Software
For Finance

Shifting the way financial teams work - less manual effort, more accuracy, full control.

Trusted by teams that run finance at scale:

Mizrahi Tefahot
ANEK Capital
Technion
Services

What we do

We build finance-first software that upgrades control, accuracy, and operational speed across your organization.

01
Bloomberg
Google
LinkedIn

Financial Monitoring Tools

Monitoring and alerting systems that surface anomalies early and give finance teams real-time visibility.

02
Excel
Outlook
PDF

Auto Controlling Reports

Automated controlling reports that replace manual Excel work with repeatable, accurate outputs.

03
OpenAI
Claude
Gemini

AI Integration

Intelligent automation that leverages AI to streamline workflows, extract insights, and eliminate repetitive finance tasks.

Case studies

Case studies

Real systems shipped for banks, funds, and finance teams - built for accuracy, control, and scale.

A1
fx
Monthly report - Harel
A
B
C
D
1
Report: MonthlyFund: HarelUpdated 03-2026
2
Fund ID
Test
Description
Status
3
51134
1
Completeness check
OK
4
51123
2
Missing positions
OK
5
51201
3
New holdings
Exception
6
51244
4
Rating anomalies
OK
7
51309
5
Price reasonableness
Exception
8
51637
8
Fee calculation
OK
Summary
Test 3 - New holdings
Test 5 - Price reasonableness
Mizrahi Tefahot
Mutual FundsControllingReports

Automated controlling for mutual funds

Built a controlling and reporting system for mutual fund operations used by fund managers, ops teams, and controllers. Automates data collection from Excel, APIs, and fund manager files, runs validations and exception checks, and produces repeatable reports.

0+hours saved per controller, weekly
MNDY|NASDAQmonday.com
Daily Monitoring – 21/01/2026
Price$312.40
Change+2.3%
Overall SignalNeutral
SentimentPositive
Positive Drivers
News – Company
monday Magic rollout mentioned
3 articles
News – Customers
Google contract expansion reported
1 article
Hiring signal
12 new Sales roles in last 24h
+12 roles
Social – LinkedIn
Roy Mann (CEO) announced monday Magic
1 post
Risks
News – Competitors
Asana promoted aggressive pricing offers
2 articles
SEC filing
Eliran Glazer (CFO) sold 20k shares
Form 4
ANEK Capital
NASDAQStocks MonitoringFinance Ops

Daily market monitoring for portfolio holdings

Built a daily monitoring system for portfolio holdings that tracks market and business updates across technical data, semantic signals, company disclosures, and social channels. Delivers a structured daily email report, replacing manual research and ongoing tracking.

0+sources analyzed per stock, daily
A1
fx
Money saved: ₪12,342
A
B
D
E
1
Money saved: ₪12,342Updated 03-2026
2
Policy #
Expected (₪)
Delta (₪)
Status
3
11944
₪4,218
₪4,218
Missing
4
11573
₪3,840
₪1,243
Underpaid
5
12150
₪2,930
₪616
Underpaid
6
11235
₪12,185
₪6,265
Underpaid
7
11801
₪8,100
OK
8
12334
₪1,420
OK
Summary
Details
Insurance Reconciliation Startup
InsuranceCommissionsReconciliation

Automated commission engine for insurance agencies

Building an MVP for insurance agents and agencies that reconciles expected commissions against actual payouts. Automatically detects missing payments and surfaces recoverable money opportunities, with clean pipelines, exception handling, and audit-ready outputs.

0%automated commission checks
Guarantees

Our guarantees

Clear ownership, clear security standards, and zero surprises during delivery.

Confidentiality by default

NDA on day one, least-privilege access, and strict handling of sensitive financial data from kickoff to handoff.

NDASecurity

Transparent progress

Weekly demos with working deliverables, plus a clear plan for what ships next.

Weekly demosVisibility

You own the code

Full source code ownership, documentation, and a clean handoff so your team can maintain and extend the system.

OwnershipHandoff
FAQ

Have Questions?

Get quick answers to common questions about our services, process, and how we work with businesses like yours.

We follow least-privilege access, encryption in transit and at rest where applicable, and strict environment separation. We can also align with your internal security policies and audit requirements.

Yes. We build connectors and pipelines for brokers, spreadsheets, data warehouses, and internal APIs - and we design for traceability.

Most MVPs take 4–8 weeks depending on scope and data complexity. We start with a tight spec, ship early, and iterate based on weekly demos.

Yes. NDA is standard for finance work. We can sign yours or provide one.

We work in short iterations with weekly demos. If requirements change, we re-scope together, update priorities, and keep the delivery plan transparent.

We offer post-launch support, monitoring, and ongoing improvements. You also get full documentation and a handoff plan so your team can operate independently.

Ready to shift your finance team forward?

Let's map your next stop - 20 minutes.

Book a call

It's free.