Finance Software Development Company
Automated reconciliation, reporting pipelines, and AI controls that cut close time and surface decision-ready data across the finance org.
Bank, ledger, and subledger reconciliation pipelines that eliminate spreadsheet reconciliation work and surface variances faster.
Journal automation, flux analysis, and checklist tooling that compresses monthly and quarterly close cycles for finance teams.
Planning, forecasting, and driver-based modeling tools integrated with your ERP, CRM, and product usage data.
Cash visibility, liquidity forecasting, and bank-connectivity tooling for treasury teams running on real-time signal.
Anomaly detection, control monitoring, and audit-ready evidence systems that reduce risk without adding review cycles.
Expense, procurement, and vendor-spend analytics that help CFOs find cost savings finance teams can actually act on.
Finance software operates at the intersection of precision and regulation: a rounding error in a portfolio calculation, a missing audit trail in a transaction, or an access-control gap in a reporting tool can each generate a compliance finding that costs more to remediate than the platform cost to build. Codieshub builds software for financial services companies that understand this — where correctness and auditability are engineering requirements, not product nice-to-haves.
We have built platforms for capital-markets workflows, investment-management reporting, treasury operations, insurance administration, and financial-data distribution. Our engineers understand the data models underneath financial products: positions, transactions, valuations, allocations, and the reconciliation logic that proves all of them agree. Senior nearshore engineers on U.S. hours, delivered into your cloud account with audit trails your compliance team can read.
The clients we work best with are financial services firms digitizing manual processes, replacing aging vendor platforms, or building new financial products that need to survive regulatory scrutiny from day one.
Finance software built by teams without domain experience tends to pass functional testing and fail compliance review: business-day calendars not correctly applied to settlement dates, floating-point arithmetic used in ledger calculations where it shouldn't be, or PII sitting in application logs that a security audit surfaces two weeks before launch. These are not edge cases — they are the predictable output of engineers who have not built money systems before.
We staff finance engagements with engineers who have built trading, reporting, and operations platforms. We establish the data model — what a position is, how it changes through a transaction, what reconciliation means for this product — before writing application code. Decimal precision, business-day rules, timezone handling, and audit logging are first-class concerns from the first sprint. We integrate with your custodians, data vendors, and reporting platforms using the connection patterns they actually support.
Finance platforms that pass internal and external audit, reconcile automatically against custodian and counterparty data, and produce regulatory reports your compliance team can file without manual correction. We build toward eliminating the spreadsheet-driven operations that create audit risk, and we structure reporting pipelines so that reconciliation exceptions surface in a workflow rather than in a morning email chain before a NAV calculation.
A senior engineer with finance domain experience reviews your requirements — data model, integrations, and compliance — in one call.
The Work
Archive · 2016 → 2026
Browse all 35 cases→
Fintech
Fintech Web Platform for Investor Discovery
TFX Capital
Finance
Web & UX for TFX Capital
Kapital Bank
Fintech
Fintech Web Platform for Kapital Bank
Acorn PG
Real Estate
Real Estate Web Platform for Acorn PG
Dot Drive
Fintech
Fintech Web Product for Dot Drive
CoolBitX
Fintech
Blockchain Security Mobile App for CoolBitX
Rodeo
E-commerce
Shopify Subscription Plugin Built in 8 Weeks
PetScreening
Real Estate
SaaS Platform That Scaled to 21% MoM Growth
Saudia Cargo
Transportation & Logistics
Logistics SaaS for Saudia Cargo
4.9 / 5
Average client rating across platforms
93%
Net Promoter Score
150%
Client retention rate
SOC 2
Type II certified
Four ways to work with us — from surgical staff augmentation to fully managed delivery. All models share the same senior-first talent bench.
Full-time engineers embedded in your team for long-running engagements.
Explore Dedicated Teams↗Add senior specialists to an existing team — vetted, onboarded, and up to speed in weeks.
Explore Staff Augmentation↗Managed fixed-scope projects with a committed timeline and deliverables.
