Fit call
A 30-minute call with a delivery lead. You explain what has to change, and we say plainly whether we are the right team for it.
Finance Solutions
Internal tools, client portals and reporting for finance teams and financial services firms, built with security and audit trails from the start.
Talk to a delivery leadWho this is for
This page is for lenders, advisors, payment and fundraising businesses, and finance teams inside larger companies. The common problem is not a missing feature. It is month-end and client reporting held together by spreadsheets, manual exports and one person who knows how it all fits.
We build the software around your existing core systems: portals, approval flows, reconciliations and dashboards. We design for security, access control and audit trails from day one, and we work alongside your compliance team rather than around it.
What we set up for finance teams
Payments and collections
Payment flows through an established processor, with payment plans, reminders and reconciliation so the money in the bank matches the records.
Finance dashboards
Dashboards that pull from your accounting and banking data, so leaders see cash, receivables and exceptions without waiting for a spreadsheet.
Reporting and exports
Scheduled reports and exports in the formats your accountants, auditors or clients already use.
Client portals
Secure portals where clients see statements, upload documents and sign, instead of sending files by email.
Access control and audit trails
Role-based access, approval steps and a log of who changed what and when, so reviews and audits are easier.
How a project runs, and who checks the work
Scope and written plan
One to two weeks of discovery with your team. You get a written plan that names the first release, the dates, who owns each part, and how cost is structured.
Build in short cycles
We build in two-week cycles and show you working software at the end of each one, so you can change priorities before money is spent on the wrong thing.
Review and testing
A senior engineer reviews every change before it is merged, and our QA team tests each release before it goes live.
Launch and support
Go-live, training for the people who will use it, and a handover of the documentation. After that we can stay on to support and improve the system.
A focused first release usually takes 6 to 12 weeks once the plan is agreed. Larger systems are split into phases, and each phase gets its own dates in writing.
Related work
An Innovative Webapp To Raise Funds
SaaS fundraising platform with campaigns, product sales, and transparent donor tracking.
Read the case study
A social platform to create and share campaigns
Crowdfunding platform for reward-based and donation campaigns with social sharing and analytics.
Read the case study
Finance software: common questions
- How do you keep financial software secure?
- We limit who can see and change data, encrypt it in transit and at rest, keep card data with the payment processor, and log every change. Security decisions are made in discovery, not bolted on before launch. Your own security or compliance team can review the design before we build.
- Can you build software that meets PCI DSS or SOC 2 requirements?
- We design and build to the requirements you have to meet and produce the documentation your auditor will ask for. We do not certify compliance ourselves. That is done by your auditor or assessor, and we work with them during the project.
- Can you connect to our accounting system and bank feeds?
- Usually yes, through the APIs those systems provide. We confirm what each system allows during discovery, before the plan and dates are fixed.
- How long does it take to build a financial app or portal?
- A focused first release usually takes 6 to 12 weeks once the plan is agreed. Work that touches core financial records is phased, so each step can be checked and signed off before the next one starts.
Tell us what has to ship next.
Speak with a delivery lead. We will tell you plainly whether we are the right fit and outline how we would plan it.
Talk to a delivery lead