Finance · Industry
Secure, auditable software for financial services
Secure portals, loan and investment workflows, document AI and compliance.
The challenge
Industry problem
Advisors, accounting firms and lending businesses collect sensitive documents by email, track applications in spreadsheets and spend hours on data entry — while needing strong security and audit trails.
Our approach
The Haptags solution
Haptags builds secure client portals and workflow systems with document AI, role-based access and full audit logs, so financial teams process more applications with less manual work and better control.
Features
What we build for Finance
Secure client portal
Document upload, status tracking and messages behind strong authentication.
Application workflows
Loan, policy or onboarding applications with stage-based approvals.
Document AI
Extract data from bank statements, IDs and forms for review.
Advisor CRM
Client records, follow-ups, renewals and portfolio notes.
Audit trails
Every view and change logged for compliance.
Security controls
Encryption, least-privilege access and regular security reviews.
Technology
Proven, maintainable technology
We pick tools your team can live with: well-supported, secure and cost-effective to run.
- React
- PHP / Laravel
- Node.js
- MySQL / PostgreSQL
- OCR & document AI
- Encrypted storage
Example applications
What this can look like
- Loan application portal with document checklists
- Accounting firm client portal for secure file exchange
- Insurance renewal reminders and CRM
- Bank statement data extraction for underwriting review
Related services
Services for Finance
Web Application Development
Custom portals, dashboards and internal tools built around your workflow.
Learn moreAI Solutions
AI chatbots, knowledge assistants, document AI and custom AI products.
Learn moreCRM Development
Custom CRMs that capture every lead and keep your sales team on track.
Learn moreSoftware Consulting
Technology strategy, architecture reviews and digital transformation roadmaps.
Learn moreLet's build for Finance
Tell us about your business and the problem you want solved. We'll suggest a practical plan.