Industries · Finance

Finance runs on trust, timing and accuracy. So does the software.

From a cash management platform handling real transactions to a broker CRM that replaced Excel calculators, we build finance software where the numbers have to be right, the forms have to be compliant and the client portal has to be secure.

Talk about your business What we build

Transactional platformsClient and adviser portals completing real transactions online, since 2017.
Xero integration partnerInvoicing, payments and reconciliation synced with accounting.
Compliance built inGenerated application forms, audit trails and role-based access.
Long-term partnersTechnology partner to Term Deposit Shop since 2014.

Why custom software?

Finance software built for how your business works

Tailored systems automate the financial workflows that are specific to you, keep the compliance evidence you need, and show you the position today rather than at month end.

Financial process automation

Applications, settlements, commissions and invoicing tracked in the system, with tasks and reminders at each step.

Risk and compliance

Rules, approvals and audit trails built into the workflow, so steps can't be skipped.

Real-time analytics and reporting

Funds under management, pipeline and performance on a live dashboard, with custom reports when you need them.

Security

Role-based access, encryption and Australian hosting under our ISO 9001 processes.

What we build

The finance systems we build most

The portals, calculators and back-office tools finance businesses ask us for.

Client and adviser portals

Secure portals where clients sign up, view and manage investments or applications, and advisers transact on their behalf.

Loan and investment calculators

Built-in calculators for repayments, interest, fees and commissions that replace the Excel sheet everyone had a different copy of.

CRM and application management

Customers, contacts and applications tracked end to end, with tasks assigned so nothing is forgotten.

Dynamic PDF generation

Filled-out bank forms, statements and contracts generated from the data in the system, ready for signature.

Reporting and business intelligence

Custom reports for internal checks and follow-ups such as balloon payments, settlements and maturities.

Xero and accounting integration

Invoices, payments and commissions synced with Xero, with payment gateways where clients pay online.

Something specific to how you work?

Every finance business has its own quirks, and that's usually where custom software pays off most. Tell us the problem and we'll tell you honestly how we'd solve it.

Run it past us

Case study · Term Deposit Shop

“Codium are more than just software developers. Within the team they have a breadth of experience across the many facets of digital technology. They are a sounding board for ideas and problem solvers.”

Grant GoodierTerm Deposit Shop

A fully transactional online cash management platform that makes it easy to move money between banks for the best return. Client and adviser portals, generated bank application forms and a back office on one shared database.

Read the full story

Adelaide, SA

Related work

Software we've built for businesses like yours

Finance · Web

Term Deposit Shop

An online cash management platform for clients and advisers.

Finance · Web

Chase Finance

A rebuilt broker CRM with loan calculators, PDFs and reporting.

Accounting · Web

Do the Numbers

A web platform accountants and advisers use to run quarterly reviews with small business clients.

See all of our work

Good questions

Things finance businesses ask us

Can't see yours? Ask us directly.

Other industries

How do you handle security and compliance?

Role-based access, encrypted data in transit and at rest, audit trails on sensitive actions and hosting in Australian AWS regions, all under our ISO 9001 certified processes. Specific regulatory requirements are captured in Discovery and built into the design.

Do you need to understand our industry first?

Yes, and that's what the Discovery phase is for. We run workshops with the people who do the work, map how it actually happens and learn the jargon, so the software fits your business rather than a generic template.

Can it connect to the systems we already use?

Almost always. We're API specialists and integrate with accounting packages like Xero, CRMs, payment gateways and legacy databases, so data is entered once and flows everywhere. See software integration.

Who builds, hosts and supports it?

Our own team in Adelaide. The same people who design and build your software host it on managed AWS and support it under an SLA, so there's one number to call for years to come.

Running a finance business on spreadsheets and goodwill?

Tell us where the numbers get re-keyed. One of our digital strategists will talk it through with you.

Get in touch Call 1300 887 103