Challenge
The client needed a reliable proxy between a legacy accounting system and a bank API to manage vehicle sales, dealer payouts, and financial reconciliation. An internal team of three developers had worked on the integration for six months but failed to deliver a functional version.
Delays created financial and operational risks, putting millions in transactions on hold. They needed:
- Expert guidance - To identify what went wrong and chart a clear path forward
- Stable architecture - A robust solution that could handle complex financial workflows
- Efficient workflows - More productive development practices to avoid past mistakes
- Long-term maintainability - Code quality and documentation for sustained success
Our Approach
We introduced AI-enhanced development practices, improved team processes, and established a unified delivery strategy.
Product & Design
Clarifying requirements and eliminating ambiguity
- Mapped all financial flows, clarified edge cases, and defined a minimal yet complete scope
- Structured documentation and validation rules to remove ambiguity
- Prevented cross-team conflicts through clear specifications and acceptance criteria
Development & Stack
Modern architecture with proven patterns
- Standardized coding patterns and introduced unit-first workflow
- Applied .NET 8 upgrades for improved performance and maintainability
- Used Azure Functions, Storage, SQL, and dashboards to deliver a lightweight, scalable integration layer
AI-Enhanced Delivery
Empowering the team with AI development tools
- Trained the team to use Claude Code, Copilot, Context7 MCP, and Atlassian tools
- AI automated routine coding tasks, improving code quality
- Cut implementation time in half through intelligent code generation and review
Solution
The client received a clean, stable, and fully validated financial integration layer that handled dealer transactions, sales flows, reconciliations, and payment events. The system was delivered in three months—half the original timeline—while ensuring long-term maintainability and transparency.
The delivered solution includes:
- Transaction Proxy Engine - Bridges legacy accounting and bank APIs seamlessly
- Automated Validation Rules - Ensures correct business logic for all cases
- Unit-Tested Architecture - Guarantees safe future updates with comprehensive test coverage
- Operational Dashboards - Real-time visibility into transaction flows without extra UI development
- AI Development Playbooks - Documented workflows for the team to sustain productivity gains
Why It Matters
This case highlights how AI-powered development and expert consulting can rescue failing projects, reduce delivery time, and restore team confidence. It demonstrates the impact of AI-Enhanced Development, Code-to-Release Automation, and AI Consulting—core Excality services that help teams move faster, avoid costly overruns, and deliver stable, future-proof systems.
It proves that even complex financial integrations can be transformed into predictable, efficient, and test-covered solutions when guided by the right AI-first approach. The team didn’t just get working software—they gained new skills, confidence, and a repeatable process they can apply to future challenges.