Customer Self-Service Portals for Financial Services
Build secure AI-powered financial portals that let clients access data, manage documents, and resolve queries in real time with full compliance and transparency.
Build secure AI-powered financial portals that let clients access data, manage documents, and resolve queries in real time with full compliance and transparency.
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We’ve created products featured in
2x Cheaper
10x Faster
200+ Products Launched
100% 5* reviews on Clutch
Our Services
Secure Financial Dashboards
Clients manage accounts, view statements, and track approvals easily.
Clients manage accounts, view statements, and track approvals easily.
Manual Invoice Processing
Finance teams often rely on manual invoice processing workflows that are time-consuming and error-prone. This leads to delayed payments, increased operational costs, and poor vendor relationships. Traditional ERP systems lack intuitive interfaces for customers to self-serve invoice inquiries, causing repeated calls and email follow-ups. The absence of automation results in wasted employee hours and inconsistent data entry, which amplifies risks of compliance breaches and audit failures. Current tools fail to integrate customer-facing portals seamlessly, leaving finance departments stuck with inefficient legacy processes.
Delayed Payment Cycles
Lengthy payment cycles create cash flow challenges and strain supplier partnerships. Customers frequently face difficulties accessing real-time payment status or submitting queries, leading to increased service tickets and manual intervention. Legacy finance applications do not provide transparent, self-service capabilities, which results in delays and escalations. This workflow inefficiency causes finance teams to spend excessive time on routine status updates instead of strategic tasks. The lack of integrated, user-friendly portals perpetuates these delays and reduces overall financial agility.
Automated Regulatory Compliance Tracking
Finance departments must maintain strict compliance with regulatory standards such as SOX, GDPR, and PCI-DSS. Manual workflows and disconnected systems increase the risk of errors, incomplete audit trails, and data breaches. Current tools often lack adequate tracking and reporting features tailored for customer interactions, making compliance monitoring cumbersome. Without automated controls and transparent process documentation, organizations face penalties and reputational damage. Self-service portals often fail to address these compliance needs effectively, leaving finance teams exposed to operational and legal risks.
Finance Self-Service Automation
Finance teams are overwhelmed with repetitive customer inquiries related to account balances, payment statuses, and dispute resolutions. This high volume of support requests diverts resources from value-added financial tasks. Existing CRM and finance systems lack integrated self-service capabilities that empower customers to resolve common issues independently. The result is increased operational costs, slower response times, and diminished customer satisfaction. Without a centralized portal designed for finance-specific workflows, the support burden remains unsustainable.
Unified Finance Systems
Many finance organizations operate with fragmented systems that do not communicate effectively, creating data silos and inconsistent customer information. This fragmentation complicates workflow automation and real-time reporting. Current customer service tools are often generic and not tailored for finance-specific needs, making integration difficult and inefficient. The lack of a unified self-service portal aligned with core finance systems results in duplicated efforts, increased errors, and poor customer experiences. Overcoming these integration challenges is critical for workflow transformation.
Ready to replace chaos with clockwork?
Custom internal tools & lightweight SaaS products
that actually fit your business
How We Automate
Streamlined Financial Processes
AI validates data, triggers alerts, and maintains audit trails automatically.
AI validates data, triggers alerts, and maintains audit trails automatically.
Automated Invoice Submission and Tracking
Previously, customers submitted invoices via email or paper, requiring manual validation and entry by finance staff, causing delays and errors. Automating invoice submission through a self-service portal enables customers to upload documents directly, with AI-powered validation ensuring accuracy and completeness. Real-time tracking dashboards provide transparency on invoice status, reducing inquiry calls by up to 50%. This automation accelerates processing cycles by 40%, improves data quality, and frees finance teams to focus on exception handling rather than routine tasks.
Automated Payment Portals
Before automation, finance teams manually responded to payment status queries via phone and email, leading to backlogs and inconsistent information. The self-service portal centralizes payment requests and status updates, allowing customers to check balances and upcoming payment dates instantly. Automated notifications and reminders reduce missed payments and improve cash flow predictability. This workflow transformation cuts support tickets by 35% and shortens payment cycles by 25%, enhancing both operational efficiency and customer satisfaction.
