Finance & Accounting
Client portals, secure documents, and workflow.
Accounting firms, fintech companies, and finance functions need secure, workflow-heavy systems. Novalify builds client portals, workflow automation, reporting tools, and integrations for finance teams and platforms.
What makes finance & accounting hard.
KYC/KYB done via email and PDFs.
Sending and receiving sensitive documents relies on email.
Bank feeds, invoices, and ledgers reconciled by hand every month.
Board and management reports assembled manually in Excel.
Where technology moves the needle.
Structured onboarding, document collection, and status visibility.
Rules engines and integrations remove repetitive matching work.
Dashboards for management, board, and clients — always current.
Encrypted, role-based document exchange with audit trails.
What we typically build.
Services we recommend for finance & accounting.
Purpose-built web applications for your operating model. Starting from €1,500.
Automate operations, approvals, and cross-tool workflows. Starting from €750.
Modern cloud hosting, environments, backup, and security. Starting from €750.
Product, marketing, and business analytics you can act on. Starting from €750.
Connect systems, payments, logistics, and third-party services. Starting from €750.
Tools and platforms.
Building something in finance & accounting?
Book a consultation, request a proposal, or talk to an expert about your project.