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Fintech · 2025

Atlas

A unified treasury dashboard for a fast-growing fintech

Atlas

We replaced three internal tools with a single real-time treasury platform — cutting reconciliation time from days to minutes.

Client

Atlas Financial

Industry

Fintech

Year

2025

What we did

Product strategy, Design, Web platform

The challenge

Atlas ran the business across spreadsheets and two legacy tools that never agreed. Closing the books took a week, and every new market meant another manual process.

Our approach

We embedded with the finance and engineering teams, mapped the reconciliation flow end to end, and shipped a real-time ledger with an event-driven architecture and a design system.

Outcomes

92%

less time spent on reconciliation

4

legacy tools retired

6 wks

from kickoff to first release

Northbeam felt like part of our team from day one. They shipped faster than we thought possible.

Dana Okafor, VP Engineering, Atlas Financial

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