endorsedOngoing

Platform Modernization and Custom Development for Finance & Accounting Firm

Services Covered:

Custom Software Development

Industry

Financial Services

Duration

66 months

Budget

200K - 999K

Start Date

1 February 2021

Team Size

6-10 Employees

Engagement Model

Offshore

Project Capability Score (PCS)

78/100

Good

Project Capability Score (PCS) estimates how capable Merixstudio is of successfully delivering a project like this, based on its past experience, track record, and ability to handle similar work. Learn more about PCS

Client

Facta

San Francisco, United States of America

Project Summary

Merixstudio reviewed and modernized a finance and accounting software platform, addressing technical debt and building new products and UI/UX improvements. They audited code quality, fixed a legacy codebase, and developed new software using a stack that includes TypeScript, React, SQL, Serverless, and PostgreSQL. The engagement improved automation and data integrity, resulting in easier onboarding and better UX for customers.

Key Challenges

We hired Merixstudio for custom development.

Project Deliverables

Fixing the legacy codebase
New software
Code and quality audits
New product builds
UI/UX improvements

Project Solution

Merixstudio performed an initial month-long review and created a remediation plan, fixed a legacy codebase, wrote new software, and audited the code and quality of the client’s platforms. They built multiple new products and implemented UI/UX improvements. The frontend work used TypeScript, React and Redux, while the backend used SQL, Serverless and PostgreSQL; their outputs were designed to contain, analyze, and communicate financial data for accounting and finance users.

Project Outcome

Automated onboarding that makes the software easier for customers to use.
High data integrity enabling improved user experience.
Timely delivery and strong project management, including a dedicated project manager and use of Jira and GitHub.

Platforms

Tech Stack

TypeScript
React.js
SQL
Serverless
PostgreSQL

Client Endorsement

Overall Review Rating

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“Since Merixstudio joined the project, the client has been impressed with their top-notch development work. Thanks to the team, the client's software is now automated and maintains high data integrity, making it user-friendly for customers. They're timely, knowledgeable, and trustworthy.”
David Ingraham
CEO
Date: 02/28/2022