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Chetu’s Financial Software Development Services

Chetu’s custom financial software development services cater to the finance industry, providing custom-tailored solutions for accounting, portfolio management, financial planning, insurance, and taxes.

Optimizing Finance with Artificial Intelligence

With the ever-evolving landscape of financial services becoming increasingly more complex and digital, AI is a game-changer. At Chetu, our Financial Software Development Services are here for you to transform your operations, improve your customer experiences, and aid in strategic decision-making.

Improving Efficiency with AI-Powered Financial Services

Artificial Intelligence represents a new era of efficiency within the finance industry, and with our expertise, you’ll be able to harness its capabilities to streamline your financial processes through automation. With robo-advisors and AI having impressive applications, thanks to their advanced algorithms, investments can have a more personal touch based on comprehensive data analysis and predictive modeling.

Leveling Up Customer Engagement with Chatbots

With technology advancing to provide more sophisticated functions, chatbots have evolved from dependence on basic customer interactions. While our chatbots can still answer queries and provide account updates, we’ve also empowered them to engage with customers with real-time information and even assist in making financial decisions using historical and actualized data. Chetu can help you create a seamless user experience alongside receiving accurate and quick assistance.

Balance Responsibility and Innovation

Artificial Intelligence and its implementation represent an ethical dilemma. However, Chetu is committed to delivering and maintaining the highest standards of ethical AI usage. With our AI implementation for Financial Data Analysis capable of processing large amounts of data precisely and swiftly, your business can make informed decisions, all while protecting sensitive data and maintaining regulatory compliance.

Shifting Wealth with AI-Driven Investment

Investment strategies can experience a paradigm shift with the integration of AI and result in improved wealth management. With Chetu’s AI-enhanced customer personalization, financial institutions can easily create tailor-made investment portfolios. Our solutions enable this curated approach to investment strategies by analyzing market trends, financial goals, and the client’s risk profile, aligning with the individual’s objectives and preferences.

Navigating the Complexity of Financial Decision

Financial decision-making demands intricate solutions. Luckily, Chetu’s AI-driven investment tools offer impressive depth, like quantitative financial models that can improve decision support systems. By leveraging the predictive capabilities of AI, you can be given insights into potential risks and rewards through the assessment of multiple scenarios and stress-testing portfolios. With comprehensive data at the ready, our solutions strengthen proactive risk management and strategic planning.

Unlock Efficiency and Compliance

We’re aiming to revolutionize financial reporting with AI-driven automation! With Chetu’s Automated Financial Reporting solutions, your organization can create complex financial reports with unrivaled accuracy and speed. Save time and resources; plus, you can ensure industrial regulations are being complied with.

Custom Accounting Software Development

Chetu’s custom accounting software development services include API programming & integrations, AIS architecture, bookkeeping app development, and much more.

Accounting Information Systems

Developers engineer online accounting software and AIS architectures integrated with ERP, CRM, asset tracking, vendor management, and other financial management programs.

Mobile Accounting Applications

We offer responsive cross-platform and native development of mobile accounting apps programmed to provide full access to operational accounting workflows.

Invoicing & Accounts Receivable

Accounts payable and receivable software modules automatically upload inventory spreadsheets, create downloadable purchase orders, generate reports, and more.

Chetu integrates your current accounting management system with industry-leading ERP and bookkeeping solutions, including:

Oracle NetSuiteOracle NetSuite

Custom Portfolio Management Software Development

Chetu’s portfolio management software solutions encompass everything from risk analysis and investments to stock trading apps and fund management in a centralized platform.

Portfolio Management Dashboards

Develop PM dashboards with built-in asset management modules and integrated ticker symbol databases, trade algorithms, historical data analysis tools, and more.

Investment Data Integrations

Program data entry forms and tools for standard investment files QIF, OFX, QFX, and CSV, plus accounts from TD Ameritrade, E*Trade, Vanguard, and other major brokerages.

Risk Management & Analysis

Offer third-party risk mitigation solutions that include multi-factor risk modeling and stress scenario testing to identify and assess high-risk financial investments and contingencies.

Custom Financial Planning Software Development

Chetu’s custom financial planning software solutions streamline day-to-day processes, including invoicing, payment processing, audit archiving, report generation, and more.

Financial Planning Software

Develop scalable financial planning systems that implement the ability to share data and manage operations remotely as well as provide access to mission-critical information.

Financial Planning Algorithms

Develop automated rule engines and dynamic manual controls for allocating funds and measuring cash flow against KPIs using programmable business logic protocols.

Financial Dashboard Design

Create functional and adaptable financial dashboards that give access to data insights in real-time, extensive budget control centers, quick-view behavior analysis, and more. .

Financial Analysis Software

Program financial analysis software to measure data like KPIs, payment and inventory turnovers, current and quick ratios, RoE, and profit margins and create automated reports.


Chetu's finance software development experts comply with regulatory standards including anti-money laundering and consumer protection standards such as Financial Accounting Standards Boards (FASB), SOX, Dodd-Frank, the Securities Act of 1933, and Payment Application Data Security Standard (PA-DSS).

Custom Tax Preparation Software Development

Chetu’s custom tax prep software solutions support the preparation, calculation, and reporting of personal and business taxes.

Tax Calculator Applications

Engineer tax calculator apps equipped with the ability to estimate refunds in any jurisdiction, validate tax credits and exemptions, and more.

Tax Forms Software Integration

Build entry income tax forms for 1040, 1040A, 1040EZ, 1041, 1099, 1065, 1120, and many more, integrated to communicate data to servers, enabling real-time information validation.

Small Business Tax Software

Designed for freelancers, independent contractors, and small business owners, built with e-commerce software, expense log importation, state-by-state tax guidelines, and more.

Custom Insurance Software Development

Chetu’s custom insurance software ensures success-driven insurance automation to help insurance companies drive momentum and drive productivity.

Insurance Quoting Software

Implement multi-carrier quoting, insurance premium calculation, underwriting algorithms, and qualitative risk assessment modules within a sophisticated quoting engine.

Mobile Insurance Applications

Develop cross-platform & hybrid mobile apps that enable policyholders to start, pause, and stop coverage, and report/submit claims, and manage insurance policies.

Insurance Underwriting Platforms

Engineer platforms digitize the underwriting process, delivering faster turnaround times, shorter prospect-to-customer lifecycles, and superior customer experiences.

Document Management Systems

Build cloud-based document management systems (DMS) designed with document capture modules, custom logic, and search capabilities, organized in a single repository.

Frequently Asked Questions About Financial Software Solutions

Financial system software is a custom program developed to enhance a business's operational efficiency with reporting, accounting, and other financial processes.

Features you can expect from financial software include automated bookkeeping, secure transactions, real-time analytics, budgeting tools, and even customizable reports for more streamlined financial management.

The challenges when implementing AI encompass regulatory compliance, interpretability, data privacy, and ensuring unbiased data analysis for decision-making.

The main threat of AI within the financial industry is algorithmic errors that could cause significant financial instability. These errors can also lead to market manipulation and security breaches.

Businesses can reap the rewards of optimized resource allocation, improved task accuracy, and insights for strategic decisions delivered by financial applications.

Within a startup, financial software can help with financial health tracking, expense management, and of course, garnering data-driven insights for informed growth strategies and fundraising.


Learn more about our custom financial software development solutions and drop us a line or give us ring. We would love to hear from you and are happy to answer any questions.

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