Custom ERP
One system for the whole trade
Loan and policy lifecycle tracking, reconciliations, commissions and regulatory reporting, with role-based access, maker-checker approvals and audit logs.
Custom ERP developmentIndustry
Custom ERP and AI software for financial services & fintech
Lenders, brokers, insurers, wealth managers and fintech startups run on data accuracy and audit trails. Our client work includes DeFi platforms, a rate-comparison product and financial microservices, so we build with security and reconciliation in mind from day one.
- ERP modules
- 6Start with one
- AI agents
- Built inHuman approval where it matters
- Delivery
- Two-week incrementsWorking software early
- Ownership
- Your code & dataHanded over
01 — The problem
Where financial services businesses lose time and money
- Onboarding documents checked by hand
- Reconciliations done in spreadsheets at month end
- Commission disputes with agents and partners
- Regulatory reports assembled manually
Typical ERP modules
- Onboarding & KYC workflows
- Loan and policy lifecycle
- Reconciliation
- Commission calculation
- Regulatory reports
- Audit logs & maker-checker
02 — What we build
ERP, AI agents and portals for financial services & fintech
AI agent
Work that runs itself, with approval
A document agent that reads bank statements, payslips and IDs, extracts what underwriters need and flags inconsistencies for a person to check.
AI agent developmentPortal or SaaS
Customers and partners, self-served
Customer and partner portals, dashboards and APIs for fintech products, with the security reviews that come with them.
Web application development03 — Where
Cities where financial services businesses cluster
160 of our location guides list financial services & fintech as a leading local industry.
United States
United Kingdom
Australia
Argentina
South Africa
New Zealand
Romania
Japan
Indonesia
Mexico
Brazil
France
Malaysia
Hong Kong
Singapore
Kenya
Morocco
Italy
Poland
Austria
Czechia
Bahrain
Lithuania
Mauritius
Luxembourg
South Korea
Philippines
Peru
Saudi Arabia
Chile
Taiwan
Hungary
Sweden
Belgium
Panama
Ireland
Croatia
Estonia
Malta
Cyprus
Turkey
Vietnam
Côte d'Ivoire
Ghana
Jordan
Greece
Bulgaria
Norway
Latvia
Trinidad and Tobago
Botswana
Namibia
Thailand
Dominican Republic
Kuwait
Ecuador
Nepal
Guatemala
Portugal
Mozambique
Zambia
Denmark
Qatar
Oman
Serbia
Rwanda
Finland
Other industries
ManufacturingEngineering & machineryAutomotive & auto componentsSteel & metalsTextiles & apparelLeather & footwearPharma & life sciencesChemicals & plasticsEnergy, oil & gasMining & mineralsAgriculture & food processingWholesale & distributionRetail & e-commerceLogistics & portsConstruction & building materialsHealthcareEducation & study-abroadTourism & hospitalityTechnology & startupsAerospace & defence supply chainElectronics & electricalsJewellery & gemsHandicrafts & furnitureMedia & creativeProfessional services
Contact
Let's build it.
Tell us about the process you want fixed. We reply within one working day.
- Emailflip.retail1@gmail.com
- Phone / WhatsApp+91 92569 97690
- StudioB-2, B203 Brij Villa,
Rajendra Marg, Bapu Nagar,
Jaipur, Rajasthan 302015, India