Fintech Operations Engine
B2B infrastructure for KYC verifications, subscriptions, and automated payouts.
The challenge
What we walked into.
The client needed to string together multiple complex financial APIs without creating a brittle monolith.
Required strict, automated KYC verification before any funds could be dispersed.
Household and workspace level expense tracking needed intricate invite-based permissions.
The approach
Four moves. Shipped in order.
Payment Routing
Architected a unified payment layer utilizing Braintree for inbound health platform payments and QuickBooks for subscriptions.
Payout Automation
Integrated Checkbook API for seamless, programmatic outbound payouts to vendors and partners.
Compliance Layer
Embedded Persona KYC to automate identity verification flows, reducing manual compliance checks by 90%.
Workspace Collaboration
Built a robust RBAC system allowing users to invite partners and advisors to shared expense households.
Inside the product
What it looks like in the wild.
Stack
"They untangled a massive web of financial integrations into a single, clean platform."