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U.S.-Based

Secure, Scalable Software for Real Financial Operations

We build custom platforms for financial services firms and FinTech founders: transaction systems, client portals, compliance workflows, and operational infrastructure built for reliability, security, and long-term ownership.

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  • 6+

    years in regulated software environments

  • 64%

    of revenue comes from returning clients

  • 510+

    systems and projects built

  • 80+

    engineers, security-first by default

WE UNDERSTAND THE CHALLENGES YOU'RE FACING

Your business is running on legacy systems or a stack of disconnected tools that were never designed to work together.

Core operations live in one place. Client records in another. Reporting gets pulled manually from three systems every month. Off-the-shelf financial software gave you partial answers and you spent years bending your workflows to fit it. The cost of staying on that stack keeps going up and the risk keeps growing with it.

Compliance requirements are not slowing down, and your current systems were not built with them in mind.

SEC, CFPB, AML, KYC, data privacy obligations. Financial services businesses operate in one of the most regulated environments there is. When compliance work is manual, fragmented, or bolted onto a platform that was not designed for it, something eventually gets missed. The fines and reputational exposure that follow are not recoverable quickly.

You have a real product vision, but building financial software the right way is harder than most dev shops admit.

Security architecture, regulatory requirements, transaction reliability, audit trails. FinTech founders who have worked with generalist development shops know what it looks like when those requirements get treated as an afterthought. You need a team that understands the environment before they write the first line of code.

How Financial Services and FinTech Businesses Work With SoftDoes

Build the Platform Your Business Requires

Build the Platform Your Business Requires

We take FinTech product visions from concept to production-ready software built for compliance and scale.

  • Define architecture, security requirements, and compliance considerations before a line of code is written

  • Build secure, scalable web and mobile platforms for clients, advisors, and internal teams

  • Deliver software that holds up under real transaction volumes and regulatory scrutiny

Replace the Fragmented Stack

Replace the Fragmented Stack

When legacy systems and disconnected tools have become a liability, we build a platform that actually fits.

  • Consolidate billing, reporting, client management, and operations into one system

  • Replace manual compliance workflows with automated, auditable processes

  • Give leadership and compliance teams real visibility across the business

Extend and Modernize What You Have

Extend and Modernize What You Have

We help financial services teams add capability or rebuild systems that have hit a ceiling.

  • Add integrations and features without destabilizing your core platform

  • Modernize legacy architecture to reduce risk and support growth

  • Long-term technical partner as your product, team, and regulatory environment evolve

Numbers Don’t Lie

Recent projects showcasing how we design, engineer, and deliver production-ready software solutions.

  • Finance
  • Energy
2025

Deepwater Insights

Deepwater Insights delivers proprietary alternative data and niche research on the offshore drilling and energy sector to institutional investors, family offices, and high-net-worth individuals who require coverage that larger firms don't provide.
Outcome
A brand-aligned editorial platform with premium content architecture gave Deepwater Insights a professional home for its research and a direct channel to investors beyond social media.
  • 100%Brand Continuity
  • 2Platform Distribution
  • 100%Paywall-Ready Content
Deepwater Insights case study screenshot
  • Real Estate
2025

The building buyer

The Building Buyer is a Florida-based real estate investment firm co-founded by Dylan Troiano and Charles Hanlin. They acquire single-family, multifamily, and commercial properties across South Florida and beyond, with a focus on motivated seller opportunities.
Outcome
SoftDoes built a proprietary lead generation and data extraction system that replaced hours of manual research each day, freeing the team to focus on deals instead of data.
  • 18Weekly hours saved
  • 2+Years Ongoing partnership
  • 1Fully owned Platform
The building buyer case study screenshot
  • Education
  • Non-Profit
2025

