Agency of the Year

5.0

Enterprise Agency

Embedded Analytics for Financial Intelligence

Deliver real-time financial visibility with Embedded Client Analytics. Monitor KPIs, detect anomalies, and automate reporting across your operations.

Agency of the Year

5.0

Enterprise Agency

8 founders booked a call this week

We’ve created products featured in

2x Cheaper

10x Faster

200+ Products Launched

100% 5* reviews on Clutch

Our Services

Actionable Financial Dashboards

Put performance insights and compliance data in one secure view.

Manual Data Aggregation

Finance teams often rely heavily on manual data aggregation from disparate systems, leading to time-consuming workflows prone to human error. This inefficiency wastes valuable analyst hours and delays critical reporting cycles. Existing tools frequently lack seamless integration capabilities or real-time data synchronization, forcing repeated manual interventions. The fragmented data environment creates bottlenecks, obstructing timely insights and increasing operational risk. Without embedded analytics that unify client data streams, finance professionals struggle to maintain accuracy and agility in fast-moving markets.

Compliance and Regulatory Risks

Financial institutions face stringent regulatory requirements demanding comprehensive audit trails and transparent reporting. Manual processes increase the risk of non-compliance due to inconsistent data handling and delayed reconciliations. Traditional analytics tools often lack embedded compliance monitoring, leaving gaps in oversight and elevating potential penalties. The complexity of evolving regulations requires dynamic, automated solutions that proactively flag anomalies and ensure adherence. Failing to embed client analytics within workflows hampers the ability to rapidly respond to compliance demands and maintain stakeholder trust.

Unified Financial Insights

Finance departments frequently operate with siloed data repositories, limiting visibility into holistic client profiles. This fragmentation obstructs comprehensive portfolio analysis and impairs personalized financial advisory services. Existing BI tools often require separate logins and manual data exports, disrupting workflow continuity. Without embedded analytics integrated directly into client-facing platforms, decision-makers lack timely, actionable insights. The absence of unified dashboards hinders proactive risk management and opportunity identification, ultimately affecting client satisfaction and retention.

Finance Workflow Automation

Many finance workflows remain dependent on repetitive manual tasks such as report generation, data validation, and exception handling. Current solutions often provide limited automation capabilities or require complex custom development, resulting in prolonged deployment cycles. This inefficiency drains resources and increases error rates. Embedded Client Analytics automates these tasks by integrating directly into existing finance platforms, reducing cycle times and freeing analysts to focus on higher-value activities. Without this embedded approach, organizations struggle to scale analytics-driven processes effectively.

Real-Time Financial Dashboards

Traditional financial analytics tools typically operate with delayed data refreshes, preventing real-time decision-making. This lag impacts risk assessment, client reporting, and market responsiveness. Finance teams rely on static reports that quickly become outdated, reducing strategic agility. Embedded Client Analytics enables continuous data ingestion and live dashboards within client systems, empowering teams with up-to-the-minute insights. The failure of legacy tools to embed analytics workflows limits competitive advantage and undermines proactive financial management.

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Custom internal tools & lightweight SaaS products

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How We Automate

Data Pipelines That Simplify Finance Ops

Automate reconciliation, reporting, and forecasting effortlessly.

Automated Data Consolidation

Previously, finance teams spent hours manually compiling client data from multiple disconnected sources, resulting in delayed reporting and increased error rates. By embedding client analytics directly into financial platforms, data consolidation becomes automated and seamless. This integration reduces manual workload by up to 50%, accelerates reporting cycles, and ensures data accuracy through real-time synchronization. Teams gain a unified, trustworthy dataset that drives faster and more informed financial decisions, enabling proactive client management and operational efficiency.

Compliance Monitoring Automation

Before automation, compliance teams relied on manual audits and fragmented reports to verify adherence to regulatory standards, exposing firms to risk and penalties. Embedded analytics automate compliance workflows by continuously monitoring transactions and flagging anomalies within client dashboards. This proactive approach reduces compliance review times by 40% and improves accuracy by integrating audit trails directly into finance systems. Consequently, firms achieve faster regulatory reporting, minimize risk exposure, and maintain stronger governance with less manual effort.

Unified Client Portfolio Insights

Finance professionals previously navigated multiple systems to piece together client portfolio data, leading to fragmented insights and missed opportunities. Embedded Client Analytics consolidates these insights into a single interface, providing holistic real-time visibility into client holdings, performance, and risk. This transformation drives a 30% improvement in client advisory effectiveness and enhances cross-selling by enabling personalized recommendations. The streamlined workflow empowers relationship managers with actionable intelligence without switching platforms, boosting client satisfaction and retention.

Automated Financial Reporting

Manual repetitive tasks like report generation and data validation consumed significant analyst time and introduced errors before automation. Embedded analytics automates these workflows by integrating AI-driven data processing and validation directly within finance applications. This reduces operational overhead by 35% and shortens report turnaround times by 45%. Analysts can focus on strategic analysis while automated systems handle routine tasks, resulting in higher productivity and more reliable outputs across finance operations.

AI-powered

Predictive Finance Analytics

Use AI to detect risks early and forecast trends accurately.

Predictive Risk Modeling

Our AI-powered predictive risk modeling anticipates client portfolio vulnerabilities by analyzing historical and real-time data patterns. Seamlessly integrated within embedded analytics dashboards, it provides actionable risk scores and alerts. This feature reduces unexpected losses by up to 30% and enhances proactive risk mitigation strategies. By embedding AI-driven insights directly into finance workflows, teams can make forward-looking decisions with confidence and precision.

Anomaly Detection and Fraud Prevention

Embedded AI continuously scans transactional data to detect anomalies indicative of fraud or compliance breaches. Integrated directly into client analytics platforms, it provides real-time alerts and investigative workflows. This capability decreases fraud detection time by 50% and reduces false positives by 25%, improving operational security. AI integration ensures finance teams respond swiftly to irregularities, safeguarding assets and maintaining regulatory compliance.

Automated Financial Forecasting

AI-driven forecasting models embedded within client analytics generate accurate financial projections based on dynamic market and client data. This automation streamlines budgeting and planning processes, improving forecast accuracy by 35%. Integrated forecasting enables finance teams to adjust strategies proactively, aligning with evolving client needs and market conditions. Embedding these AI capabilities accelerates decision cycles and optimizes resource allocation.

Natural Language Query Interfaces

Our embedded analytics include AI-powered natural language interfaces that allow finance users to query complex datasets using conversational language. This feature democratizes data access, reducing reliance on specialized analysts and speeding up insight discovery by 40%. Integrated seamlessly within client platforms, it enhances user experience and empowers stakeholders to extract meaningful analytics without technical barriers.

Success Stories

See How Our Custom Tools Run Real Businesses

200+ Launches. 5-Star Results. Countless hours saved for teams.

Bellmade

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