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All-in-One Financial & Investment Management Solution

The client: a fintech company focused on providing investment solutions and streamlining financial operations for businesses and investors in the green energy industry. CHI Software worked with them to develop a financial management platform that integrates multiple financial and CRM systems to offer seamless investment tracking, financial reporting, and portfolio management.

Project background

In order to simplify the complex process of investments, our client, a San Francisco-based fintech company, knew they needed a unified financial management system. When they started out, their tools were disconnected, data was scattered, and decision-making was slow, so as operations grew, so did the pressure for automation, real-time insights, and compliance.

We partnered with them to build a custom automated financial management system that integrated financial, accounting, and CRM systems into one seamless solution. Over three years, we combined innovative tech, secure architecture, and intuitive design to create a scalable foundation for smarter investment management and faster business growth.

By enhancing automation, data synchronization, and reporting capabilities, the platform now enables businesses to optimize investment decisions and manage financial resources effectively with automated financial management tools. The platform became a scalable foundation and one of the prime examples of effective financial management software.

  • Duration: 3 years
  • Location: San Francisco, CA, US
  • Industry: Fintech
  • Services:
  • Custom web development, full-cycle software engineering; API development, third-party integrations (ERP, CRM); UX/UI design; Automated and manual testing; Full-cycle product management; Software testing.

Business needs

01
Unified System Integration:

Financial and investment records had to remain up to date across all integrated systems to enhance the accuracy and reliability of payments.

02
Consistent Data Synchronization:

An advanced reporting module was necessary to generate detailed financial analyses and provide stakeholders with actionable intelligence.

03
Comprehensive Reporting and Insights:

A flexible financial management software was essential to accommodate business growth while ensuring strong security measures to protect sensitive data.

04
Scalable and Secure Infrastructure:

A well-designed interface was essential to simplifying payment processes and reducing technical challenges for users of different expertise levels.

05
User-Friendly Experience:

Multiple financial, CRM, and accounting solutions had to be connected within a unified framework to enable real-time data flow and efficient business management.

06
Diverse Solution Integration:

This investment management platform required a seamless connection of various financial, accounting, and CRM tools to streamline operations and enable efficient data management.

Product features

Metric Coverage: Key metrics across deals, projects, and financing for comprehensive visibility and performance tracking.

Data Input Flexibility: Manual entry, spreadsheet upload, or CRM integration to support various workflows.

Portfolio Roll-Ups: Aggregated performance views with drill-down capabilities, built into the financial management platform for enhanced investment tracking.

Metric API: Real-time backend API for dynamic, filterable dashboards and smooth UI rendering.

Personalized Dashboards: User-specific pages with customizable layouts and project-relevant metric previews.

Flexible Tables: Organization-level configurable tables with real-time metric calculations and custom column selection.

Performance Alerts: Automated notifications for missed KPIs and performance issues, ensuring proactive management.

Custom Reports: On-demand reporting by timeframe, metric, or project, integrated within the financial management solution for flexible analysis.

Data Export: Downloadable reports in PDF or Excel formats for further financial digital wallet analysis or sharing.

Multi-Currency Support: Real-time exchange rates via NetSuite for accurate global financials across the investment management platform.

User Access Management & Security: Role-based access control with granular permissions and organization-level role invites, essential for managing transactions.

Project Financing & Investment Management: Multi-stakeholder involvement with real-time allocation tracking, transparent workflows, and enhanced finance management.

Lightweight Platform Version (Guest Access): Limited-access UI for secure report sharing via guest email invitations.

Linked Entity Visualization: Graph view of metric-linked projects, loans, and deals with real-time updates and transparent formula tracing.

Financial Modeling: 50+ year profitability forecasting with real-time EBITDA, equity, debt service, and reserve projections, powered by automated financial management tools.

Context-Based Messaging: Entity-linked conversations with rich text, tagging, and real-time notifications for effective collaboration.

