Metafic’s Financial Software Development
Metafic delivers custom financial software solutions built for the evolving needs of the finance industry. From accounting and portfolio management to insurance, tax automation, and financial planning, our tailored platforms streamline operations, ensure compliance, and enhance decision-making.
- Accounting
- Portfolio Management
- Financial Planning
- Insurance
- Taxes
- Capital Market
Optimizing Finance with
Artificial Intelligence
As finance becomes more digital and complex, Metafic’s AI-powered solutions help businesses automate operations, enhance customer experiences, and support smarter decisions.
Boosting Efficiency with AI Automation
AI streamlines financial processes—from robo-advisors to automated workflows—using predictive modeling and data analysis to deliver faster, more accurate outcomes.
Smarter Customer Engagement with AI Chatbots
Our intelligent chatbots go beyond basic interactions. They deliver real-time updates, assist with financial decisions, and personalize support based on user behavior.
Ethical AI for Finance
Metafic ensures all AI solutions are built with data privacy, ethics, and compliance in mind. We help you make fast, informed decisions without compromising security or regulatory standards.
Personalized Wealth Management with AI
AI transforms wealth management by creating personalized investment portfolios. We analyze market trends, risk profiles, and financial goals to deliver tailored strategies for every client.
Smarter Financial Decisions
AI-powered tools help you assess risks, forecast scenarios, and strengthen planning. From stress-testing portfolios to enhancing decision support, we simplify complex financial insights.
Automated Financial Reporting
Metafic’s AI reporting tools generate accurate, compliant financial reports—fast. Save time, reduce errors, and meet industry regulations with ease.
Custom Accounting
Software Development
Metafic builds tailored accounting software to streamline financial operations. From API integrations to bookkeeping automation, we create scalable, efficient systems that align with your unique workflows.
Accounting Information Systems (AIS)
We architect robust Accounting Information Systems (AIS) that integrate with your ERP, CRM, asset tracking, and vendor management tools. Our AIS platforms centralize financial operations and improve data accuracy, reporting speed, and cross-functional transparency—empowering smarter business decisions.
Mobile Accounting Applications
Metafic develops secure, cross-platform and native mobile apps that allow your team to manage accounting functions on the go. Access real-time data, approve expenses, track transactions, and stay connected to your core systems from any device, ensuring uninterrupted financial oversight.
Invoicing & Accounts Receivable
We create automated invoicing and AR/AP modules that reduce manual tasks and enhance accuracy. Features include bulk PO generation, inventory sync, real-time reporting, and integration with payment gateways—speeding up cash flow cycles and reducing administrative overhead.
Custom Portfolio Management
Software Development
Metafic develops custom portfolio management software that brings together investment tracking, risk analysis, and fund management into one intelligent platform. Our solutions help financial institutions, wealth managers, and individual investors optimize performance, automate workflows, and gain deeper visibility across diverse assets.
Portfolio Management
Dashboards
We build dynamic portfolio dashboards featuring real-time asset tracking, integrated ticker databases, customizable trade algorithms, and historical performance analytics. Users can monitor investment activity, benchmark returns, and manage diversified portfolios with clarity and control—all from a centralized interface.
Investment Data
Integrations
Metafic programs seamless integrations for importing and managing investment data from leading brokerages. We support formats like QIF, OFX, QFX, and CSV, and enable data sync with platforms like TD Ameritrade, E*Trade, Vanguard, and more—ensuring complete and up-to-date visibility into user portfolios.
Risk Management &
Analysis
Our software solutions include robust risk modeling tools with built-in scenario testing, volatility tracking, and multi-factor analysis. We integrate third-party data to deliver accurate forecasts and actionable insights, helping users identify potential vulnerabilities and protect portfolio performance in uncertain markets.
Custom Financial Planning
Software Development
Metafic builds custom financial planning software to streamline daily financial operations, from invoicing and payment processing to audit archiving and intelligent reporting. Our solutions help businesses improve decision-making, ensure regulatory compliance, and gain real-time visibility into financial performance.
100% Compliance with IRS & FASB
Metafic ensures your financial software meets all regulatory standards, including IRS rules, FASB guidelines, SOX, Dodd-Frank, the Securities Act of 1933, and PA-DSS. Our solutions are built with compliance at the core—supporting anti-money laundering protocols, data security, and accurate financial reporting to help you stay audit-ready and risk-free at all times.
Custom Insurance Software Development
Metafic builds powerful, automation-first insurance software to streamline operations, enhance productivity, and support policyholder engagement. Our custom tools empower insurers to modernize quoting, claims, underwriting, and document workflows with precision and speed.
