Our Custom Financial Software Solutions

Accounting Software Development

We build full-spectrum accounting platforms-from automated invoicing to real-time reconciliation, custom chart of accounts and QuickBooks/NetSuite integrations-helping finance teams save time, reduce errors and maintain visibility across operations.

Features We Build:

  • AP/AR Automation & GL Management
  • Bank Syncing & Expense Tracking
  • Custom Reporting & Multi-Currency Support
  • Mobile Accounting Dashboards

Case Study: We helped a multi-entity logistics firm centralize their financials by integrating QuickBooks with a custom-built inventory and accounting module-reducing reconciliation time by 42%.


40%

Reduction in post-launch issues due to extensive pre-release testing.

80%

Of clients value our proactive testing methodology.

Portfolio Management
Software


For wealth managers, fund managers and investment platforms-we build AI-enhanced dashboards that integrate real-time feeds, run risk analytics and support complex multi-asset investment strategies.

What We Deliver:
  • Investment Portfolio Optimization Tools
  • Real-Time Ticker Integrations (TD Ameritrade, E*Trade, etc.)
  • Scenario Stress Testing & Risk Profiling
  • Regulatory Reporting (SEC, FINRA)

Case Study: We partnered with a private bank to develop a dynamic investment modeling tool that allowed relationship managers to run "what-if" simulations for HNWI clients in real time.

4

Office Locations Around the Globe

16+ 

Years Experience in Software Development

Financial Planning &
Analysis (FP&A)

We develop modular planning tools that offer cash flow forecasting, budget control, KPI dashboards and rule-based planning algorithms - customized for startups, enterprises and financial consultants.

Case Study: A mid-cap manufacturing firm used our FP&A tool to reduce their planning cycle by 35%, enabling faster board reporting and M&A readiness.

Interactive Financial Dashboards (RoE, Burn Rate, COGS, EBITDA)

Audit Trail & Forecasting Models

Cloud-Based Scenario Planning

Cross-Platform Budgeting Access

Tax Preparation & Compliance
Software


We simplify tax season with secure, intelligent and region-compliant tax prep platforms. From freelancer tax apps to enterprise-level e-filing portals, we support every tax form, regulation and jurisdiction.

What We Build:

  • IRS-compliant 1040/1099 Automation
  • Real-Time Refund & Deduction Calculators
  • Integration with Payroll, eCommerce and POS Systems
  • State-by-State Sales Tax Logic & Filing Schedules

Case Study: A SaaS platform integrated our tax module to auto-calculate and file quarterly taxes for over 12,000 small businesses in the U.S.-reducing user churn by 22%.

️Insurance Software
Development

Modernize legacy systems and give your policyholders seamless digital experiences-from quoting to claims management-while staying fully compliant with HIPAA, SOC 2 and state regulators.

Solutions Delivered:

Case Study: We helped an insurance startup build a mobile-first quoting engine with multi-carrier logic and photo-based claims-cutting claim cycles from 21 to 6 days.

Financial AI & Automation Solutions

AI is no longer optional. It’s how modern finance moves. At Hexagon, we leverage artificial intelligence and machine learning to deliver predictive, proactive and personalized financial ecosystems.

What We Automate:

Fraud Detection with Pattern Recognition

Investment Behavior Tracking

Personalized Financial Recommendations

Voice & Chatbot Banking Assistants

Financial Document Data Extraction with OCR

Case Study: An online lender implemented our AI engine to score loan applications using alternative data sources—resulting in a 17% uptick in approval rates and better risk segmentation.

Factoring & Lending
Software

Whether you're a traditional lender or building a new-age factoring solution, we offer custom engines to process receivables, manage settlements and track delinquencies with BI-driven insights.

Modules Include:

Case Study: We built a white-labeled factoring platform with CRM sync, DMS and payment automation-resulting in 3x faster contract onboarding for a growing B2B lender.

Financial Software Support &
Optimization

Even the best systems need tuning. We provide ongoing support, security updates, compliance audits and 24/7 technical helpdesk to keep your platform reliable and resilient.

We ensure full compliance with:
IRS | FASB | SOX | PCI-DSS | Dodd-Frank | GDPR | AML/KYC | SOC2


Helpdesk for Financial Platforms

Security Patches & SOC2 Audits

API Versioning & Integration Maintenance

Performance Optimization & Data Backup

Why FinTech Innovators and Financial Institutions Choose Hexagon

  • ️ Custom-Built, Not Cookie-Cutter
  • Bank-Grade Security & Compliance
  • AI & Automation-First Thinking
  • ️ Hybrid Teams: Onshore + Offshore Efficiency
  • Proven Results Across Finance, Lending, Insurance and Wealth Tech

Featured Financial Projects by Hexagon IT Solutions

Single Sign-On Investment Dashboard

for a FinTech firm simplifying portfolio access

AI-Powered Credit Scoring Engine

for an online alternative lender

Banking-as-a-Service Platform

built for neobank startups in LATAM

Custom Payment Gateway with PCI Compliance

for a global merchant processor

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Ready to Transform Your Financial Software?

Whether you're modernizing legacy systems, launching a FinTech startup or scaling financial infrastructure, Hexagon IT Solutions is your trusted development partner.

  • Request a Free Strategy Call
  • Explore Our Case Studies
  • Get a Quote for Your Financial Project

Contact Us

Let’s Chat About Your Next Project!

Our team is eager to get to know your business and assess if our services align with your objectives. Just complete the form and we'll reach out for an informal discussion about your business needs – no commitment required.

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Let’s Chat About Your Next Project!

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Privacy Policy

The Internet is a powerful tool that has revolutionized our way of life. With just a few clicks, you can access news, find information, shop for goods and services, and connect with others globally. At Hexagon IT Solutions, we value your privacy and are committed to protecting it while you enjoy the benefits of the Internet.

Our Commitment to Privacy

Your business is private and should remain so. We are dedicated to safeguarding your personal information. To ensure your privacy, Hexagon IT Solutions adheres to worldwide privacy and data protection standards:

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We will request your personal information when necessary, such as when you create a Registration ID, download software, enter contests, subscribe to newsletters, or access premium content. We use your information for:

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