From the very early stages, we supported Tesote in building a robust and user-friendly treasury platform. We streamlined user onboarding, automated agreement signing with banks through DocuSign, and implemented a real-time data scraping architecture to ensure up-to-date financial insights. Our team developed critical bank integrations enabling the secure connection of over 700 customer bank accounts across 40+ workspaces. Additionally, we established logging and error monitoring for bank sync sessions, which power the Metabase dashboards used daily by the Tesote team. Throughout the project, we provided ongoing technical expertise, product insight, and hands-on support to guide Tesote through the successful launch of their direct connection approach.
Tesote
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