Fintech · Internal CRM & Payments Platform
A purpose-built internal CRM with native Stripe payment-link generation and real-time Financial Connections visibility — eliminating manual reconciliation and disconnected workflows.
A payments operator ran a high volume of case-based payment workflows on a patchwork of spreadsheets, manually generated payment links, and disconnected banking portals. We replaced it with a lean, precise CRM built around one workflow — case → payment → financial data, in one place.
Everything a case needs — records, payment links, and live bank data — without touching an external tool.
Unified system replacing multiple disconnected tools
Manual data duplication between CRM and payments
Architecture to production deployment
There was no single source of truth. Payment links were not tied to case records, financial data lived in separate banking portals, and every action meant jumping between tools and copying data by hand — producing mismatched records, delayed payments, and zero visibility into a client’s financial status during an active case.
An API-first CRM where each case surfaces its client’s linked bank accounts, real-time balances, transaction history, and account-owner details directly inside the case record — with Stripe payment links generated in the same view.
Linked account visibility
xStripe Financial Connections surfaces each client’s linked bank accounts directly inside the case record — no portal switching, no manual lookups.
Real-time balances
Account balances are pulled and displayed in context, with a manual refresh trigger so the team syncs the latest data on demand without polling overhead.
Transaction history
Full per-account transaction history is accessible within the case view, so the team can verify payment status without leaving the CRM.
Account owner details
Financial Connections surfaces account-holder identity data — a verified layer of client information tied to the case and account number.
Case-scoped payment links
Stripe payment links are generated and tied directly to case and account numbers, with field validation and error handling on every request.
The system was designed API-first — every feature communicates through clean backend endpoints rather than embedded logic, keeping the frontend light, the data consistent, and the system easy to extend without structural debt.
Backend integration that generates case-scoped payment links with validation and error handling.
Fetches linked accounts, balances, transactions, and owner details on demand with a manual sync inside the case view.
CSV/Excel upload that auto-populates account numbers and client details into the case model.
Per-case scoping of sensitive financial data with a secure auth layer and minimal retained data.
Each milestone shipped something functional before moving forward — no black-box delivery.
Finalized workflow mapping, defined the data schema, planned Stripe API integration points, and established the project architecture and database structure.
Built the internal dashboard, case creation and management flow, spreadsheet upload/import logic, and auto-population of account numbers and client details.
Implemented payment-link generation tied directly to case and account numbers, with backend API integration, field validation, and error handling.
Surfaced linked accounts, real-time balances, transaction history, and account-owner details — with manual refresh/sync inside the case view.
End-to-end testing across all flows, security review, bug resolution, production deployment, and handoff documentation.
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3-week launch · Fixed pricing · Senior team
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