Explore Project Delivery↗Fractional senior technical leadership for architecture, hiring, and strategy.
Explore Virtual CTO↗Why Codieshub
The shortlist we get asked about on every call — what actually separates Codieshub from a dev shop.
Decimal precision, rounding mode selection, and business-day calendar logic applied at the data layer — not left to application-level floating point that breaks P&L calculations.
Immutable event logs, access-control records, and change trails that your compliance team, external auditors, and regulators can review without custom tooling.
Connectors to prime brokers, custodians, Bloomberg, Refinitiv, and FTP-based data feeds — the integration patterns financial operations teams actually use, built to handle partial failures and late deliveries.
Report generation for SEC, FINRA, MiFID II, and firm-specific regulatory obligations — structured output that matches the filing format, not a data export that someone reformats in Excel.
Position, cash, and transaction reconciliation against custodian and counterparty statements — exceptions surfaced in a workflow, not discovered the morning of a NAV calculation.
Role-based access to portfolio data, trade blotter, and client records — with segregation of duties for compliance-sensitive operations like NAV overrides and manual trade corrections.
Reviews
Farid Huseynov
CEO · Kapital Bank
Kapital Bank case study→“Reliability and scalability are critical for us. They approached the engagement with a strong technical foundation and a clear process.”
Michael Ou
Founder · CoolBitX
CoolBitX case study→“Security and precision are non-negotiable for us. They demonstrated solid technical judgment, were open to feedback from our engineers, and iterated quickly.”
John Bradford
CEO · PetScreening
PetScreening case study→“An external team can be just as committed and driven as our internal one. Their dedication and attention to detail have made them invaluable.”
Lisa Dunbar
CEO · Paradigm Labs
Paradigm Labs case study→“They did an excellent job balancing scientific nuance with a user-friendly experience. It's clear they care about both rigor and design.”
Oliver Dlouhy
CEO · Kiwi
Kiwi case study→“We move fast and deal with a lot of edge cases. They kept up without cutting corners, which is rare. The team stayed responsive across time zones.”
Ryan Pamplin
CEO · Blendjet
Blendjet case study→“Managing global scale requires extreme technical precision. Codieshub re-architected our funnels to perform under massive pressure.”
Steve Gebhardt
Founder · RSVLTS
RSVLTS case study→“Our old setup crashed during every major drop until Codieshub built a beast of an engine for us. They handled our traffic spikes perfectly.”
Davis Rosser
CEO & Co-founder · Elite Amenity
Elite Amenity case study→“The digital concierge we co-built is more than tech — it's a paradigm shift in resident experience. Luxury brands can now offer faster services.”
Vito Robles
COO · Percensys
Percensys case study→“They took feedback seriously, refined the details, and made sure our content and workflows were presented in a way that really works for our learners and admins.”
Enterprise-grade security and compliance across every engagement.
Nearshore teams that overlap with your working hours for real-time collaboration.
Near-perfect satisfaction scores across Clutch, DesignRush, and Manifest.
Process
Our engineers are not freelancers, and we are not a marketplace. Dedicated Codieshub seniors, seated with your team.
Before kickoff
Pre-kickoff technical and strategic review.
Before a single line of code, we sit with your team to align on stack, constraints, and what success looks like. Our VP Eng, CTO, and senior leads join — not a sales engineer.
Full review of your stack, goals, and constraints before kickoff
Session led by VP Eng, CTO, and the senior leads who'll staff the work
Architecture, tooling, and team shape agreed before the first sprint
Questions
The questions we get on every intro call — answered without the marketing gloss.
Yes. We have built reporting and record-keeping systems designed around specific regulatory obligations: books-and-records retention under SEC Rule 17a-4, FINRA OATS/CAT reporting, and MiFID II transaction reporting. The approach is to scope the regulatory requirements as engineering specifications — field-level mapping, file format, submission protocol, and retention policy — before writing code, so compliance is designed in rather than discovered during a test run with the regulator.
Keep exploring
