When your business outgrows spreadsheets and email threads, we build the system that fits it. We’ve done it for email operations, records archival, and trading analytics — each one live in production today. Finance people who also ship software.
Live in production
Systems we’ve built for clients
Each of these started as a workflow stuck in spreadsheets, inboxes, and PDFs — and became software our clients run every day.
TradeDesktradedesk.fintale.ioLive
Broker contract notes → portfolio P&L, automated.
Upload broker PDF contract notes and get computed holdings, realized & unrealized P&L, and reports on a broker-aware dashboard — plus an AI agent that answers questions about the portfolio in plain English.
A role-based vault for financial & operational records: bulk Excel import, search by voucher / GRN / invoice / date / department / FY, and a Verify → Remark → Submit workflow into an immutable audit log.
A chaotic shared inbox, turned into a sorted pipeline.
Auto-reads a business mailbox and classifies every email into four types, extracts text from attachments (incl. OCR for scanned PDFs), and routes each to the right internal team — with inquiry & tender management and a full audit log.
And more in development. We’re actively building the next set of client systems — if yours isn’t on this list yet, it could be.
How we work
From messy workflow to running system
We learn the workflow
We sit with your team and map how the work actually flows — the spreadsheets, the email threads, the workarounds. Because we understand finance, we ask the right questions.
We build & iterate
You get a working system fast, then we refine it on your real data — not a year-long spec-and-pray project. Secure, auditable, and built to your standards.
We run & support it
Hosted, maintained, and improved over time — not handed over and forgotten. The same team that built it keeps it running.
Have a workflow that needs a system?
Tell us where the hours go — the manual process, the spreadsheet nobody trusts, the inbox nobody can keep up with. We’ll tell you honestly whether it’s worth building.