Melio
Highlights
- Integrations with QuickBooks Online and Xero
- Optimization of the Quickbooks Desktop service
- Implementation of multi-factor authentication
- Feature flags implementation for A/B testing
Challenge
The client, an aspiring fintech startup, needed assistance transforming the existing MVP into a full-fledged solution. Based on our skills and experience, the client selected SoftTeco as their software vendor to work alongside the in-house development team.
Solution
Melio is a secure and effective B2B payment solution that allows users to easily send and request payments, control money flow, generate PDF invoices, and configure the payments in the needed way. It frees the users from the need to use paper checks since the app independently manages their generation and distribution (upon request from vendors). Melio also supports international payments and streamlines a number of processes due to its integration with QuickBooks Online and Xero services.
Tech Stack
Backend
Node.js
Frontend
TypeScript
React.js
Chakra UI
Storybook
Jest
Express
Sequelize
Database
MySQL
Cloud Solutions
AWS
Datadog
How it works
The main task for our team was to expand the apps’ functionality and to add needed integrations for automation and streamlining of processes. By working together with the client’s team, SoftTeco implemented interactions with QuickBooks Online and Xero to help the client avoid data duplication and manage all accounting processes in one place.
Our team was also responsible for optimizing integration with the QuickBooks Desktop legacy application. For this integration, we significantly improved the development experience, fixed a number of bugs, and optimized the code base.
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Since Melio started as a startup project, it was important for the client to monitor its performance and fine-tune the app on the go. SoftTeco implemented new features by using feature flags for A/B testing, thus allowing the client to selectively show certain features to a certain target audience. We also improved the app’s analytics by adding events and using Segment to pass these events to Amplitude and Braze services for further analysis and processing.
As a next development stage, Melio is planning to work on its white label product, aimed at allowing clients to customize the app in accordance with their particular business needs. Customization will include various aspects, from shifts and colors to specific features to be included. This approach will help Melio be more user-centric, thus bringing more value.
Among the challenges that our team faced was lack of structured processes and the need to effectively integrate with the client’s team without causing downtimes on the project. SoftTeco successfully adapted to the client’s processes, so everyone was on the same page and the work of both teams was fully aligned.
Results
SoftTeco joined the project in the early startup phase in 2018, and today, with the help of our team, Melio has become a unicorn startup, included in the Forbes Fintech 50 for two years in a row. We successfully optimized the existing application and significantly extended its functionality, precisely meeting all project requirements. The client is satisfied with the results of our work and will continue to collaborate with SoftTeco to further improve the product.
