For fintech and financial-services companies

Financial products that pass audit

Financial products carry rules that cannot be retrofitted later. Toobler designs, builds and integrates them for fintech startups and financial-services firms: dashboards and analytics, accounting, banking and payment integrations, and secure, compliant platforms, engineered and grown as a long-term partner.

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Fintech is an integration problem, engineered well

Financial software lives or dies on moving money and data reliably and securely — pulling from accounting systems, banks and payment rails, and turning it into something people trust enough to act on. That is where fintech products are won and lost, and it is what Toobler builds: the integrations, the analytics and the platform underneath, engineered around your product and kept evolving as a long-term partner — not a one-off project.

What you get

Fintech software, end to end

  1. Financial dashboards & analytics

    Turning raw financial data into dashboards, ratios and KPIs people can read and act on — the insight layer on top of the numbers.

  2. Accounting, banking & payment integrations

    Reliable, secure connections to accounting platforms (Xero, QuickBooks), banking and open-banking data, and payment providers — the core of most fintech products.

  3. Payments & subscriptions

    Billing, subscriptions, plans and payment flows engineered into the product, not bolted on.

  4. Secure, compliant platforms

    Financial-grade security and the data-handling that regulated products need, built in from the start.

  5. Web & mobile fintech apps

    Customer-facing fintech web platforms and native mobile apps, with the services and data pipelines behind them.

  6. Data pipelines & reporting

    Moving and reconciling financial data at scale, and the reporting and exports built on top of it.

Who this is for

Fintech startups to financial-services firms

  1. Fintech startups

    Teams building a financial product from MVP to market, who need engineering depth and integrations without staffing an entire team.

  2. Financial-services firms

    Established finance, lending, wealth and insurance businesses modernizing or extending their software.

  3. Accounting & advisory practices

    Firms building tools for their clients — dashboards, portals and analytics over accounting data.

  4. Financial-data & analytics platforms

    Products whose value is aggregating, integrating and making sense of financial data at scale.

How an engagement runs

From scope to a product in market

  1. 01

    Scope

    The product, the integrations and the compliance surface, mapped — then what to build first.

  2. 02

    Build

    The product itself — apps, services and the financial integrations underneath.

  3. 03

    Integrate

    Accounting, banking and payment systems, connected reliably and securely.

  4. 04

    Evolve

    Scaled and still developing, release after release, as a long-term partner.

The AdvisorFi platform across a laptop, tablet and phone — a financial dashboard with Profit & Loss, net income, gross-margin trends and an activity stream, plus mobile dashboard and registration screens.

Proof

AdvisorFi

Fintech, engineered on a live Xero integration

A financial-insights SaaS that turns a business's Xero accounting data into real-time, collaborative dashboards for advisors and their clients — with a subscription model, built and merged over three years.

How Toobler built AdvisorFi — a financial-insights SaaS that connects a business's Xero accounting and turns it into real-time, collaborative dashboards for advisors and their clients, with a subscription model.

Read the case study
A premium-tax quoting view: a policy filtered by risk location, insurer domicile, line of business and effective date, with tax due broken down per jurisdiction and the rate history behind it.

Proof

TMF

The tax engine behind a cross-border policy

A multi-tenant insurance premium tax rate database, quote workflow and Rate Check API, with the AWS estate behind it

How Toobler built IPT Quote for TMF — a multi-tenant insurance premium tax rate database, quote workflow and Rate Check API, run on AWS for global brokers.

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Across the whole operation

Connect · Modernize · Understand · Act · Operate

Building a fintech product?

If you're building a fintech or financial-software product and need the platform and the integrations engineered and grown with you, talk to Toobler's engineering team. We'll scope it and show you what to build first.

Discuss your platform

Related

Frequently asked

What does a fintech software development company do?
It designs, builds and integrates financial software — dashboards and analytics, connections to accounting, banking and payment systems, and the secure, compliant platforms fintech products run on — as an engineering partner around your roadmap.
Do you build fintech web platforms and mobile apps?
Yes — both. We build customer-facing fintech apps and web platforms, the back-end services and data pipelines behind them, and the third-party integrations they depend on.
Can you integrate accounting, banking and payment systems?
Yes. Integrating financial data is the core of most fintech products — we build reliable, secure connections to accounting platforms (Xero, QuickBooks), banking and open-banking data, and payment providers.
Who do you build fintech software for?
Fintech startups, financial-services firms, accounting and advisory practices, and financial-data and analytics platforms.

Start with one measurable use case.

A Readiness Sprint is a fixed-scope engagement that maps your integration and AI readiness and produces a production-oriented plan — before anything is built.

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