Algo Trading
AlgoEdge
Automated PNL reporting platform for Tradetron Creators — real-time MTM tracking, drawdown alerts, and Telegram summaries
Tradetron APITelegram Bot
United States
AI Automation for US Accounting & Financial Firms
Client onboarding, document chasing, data entry and reconciliation — the work that fills your season and doesn't bill well.
- Automated document chasing
- Statement and receipt extraction
- Client onboarding workflow
- Continuous reconciliation checks
Get a quote for your finance business
A price in writing, within 24 hours.
Your details stay private. We never sell or share them.
A real quote in 24 hours — not a sales sequence.
A price in writingYou own everythingUSD invoicingNDA signed same dayUS-hours calls24-hour reply
What finance actually struggle with
The problems we hear every week
Not generic small-business advice — the specific things costing you customers in this trade.
01
Chasing documents is a full-time job in season
Someone spends their week emailing clients for the same missing statements. Automated, escalating reminders do that without anyone feeling like the bad guy.
02
Statements arrive as PDFs and get retyped
Bank statements, receipts and invoices in a hundred layouts, keyed in by hand. This is the single highest-value extraction job in the sector, and the accuracy bar is reachable.
03
Onboarding a client takes three weeks of back-and-forth
Engagement letters, ID checks, system access and data collection all handled manually in sequence. Run in parallel and automated, it's days.
04
Reconciliation exceptions are found late
The mismatches surface when someone finally looks, often near a deadline. Continuous automated checking surfaces them while they're small.
05
Every client wants a different report format
Assembling bespoke reporting by hand each month is billable time that clients increasingly resist paying for. Templated generation removes it.
06
Compliance requires proving who did what
Automation in this sector lives or dies on audit trails. Anything we build logs every action, every approval and every exception by default.
What we build
What a finance site actually needs
Every one of these exists because it changes how many customers you get, not because it looks good in a proposal.
Automated document chasing
Escalating reminders to clients for outstanding items, with a live checklist both sides can see.
Statement and receipt extraction
Financial documents in any layout read into structured data, with low-confidence items queued for review.
Client onboarding workflow
Engagement letters, checks, access provisioning and data collection running in parallel with status visible throughout.
Continuous reconciliation checks
Mismatches detected as they arise and flagged, rather than discovered at period end.
Templated client reporting
Monthly and quarterly reports generated from your data in each client's preferred format.
Full audit logging
Every automated action, approval and exception recorded and exportable for review.
How your customers search
The searches that decide who gets the call
Firms in this sector search for the seasonal pain and for compliance-safe answers. The queries are specific:
automate client onboarding accounting firmbank statement data extraction softwareaccounting workflow automation servicesautomate document collection clientscpa firm process automationautomate bookkeeping data entry
Placeholders like <city> stand in for your actual location — the real pages we build target the specific terms your customers use where you are.
Pricing in USD
AI Automation for finance
The same published prices we quote every US business.
Starter
Starter Automation
One high-volume process automated end to end — the one your team complains about most.
$499one-time
- Free process audit before we quote
- 1 workflow, start to finish
- Connects up to 3 of your existing tools
- AI step for classification or extraction
- Failure alerts to email or Slack
- Live in 2 weeks
- 30 days of tuning after launch
Most Popular
Business Automation
A whole department's manual work removed — usually finance, ops or customer onboarding.
$1,499one-time
- Up to 5 connected workflows
- Unlimited tool connections
- Custom AI steps trained on your documents
- A dashboard showing what ran and what saved
- Human approval gates where you want them
- Live in 3–5 weeks
- 60 days of tuning after launch
- Team training session included
Advanced
Custom Automation Suite
Company-wide automation with custom software behind it, for teams past what off-the-shelf tools can do.
$3,499from
- Unlimited workflows across departments
- Custom backend where no tool fits
- Two-way sync with your CRM or ERP
- Role-based access and full audit logging
- Staged rollout, department by department
- Timeline quoted after the audit
- 90 days of support, then optional retainer
Pay byWire / ACH transferCredit card (Stripe)PayPalZelleWise— invoiced in USD
Our Work
Work we've actually shipped
Live sites and products you can open right now. We'd rather show you real work than a wall of stock logos.
