A custom software studio for finance & SMB

Custom software
for the businesses
that never had it.

For too long, custom software was a Fortune 500 luxury. AI changes that equation. Nock Technologies builds custom SaaS for small businesses and financial institutions, purpose-built for how you actually operate.

Portfolio · Financial operations

Institutional-grade

Financial software that used to cost seven figures, built at a fraction of the cost and timeline.

Spreadsheets → SaaS

We take complex back-office processes and turn them into clean, scalable applications.

Practical AI

Not chatbots on your homepage. Intelligent automation embedded in your daily operations.

Who we build for Financial services · Professional services · Small businesses outgrowing spreadsheets · Operations-driven teams · AI-curious operators
What we do

Three services. One mission: institutional-grade software for everyone else.

We are a small studio. We take on a handful of engagements at a time and take them seriously, building software our clients can operate without us, and advising the leaders who will.

Service 01

Custom SaaS Development

We design and build complete software platforms tailored to your business. Not templates. Not no-code workarounds. Real applications engineered for your specific workflows, data, and team structure.

  • Production code, owned by you
  • Deployed to your infrastructure
  • Documentation and a real handoff
  • Built around your data and team
Service 02

AI Integration

We help businesses implement AI where it actually matters: not chatbots on your homepage, but intelligent automation embedded in your daily operations. Document processing, decision support, workflow optimization, reporting automation.

  • Document processing & extraction
  • Decision support inside workflows
  • Workflow optimization
  • Reporting automation
Service 03

Workflow Consulting

Before we write a line of code, we understand how your business runs. We map your operations, identify where software can eliminate friction, and build solutions that fit your team, not the other way around.

  • Operations & process mapping
  • Friction & automation audit
  • Vendor selection & build vs. buy
  • Roadmaps you can defend at the board
Portfolio

Software we built for our clients.

Two custom platforms shipped end-to-end inside client organizations. We retain rights to write about them in generic terms; full case studies and references are available under NDA.

Project Forge

A complete financial operations platform for a multi-strategy financial services firm.

The client manages multiple portfolios and deal workflows across a complex, multi-entity organization. Forge replaced spreadsheets and disconnected systems with one platform: deal lifecycle, cash operations, portfolio management, financial reporting, and compliance infrastructure. Every dollar is traceable, every approval ships its evidence.

What it proves

We can build institutional-grade financial software, the kind that used to cost seven figures, at a fraction of traditional development cost and timeline.

Industry
Multi-strategy financial services
Engagement
Custom build, 20 weeks
Stack
Django · Postgres · self-hosted
Compliance
Policy-as-code · four-eyes · audit log

A financial operations platform for a service-based business.

JobCost handles job-level cost tracking, invoicing, and financial reporting across service lines. Operators get real-time visibility into profitability by job, client, and service line, replacing manual reconciliation with automated, auditable workflows that close the month in days, not weeks.

What it proves

We can take a complex back-office process that lives in spreadsheets and turn it into a clean, scalable SaaS application.

Industry
Professional services
Engagement
Custom build, 14 weeks
Stack
Django · React · Postgres
Integrations
QuickBooks · Plaid · billing platforms
Project Fulcrum In design

A lending operations platform for an asset-based lender.

Fulcrum handles loan origination, underwriting, and credit analysis across the lending lifecycle. Lenders move an application from intake to funded facility on one platform, with every credit decision and its supporting evidence in one place, replacing scattered credit memos and spreadsheet underwriting with a single auditable workflow.

What it proves

We can take a judgment-heavy credit process and turn it into structured, auditable software.

Industry
Asset-based lending & factoring
Engagement
Custom build · est. 16 weeks
Stack
Django · Postgres · self-hosted
Project Meridian In development

An accounting platform for a business that sells on terms.

Meridian handles double-entry accounting, invoicing, and reconciliation, with a receivables layer for aging, collections, and cash conversion. Operators keep the books and track what is owed in one platform, replacing spreadsheets and disconnected tools with reconciled, auditable records.

What it proves

We can build first-party accounting software a business can run its books on.

Industry
Small-business accounting
Engagement
Custom build · est. 14 weeks
Stack
Django · HTMX · Postgres
Project Summit Shipped

A fund reporting and investor-relations platform for an investment manager.

Summit handles performance reporting, investor communications, capital calls, distributions, and NAV across a fund's lifecycle. Fund managers get a portal and dashboards that used to require a dedicated reporting team, replacing quarterly spreadsheets and email updates with figures that trace back to their source.

What it proves

We can deliver institutional-grade investor reporting at a fraction of the traditional cost.

Industry
Private funds · investment management
Engagement
Custom build · est. 16 weeks
Stack
Django · Postgres · self-hosted
Project Ridgeline Shipped

A compliance platform for a financial-services firm.

Ridgeline handles regulatory checklists, audit trails, document retention, and deadline alerting across a firm's compliance obligations. Compliance teams track every requirement and its evidence in one place, replacing binders and calendar reminders with an auditable system that stays ready for examination.

What it proves

We can take a manual, paper-driven compliance process and turn it into live, auditable software.

Industry
Financial-services compliance
Engagement
Custom build · est. 12 weeks
Stack
Django · Postgres · self-hosted
In development

Nexus coming soon

A comprehensive business operations platform: client intake, workflow management, portfolio tracking, and reporting. Currently in development.

How it works

Five steps. One project at a time.

Every engagement moves through the same five phases. The plan is on paper before we build, demos are weekly, and the code is yours at handoff.

  1. 01

    Discovery

    We learn your business. What works, what doesn't, where the pain is. The output is a written specification.

    Typical · 1–2 weeks
  2. 02

    Architecture

    We design the solution. You see the plan before we build.

    Typical · 1–2 weeks
  3. 03

    Build

    We develop your platform with continuous delivery. You see progress weekly.

    Typical · 6–14 weeks
  4. 04

    Launch

    We deploy, train your team, and ensure adoption.

    Typical · 1–2 weeks
  5. 05

    Support

    Ongoing maintenance, iteration, and growth as your business evolves.

    Optional
About Nock Technologies

Software
that used to be
out of reach.

Nock Technologies builds custom software for the businesses that never had access to it. For decades, "custom" was a budget reserved for the Fortune 500. AI changes that equation. We build at a fraction of traditional cost and timeline, without compromising on what shipped software is supposed to be.

Our clients are financial institutions, professional services firms, and small businesses that have outgrown spreadsheets but cannot justify enterprise software pricing. Every engagement starts with a written specification and ends with a working platform you own.

Mission
Custom software for the businesses that never had it
Practice
Small studio · senior engineers · one project at a time
Engagement
Fixed-scope custom builds · advisory · supervised delivery
Sister site · nocktechnologies.io

Building with AI? You're probably looking for our developer side.

Nock Technologies runs a separate developer-facing house at nocktechnologies.io: tools for engineers shipping AI agents into production. Open source, subscription, build-in-public.

Tools at .io
NockLockSandbox & containment for AI agents
Nock VoiceVoice control for your agent fleet
Nock TerminalMulti-session Claude Code, macOS native

Two sides of Nock. .com for the business owner. .io for the engineer.

Ready to talk?

Every project starts with a conversation.

Tell us about your business and we'll tell you what's possible. We respond inside one business day.