BAGS is a fintech platform helping small businesses gain financial clarity and access fair funding. We rebuilt their platform from the ground up - combining bookkeeping, analytics, and AI-powered insights into a seamless, scalable solution.
Services
• Frontend
• Backend
• AI Integrations
Technologies
• Frontend
- ReactJS web app
- Chakra UI library
- Auth0 integration
- React query
Deliverables
• Fully responsive web platform
• Fast and scalable backend platform integrated with 3rd party libs like openAI, Stripe, etc.
• Backend
- Python app + fastapi framework
- AWS cloud, CI/CD (Github actions)
- PosgreSQL DB
- OpenAI integration
- Stripe payment provider
- Retool (Admin Interface)
About the client
BAGS, also known as SecureBags, is a financial growth partner for small and growing businesses based in Brooklyn, NY.
Their mission is to empower entrepreneur - especially minority- and women-owned companies - with better financial visibility and access to capital.
By blending bookkeeping, analytics, and funding opportunities, BAGS helps business owners “secure the bag” and position themselves for long-term success.
The challenge
The client needed a complete platform redesign and rebuild to improve scalability, performance, and user experience.
We refactored the backend from Node.js to Python, ensuring greater flexibility, maintainability, and smoother integration with third-party tools.
The solution
We developed a modern finance platform that centralizes accounting, reporting, and funding in one place.
The platform provides AI-powered insights, automated bookkeeping, and a lender-matching engine that connects businesses with 60+ verified lenders.
The result is a hybrid tech + advisory solution designed to support small business growth.
Web application
Core features & functionalities
Accounting & Tax Filing
Automated bookkeeping and monthly CFO-style reports (P&L, balance sheet, cash flow) to simplify financial management for small businesses.
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AI-Powered Insights
Integrated OpenAI features deliver data-driven insights, helping users make smarter business and funding decisions.
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Funding Coach & Lender Match
Built-in funding coach and intelligent matching engine connect businesses with 60+ verified lenders for tailored financial opportunities.​​​
Subscription-Based Model
Flexible pricing and service tiers offering the perfect mix of technology and personalized financial advisory.
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Debt & Funding Strategy
Smart tools and expert-driven recommendations to help businesses plan, structure, and optimize their funding and debt strategy.​​​​
Mobile responsive screens
Our approach
From a software development perspective, BAGS demonstrates how we build scalable, data-driven platforms:
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Subscription-based SaaS dashboard with analytics and reporting
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Third-party integrations for financial data, payments, and AI automation.
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Secure and responsive web experience optimized for conversion and performance.
The outcome
The new BAGS platform empowers small businesses to manage finances with confidence and access funding faster.
It now stands as a robust fintech solution that bridges technology and advisory - helping entrepreneurs grow sustainably through smart, data-driven decisions.