Automated Dispute Management
Dispute resolution was traditionally handled through fragmented emails and calls, causing delays and poor visibility into issue status. The portal introduces a structured, transparent dispute submission and tracking process, integrated with finance back-end systems. Automated workflows route disputes to the appropriate teams with SLA tracking and AI-driven prioritization. This reduces resolution times by 50% and improves audit readiness by maintaining a clear, centralized record of all dispute interactions and outcomes.
Automated Compliance Tracking
Compliance monitoring was often reactive and manual, relying on spreadsheets and disconnected tools, increasing risk and audit complexity. The portal embeds compliance checkpoints and automated reporting features that track customer interactions and data access in real-time. This integration ensures finance teams maintain continuous compliance with regulatory standards, reducing audit preparation time by 30% and mitigating risk through transparent, immutable logs.
AI-powered
AI-Driven Compliance and Insight
Ensures every transaction and request meets regulatory standards.
Ensures every transaction and request meets regulatory standards.
Intelligent Invoice Validation
AI algorithms automatically verify invoice accuracy by cross-referencing purchase orders, contract terms, and previous payments. This reduces manual review time by 60% and minimizes errors that cause payment delays. Integrated directly into the portal, this feature accelerates approval workflows and enhances data integrity, significantly improving operational efficiency and supplier trust.
AI-Driven Customer Support Chatbots
Embedded AI chatbots provide instant responses to common finance queries such as payment status, invoice disputes, and account balances, reducing support tickets by 40%. These chatbots learn continuously from interactions to improve accuracy and escalate complex issues to human agents seamlessly, ensuring high customer satisfaction and operational scalability.
Predictive Analytics for Cash Flow Forecasting
AI analyzes historical payment patterns and customer behavior to predict cash flow trends and potential payment delays. Integrated into finance dashboards, this insight enables proactive credit management and resource planning, improving cash flow accuracy by up to 35% and reducing bad debt exposure.
Automated Compliance Monitoring
AI continuously audits portal interactions and transactions against compliance policies, automatically flagging anomalies and generating audit-ready reports. This reduces manual compliance overhead by 50% and ensures real-time adherence to regulatory requirements, mitigating risks and supporting governance initiatives.
Success Stories
See How Our Custom Tools Run Real Businesses
See How Our Custom Tools Run Real Businesses
200+ Launches. 5-Star Results. Countless hours saved for teams.
200+ Launches. 5-Star Results. Countless hours saved for teams.
Bellmade
Legacy App Rebuilt
Legacy App Rebuilt
12h/week
Revenue Lift
+20%
A redesigned tool with clean UX saves the founder's time and earns more.
Clean UX Design
Freeholder
Platform Migration
Project Time
8 weeks
Time Saved
10h/week
From spreadsheet chaos to one clean platform. Thanks to a custom tool that was tailor-made for their workflow.
Spreadsheet to Platform
Bunker Ex
Task Automation
Delivery Time
1 Month
Time Saved
10h/week
A custom-built mobile app ended support calls and gave clients real-time status updates.
Mobile App + Real-time Updates
Bellmade
Legacy App Rebuilt
Legacy App Rebuilt
12h/week
Revenue Lift
+20%
A redesigned tool with clean UX saves the founder's time and earns more.
Clean UX Design
Freeholder
Platform Migration
Project Time
8 weeks
Time Saved
10h/week
From spreadsheet chaos to one clean platform. Thanks to a custom tool that was tailor-made for their workflow.
Spreadsheet to Platform
Bunker Ex
Task Automation
Delivery Time
1 Month
Time Saved
10h/week
A custom-built mobile app ended support calls and gave clients real-time status updates.
Mobile App + Real-time Updates
Bellmade
Legacy App Rebuilt
Legacy App Rebuilt
12h/week
Revenue Lift
+20%
A redesigned tool with clean UX saves the founder's time and earns more.
