Building Custom AI-Powered Finance Assistants

The Story

The client needed an AI-powered finance assistant that allowed users to query complex financial datasets through natural language. They engaged FiftyFive Technologies to architect a scalable backend, integrate GPT-based intelligence, and enable secure access to multi-source financial data. The goal was to improve user interaction, streamline data retrieval, and support the platform’s funding and product growth plans. FiftyFive deployed a dedicated engineering team to deliver full-cycle development—from backend design to deployment.

The client provides intelligent finance tools for consumer brands, offering Connected P&L, cash flow insights, projections, and a conversational AI interface for financial data across e-commerce ecosystems such as Shopify and Amazon.

Amit Jangid

Founder & CTO

Challenges

• > Designing a flexible database schema supporting multi-source financial inputs.

• > Implementing automated ETL pipelines for data cleaning and transformation.

• > Integrating ChatGPT API with structured query execution and permission enforcement.

• > Building concurrent request handling with low-latency response formatting.

• > Implementing API-level error recovery, rate-limit management, and security controls.

• > Ensuring backend–frontend alignment for seamless conversational workflows.

The Solution

• > Developed a Python + FastAPI backend optimized for scalable, concurrent processing.

• > Integrated OpenAI GPT-3 for natural language interpretation and financial query mapping.

• > Built a secure AI Assistant API with structured output, access control, and audit layers.

• > Deployed on Heroku with environment-specific configurations for high availability.

• > Implemented ETL pipelines to normalize financial data for model consumption.

• > Added monitoring, exception handling, and performance tuning for stable production usage.

• > Provided a dedicated team of backend engineers, AI engineers, and QA specialists for end-to-end delivery.

The Outcome

The AI Assistant enabled users to retrieve financial insights up to 60% faster, improving overall product usability and reducing manual data navigation time. The enhanced functionality strengthened the client’s investor presentations, contributing to successful funding discussions and increased platform credibility. Post-launch engagement rose significantly, with users reporting smoother query handling and improved trust in financial data accuracy. The project also boosted the client’s market perception, earning industry recognition and positive social media traction, demonstrating the value and impact of FiftyFive’s custom AI engineering capabilities.