Lendio

Fintech dual-purpose service for small business bookkeeping and obtaining bank loans.

DOMAIN

Fintech

About the client

Our Client is an American B2B ecosystem that helps small business owners and fuels the American dream. The company cares about SMEs' financing, simplifies the process of getting banking loans, and provides top service to their customers.

TECHNOLOGY

PHP
Golang
Node.js
Elixir

Vue.js
MySQL
AWS

Client’s brief

Make microservice architecture and infrastructure robust, stable, and scalable.
Create logging, monitoring, and notification systems.
Refactor legacy code and update old technologies to keep the system up-to-date.
Implement bank integrations to synchronize bank transactions and categorize them automatically.
Improve bank transaction matching system.
Enlarge financial report statements to have more data.
Integrate payment systems to pay invoices online.

What does the service do

Keep track of
business finance.
Match and categorize expenses.

Make invoicing simple.
Support clients with bookkeeper’s chat.
Enable automatic payment.

Provide data to make the best business decisions and simplify operations with taxes.

Challenges

Our primary goal was to build robust and intuitive software. Most small business owners don’t feel too enthusiastic about diving into bookkeeping. That’s why we created the app, which is easy to use, safe, and fast in processing large numbers of invoices. We started the work by designing the product’s architecture. Then, by moving through the product roadmap, we delivered the small testable batches of functional units. Quick and actual user feedback was crucial for us. Therefore, the product team verified the solution in real cases with real users. The productive collaboration was a key to shipping the right product efficiently and in a short time frame.

Solutions