Clean UX Design
Freeholder
Platform Migration
Project Time
8 weeks
Time Saved
10h/week
From spreadsheet chaos to one clean platform. Thanks to a custom tool that was tailor-made for their workflow.
Spreadsheet to Platform
Bunker Ex
Task Automation
Delivery Time
1 Month
Time Saved
10h/week
A custom-built mobile app ended support calls and gave clients real-time status updates.
Mobile App + Real-time Updates
Ready to replace chaos with clockwork?
Ready to replace chaos with clockwork?
Custom internal tools & lightweight SaaS products
that actually fit your business
⚡
Our Process
📦
Three Steps To Success
Think of Goodspeed as your integrated product team. We take care of discovery, design, development and delivery. While you take care of business.
01
Discovery & UX Flow
02
Build & Integrate
03
Delivery & Support
Duration:
1-3 weeks
We don’t start with features. We dig deep into your workflows and goals to design a lean, focused product plan.
Deep dive into your current systems
Prioritized scope: must-haves vs. nice-to-haves
User flows + wireframes that make sense
You leave with clarity, alignment, and a smart plan for what’s next.
⚡
Our Process
📦
Three Steps To Success
Think of Goodspeed as your integrated product team. We take care of discovery, design, development and delivery. While you take care of business.
01
Discovery & UX Flow
02
Build & Integrate
03
Delivery & Support
Duration:
1-3 weeks
We don’t start with features. We dig deep into your workflows and goals to design a lean, focused product plan.
Deep dive into your current systems
Prioritized scope: must-haves vs. nice-to-haves
User flows + wireframes that make sense
You leave with clarity, alignment, and a smart plan for what’s next.
⚡
Our Process
📦
Three Steps To Success
Think of Goodspeed as your integrated product team. We take care of discovery, design, development and delivery. While you take care of business.
01
Discovery & UX Flow
02
Build & Integrate
03
Delivery & Support
Duration:
1-3 weeks
We don’t start with features. We dig deep into your workflows and goals to design a lean, focused product plan.
Deep dive into your current systems
Prioritized scope: must-haves vs. nice-to-haves
User flows + wireframes that make sense
You leave with clarity, alignment, and a smart plan for what’s next.
Delivery Options
Delivery Options
Delivery Options
Choose the delivery mode that fits your compliance workflows.
Choose the delivery mode that fits your compliance workflows.
Web Applications
Web applications offer broad accessibility and centralized updates, ideal for compliance teams requiring consistent access across locations. Choose this mode for complex dashboards and multi-user collaboration.
Mobile Applications
Mobile apps provide on-the-go compliance management, enabling field agents and auditors to capture evidence and approve workflows in real-time. Best suited for distributed teams requiring offline capabilities.
Progressive Web Apps (PWAs)
PWAs combine the reach of web apps with native app features like offline use and push notifications. Ideal for organizations seeking lightweight deployments without app store dependencies.
Ongoing Support
Your Product Team, On Demand
Your Product Team, On Demand
We handle the product. You focus on growth.
We handle the product. You focus on growth.
Feature Updates & Bug Fixes
Continuous improvements and rapid issue resolution to keep your tool running smoothly
Prioritized Roadmap Sessions
Strategic planning sessions to align your product roadmap with business goals
Dedicated Designer + Developer
Your own expert team members who know your product inside and out
Slack + ClickUp Updates
Real-time communication and project tracking integrated into your workflow
“
"Felt like part of our team."
Robert Lo Blue
CEO, Freeholder
Loved by Entrepreneurs. Loved by Enterprises.
Businesses of all sizes trust Goodspeed to launch and grow their product
"Goodspeed listened to my needs and worked hard to get it done. They were fast and very helpful."
Kim Westerlund
CEO, The Branding Table
5.0
"They understood the problem I was trying to solve with my app."
Robert Lo Bue
CEO, Oxmore
5.0
"They work quickly and flexibly on a very tight timeline."