Insurance Quoting Software
We develop dynamic quoting engines with multi-carrier support, real-time premium calculations, underwriting rules, and risk scoring modules—giving your team accurate insights faster.
Mobile Insurance Applications
Our mobile apps let users manage policies, toggle coverage, submit claims, and track status—all from a secure, user-friendly interface available on iOS and Android.
Insurance Underwriting Platforms
Digitize and accelerate underwriting with intelligent platforms that cut decision time, reduce manual review, and improve customer onboarding experiences.
Document Management Systems
We create cloud-based DMS tools with built-in capture, tagging, version control, and smart search—keeping policy documents, forms, and claims data organized and accessible.
Custom Tax Preparation
Software Development
Metafic develops custom tax software that simplifies personal and business tax preparation, filing, and compliance. Our solutions automate calculations, streamline data entry, and support real-time validation across jurisdictions—empowering users with speed, accuracy, and confidence.
Capital & Stock Trading
Software Development
Metafic builds custom trading software for capital markets, combining high security and superior performance. From smart trading systems to real-time platforms, we equip firms with tools that enhance speed, accuracy, and market insights—tailored for dynamic financial environments.
Financial Software Support Services
Finance software support is essential to ensure accuracy, compliance, and operational efficiency. Metafic delivers comprehensive, tailored support to keep financial systems running smoothly and aligned with evolving business needs.
Finance software support is essential to ensure accuracy, compliance, and operational efficiency. Metafic delivers comprehensive, tailored support to keep financial systems running smoothly and aligned with evolving business needs.
Technical Support
Our team delivers fast, effective technical support—troubleshooting issues and optimizing performance across accounting, reporting, investment, and budgeting platforms. We ensure your systems stay reliable and secure.
Help Desk & Application Maintenance
Routine updates, security patches, and performance checks keep finance applications dependable. Metafic provides proactive system auditing, server management, and a responsive help desk to maintain alignment with your operations.
Extended Support & Maintenance
We offer long-term support beyond initial deployment—continuous monitoring, updates, and user training—to extend software value, reduce downtime, and adapt to changing business demands.
Customer-Centric Support
Metafic prioritizes service excellence with dedicated teams focused on user satisfaction. We deliver fast, personalized support and clear communication to ensure your finance tools are always ready for business.
Tailored Factoring Software Development Solutions
Metafic delivers custom factoring software to automate financial processes, manage risk, and boost operational efficiency for finance-driven businesses.
Metafic delivers custom factoring software to automate financial processes, manage risk, and boost operational efficiency for finance-driven businesses.
Accounts Receivable Platforms
Custom-built invoicing tools with real-time tracking, automated alerts, and branded templates for streamlined AR operations.
General Ledger Precision
Integrated accounting software with CRM, ERP, and asset tracking to manage cash flow, credit, and audits from one platform.
Custom Settlement Engines
Monitor invoice settlements, track delinquent accounts, and sync follow-ups with CRM using custom business logic.
Efficient Document Management
Cloud-based DMS with smart indexing, full access control, and AI automation for document sorting and data extraction.
Robotic Process Automation
Extract key financial data automatically using AI-powered RPA to fill databases or trigger downstream workflows.
Accounts Receivable Platforms
Custom-built invoicing tools with real-time tracking, automated alerts, and branded templates for streamlined AR operations.
General Ledger Precision
Integrated accounting software with CRM, ERP, and asset tracking to manage cash flow, credit, and audits from one platform.
Custom Settlement Engines
Monitor invoice settlements, track delinquent accounts, and sync follow-ups with CRM using custom business logic.
Partners,
not just clients.
“Finovate has been instrumental in our growth. Their team took the time to truly understand our needs and helped us eliminate inefficiencies.”
“Partnering with Finovate was a game-changer for us. They took the time to understand our challenges and helped us streamline our operations for success.”
“I hired Finovate for a small project & was very happy. He not only answered all my questions, but he didn’t treat me like a “small project”.
I was very satisfied & would recommend.”
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What are the open positions?
Interested in working with us? We are not just a company but a community of like-minded people, working hard to create something epic. We are welcoming talents, cognitive scientists, hacking nerds, and suited executives at all levels. Check out open positions and more hiring details on our careers page.
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Proprietary data, expert analysis and bold thinking for leaders who want to achieve the extraordinary.
Creating a full range of apps and softwares across all the platforms.
We are global at our core, understanding users and markets across the globe.
Software-enabled platforms to completely change the way of UI/UX iterations.
aren’t we just lovely?