Car Service
JustFix Automotive
Designed and built a fast, user-friendly website for JustFix Automotive, a trusted mechanic workshop in Sunshine North, VIC. We executed a comprehensive on-page and technical SEO strategy optimizing site speed, local schema, and service-page architecture—to boost search rankings, capture high-intent local traffic, and drive online service bookings.
NEXT JSHOSTINGTAILWINDMONGODB
Logistics website
Dwaraka Packers & Movers – Sirisilla
After the successful launch of the first website, the client partnered with Mana Studio again to develop a dedicated website for their Sirisilla branch.
Next.jsReact.jsJavaScript (ES6+)HTML5
logistics website
Dwaraka Packers and Movers
A modern, SEO-optimized website designed and developed by Mana Studio for a professional packers and movers company. From UI/UX design to full-stack development, we built a fast, mobile-friendly, and conversion-focused website that helps generate leads, build customer trust, and strengthen the brand's online presence.
Next.js React.js JavaScript (ES6+) HTML5 CSS3
Automotive PWA
Sri Laxmi Carz
Pre-owned car dealership platform for a trusted dealer in Warangal — live inventory browsing, certified listings, and an installable PWA with offline access and instant new-arrival notifications
Next.jsPWASEOPush Notifications
Job Portal
Sarkari Job Samachar
Comprehensive job portal for government job seekers with real-time updates and notifications
Next.jsAppwriteSEOContent Management
Why us
What you're actually buying
Not just the deliverable — the way the project runs.
Fixed scope, not an hourly meter
One number agreed before we start, quoted in USD against a written scope. No hourly billing, no change-order for work that was always in scope.
We work your hours
Daily overlap with US Eastern, Central and Pacific. Calls at 9am your time, not 9am ours.
Fluent English, direct access
You talk to the people building it — no account manager relay, no translation gap.
NDA signed before you share anything
Send yours or use ours, signed same-day at no cost. Your idea, code and data stay yours.
Prices in writing
A dated proposal with scope, milestones and the final number. No hourly meter.
You own everything, always
Code, designs, hosting, domains and logins handed over in full. Nothing is locked to us.
How it works
From enquiry to launch
You'll know the price and the timeline before you commit a dollar.
01
Free 30-minute call
Tell us what you need. We ask the questions that actually change the price, and tell you honestly if we're the wrong fit.
02
Fixed proposal in 24 hours
Scope, milestones, timeline and the exact USD number — in writing, before you pay anything.
03
NDA + 40% to start
We sign the NDA, take 40% upfront and assign your team. The rest is tied to milestones you approve.
04
Weekly demos, live preview link
A working link you can open any time, plus a weekly call. You see progress, not status reports.
05
Launch and full handover
We deploy, monitor, and hand over every login. Then we stick around — most clients stay on a retainer.
FAQ
Finance — your questions answered
How accurate is document extraction on financial documents?+
Good enough to be useful, not good enough to go unchecked — and any vendor telling you otherwise is overselling. We build a test set from your real documents and measure before launch, and anything the system isn't confident about goes to a person. You see the actual number on your actual documents before it goes live.
Is this compliant for regulated work?+
Everything we build logs every action and approval, which is the foundation. Beyond that it depends on your specific obligations — tell us what you're subject to on the first call and we'll scope around it or tell you honestly if we're not the right fit.
Is client data used to train AI models?+
No. We use enterprise API endpoints that don't train on customer data, and we sign your NDA before you share anything. Where data residency matters, we can keep processing on infrastructure you control.
Where should we start?+
Document chasing, almost always. It's the fastest to build, the least risky, and it removes the job nobody in the firm wants. One process is $499 and typically pays back inside a season.
Free consultation
Ready to get more finance customers?
Free 30-minute call, a quote in 24 hours, and an honest answer about whether we're the right fit.
Prefer to talk now? +91 86885 48048 — we call US numbers back same day.