Erik Muckenschnabel
Product Lead, IT Services Startup
5.0
"Goodspeed is highly dedicated to providing the best experience possible for us."
Vincent Moser
Venture Developer, FoundersLane
5.0
"They're driven and experienced individuals who manage their team of remote engineers very effectively."
Charles Oxley
Director, Move
5.0
"It was great to see how fast they were able to ramp up our project and understand what we were trying to build."
Michael Kawas
Founder & CEO, GameU
5.0
"It was the best project management service I've experienced working with third-party developers or agencies."
Alex Rainey
Founder, My AskAI
5.0
"Their speed and ability to produce what was needed through no code was impressive."
Eric Spector
Owner, Bellmade
5.0
"Goodspeed is very responsive, and they try their best to put themselves in the shoes of their clients."
Yassine Larbi
Founder, Stratverse
5.0
Loved by Entrepreneurs. Loved by Enterprises.
Businesses of all sizes trust Goodspeed to launch and grow their product
"Goodspeed listened to my needs and worked hard to get it done. They were fast and very helpful."
Kim Westerlund
CEO, The Branding Table
5.0
"They understood the problem I was trying to solve with my app."
Robert Lo Bue
CEO, Oxmore
5.0
"They work quickly and flexibly on a very tight timeline."
Erik Muckenschnabel
Product Lead, IT Services Startup
5.0
"Goodspeed is highly dedicated to providing the best experience possible for us."
Vincent Moser
Venture Developer, FoundersLane
5.0
"They're driven and experienced individuals who manage their team of remote engineers very effectively."
Charles Oxley
Director, Move
5.0
"It was great to see how fast they were able to ramp up our project and understand what we were trying to build."
Michael Kawas
Founder & CEO, GameU
5.0
"It was the best project management service I've experienced working with third-party developers or agencies."
Alex Rainey
Founder, My AskAI
5.0
"Their speed and ability to produce what was needed through no code was impressive."
Eric Spector
Owner, Bellmade
5.0
"Goodspeed is very responsive, and they try their best to put themselves in the shoes of their clients."
Yassine Larbi
Founder, Stratverse
5.0
Loved by Entrepreneurs. Loved by Enterprises.
Businesses of all sizes trust Goodspeed to launch and grow their product
"Goodspeed listened to my needs and worked hard to get it done. They were fast and very helpful."
Kim Westerlund
CEO, The Branding Table
5.0
"They understood the problem I was trying to solve with my app."
Robert Lo Bue
CEO, Oxmore
5.0
"They work quickly and flexibly on a very tight timeline."
Erik Muckenschnabel
Product Lead, IT Services Startup
5.0
"Goodspeed is highly dedicated to providing the best experience possible for us."
Vincent Moser
Venture Developer, FoundersLane
5.0
"They're driven and experienced individuals who manage their team of remote engineers very effectively."
Charles Oxley
Director, Move
5.0
"Goodspeed is very responsive, and they try their best to put themselves in the shoes of their clients."
Yassine Larbi
Founder, Stratverse
5.0
"Their speed and ability to produce what was needed through no code was impressive."
Eric Spector
Owner, Bellmade
5.0
"It was the best project management service I've experienced working with third-party developers or agencies."
Alex Rainey
Founder, My AskAI
5.0
"It was great to see how fast they were able to ramp up our project and understand what we were trying to build."
Michael Kawas
Founder & CEO, GameU
5.0
Frequently Asked Questions
Frequently Asked Questions
Got any questions?
Got any questions?
We’re a finance team with limited developer bandwidth. How do you handle projects when we can’t dedicate full-time dev resources?
That’s a common scenario for finance teams. We act as an extension of your team, taking ownership of the full development cycle—from discovery to deployment—so you don’t need in-house devs. We keep communication clear and frequent, ensuring you have strategic input without the overhead of managing developers. This way, your team stays focused on core finance priorities while we handle the tech.
Can you build client-facing finance tools that integrate securely with our existing systems?
