000 requests per hour per account

Database Connections

Direct connection support for:

  • MySQL 5.7+
  • PostgreSQL 12+
  • Microsoft SQL Server 2016+
  • Oracle Database 12c+ (enterprise plan)

Platform Interface Examples

Dashboard showing financial metrics and KPI tracking interface with data visualization
Multi-panel dashboard view
Analytics workspace with financial data analysis tools and reporting features
Analysis workspace layout
Collaborative features showing team workflow and data sharing capabilities
Collaboration tools interface

Technical Support Team

Kasem Sukhum, Senior Systems Engineer

Kasem Sukhum

Senior Systems Engineer

Handles infrastructure questions and deployment assistance. Worked with 40+ organizations on technical setup since joining in 2023.

Araya Phongsakorn, Integration Specialist

Araya Phongsakorn

Integration Specialist

Your go-to person for API connections and database integration questions. Knows the pain points of legacy system connections better than anyone.

Narong Pattanasin, Technical Documentation Lead

Narong Pattanasin

Technical Documentation Lead

Maintains our knowledge base and creates setup guides. If something isn't clear in the docs, he wants to hear about it.

Common Setup Questions

These come up regularly during onboarding, so worth addressing upfront.

Can we use it offline? No, the platform requires internet connection. We cache some data locally for performance, but core functionality needs server access. A few clients asked about this for remote site visits where connectivity is spotty.

What about mobile access? The interface adapts to tablets reasonably well. Phones work for viewing reports but aren't ideal for building analyses. Most analysts stick to desktop for actual work and use mobile for quick checks.

VPN compatibility? Yes, works fine over corporate VPNs. Some older VPN configurations caused websocket disconnections initially, but we've worked through those issues with IT departments.

Multi-monitor setup? Fully supported and honestly recommended. Being able to view source data on one screen while building models on another makes workflow considerably smoother.

Security Note: We maintain SOC 2 Type II certification and follow ISO 27001 standards. All data transmission uses TLS 1.3 encryption. Multi-factor authentication is available and becomes mandatory for enterprise accounts in Q3 2025.

Need Technical Clarification?

If your setup falls outside these specs or you have specific integration requirements, reach out. We've handled enough custom configurations that there's probably a solution already tested.