Financial Data Integration Services
Connect your financial systems with precision and reliability
We've spent the last eight years figuring out how to make different financial systems talk to each other properly. Banks, payment gateways, accounting software—they all speak different languages, and our job is making sure nothing gets lost in translation.
Started working with a mid-sized logistics company back in early 2023. They were manually reconciling payment data across three different platforms every week. Took us about six weeks to build a proper integration, and now everything syncs automatically. That's the kind of practical improvement we focus on.
Real-Time Data Synchronization
Your financial data moves between systems without manual intervention. When a transaction happens in one place, it appears everywhere it needs to be—usually within seconds.
- Banking APIs connect directly to your accounting platform, eliminating the daily download-and-upload routine that most finance teams know too well
- Payment processor integration captures transaction details at the source, which means fewer discrepancies during month-end reconciliation
- Multi-currency handling for businesses working across borders—exchange rates update automatically based on your preferred provider
- Error notifications go straight to the relevant team member when something doesn't sync properly, rather than discovering issues weeks later
- Transaction categorization can be automated based on patterns we identify during the initial setup phase
Integration Specialists
Three people handle most of our client work. They've been doing this long enough to spot potential issues before they become actual problems.
Taemin Goh
Senior Integration Engineer
Worked at two major South Korean banks before joining us in 2019. He understands banking protocols better than anyone I know—which matters when you're connecting systems that were never designed to work together.
Isla Vermeulen
Data Architecture Lead
Designs how information flows between your systems. She maps out the entire process before we write a single line of code, which saves considerable time when things get complicated.
Bronte Kjeldsen
Implementation Manager
Coordinates with your team during the setup process. She keeps everyone informed about what's happening and when—no technical jargon unless you specifically want it.
How We Approach Integration Projects
Every business uses different systems, so we don't follow a rigid process. But there are certain steps that make sense for most projects.
Initial System Assessment
We start by documenting what you're currently using and how data moves through your organization. Sometimes companies have integrations they forgot about, or manual processes that could be automated.
- Review existing software and data sources
- Identify manual data entry points that slow down your team
- Document current reconciliation processes
Integration Design
This is where Isla maps out how everything should connect. We show you the proposed data flow and explain what will happen automatically versus what might still need occasional human review.
- Create visual diagrams of system connections
- Define data transformation rules
- Establish error handling procedures
Development and Testing
We build the integration in a test environment first. You'll see it working with sample data before we touch your live systems—which is when most clients realize they want to adjust something.
- Build integration in isolated test environment
- Run parallel testing with your existing processes
- Refine based on feedback from your finance team
Implementation and Monitoring
The actual switchover usually happens during a weekend or slower business period. We monitor everything closely for the first few weeks and stay available if your team has questions.
- Schedule deployment during low-activity periods
- Monitor all transactions for the first billing cycle
- Provide direct contact for your team during transition period