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Banking & financial services

Systems where the numbers have to reconcile

Lending and collections platforms, payment reconciliation, customer messaging and the audit trail that makes all of it defensible.

Engagements involving customer financial data run under NDA as standard.

What makes financial software different

The distinguishing constraint isn't complexity — it's that being wrong is not recoverable by trying again. A duplicate charge, a lost transaction or a balance that doesn't tie has consequences that a retry doesn't fix, and a regulator who will eventually ask about it.

So the engineering emphasis shifts. Idempotency on every write path, an append-only ledger rather than mutable balances, reconciliation against the authoritative external source, and an audit trail that can answer who changed what and when, years later.

In India there's a second layer: an unusually fast-moving payments environment, DLT registration before you can send a transactional SMS, and DPDP obligations on the customer data underneath it all.

What clients in this sector bring us

Five recurring problems, in roughly the order they get urgent.

Reconciliation done by hand

Someone senior spends the first days of every month matching gateway settlements against internal records in a spreadsheet. Automatable, and the automation pays for itself quickly.

Lending and collections workflow

Application, verification, disbursal, repayment schedules and follow-up — usually spread across a core system, a CRM and several spreadsheets that disagree.

Customer communication at scale

Transactional alerts, OTPs, EMI reminders and collections follow-ups across SMS, WhatsApp and voice — with DLT registration and consent handled properly.

Integrating with the core system

The core banking or lending system that can't be replaced, has a difficult interface, and everything new must still talk to. Usually solved by wrapping rather than replacing.

Evidence for auditors

Access logs, change history and data-flow documentation that exist continuously rather than being assembled in a panic before an audit.

Where we help most

The services that carry most of our BFSI work.

Indian regulatory context

The requirements that shape architecture decisions in this sector. We design for these rather than retrofitting them.

  • DPDP Act

    Personal-data mapping, consent capture, retention limits and breach-notification readiness — designed into the data model rather than documented afterwards.

  • RBI expectations

    Data residency, audit trails, access control and incident reporting shape where systems run and what they log. We build to these constraints from day one.

  • TRAI DLT registration

    Entity and header registration plus approved templates before transactional SMS can be sent. We handle the technical side and guide the filing.

  • PCI DSS scope

    Usually the right answer is to keep card data out of your systems entirely via tokenisation, reducing scope rather than certifying across it.

We're engineers, not compliance counsel. We design and evidence the technical controls; formal interpretation stays with your compliance function.

Where we're the right partner — and where we aren't

We're a strong fit for the systems around the regulated core: integration layers, customer-facing platforms, operational tooling, reconciliation, messaging and the data layer. This is where most of the practical pain sits and where general engineering quality matters most.

We're not the right lead for a core banking replacement, a switch migration, or anything requiring a specific regulatory licence to operate. For those we'd expect to work alongside a specialist vendor, handling the surrounding engineering — and we'll say so at the first conversation rather than discovering it later.

FAQ

Banking & financial services

Have you built financial systems before?

We've built payment collection, reconciliation, subscription billing and transactional messaging systems — including our own billing and provisioning platform, which handles payments, invoicing and reconciliation in production. Ask during scoping and, where clients have agreed, we'll arrange a reference relevant to your use case.

How do you handle sensitive customer data?

Minimise what's stored, tokenise where possible, encrypt at rest and in transit, restrict access by role with reviews, and log every privileged action. Card data is kept out of client systems entirely wherever the payment provider supports it — the cheapest compliance is data you never hold.

Can you keep our data in India?

Yes. All major clouds have Indian regions and our own infrastructure can be provisioned for Indian residency. We document processing locations and data flows as part of delivery, since you'll be asked for that evidence at audit.

Can you integrate with our core banking system?

Usually. We've worked with systems whose only interface is a database view or a file drop, as well as modern APIs. The approach is normally to wrap the core in a documented API layer so new work doesn't inherit its interface — and so replacing it later doesn't mean rewriting everything that touches it.

Do you sign NDAs?

As standard for this sector, before any discussion of your systems or data. We also expect to complete your vendor security questionnaire, and we'd rather do that early than discover a blocker after scoping.

What's not reconciling?

Or which workflow still runs on a spreadsheet. Either is a good place to start the conversation.

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