Financial services
Client portals and internal systems that replace email and spreadsheets
We build secure web applications for finance businesses: portals where clients share documents and see their status, approval workflows with a clear audit trail, and dashboards fed from the systems you already run.
Projects typically start from SAR 30,000. Scope, integrations and security requirements set the final price.
- NDA before details are shared
- Role-based access and audit trails
- Your infrastructure, your data
Who it's for
Who this is for
Finance and leasing companies
Teams handling applications, documents and approvals for many clients at once.
Advisory and accounting firms
Firms that collect client documents every period and report back on accounts, investments or tax.
Finance teams inside larger companies
Departments running payments, expenses and reporting through email chains and shared workbooks.
The challenge
Where the work slows down
Sensitive documents travel by email
Statements, IDs and contracts are sent as attachments, re-requested, and saved in several places.
Approvals have no clear trail
Sign-offs happen in email and chat, so it is hard to see who approved what, and when.
Reports are rebuilt by hand
Analysts export data from several systems and reconcile spreadsheets before every management meeting.
Clients call to ask for a status update
Without a portal, every 'where is my application?' question becomes a call or an email for your team.
What we build
What we build for finance teams
Client portals
Secure logins where clients upload documents, see application or account status, and message your team.
- Client accounts with two-step login
- Document upload and status pages
- Staff admin console
Workflow and approval systems
Multi-step approvals with limits by role, reminders, and a complete record of every decision.
- Configurable approval stages
- Audit trail
- Notifications and escalations
Reporting dashboards
Live views of volumes, balances, pipeline or performance, built on data from your existing systems.
- Agreed metric definitions
- Dashboards by role
- Scheduled exports
Document handling
Structured document collection, versioning and retention rules, with optional AI extraction of key fields for staff to check.
- Document requests and checklists
- Version history
- Field extraction with review
API integrations
Connections to core systems, CRMs, accounting software and third-party data providers through their APIs.
- Integration design
- Error handling and logging
- Technical documentation
Secure development practices
Role-based access, encrypted connections, input validation, code review and least-privilege access to environments, applied throughout the build.
- Access model agreed with you
- Security review before launch
Examples
What this can look like
Equipment leasing company
Example- Before
- Applicants emailed documents, staff chased missing pages, and approvals were confirmed in chat messages.
- After
- A client portal with a document checklist, and an approval workflow that records each decision.
Accounting firm
Example- Before
- Each month, clients were emailed for statements and receipts, and reports were assembled in spreadsheets.
- After
- A portal for monthly uploads and a dashboard that shows each client's status at a glance.
Our work
Related work from other sectors
LeadFlow CRM
Pipelines, assignment rules and real-time dashboards for a team managing a high volume of records.
Read the case studyFlowAutomate workflow automation
Automated multi-step workflows with triggers, actions and a full run history.
Read the case study
“If you are looking for someone who has the ability, the experience and expertise then look no farther. Work ethics, focused, exceptional leadership skills and quality then you have the man who can deliver.”
How we work
Clear steps, no surprises
- 1
Free discovery call
A short call or email exchange to understand your goals, users and constraints.
- 2
Written proposal
Scope, timeline and a fixed price (or a monthly rate) in writing before any work starts.
- 3
Build with regular demos
You see working progress at agreed checkpoints and give feedback as we go.
- 4
Launch and handover
We deploy, test with you, and hand over access, documentation and training.
- 5
Support when you need it
Optional care plans for updates, fixes and new features after launch.
Ways to work with us
Fixed-scope project
A defined result for an agreed price. Best for websites, stores and first versions.
Monthly support
A set number of hours each month for updates, improvements and fixes.
Dedicated developer
A developer working as part of your team on a longer roadmap.
You own the code, content and domain we deliver. No lock-in.
FAQ
Financial services: common questions
Tell us about the process you want to improve
Describe the workflow, the people involved and the systems in use. We'll reply with questions or a suggested approach, and sign an NDA first if you need one.