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    Financial Data Integration Pipeline

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    Sold by: Theodo 
    Access your clients' financial data to power use cases like lending and performance accounting. Push data generated by your systems to integrate with accounting software like Quickbooks Online, Quickbooks Desktop, Xero and Oracle Netsuite. Leverage Lambda, EventBridge, Step Functions, SQS and API Gateway to build resilient, scalable products.

    Overview

    This consulting engagement will help you leverage the power of the Codat API (https://www.codat.io/ ) to access and integrate with the accounting, banking and e-commerce data of your business and your clients.

    The Theodo team will help you assess, design and build a cost-efficient, scalable, full-stack solution for a variety of use cases like:

    • Pull historical accounting and e-commerce data to inform underwriting decisions
    • Provide advanced analytics
    • Integrate transactions into your clients' accounting platforms: add products, customers, accounts, invoices, bills, payments...
    • Automate tax filings

    Deliverables:

    • Statement of Work for the implementation of the solution, with options for design and product work.
    • Execution of the SOW either in your existing AWS infrastucture, using your existing engineering standards (EC2, ECS, EKS...) or in a greenfield, event-driven, state-of-the-art serverless system leveraging Lambda, EventBridge, Step Functions, SQS, API Gateway and more.
    • Post-project support
    • Optional handover to internal teams through hand-in-hand training by doing over and documentation over 3 to 6 weeks.

    Highlights

    • Integrate with all major accounting platforms.
    • Full-stack work: our engineers build frontend, backend and infrastructure in a range of languages, frameworks and technologies.

    Details

    Sold by

    Delivery method

    Deployed on AWS

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    Pricing

    Custom pricing options

    Pricing is based on your specific requirements and eligibility. To get a custom quote for your needs, request a private offer.

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