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Personalized Financial SaaS

Your own accounting engine, built on the proven EFS Accounting Engine.

Built by EFS Systems Technologies ↗

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Overview

Some businesses need accounting logic inside their own product or platform. We build custom financial SaaS with multi-currency ledgers, automated invoicing and a full audit trail, exposed through APIs.

Builds start from the EFS Accounting Engine, which is already built and running. Delivery is by EFS Systems Technologies.

Services

What Personalized Financial SaaS covers

Custom Chart of Accounts

An IFRS-ready chart of accounts designed for your business model.

Multi-Currency/Multi-Entity Ledgers

Ledgers that handle many currencies and entities natively.

Invoice & AR/AP Automation

Invoices raised, sent and matched to payments automatically.

Transaction Sync & Reconciliation

Bank and platform transactions synced and reconciled continuously.

Audit Trail & Compliance Logging

Every change logged with user, time and reason.

API-first architecture

Every function available through documented APIs.

Live

EFS Accounting Engine

Already built and running. Every Personalized Financial SaaS build starts from it.

How it works

A clear path from first call to results

  1. Requirements

    We define the accounting logic your product needs.

  2. Configure

    The EFS Accounting Engine is configured and extended.

  3. Integrate

    APIs are connected to your platform and data.

  4. Operate

    We host, monitor and develop the engine with you.

Standards we work to

Big Four-standard work, to international standards

Delivered and reviewed by chartered accountants, with the methodology, documentation and review discipline of a Big Four firm.

Framework referenceIFRS · IAS · ISA
  • IFRS-ready chart of accounts
  • Multi-currency ledgers handling foreign currency under IAS 21
  • Audit trail designed to support documentation requirements under ISA 230

Engagement

Scoped to your business

Every engagement is priced after a short scoping call, based on your size, complexity and the services you choose. You receive a written proposal before any work begins.

Request a quote

Consultation

Talk to a chartered accountant about Personalized Financial SaaS

Tell us about your business and what you need. A member of our team will reply to arrange a call.