Financial Software Development Services
Account Management 
Portfolio Management 
Budgeting and Forecasting 
Investment Management 
Tax Management 
Expense Management 
Cashflow Management 
Insurance Management
Partnered with Startups and Fortune 500 Companies
Cutting-Edge Solutions for Tomorrow's Financial Development Needs
At Dotsquares, we specialize in pioneering software solutions tailored for the challenges of Financial development. Our dedicated team of expert developers and senior project managers collaborates closely with clients to grasp their goals, ensuring the creation of robust, efficient, and secure solutions
Custom Fintech Solutions
Robust yet agile digital solutions that give you a competitive advantage in an ever-changing & complex finance industry.
Customer Relationship Management (CRM)
Client Profiles: Maintain client profiles and their financial activities. Service Management: Manage and track client service requests and resolutions. Examples: Salesforce, Financial Services Cloud, Microsoft Dynamics 365, Hubspot, Zoho etc.
Mobile Apps
Mobile App: Access financial information and tools on the go. Push Notifications: Receive alerts and updates directly to mobile devices. Mobile Payments: Conduct financial transactions securely from mobile devices.
Payment Processing
Multi-Currency Support: Handle transactions in multiple currencies. Automated Payments: Schedule and automate recurring payments. Payment Gateways: Connect with various payment gateways for seamless transactions.
Integration Capabilities
API Integration: Seamlessly integrate with other financial systems Data Import/Export: Easily import and export financial data. Third-Party Integrations: Connect with popular third-party financial tools.
Financial Management Systems
Helps organizations manage their financial operations, including accounting, budgeting, and forecasting. Examples: SAP Financial Management, QuickBooks.
Investment Management Software
Tools for managing investment portfolios, analyzing market trends, and executing trades.
Risk Management
Helps financial institutions identify, assess, and mitigate various types of risks, including credit, market, and operational risks.
Fraud Detection and Prevention Systems
Detects and prevents fraudulent activities using machine learning and advanced analytics.
Trading Platforms
Provides a digital interface for trading financial instruments like stocks, bonds, and derivatives. We have integrated MetaTrader API on such platforms.
Blockchain and Cryptocurrency Solutions
Facilitates the use of blockchain technology for secure, transparent, and decentralized transactions.
.webp)
Reporting and Analytics
Customizable Reports: Generate detailed financial reports tailored to specific needs. Data Visualization: Use charts and graphs to visualize financial data.
Compliance and Security
Regulatory Compliance: Adherence to financial regulations and standards. Data Encryption: Protect sensitive financial data with encryption. User Authentication: Multi-factor authentication for secure access.
Develop a Robust Platform for Your Financial Software Solutions Major Fintech API Integrations by Our Experts
Using the latest technology trends with Dotsquares experts!
Empowering Financial Institutions with Cutting-Edge Digital Solutions
Your Path to Financial Prosperity
Account Management
- API Programming & Integrations: Seamlessly Integrate with existing system with provided robust API programming.
- AIS Architecture: Enhanced decision-making capabilities by streamlining financial data management & reporting with Account Information System architecture.
- Real-Time Updates: Real-time updates on account balance, transactions & activities.
- Reconciliation: Ensured accuracy using automation in the reconciliation of accounts.
Portfolio Management
- A centralized platform for risk analysis and investments to stock trading apps and fund management.
Budgeting and Forecasting
- Expense Tracking: Expenses can be monitored & categorized.
- Budget Creation: Personal or company budgets can be developed & maintained.
- Financial Forecasting: Opportunities to predict future trends & outcomes based on historical data.
Investment Management
- Portfolio Tracking: Monitor and manage investment portfolios.
- Performance Analysis: Track & analyse the performance of investment portfolios.
- Risk Assessment: Find & evaluate the risks involved with investment options.
Tax Management
- Tax Calculation: Automated tax calculations based on the transactions.
- Filing Assistance: File taxes & adhere to compliance using relevant tools.
- Tax Reports: Generate detailed reports for individual or business taxes.
Expense Management
- Receipt Scanning: Scan & sort receipts into different categories.
- Expense Reports: Generate detailed expense reports.
- Policy Compliance: Ensured compliance of expenses with company policy.
Cash Flow Management
- Cash Flow Projections: Create projections of cash flow based on the current data.
- Invoicing: Generate & manage invoices.
- Payment Tracking: Monitor the money coming in and going out.
Insurance Management
- Manage insurance policies, claims, and risks to ensure financial stability & compliance.
