Secure software for finance and fintech

In finance, software has to be right every time. We build payment flows, client portals and reporting tools for fintech startups, brokers, lenders and accounting firms, with audit trails and access controls built in from the start.

Payment integrationsKYC and onboarding flowsClient portalsReporting dashboards
Financial reporting dashboard

Common problems in finance

Manual reconciliation

Teams export CSVs from several systems and match transactions by hand every month.

Slow client onboarding

Identity checks and document collection happen over email and take days.

Reports nobody trusts

Numbers differ between spreadsheets, and month-end reporting takes too long.

What Code Rivals builds for finance

Payment integrations

Stripe, GoCardless, Open Banking and card payments with webhooks handled properly.

KYC and onboarding flows

Identity verification, document upload and approval steps in one guided flow.

Client portals

Clients see statements, upload documents and sign forms without emailing back and forth.

Reporting dashboards

Live revenue, portfolio and cash-flow views built on a single source of truth.

Workflow automation

Automated reconciliation, reminders and approvals that remove repetitive admin.

Audit trails

Every change logged with who, what and when, ready for compliance reviews.

Example: an accounting firm client portal

A common project is a secure portal where clients upload receipts and documents, sign engagement letters and see what is still outstanding. The firm gets automatic reminders and a clear view of every client's status.

For fintech startups, we usually start with the core payment flow and admin tools, then add reporting once real transactions are flowing.

Frequently asked questions

Do you handle card data directly?

We avoid storing card data by using providers such as Stripe, which keeps your PCI scope small.

Can you integrate with Xero or QuickBooks?

Yes. Both have good APIs, and syncing invoices, payments and contacts is a common request.

Can you work under our compliance requirements?

Yes. Share your policies during discovery and we will design the system around them.

Free 1:1 discussion

Let's talk about your idea

Pick a time that suits you and jump on a call with us. No commitment, just a straight conversation about what you want to build.

  • Talk directly with our team, no sales scripts
  • Get honest advice on scope, tech and timelines
  • Leave with clear next steps and a rough estimate
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Other industries we work with