Solutions

Cutting-edge solutions tailored to everyday issues in the modern digital environment.

Services

Innovative tools and services designed to address complex challenges today’s digital landscape.

IT FOR What WE DO MENU

Services

Hexagon is reshaping industries through smarter systems, streamlined workflows, and bold digital innovation.

IT FOR HOW WE DO MENU

Services

Hexagon is reshaping industries through smarter systems, streamlined workflows, and bold digital innovation.

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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:

AI-Powered Underwriting Platforms

Mobile-First Policy Management Apps

Document & Claims Workflow Automation

Predictive Risk Modeling Tools

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:

Automated Settlement Engines

Invoice Factoring Workflow Systems

Cash Flow Monitoring

Document Management with RPA

White-Labeled Lending Portals

Document Management with RPA

Document Management with RPA

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

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300+

Software projects delivered

37+

Enterprise apps built

150+

delivery team members

10+

countries served

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