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FINTIQ

Choose the right fix for the work.

Choose the service that matches the problem. We can connect tools that hold the same data, automate repeated work or build software around a process that existing products cannot handle.

System and API Integration

Connect CRM, accounting, operations, reporting and custom software so data moves without copy-and-paste admin.

What this solves

  • Duplicate data capturing
  • Manual reconciliation
  • Disconnected reporting
  • Slow handoffs between teams
  • Fragile spreadsheet workarounds

Common use cases

  • CRM to accounting integration
  • API integration between internal and external systems
  • Real-time or scheduled data sync
  • Validation, logging and error handling
  • Reporting and reconciliation workflows
  • Integration layers for custom platforms

Tools we work with

  • HubSpot
  • Salesforce
  • Pipedrive
  • Xero
  • Sage 300
  • QuickBooks
  • Zoho CRM
  • Zoho Books

Workflow and AI Automation

Automate routing, reminders, approvals and document handling. Use AI for specific tasks, with staff review where judgement matters.

What this solves

  • Repetitive admin
  • Missed follow-ups
  • Manual approvals
  • Inconsistent customer communication
  • Slow document or ticket handling

Common use cases

  • Approval workflows
  • Document intake and extraction
  • Ticket triage and routing
  • Customer message drafting
  • Reminders, escalations and handoffs
  • Human-in-the-loop AI workflows

Tools we work with

  • ClickUp
  • Monday.com
  • Asana
  • Slack
  • Microsoft Teams
  • Notion
  • Google Workspace
  • Workable
  • Zoho Sign

Custom Software Development

Build an internal tool, portal, dashboard or operational platform when packaged software no longer fits the work.

What this solves

  • Processes that do not fit standard software
  • Too many spreadsheets
  • Internal tools that are hard to scale
  • Poor operational visibility
  • Reporting that depends on manual compilation

Common use cases

  • Internal business systems
  • Customer or staff portals
  • Operational dashboards
  • Loan, billing or subscription platforms
  • Reporting tools
  • Workflow-driven web applications

Tools we work with

  • TypeScript
  • JavaScript
  • Node.js
  • PostgreSQL
  • Next.js
  • React
  • Docker

Good fit

You probably need help when this sounds familiar.

Your tools do not talk to each other

Customer, finance or operations data has to be copied before the next person can work.

Your team repeats the same admin every week

People chase the same documents, approvals and status updates every week.

Off-the-shelf software no longer fits

Staff bend the process around a product, or run the real process in spreadsheets beside it.

Next step

Not sure what needs to be built?

Describe the work that is slow, duplicated or hard to track. We will tell you whether an integration, an automated workflow or custom software is the sensible next step.

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