Solution

1. Fund Management

Managing multiple portfolios felt like walking a tightrope. With so many moving parts, gaining strategic oversight was a daily struggle. It was here that we introduced a financial management system that tracked each portfolio in real time, monitored disbursements, and offered early warnings when cash flow might run short. With automated reports on cash flow waterfalls and intelligent alerts in place, the team could finally focus on strategy instead of firefighting.

2. SOC2 Compliant & Enhanced Security

Security wasn’t just a requirement — it was a core pillar of trust. However, achieving compliance without slowing down collaboration was a real challenge. We started by setting the foundation with a SOC2-certified cloud infrastructure. From there, we introduced a layered access system built around user roles, allowing each person to see only what they needed. This created a secure payment solution where sensitive financial data stayed protected, and teamwork could thrive without hesitation.

3. Origination and Underwriting

The process of gathering project data from vendors and suppliers was messy and time-consuming. Information came in all formats, often requiring hours to organize and make sense of it all. To streamline this, we built an intuitive document editor — one that felt just like using Microsoft Word, but lived inside the financial management platform. It allowed users to co-edit, templatize, and approve content in one place. 

4. Automated Data Collection

With financial tools and CRM systems disconnected, manual data entry had become a bottleneck, and the team couldn’t get a real-time view of the business. Every update meant waiting, checking, and rechecking. We changed that by designing an automated integration engine. Data from multiple platforms was synchronized using an event-driven architecture and background jobs. Built-in validation ensured that everything entered into the automated financial management system was clean and accurate. 

5. Oracle Fusion Accounting Integration

Financial reporting depended on accurate data, but importing it from Oracle Fusion was a slow and tedious manual process. We took a different approach – building a direct integration using Oracle Fusion’s REST APIs. Middleware in Java handled the data processing, validation, and transformation. Background jobs brought in fresh records regularly. To future-proof this setup, we applied a reusable integration framework that kept everything consistent. Reporting became faster, card errors dropped, and the team gained more trust in the numbers they were seeing.

6. Merge Integration

With multiple third-party platforms in play, integration has become a challenge. Each system had its logic, authentication flow, and quirks. That’s where Merge’s unified API infrastructure made a difference. We integrated tools like Salesforce, QuickBooks, and Xero while handling complex schema mapping, rate limits, and data flows behind the scenes. Two-way syncs were powered by webhooks and polling, while logging tools kept tabs on the performance of the financial management system. Everything worked together like a well-rehearsed orchestra, even when new platforms joined in the mix.

7. Salesforce–Lendistry–Platform Sync

Client onboarding needed to move faster — and more reliably. That meant connecting Salesforce, Lendistry, and the internal platform into one smooth workflow. We built a three-way integration that pulled bulk data from Salesforce, passed it to Lendistry through a custom REST API, and captured responses in a feedback loop. Change data capture kept everything up to date, while token-based encryption ensured that security was never compromised.

Our technology stack

  • Backend: Java, Spring Boot
  • Frontend: Vue.js + Quasar Framework 
  • Database: PostgreSQL
  • Integration Tools: Merge, REST APIS, SOAP
  • Accounting & CRM: Oracle Fusion, Salesforce, QuickBooks, Xero, Sage Intacct, HubSpot
  • Cloud Services: AWS, Azure
  • Security: OAuth 2.0, JWT Authentication

Key achievements delivered

01
Seamless Integration & Data Consolidation:

Unification of multiple financial and CRM platforms through a centralized financial management solution improved operational efficiency by 35%.

02
Optimized Financial Operations:

Automated investment tracking reduced manual errors by 50% and improved financial reporting accuracy.

03
Improved User Experience:

Intuitive UI and self-service onboarding reduced training time by 40%.

04
Enhanced Security & Compliance:

Role-based access and encryption protocols

05
Increased Automation:

Streamlined operations and reduced human intervention by 60% using automated financial management tools.

06
Improved Data Accuracy:

Validated inputs and synchronized payment systems minimized financial errors by 30%.

07
Stronger Investment Decision-Making:

Real-time analytics delivered through the investment management platform improved forecasting accuracy by 25%.

08
Faster Platform Adoption:

Enhanced usability and integrated workflows increased the adoption rate by 50%.

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