Financial Management Solution Modernization

CHALLENGE

The client, a fintech company developing investment solutions, was entering a new growth stage and welcoming larger enterprise clients. The platform remained stable and reliable, but its existing financial system needed to evolve to match the higher demands of corporate partners.

Larger clients require better reporting, smoother integrations, and greater flexibility. To support scalable growth, the company focused on financial management system modernization, enhancing performance and scalability while keeping the core product intact.

ENGAGEMENT STAGE

Our cooperation with the client began when they were just starting to scale their business and enter new markets. The platform had to handle more users and larger enterprise clients. Our team joined to expand functionality, strengthen integrations, and automate financial processes. The focus was on gradual improvement.

TRANSFORMATION

Modernization needed to happen step by step. Our team developed new modules, implemented integrations, customized the interface, and introduced flexible access control.

Automation became a core component of the platform. With real-time automation, the team was able to add new modules, integrations, and flexible access control that worked together to keep financial data accurate and transparent and create a modern financial management system ready for enterprise growth.

SERVICES PROVIDED

• Fintech software development
• Financial management system modernization 
• Custom API development and integration
• Automation of reporting and data synchronization
• Cloud infrastructure deployment on AWS and Azure
• Security and compliance implementation (SOC2-ready)

DEVELOPMENT TEAM

• Account Manager
• 15 Backend Developers
• 4 Tech Leads
• 8 Frontend Developers
• 2 Integration Engineers
• 2 QA Engineers
• DevOps Specialist

BUSINESS LOGIC OPTIMIZATION

The existing logic was able to handle routine operations, but could not support complex investments or evolving compliance rules. Many companies fall into this pattern – where their technology is “just good enough” to do what they’ve always done – but when it comes time to do more, it’s not enough. The finance system modernization we introduced enabled smarter calculations and adaptive structures, making the platform ready for enterprise-level management.

INTEGRATION MODERNIZATION

Each client relied on its own ecosystem, such as Salesforce, Oracle Fusion, or QuickBooks. Data moved in separate streams and caused delays. The integration layer that CHI Software implemented for our client improved speed by creating a connected environment where systems are able to share information securely and in real time.

FINANCIAL WORKFLOW AUTOMATION

Manual reporting and data checks tend to slow down daily operations. Our modernization efforts focused on automation, allowing teams to shift from repetitive work to analysis and decision-making.

SCALABILITY ENHANCEMENT

While the company was expanding fast, its systems had to keep up. Restructuring and upgrading financial systems with cloud-based modules made the infrastructure flexible and ready to handle more users, data, and transactions without affecting performance.

SECURITY AND COMPLIANCE

Financial data required enterprise-grade protection and full SOC2 compliance. The new security model introduced encryption, precise access control, and continuous monitoring to maintain client confidence.

STRATEGY

Modernizing an active financial platform required both precision and patience. The client wanted measurable improvements without interrupting daily operations. The financial management system modernization plan focused on updating business logic, strengthening integrations, and automating key workflows.

DEVELOPMENT PHASES

+60% EFFICIENCY GROWTH

Automation has completely transformed and reshaped everyday work. Routine data checks and manual updates were replaced by intelligent workflows that saved time and allowed finance teams to focus on strategic analysis and decision-making. The resulting improvements to efficiency were among the strongest outcomes of the financial management system modernization.

+30% HIGHER DATA ACCURACY

After modernization, all the company’s information was able to move through a single validation process. Reports became consistent, financial forecasting became more reliable, and management finally trusted every number on the screen. The finance system modernization established a single source of truth across departments.

+25% FASTER DECISION-MAKING

Real-time analytics opened access to performance data instantly. Investment planning that once required hours could now be completed within minutes, showing the modern financial management software upgrade’s tangible results.

99.9% PLATFORM RELIABILITY

A SOC2-certified infrastructure ensured stability and confidence. The platform now runs smoothly around the clock, providing secure access to financial data even during peak system loads.

+50% INCREASE IN USER ADOPTION

Modernization changed how users felt about the product. Simpler navigation, faster performance, and clearer dashboards provided enterprise clients the confidence they need to rely on the system every day.

Companies planning to upgrade their legacy financial management system or implement modern financial management software can rely on our expertise in digital transformation. The CHI Software team creates solutions that combine scalability, compliance, and innovation to help businesses grow with confidence.

WHAT WE SPECIALIZE IN

• Financial management system modernization and optimization of enterprise platforms
  
• Integration of accounting, CRM, and banking tools into unified ecosystems
  
• Custom financial software development for fintech and corporate clients
  
• Data engineering and analytics setup for deeper business insights
  
• Cloud infrastructure design using AWS and Azure
• Security and compliance implementation following SOC2 and GDPR standards
• Automation and predictive analytics to support strategic financial operations

BUSINESS WE SERVICE

• Fintech companies
  
• Investment and asset management firms
  
• Green energy funds
  
• Financial institutions and banks
  
• Accounting software providers
  
• Corporate finance and treasury departments