- Policy issuance, premium collection, claims processing, and regulatory reporting.
Major Fintech API Integrations by Our Experts
Payment Gateway APIs
- Stripe API: Commonly used for handling online payments, billing & subscriptions.
- PayPal API: Helps with secure online payments & money transfers.
- Square API: Helps in conducting point-of-sale transactions, payments, and issue of invoices.
Accounting APIs
- QuickBooks API: To integrate QuickBooks for accounting & financial management.
- Xero API: To integrate Xero’s accounting software functionalities.
Tax Rate and Regime APIs
- Avalara API: For automatic tax compliance, calculation & filing of sales tax.
Credit Score and Financial Health Interfaces
- Equifax API: Helps with credit scoring services, identity verification & financial data.
Financial Market Data APIs
- Bloomberg API: Provides market analytics & detailed data on the financial market.
- Yahoo Finance API: Delivers several financial data points including but not limited to stock quotes, historical prices, and financial news.
- Wallet APIs: It makes the process of fetching ERC-20 token balances associated with wallet addresses streamlined.
- To get the current price of Stocks we have used https://eodhd.com/
Cryptocurrency APIs
- Coinbase API: Provides the platform for trading cryptocurrencies, managing the wallet and also for monitoring the market.
- CoinGecko API: Delivers data relevant to cryptocurrencies such as prices, volume & market capitalization.
Financial Planning and Analysis (FP&A) APIs
- Adaptive Insights API: Deals with services offered related to financial planning, budgeting, and forecasting solutions.
Banking and Financial Data APIs
- TrueLayer API: Provides safe data access to banking information and supports the creation of Open Banking solutions.
Your Path to Financial Prosperity
Account Management
- API Programming & Integrations: Seamlessly Integrate with existing system with provided robust API programming.
- AIS Architecture: Enhanced decision-making capabilities by streamlining financial data management & reporting with Account Information System architecture.
- Real-Time Updates: Real-time updates on account balance, transactions & activities.
- Reconciliation: Ensured accuracy using automation in the reconciliation of accounts.
Portfolio Management
- A centralized platform for risk analysis and investments to stock trading apps and fund management.
Budgeting and Forecasting
- Expense Tracking: Expenses can be monitored & categorized.
- Budget Creation: Personal or company budgets can be developed & maintained.
- Financial Forecasting: Opportunities to predict future trends & outcomes based on historical data.
Investment Management
- Portfolio Tracking: Monitor and manage investment portfolios.
- Performance Analysis: Track & analyse the performance of investment portfolios.
- Risk Assessment: Find & evaluate the risks involved with investment options.
What we have done
Explore our achievements in the Financial industry through a selection of impactful projects.
Web Development
ShieldPay
ShieldPay In this domain, we provide the best and most highly secured APIs that facilitate our partners to fully automate the business process. In conclusion, the implementation of the Web-based system was done to cater for the Retail Customer, the Enterprise Customer, the Mobile application, the Secure APIs and Shieldpay’s Admin Portal.
Joomla, MySQL
UK
App Development
Grafa
Grafa. com is a finance media Technology Company that helps people get information and tools on financial trading, investing, and business climate. It provides the most necessary detailed information on such financial instruments as shares, cryptocurrencies, Forex and indices, as well as selected indicators of the economy. It also includes real-time data notification, preferred markets, and various free and paid content from Bloomberg and Cheddar TV.
Cake PHP, MySQL
AUS
Tailored Technologies to Conquer Your Development Challenges
Harness the power of our advanced technologies to elevate user interaction and drive engagement.
The Advantages of Working with Dotsquares for Development
Competitive Rates
Our rates are highly competitive, ensuring that you receive excellent value for your money. With us, you can be confident that you are getting the best possible rates without compromising on quality.
Quality
We take pride in delivering exceptional results. Our CMMI level 3 appraisal and membership in the Agile Alliance demonstrate our commitment to strong processes and quality control. This ensures you get a polished, high-quality product every single time.
In-House Expertise
Our 1,000+ designers, developers, and project managers are all directly employed by us and work in our own offices across the US, UK, India, and globally. This ensures seamless collaboration and control over your project.
Security & Confidentiality
Unlike many offshore companies, security is our top priority. Your data and intellectual property remain completely confidential, and all source code rights belong to you, always.
On-Time Delivery
We use cutting-edge project management tools and agile development practices to keep your project on track. This means you'll get high-quality products delivered exactly when you expect them.
