Small-business lending
Re-architected, rebuilt, and launched the loan-application system, integrating with AOF’s existing loan origination and management systems. Built out financial data platforms, integrated Alloy KYC and a variety of data feeds, and supported their custom scorecard.
Read the case study →Hospitality payments
Ledger build-out and integration on Twisp for ROH’s payment platform, including chart of accounts modeling, balance validation, and data infrastructure at the intersection of finance and engineering.
Read the case study →
TwispLedger infrastructure
Engineering and console development for Twisp’s ledger platform, and ongoing Twisp partnership for implementations with clients.
More about our Twisp work →Foreign exchange and payments
OpenFX
Funds-flow and ledger architecture work, including review of transaction models, reconciliation requirements, and implementation options.
Estate planning
Paige
Technical leadership and product engineering for an estate-planning platform, including financial-data integration work with Quiltt.
Legal lending
Lexfin
Custom financial engineering, AWS infrastructure engineering, and product build-out for a legal lending platform.
Insurance
THREE
Technical leadership and vendor evaluation for THREE, a Berkshire Hathaway insurance business.
CrossBoundaryAgricultural lending
CrossBoundary / Mastercard Foundation
Reviewed the technology behind CrossBoundary and Mastercard Foundation’s BRIDGE-in Agriculture lending program in Ghana. Assessed the application code, AWS infrastructure, security, and development practices, and delivered prioritized recommendations.
Insurance
KINETIC
Supported technical hiring and engineering team planning for a workers’ compensation insurtech, including interview design and candidate evaluation.
InterclearFinancial data
Interclear
Technical advisory, including reviews of architecture, designs, and work delivered by outside contractors.
Tax planning
Bean
Product engineering for an AI-powered tax-planning application for self-employed people. Built the web application, integrated the chat assistant, and developed the tax-estimation logic.