This consulting engagement will help you leverage the power of the Finch Payroll API (tryfinch.com) and Codat Accounting API (codat.io) to gather payroll and accounting data from your clients. This data is then cleaned and structured so that your employees can use it to file tax credit forms and applications.

The Theodo team will leverage its technical and product expertise to help you build:

• A scalable, flexible and efficient pipeline to transform payroll and accounting data to fit your internal standards (excel, csv, databases...)
• Performant intake forms for your prospects and clients
• Integrations into your existing software (Salesforce, Hubspot, Zoho, Dropbox...)
• Fully customized backoffice features for your internal employees and CPAs
• End-to-end security with firewalls, in-transit and at-rest encryption, access logging, malicious file detection

Deliverables:

• Statement of Work for the implementation of the solution, with options for design and product work
• Execution of the SOW either in your existing AWS infrastucture, using your existing engineering standards (EC2, ECS, EKS...) or in a greenfield infrastructure using cost-efficient, pas-as-you-go serverless technologies like Lambda, EventBridge, Step Functions, SQS, API Gateway, S3 and more
• Post-project support
• Optional handover to internal teams through hand-in-hand training by doing over and documentation over 3 to 6 weeks