Toptal helps financial SaaS provider unify financial data with automated platform.
With financial data split between payment and accounting systems, a financial SaaS provider partnered with Toptal to automate reconciliation and build a subscription-ready platform with AI-powered insights.
Client
A US-based financial SaaS provider giving small businesses automated cash flow analysis and projections.
Industry
Financial ServicesDelivered Services
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Financial data was divided between Square and QuickBooks, requiring time-consuming manual reconciliation and creating the potential for discrepancies. The company needed a dependable way to consolidate its data and support accurate cash flow analysis.
Solution
Unified Financial Platform
Toptal built a Next.js and Supabase application that integrated QuickBooks data and automated cash flow, cash-conversion-cycle, and 13-week projection views in one platform.
Reliable SaaS Infrastructure
Square billing, signature-verified webhooks, and idempotent payment handling supported dependable subscriptions, with an AI insights layer generating plain-language commentary on financial performance.
Outcome
Automated Financial Analysis
The platform replaced manual reconciliation with continuously updated financial views, giving the company a single source for analyzing cash flow, cash-conversion cycles, and projections.
Subscription-ready SaaS Product
The project advanced the product from concept to a deployed SaaS platform with billing and onboarding in place, positioning the company to serve paying customers with differentiated AI insights.
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