Absolutely. We build progressive web apps and mobile apps that prioritize security and seamless integration with your current finance infrastructure. Whether it’s real-time data sync, secure client portals, or custom dashboards, we ensure your client-facing tools are reliable, fast, and compliant with industry standards.
How do you ensure no vendor lock-in with the apps you build for us?
We deliver clean, well-documented code and use widely supported technologies so you maintain full control over your product. Our approach avoids proprietary platforms or black-box SaaS solutions, giving you the freedom to evolve or migrate your app as your business grows. We also provide the necessary training and documentation to empower your internal teams.
We’re outgrowing legacy SaaS platforms. How quickly can you build a replacement app that fits our finance workflows?
Speed is a core value for us. After an initial discovery phase to map your workflows and priorities, we typically deliver a minimum viable product within 6 to 10 weeks. This rapid turnaround lets you start benefiting from a tailored solution quickly, with iterative improvements based on real user feedback.
What kind of ongoing support do you provide after launching our finance app?
We offer flexible post-launch support packages including bug fixes, feature enhancements, and performance monitoring. Our goal is to keep your app running smoothly and evolving with your finance team’s needs. We can also provide training sessions for your ops leads or product managers to ensure smooth handoffs.
How do you handle data privacy and compliance in finance apps you develop?
We follow industry best practices for data security, including encryption in transit and at rest, secure authentication, and strict access controls. We’re familiar with finance regulations and can build apps compliant with standards relevant to your region and sector. We also collaborate closely with your security or compliance teams to meet your specific requirements.
Can you integrate your custom apps with existing finance SaaS tools like QuickBooks or Stripe?
Yes, we build integrations with popular finance SaaS APIs like QuickBooks, Stripe, Plaid, and others to ensure your new app fits seamlessly into your existing tech stack. This allows you to automate workflows, sync data in real-time, and reduce manual data entry without switching platforms.
We want a clean, intuitive UX for our finance ops team but don’t have a design team. How do you handle design?
We prioritize user experience and design as a core part of our process. Our team includes UX/UI designers who work closely with your ops leads and product managers to create intuitive, clean interfaces tailored to your users’ needs. We focus on clarity and simplicity to reduce training time and boost adoption.
What’s the typical process from kickoff to launch when building a finance web or mobile app with you?
We start with a discovery phase to understand your workflows, pain points, and goals. Then we move to prototyping and design, followed by iterative development with regular demos for feedback. Once the MVP is ready, we support testing, deployment, and training. Throughout, we emphasize transparency, speed, and strategic collaboration.
How do you help finance teams scale internal operations with custom apps?
Custom apps allow you to automate repetitive tasks, centralize data, and enforce standardized processes. We build tools that reduce manual bottlenecks and provide real-time visibility into operations, empowering your team to scale efficiently without adding headcount or complexity.
Get in touch
Ready to Build Smarter?
Explore how we can turn your idea into a scalable product fast with low-code, AI, and a battle-tested process.
Don't need a call? Email harish@goodspeed.studio
We’ve created products featured in
Get in touch
Ready to Build Smarter?
Explore how we can turn your idea into a scalable product fast with low-code, AI, and a battle-tested process.
Don't need a call? Email harish@goodspeed.studio
We’ve created products featured in
Get in touch
Ready to Build Smarter?
Explore how we can turn your idea into a scalable product fast with low-code, AI, and a battle-tested process.
Don't need a call? Email harish@goodspeed.studio
We’ve created products featured in
Goodspeed is a top-rated no-code/low-code and Bubble agency with 200+ custom internal tools and SaaS products delivered. Our team combines product strategy, AI, and Bubble to build clean, scalable software fast and at a fraction of the cost.
Goodspeed is a top-rated no-code/low-code and Bubble agency with 200+ custom internal tools and SaaS products delivered. Our team combines product strategy, AI, and Bubble to build clean, scalable software fast and at a fraction of the cost.
Goodspeed is a top-rated no-code/low-code and Bubble agency with 200+ custom internal tools and SaaS products delivered. Our team combines product strategy, AI, and Bubble to build clean, scalable software fast and at a fraction of the cost.