WOVEN & NICE

Woven is a Spring Valley, NY nonprofit running the NICE program (New Training Inclusive Community Environment) in four Rockland County schools. Their team supports students through restorative practices, mediation, and professional development for teachers and administrators.
Outcome
A full website rebuild gave Woven a cleaner, more navigable donation experience and a stronger digital presence to support their push into new school districts.
  • 4Schools Served
  • 4Weeks to Launch
  • 1STTime on Upwork
WOVEN & NICE case study screenshot
  • Healthcare
2025

CareInTouch

CareInTouch is a Bay Area home health agency providing skilled nursing and therapy services to patients referred from hospitals and clinics. With over 100 staff, they operate in one of the most complex and compliance-driven healthcare markets in the country.
Outcome
SoftDoes built a custom compliance and billing monitoring app that eliminated missed deadlines, reduced revenue loss, and gave ownership real-time oversight of the entire care workflow.
  • 40% Reduction In Billing Errors
  • 100+Staff Operations Managed
  • 0Missed Compliance Deadlines
CareInTouch case study screenshot
  • Startup
2025

Sparkle The Cleaning Service

Sparkle The Cleaning Service is a Detroit-area residential cleaning company with 10 years in business, connecting homeowners with vetted, insured independent cleaners through a subscription-based marketplace platform.
Outcome
Launched a two-sided marketplace that removes the middleman from cleaning transactions, letting cleaners earn more while giving customers a transparent, trust-first booking experience.
  • 75% Platform Transparency
  • 2XPlatform Growth
  • 40%Higher User Retention
Sparkle The Cleaning Service case study screenshot
  • Startup
2025

DineMate

DineMate is a Maryland-based dating and connecting platform built around verified profiles, restaurant reservations, and prepaid dining experiences. Founded to bring back authenticity to how people meet and connect.
Outcome
A fully custom web app, live on AWS, replaced a stalled mobile build and gave a first-time founder a scalable foundation to pursue users, partnerships, and investor capital.
  • 60% Time Saved
  • 99%System Reliability
  • 40%Higher User Retention
DineMate case study screenshot
  • Healthcare
2025

Prior Authorization AI

Prior Authorization AI is a healthcare automation startup building AI-powered tools to streamline prior authorization for Medicare and Medicaid medical transportation providers in New Jersey.
Outcome
Replaced a 16-hour manual document collection process with an automated intake and submission pipeline, freeing the founder to focus on clinical oversight instead of clerical work.
  • 16Weekly hours saved
  • 63%Admin time reduced
  • 43%Fewer submission errors
Prior Authorization AI case study screenshot
  • Education
2025

Grand Central Language Services

Grand Central Language Services provides translation and interpretation for organizations operating in complex, multilingual environments. As demand grew, internal workflows became harder to manage. SoftDoes built a custom platform to streamline coordination, improve visibility, and support scalable operations.
Outcome
The new platform brought structure to daily operations, improving project organization, reducing manual coordination, and increasing visibility across workflows. The system now supports more reliable delivery and gives the team a foundation for growth.
  • 72%Workflow Reduction
  • 48%Coordination Reduction
  • 83%Visibility Increase
Grand Central Language Services case study screenshot
  • Healthcare
2025

FMY Orthodontics

FMY Orthodontics, a multi-location practice in West Tennessee, partnered with SoftDoes to replace a spreadsheet-based financial workflow with a custom web platform. The goal was to simplify how staff present treatment financing while allowing patients and families to review and complete decisions remotely.
Outcome
The new platform streamlined internal workflows and removed manual spreadsheet work while giving patients a more flexible, modern experience. Staff spend less time coordinating financing, and families can review and finalize plans from home with ease.
  • 60%Workflow Reduction
  • 75%Remote Adoption
  • 5Locations Aligned
FMY Orthodontics case study screenshot
2025

FORBIDDEN ALCHEMY

Forbidden Alchemy is a Shopify-based e-commerce store created for a bold, underground fashion brand rooted in metalcore and occult aesthetics. The goal was to deliver a high-impact online experience that reflects the brand’s dark identity while providing smooth, conversion-focused shopping for mobile-first users.
Outcome
We developed a custom Shopify theme, immersive product experiences, and mobile-responsive UX. Every visual element—from typography to interactions—was tailored to strengthen the emotional pull of the brand within alternative subcultures.
  • 68%Faster Checkout
  • 41%Repeat Customers
  • 35%Cart Abandonment
FORBIDDEN ALCHEMY case study screenshot
2024

