Digital banking platform for small businesses
Mountalis evolved key financial processes to support accurate reconciliation and better transaction visibility.
Client
A financial technology platform built for small businesses that combines banking, payments, invoicing, business credit in one ecosystem. The product helps owners manage daily financial operations with greater clarity and control.
Challenge
The product required improvements across financial workflows that play a central role in how small businesses manage their finances.
Transaction visibility
Inconsistent transaction visibility across cards and payments made it difficult for business owners to track spending in real time and understand where money was going.
Reconciliation gaps
Gaps between transactions and invoices created additional bookkeeping work, requiring manual corrections that slowed financial operations.
Financial data structure
The platform required clearer structuring of financial data so it could be reused reliably for tax features and accountant collaboration without manual corrections.
Solution
- 01
Business transaction dashboard
Built a dashboard that organized card spending, transfers and vendor payouts into a categorized view with transaction details.
- 02
Invoice reconciliation service
Built a service that preserved the link between an invoice and its related payment transaction when either record changed.
- 03
Accounting data model
Developed a structured model for financial records and summaries to support tax reporting and accountant review.
Result
Business value translated into measurable results.
- 39%Less time spent reviewing transactions
- 2.2xInvoice processing accelerated
- 47%Bookkeeping discrepancies reduced
- 98%Financial reporting accuracy
Technologies used
Core technologies selected to support the product architecture.
React
TypeScript
Next.js
Swift
Kotlin
Java
Node.js
PostgreSQL
AWS
“I think one of the reasons the engagement worked well was that Mountalis never separated product from engineering. We could discuss the user journey and five minutes later be talking through the architecture. It always felt like everyone was working towards the same outcome.”
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Product Thinking First
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Senior engineers stay directly involved in product decisions, architecture and delivery.
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Aligned Execution
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Validation Before Scale
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