Fintech · Internal CRM & Payments Platform
5 Milestones
5 Weeks
API-first
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.
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.
Business challenges
Eliminate manual reconciliation across spreadsheets and portals
Tie every payment link directly to a case and account number
Give the team live financial status inside the case they’re working
Ship a lean tool around one workflow, not a bloated CRM
Technical challenges
Generate Stripe payment links programmatically, scoped to each case
Surface linked bank accounts, balances, and transactions in context
Keep sensitive financial data minimal and permission-scoped by design
Import existing spreadsheet data and auto-populate account details
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.
Core features delivered
Linked account visibility
Stripe 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.
Architecture overview
Case-scoped relational model — payment links and financial data always tied to a case
Financial data fetched fresh on demand or manual refresh — never stored beyond display
Minimal permissions by design — Financial Connections access scoped per case
Clean REST endpoints so features extend without touching the frontend
Stripe Payment Links service
Backend integration that generates case-scoped payment links with validation and error handling.
Financial Connections layer
Fetches linked accounts, balances, transactions, and owner details on demand with a manual sync inside the case view.
Spreadsheet import & field mapping
CSV/Excel upload that auto-populates account numbers and client details into the case model.
Secure auth & scoping
Per-case scoping of sensitive financial data with a secure auth layer and minimal retained
We build lean, API-first internal tools that unify case data, payments, and financial visibility into one workflow — shipped in weeks, not quarters.
3-week launch · Fixed pricing · Senior team
A senior product studio. We design, build, and ship investor-ready products in weeks, not months.
What an MVP really costs, and the exact scope to launch — in weeks, not months.
Straight to your inbox. No call. No pitch.
