Accounting
Portfolio Management
Financial Planning
Insurance
Taxes
Clickvalley offers financial software development services to the finance industry, providing custom-tailored solutions for accounting, financial planning, insurance, portfolio management, and taxes.
Accounting
Portfolio Management
Financial Planning
Insurance
Taxes
Clickvalley offers accounting software development services which include API programming & integrations, AIS architecture, bookkeeping app development, and much more.
Developers fabricate online accounting software and AIS architectures integrated with CRM, ERP, asset tracking, vendor management, and other financial management programs.
We engineer responsive cross-platform and native development of mobile accounting apps programmed to provide full access to operational accounting workflows.
Accounts receivable and payable software modules automatically upload inventory spreadsheets, create downloadable purchase orders, generate reports, and more.
Clickvalley provides portfolio management software solutions from everything starting with risk analysis and investments to fund management in a centralized platform and stock trading apps .
We develop dashboards with built-in asset management modules and integrated ticker symbol databases, trade algorithms, historical data analysis tools, and more.
Engineer data entry forms and tools for standard investment files QIF, and CSV, plus accounts from E*Trade, Vanguard, and other major brokerages.
We 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.
Clickvalley offers financial planning software solutions which streamline day-to-day processes, including invoicing, payment processing, audit archiving, report generation, and more.
Use scalable financial planning systems that enable access to mission-critical information and empower on-the-go data sharing & operational management.
Develop automated rule engines and dynamic manual controls for allocating funds and measuring cash flow against KPIs using programmable business logic protocols.
Engineer versatile and modular financial dashboards that provide real-time data insights, comprehensive budget control centers, quick-view behavior summaries, and more.
Design financial analysis software to generate automated reports for measuring KPIs, payment & inventory turnovers, current & quick ratios, RoE, profit margins, and more.
Clickvalley’s custom tax prep software solutions support the preparation, calculation, and reporting of personal and business taxes.
Build tax calculator apps to calculate tax liabilities and estimate refunds in any jurisdiction and validate tax credits & exemptions, dedications, and more.
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.
Designed for independent contractors, freelancers, and small business owners, built with e-commerce software, expense log importation, state-by-state tax guidelines, and more.
Clickvalley’s offers insurance software which ensures success-driven insurance automation to help insurance companies drive momentum and drive productivity.
Use underwriting algorithms, multi-carrier quoting, insurance premium calculation, and qualitative risk assessment modules within a sophisticated quoting engine.
Engineer cross-platform & hybrid mobile apps that enable policyholders to start, pause, and stop coverage, and report/submit claims, and manage insurance policies.
Develop platforms digitize the underwriting process, delivering faster turnaround times, shorter prospect-to-customer lifecycles, and superior customer experiences.
Engineer cloud-based document management systems (DMS) designed with document capture modules, custom logic, and search capabilities, organized in a single repository.
