Industry
Fintech & Accounting Software.
Secure portals, automation and products for finance teams: reconciliation, invoicing, reporting and client-facing apps, built with strong controls and audit trails.
How does Qodexify help finance and accounting businesses?
Finance teams spend much of their time on repetitive, error-prone work: matching bank lines, keying invoices and assembling reports. Qodexify builds client portals, workflow automation, AI-assisted document processing and fintech products with role-based access, approval workflows and audit logs. We also build and run our own accounting product, AvrioBooks. A focused automation takes 3–8 weeks; a fintech MVP takes 10–16 weeks.
What’s included
What we build for finance teams
Reconciliation and matching
Match bank transactions to invoices and bills automatically, with exceptions routed to a person.
Invoice and document automation
Capture, extract, validate and route supplier invoices and statements into your ledger.
Client portals and reporting
Secure portals where clients see documents, balances and reports without emailing spreadsheets.
Controls and audit trails
Approvals, segregation of duties and a full history of who changed what and when.
AI assistants with guardrails
Assistants that answer from your policies and data, with citations and human sign-off.
Fintech product engineering
Billing, onboarding, dashboards and integrations for new financial products.
Our approach
How a project runs
Map the process
We trace where time and errors accumulate, and where controls must stay.
Design with controls
Approvals, permissions and audit needs are designed in from the first screen.
Build and reconcile
We build, then run parallel to the manual process and reconcile the results.
Roll out and monitor
Gradual rollout, monitoring and regular reviews of exceptions.
Use cases
Typical finance projects
Common projects where this delivers the fastest return.
Accounts payable automation
Faster, more accurate invoice handling with approval workflows.
Bank and ledger reconciliation
Cut month-end effort and catch discrepancies early.
Client onboarding and KYC workflows
Collect documents and checks in one tracked flow.
Management reporting dashboards
Live figures from your accounting and billing systems.
Accountant and bookkeeper portals
Share reports, requests and documents securely with clients.
Fintech MVPs
Launch a regulated-aware product with billing, roles and reporting.
Cost & timeline
Typical projects, timelines and budgets
Indicative ranges for projects of this kind. Pricing depends on integrations, number of users and control requirements. We design software around your regulatory requirements, but we are not a legal or compliance advisor. Certifications and obligations depend on your organisation, your hosting and the jurisdictions you operate in.
| Project type | Typical timeline | Typical budget |
|---|---|---|
| Invoice or reconciliation automation | 3–8 weeks | $10k–$30k |
| Client portal and reporting dashboard | 6–10 weeks | $20k–$45k |
| Fintech product MVP | 10–16 weeks | $40k–$90k |
FAQ
Frequently asked questions
Do you work with regulated financial data?
Yes. We apply least-privilege access, encryption, audit logging and careful handling of sensitive data. We design software around your regulatory requirements, but we are not a legal or compliance advisor. Certifications and obligations depend on your organisation, your hosting and the jurisdictions you operate in.
Can you integrate with our accounting software?
Yes. We connect to common accounting, banking and billing platforms through their APIs, and build connectors where needed.
Can AI be used safely on financial documents?
Yes, with controls: validated outputs, human approval for payments and anomalies, full logging and careful data handling. See our guides on AI agent guardrails and accounts payable automation.
Do you have your own finance product?
Yes. Qodexify builds and operates AvrioBooks, cloud accounting software for small businesses and accountants.
How do you protect against fraud?
We build checks such as duplicate detection, bank-detail change verification, approval limits and anomaly flags into the workflow.
How long does a typical automation take?
Many finance automations reach a working pilot in 3 to 8 weeks.
From the blog
Guides on this topic
How to Automate Accounts Payable with AI: From Invoice Capture to Approval
Manual invoice entry is slow and error-prone. See how AI-powered accounts payable automation works, which steps to automate first and the controls you need to keep.
AI Agent Security: 7 Guardrails to Set Before Going to Production
AI agents can take real actions, so they need real controls. Seven guardrails for permissions, approvals, logging, testing and spend limits before you launch.
How to Calculate the ROI of Workflow Automation (With a Worked Example)
A simple formula for automation ROI: measure the manual cost, estimate build and run costs, and calculate payback. Includes a worked example and common mistakes.