An Award Winning Investment Platform
Fintech
5 years
The United Kingdom
2018 - 2023
Custom software developmentFrontend DevelopmentСustom mobile app development
Azure DevOpsDockerKubernetesMongoDBMySQLNode.jsTypeScript
Dedicated team behind the project
The client
The challenge
The system needed integration with various third-party accounting solutions and financial APIs for business health monitoring, including built-in advanced analytics for predicting risks and providing business insights based on the credit profile. The solution should also be failover and partition tolerance.
Approach / what was done
We created the monitoring system and mobile app for 3000+ accountants, which improved the B2B loan searching services for over a hundred lenders and the UK’s largest banks.
The system collects all the data about the business in a convenient dashboard with an enhanced user experience and a statistical module for advanced analytics. Also, we connected financial APIs and third-party accountant services.
Implemented features
Provides a view of the client's credit profile, balance sheet, and business funding benchmarks into easy-to-read custom reports. The system also identifies the possible debtor risks based on the insights from the Health Report.
We developed a native mobile app for iOS and Android. It allows accountants to add the new clients' contact details, look for clients' business data by integrating with the data from the U.K. banks and accounting solutions, initiate the business loans searching, and integrate the data about new clients with the web app.
The most interesting part of the project was to connect the financial APIs and third-party accountant services. They were added to gather financial data, helping to indicate the risks and opportunities based on the business’ financial profile.
Additional features
- Built RESTfull APIs coherent with the best DevOps practices and OpenAPI specifications, thus allowing lenders to offer loans automatically and maximize their profit
- The ability to download and share business Health reports with clients
Results
accounting firms monitoring their clients
accountant’s accelerated workflow
award from Accounting Excellence
raised in Investment series A
other Cases
