Fintech

AI-powered financial management
for firms, businesses, and executives

Esketchers developed an app that centralizes financial operations for accounting firms, businesses, and executives within a single platform — streamlining client management, financial reporting, and collaboration with secure, role-based access.

Outcome: Unified operations, real-time financial visibility, and faster decisions across web and mobile.

Start your Ai-First Project
AI-powered financial management platform dashboard

Smarter Way Leave Slow Development Behind. Build AI-First

Hesitating on AI feels safe, but waiting lets competitors ship faster and cheaper — and catching up on legacy later always costs more. Bolting AI on at the end never delivers the savings. The teams winning now put AI agents in from step one, with senior engineers steering the whole way.

legacy / old systems

The old way of building

  • ✕AI agents only appear once coding starts — the last stretch of the project.
  • ✕Strategy, planning, and architecture still run at traditional speed and cost.
  • ✕You pay full price for the ~70% of work AI never touched.
  • ✕Bolting AI on late means rework when it doesn't fit the plan.
AI-first · senior-engineer-governed

The AI-first way

  • ✓AI agents are in from the first conversation — scoping, planning, architecture, all of it.
  • ✓Every stage it touches is a stage that moves faster and costs less.
  • ✓Fewer hours and fewer hands add up to a lower total for you.
  • ✓Because AI agents are baked into the plan, there's nothing to retrofit later.

PLATFORM

for bookkeeping, payroll, taxes, compliance, and collaboration.

The client wanted to replace fragmented accounting tools with a secure, AI-powered platform that improves efficiency, visibility, and collaboration — a shared workspace where CPAs, clients, and CFOs work from the same real-time financial data.

Financial management platform interface

BUILT FOR CLARITYAnd Operational
Control

Platform overview

We built a scalable SaaS platform that centralizes bookkeeping, payroll, taxes, compliance, HR, and AI-powered chat into a single system with role-based access for CPAs, clients, and CFOs across web and mobile.

Multi-Portal
Dedicated CPA, client & executive workspaces
AI Assistant
Answers from your own financial data
Real-Time Sync
Ledgers, accounts & bank balances
Compliance
Filings, documents & audit logs

Real Problems Shipped Solutions.

A closer look at the work — what the client needed, what we built, and what changed once it went live.

fintech

Fintech platform rebuild

A payments dashboard that had outgrown its stack — rebuilt for scale, with reporting that finally kept up with the business.

logistics

Logistics automation

Manual dispatch and tracking replaced with automated workflows wired straight into their existing ERP.

healthcare

Healthcare data platform

Fragmented records unified into one governed platform, with the compliance trail built in from day one.

retail

Retail AI assistant

An assistant that answers product questions around the clock and hands off cleanly when a human is needed.

The problem

Financial operations were trapped in disconnected tools.

Small businesses and CPA firms relied on multiple disconnected tools for bookkeeping, payroll, taxes, compliance, and client communication — fragmented workflows with limited visibility into financial data.

Disconnected, siloed tools.

Bookkeeping, payroll, taxes and compliance lived in separate software with no shared view of financial data.

Manual processes everywhere.

Teams depended on spreadsheets, manual bank aggregation and email exchanges to keep operations running.

No instant answers.

No built-in AI intelligence for quick document lookups — insights arrived late and decisions waited.

A fragmented client experience.

During tax season and month-end close, data discrepancies and missed deadlines hurt the client experience.

A fragmented client experience.

During tax season and month-end close, data discrepancies and missed deadlines hurt the client experience.

The solution

A unified, AI-powered financial operations platform

We built a scalable SaaS platform that centralizes bookkeeping, payroll, taxes, compliance, HR, and AI-powered chat into a single system with role-based access for CPAs, clients, and CFOs.

Real-time visibility across web and mobile lets users manage operations more efficiently and make informed decisions faster.

Multi-Portal

Dedicated portals
for every role

Multi-portal workspace architecture with dedicated experiences for CPAs, business clients, and executives.

AI Assistant

Answers from
your own data

AI-driven knowledge engine answers financial and compliance questions using business documents and company data.

Document lookupFinancial Q&AInstant answers
Bookkeeping Sync

Books that update
themselves

Real-time bookkeeping sync automatically updates ledgers, accounts, and bank balances with live charts.

Bank feedsAuto ledgersLive charts
Compliance

Filings without
the friction

End-to-end compliance module simplifies BOIR filings, regulatory documentation, and deadline management.

BOIR filingsDocumentsDeadlines
HR & Payroll

People and pay
in one place

Integrated HR and payroll layers manage workforce operations, backed by immutable audit logs.

PayrollHR recordsAudit trail

How we

A scalable SaaS platform where every layer — from portals to AI — works from the same shared financial data.

Multi-Portal Workspaces

Web & Mobile Experience Layer

Dedicated portals for CPAs, business clients, and executives with role-based access across web and mobile.

AI Knowledge Engine

Intelligence Layer

Answers financial and compliance questions instantly using business documents and financial data.

Real-Time Bookkeeping Sync

Financial Data Layer

Automatically updates ledgers, accounts, and bank balances with real-time visibility.

Compliance & Audit

Governance Layer

Regulatory filings, document management, and immutable audit logs for complete transparency.

HR & Payroll

Operations Layer

Payroll and workforce operations managed in the same secure, role-based system.