Flexible Engagement Models
We understand that your needs can change. That's why we offer flexible engagement options. Choose the model that works best for you now, and switch seamlessly if your needs evolve. We're committed to building a long-term, reliable partnership with you.
Get Our Assistance for Your Business Needs
At Dotsquares, we provide flexible options for accessing our developers' time, allowing you to choose the duration and frequency of their availability based on your specific requirements.
Bucket hoursWhen you buy bucket hours, you purchase a set number of hours upfront.
- Your purchased bucket hours remain valid for 6 months, during this time frame, you can utilize our services until your hours are exhausted or until the 6-month period expires.
- For example, if you invest in 40 bucket hours and use 10 hours within the first month, you will have a remaining 30 hours to utilize over the next 5 months.
- In this case, the developer will work for other projects simultaneously as you have opted for bucket hours and not dedicated hiring.
It's a convenient and efficient way to manage your developer needs on your schedule.
Explore more
Dedicated/Regular HiringIn dedicated hiring, the number of hours are not fixed like the bucket hours but instead, you are reserving the developer exclusively for your project.
- The developer will work only on your project for a set amount of time.
- You can choose to hire the developer for a week or a month, depending on what your project needs.
- This means our developer will focus exclusively on meeting the needs of your project, without any distractions from other commitments.
Whether you need help for a short time or a longer period, our dedicated hiring option ensures your project gets the attention it deserves.
Explore moreOur Agile Development Process
Companies employ developers from us because we have a proven track record of delivering high-quality projects on time.
Planning & Consultation
Our journey begins with understanding your vision. Based on your vision, we collaboratively create a project roadmap with clear milestones. We’ll consult about your ideas, target audience, and desired outcomes.
Initiate discussions to understand your objectives, target audience, and desired outcomes.
Collaboratively create a detailed project plan with clear milestones and deadlines.
Outline the key features, functionalities, and requirements.
Allocate team roles, tools, and budgets to ensure effective project management.
Design
Our skilled designers translate your vision into a user-friendly and visually appealing solution. They focus on creating a positive user experience that keeps users engaged and coming back for more.
Develop wireframes to outline the structure and layout.
Craft the user interface and user experience, focusing on aesthetics and functionality.
Create interactive prototypes for user feedback and refinement.
Present the design for your review and approval, making necessary adjustments based on feedback.
Development
Our expert developers take your design and turn it into reality. We keep you informed throughout the process with regular progress reports and milestone deliverables. This ensures you have complete transparency and control over the development phase.
Code the client-side interface, ensuring responsiveness and compatibility.
Build the server-side logic, integration, and functionalities.
Provide progress reports and milestone deliverables to keep you informed.
Conduct initial testing and debugging to ensure the development functions as intended.
Testing
Before launch, our dedicated QA specialists meticulously test every aspect of your product. They identify and fix any potential issues to guarantee a smooth and flawless user experience.
Test all features and functionalities to ensure they work correctly.
Evaluate the user interface and user experience for ease of use and navigation.
Assess the speed, load time, and responsiveness under various conditions.
Conduct thorough security checks to identify and fix vulnerabilities.
Deployment
Once everything is finalised, our team strategically chooses the most suitable deployment methods and services. Now, your project is live for everyone to see and interact with!
Recommend and set up the most suitable services based on your needs.
Perform final checks and configurations before going live.
Develop a launch plan, including marketing and promotional strategies.
Deploy the product, ensuring everything is functional and optimised for performance.
Maintenance
Our commitment doesn't end at launch. We provide ongoing support to ensure your product stays up-to-date, secure, and bug-free.
Implement software and security updates to keep the website current.
Continuously monitor performance and security to prevent issues.
Address any technical issues or bugs that arise post-launch.
Optimise speed and functionality based on user feedback and analytics.
Still not sure what you are looking for?
Talk to Our Experts
Built Relationships with 12,500+ Happy Clients!
Companies employ software developers from us because we have a proven track record of delivering high-quality projects on time.
5+ Years of Average Experience
Integrity & Transparency
FREE No Obligation Quote
ISO 27001 Information Security
Outcome-Focused Approach
Transparency is Guaranteed
Focus on Security
4.8/5 Rating on Clutch
Hire a Team of Your Choice
Costs Lower Than Your Local Guy
Leading Technology Partners and Achievements
With a history of excellence and innovation, we've been honored with several significant awards and partnered with leading technologies.
We're here to answer all your questions.
Our services can help your organization improve its operational efficiency, enhance security, improve customer satisfaction, ensure regulatory compliance & create opportunities to make data driven decisions.
100% Confidential