We create custom money management software for streamlining invoice and payment processing, budgeting, automating accounting procedures, scheduling depreciations and amortizations, increasing transparency, maintaining financial records and licenses, and archiving audit trails. We deploy RESTful APIs for leveraging financial data from services like Wealth360, Raymond James, Yodlee, ByAllAccounts, and Fiserv.
We develop automated rule engines and dynamic manual controls for allocating enterprise-wide or segmented funds using a wide variety of methodologies. We program business logic protocols to measure cash flow against KPIs and other balance sheet drivers to determine when to reallocate capital, reconcile liabilities, increase marketing efforts, or apply for refinancing.
Engineering of financial analysis software to produce reports measuring KPIs, including current and quick ratios, payment and inventory turnovers, Return on Equity (RoE), profit margins, and any errors or variances. Our custom systems produce reports with crisp graphics and interactive elements for testing "what if" scenarios.
Programming of versatile and modular financial management dashboards, seamlessly integrated with existing accounting, CRM, and ERP systems. We develop highly customizable dashboards that include intuitive interfaces, real-time data insights, comprehensive budget control centers, quick-view summaries of recent behavior, and secure portals for internal and external communication and data sharing.
We build personal finance applications for managing insurance, mortgagees, college loans and savings, retirement planning, investment portfolios, 401(k), and IRAs. We integrate APIs that connect to personal bank accounts, export financial data to tax prep software, automatically pay bills, and utilize credit score bureau services (Experian, Transunion, and Equifax). We also develop retirement planning software platforms, often utilizing services from vendors like MoneyGuidePro and Vestwell.
Implementation of scalable financial management systems on-site and in the cloud, allowing users to access mission-critical information and decision-making functions from anywhere. We also program native and cross-platform mobile apps with full functionality, accelerating financial closes by empowering on-the-go data sharing and operation management.