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Blox

FinTech

Involvement

Product Strategy

Full-Stack Development

AI/ML Engineering

Cloud Architecture

DevOps

Security & Compliance

Blox is an enterprise-grade Financial Planning & Analysis platform that combines AI-powered forecasting with real-time scenario modelling, enabling finance teams to automate reporting workflows and conduct instant "what-if" analysis. Built with compliance-first architecture achieving ISO 27001, ISO 9001, and GDPR certification, the platform serves multi-entity organisations requiring sophisticated driver-based planning across regions and business units.

Problems

Operational Inefficiency in Finance Teams

Finance teams waste 60-70% of their time on manual data consolidation, spreadsheet updates, and report generation, leaving minimal capacity for strategic analysis and decision support.

Limitations of Traditional FP&A Tools

Traditional FP&A tools lack flexibility for complex business models, forcing organisations into rigid templates whilst struggling to provide real-time scenario comparison and AI-driven insights across multi-entity structures.

Solutions

Real-Time Financial Data Integration & Automation

Developed an intelligent automation engine that connects directly to ERP, accounting, CRM, and HRIS systems, eliminating manual data entry and ensuring real-time synchronisation across all financial models and reports.

AI-Powered Forecasting & Narrative Reporting

Built a proprietary AI forecasting system with natural language commentary generation, enabling finance teams to receive automated variance analysis and predictive insights alongside traditional reporting.

Flexible, No-Code Financial Model Configuration

Created a flexible "Builder Mode" allowing power users to construct custom calculations, hierarchies, and planning workflows without engineering support, accommodating unique business requirements across industries

Instant Scenario Modelling & Impact Analysis

Implemented instant scenario modelling capabilities with one-click comparison views, showing real-time impact across P&L, balance sheet, and cash flow statements for strategic decision-making

What we did?

Architected a multi-tenant SaaS platform with role-based access controls, supporting complex organisational hierarchies across entities, products, and regions whilst maintaining data isolation and security.
Developed pre-built financial models for SaaS startups, growth businesses, services firms, manufacturing, and coaching businesses, reducing implementation time from months to days.
Integrated bidirectional connectors for Xero, QuickBooks, HubSpot, and CSV import, with automated refresh schedules ensuring reports always reflect current business performance.
Built interactive visual dashboards with drill-down functionality, expand/collapse tables, and customisable KPI tracking tailored to executive and departmental requirements.
Implemented AI-powered Blox Assistant for custom model generation, allowing users to describe their planning needs in natural language and receive purpose-built calculation frameworks.
Established comprehensive testing and deployment pipelines achieving ISO 27001 and ISO 9001 certification, with GDPR-compliant data handling across all platform operations.

Key Results & Impact

75 %

Time Savings

Finance teams reduced monthly close and reporting cycles from 10-15 days to 2-3 days through automated data integration and report generation.

75 %

Time Savings

Finance teams reduced monthly close and reporting cycles from 10-15 days to 2-3 days through automated data integration and report generation.

75 %

Time Savings

Finance teams reduced monthly close and reporting cycles from 10-15 days to 2-3 days through automated data integration and report generation.

Real-time

Scenario Analysis

Enabled instant comparison of unlimited planning scenarios with one-click impact visualisation across entire financial statements, replacing weeks-long manual modelling exercises.

Real-time

Scenario Analysis

Enabled instant comparison of unlimited planning scenarios with one-click impact visualisation across entire financial statements, replacing weeks-long manual modelling exercises.

Real-time

Scenario Analysis

Enabled instant comparison of unlimited planning scenarios with one-click impact visualisation across entire financial statements, replacing weeks-long manual modelling exercises.

Enterprise

Compliance Achievement

Secured ISO 27001, ISO 9001, and GDPR certifications within first year, enabling adoption by regulated industries and enterprise clients with strict security requirements.

Enterprise

Compliance Achievement

Secured ISO 27001, ISO 9001, and GDPR certifications within first year, enabling adoption by regulated industries and enterprise clients with strict security requirements.

Enterprise

Compliance Achievement

Secured ISO 27001, ISO 9001, and GDPR certifications within first year, enabling adoption by regulated industries and enterprise clients with strict security requirements.

Multi-Entity

Scalability

Successfully deployed across organisations managing 50+ entities with complex inter-company eliminations and consolidated reporting requirements.

Multi-Entity

Scalability

Successfully deployed across organisations managing 50+ entities with complex inter-company eliminations and consolidated reporting requirements.

Multi-Entity

Scalability

Successfully deployed across organisations managing 50+ entities with complex inter-company eliminations and consolidated reporting requirements.

This project showcases our expertise in building enterprise-grade financial technology platforms with AI capabilities, demonstrating our ability to deliver compliant, scalable solutions that transform critical business processes whilst maintaining the flexibility required by sophisticated finance teams.

Tech Stack

React

TypeScript

Python

Polars

Pandas

Apache Airflow

PostgreSQL

Redis

TensorFlow

AWS

Client Testimonial

I highly recommend Hatim & @Siya. Their extensive knowledge and expertise in the tech industry ensured that our startup had access to top-tier talent who were well-equipped to tackle any challenge. Their unwavering commitment to our success and their ability to exceed our expectations makes them an invaluable partner in our journey. We are grateful for their support and highly recommend their services to any startup looking for a reliable tech partner.

Simon

Founder & CEO

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