Fintech / API
Cohesive: End-to-End API for a Premier Consulting Firm
Services Provided
Engineering the Backbone of Financial Consulting
We engineered a comprehensive, end-to-end API for Cohesive, a leading accounting consultation firm. This internal API powers advanced bookings, secure authentication, and automated invoicing, integrating seamlessly with their cloud infrastructure. The core purpose was to provide a streamlined API for their internal software to access and manage key business operations, leading to a significant increase in productivity and reduced costs.
Stack
Svelte / Python
Timescale
20 Weeks
Objectives
The primary objective was to centralize and automate Cohesive's core business operations through a secure and scalable internal API that would be used by their client-facing applications.
Secure Authentication
Implement a robust authentication and authorization system to protect sensitive financial data and control access to internal resources, ensuring the API is privately owned and secure.
Automated Booking System
Develop API endpoints to manage client consultations, scheduling, and consultant availability automatically.
Automated Invoice & Report Generation
Integrate with reporting services and their front-end to generate invoices and financial reports automatically, reducing manual effort.
Challenges
The main challenge was to securely integrate multiple services and data sources into a single, reliable API while ensuring high performance and a secure user data environment.
Complex Cloud Integration
Securely connecting various cloud services for data storage and notifications into a cohesive and performant system.
High-Level API Performance
Ensuring the API's performance was optimized to reduce costs on services and increase user productivity.
Advanced Security
Implementing token-based authentication and a cryptography setup for advanced security and confidentiality of sensitive user data.
Key Results
The new API transformed Cohesive's internal operations, leading to significant gains in efficiency, data accuracy, and business intelligence.
Increased Productivity
The optimized performance of the API reduced user time and increased the overall productivity rate of the firm.
Centralized Data Management
The API provided a single source of truth for all client and financial data, eliminating inconsistencies.
Enhanced Business Insights
Real-time dashboards provided leadership with unprecedented visibility into firm performance.
Conclusion
The Cohesive API project highlights our ability to build complex, mission-critical backend systems. This secure, scalable solution serves as the digital foundation for their entire operation, driving efficiency and enabling data-driven decisions. We used Svelte, Python with FastAPI, and AWS notification services to build this solution.