Bokeyno Motorsports

Bokeyno Motorsports is the leading mobile installer of vertical doors for high-performance cars. This Shopify website isn’t just about services—it’s a bold statement of power, style, and expertise. With a sharp layout, strong visuals, and real-world case studies, the site delivers all the information car enthusiasts need to book confidently and instantly.
Outcome
With a mix of dynamic layouts, curated gallery sections, and fast-loading interactions, we kept the user journey focused on action—whether it’s learning about supported models or requesting a quote.
  • 54%Booking Requests
  • 43%Lead Conversion
  • 32%Qualified Inquiries
Bokeyno Motorsports case study screenshot
2026

ai document processing platform

A comprehensive talent solution designed to help companies attract, hire, and retain top talent more effectively. The platform combines AI-powered recruitment technology with employee financial wellbeing programs, enabling smarter hiring decisions while supporting employees’ financial stability and long-term engagement.
Outcome
The new software significantly reduced staff steps for presenting and managing patient financing, replacing a manual workflow with a single streamlined system and improving clarity for both staff and patients.
  • 62%Faster Processing Time
  • 78%Less Manual Work
  • 35%Improved Accuracy
ai document processing platform case study screenshot
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BUILDERS LOVE OUR WORK

Direct feedback from founders and product owners after shipping, scaling, and maintaining real production systems.

Financial Services Teams Choose SoftDoes

  • You work directly with experienced engineers who understand what secure, compliant financial software actually requires. Not account managers coordinating offshore teams.

  • Regulatory requirements and data security obligations are not an afterthought. We architect for them from the start.

  • Systems designed for long-term reliability, audit-readiness, and ownership. Not a build that creates a new problem six months after going live.

  • You focus on the business. We own execution and delivery, start to finish.

Experience Across Regulated and High-Stakes Industries

We build software where security, compliance, and reliability are requirements, not nice-to-haves.

  • Finance

  • FinTech

  • Healthcare

  • Real Estate

  • Energy

    Complex systems, integrations, and internal platforms built to evolve.
We step in when off-the-shelf tools stop being enough.

  • Compliance

    From first version to real traction without painting yourself into a corner.
Built for speed now and hard decisions later.

  • Technology

    Systems designed around controls, traceability, and change management.
Built so audits don’t become fire drills.

  • Startups

    Infrastructure software built for long timelines and high stakes.
Reliable systems for assets that can’t afford guesswork.

Frequently Asked Questions

What kinds of financial services or FinTech projects are a good fit?

SoftDoes is a strong fit for custom transaction platforms, client and advisor portals, compliance and reporting systems, internal operational tools, and FinTech products moving from concept or MVP to production. We work best when security, compliance, and long-term reliability are real requirements, not secondary concerns.

Do you build software that handles compliance and regulatory requirements?

Yes. Compliance requirements get built into the architecture from the start. We have experience building in regulated financial environments and understand the difference between compliant-by-design and compliant-by-checkbox.

Can you work with an existing platform or internal engineering team?

Yes. We regularly partner with financial services firms and internal teams to extend existing platforms, execute defined roadmaps, or add specialized expertise without adding full-time headcount.

How do you price these projects?

Pricing is based on scope, complexity, and level of ongoing support. Most projects begin in the mid five figures and scale based on requirements and timeline.

Will we own the code and IP?

Yes. Clients fully own the code and intellectual property for everything we build.

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U.S.-Based

Discuss Your Project

This is a no-pressure, 30-minute conversation. We will talk through what you are building, identify risks or unknowns, and outline what it would take to do it right.

Certificates

Let's build together.

Talk with a senior engineer about your product idea, architecture, and what it would take to build it.

Upload File