GoodfinFinTech
An AI wealth concierge with RAG and multi-agent financial analysis
5k+
Accounts connected at launch
20%
Average savings improvement
4.8★
User satisfaction score
What we build
Eight things we build.
One team that ships all of them.
A model call is one component. We engineer the whole system: the agents, the data they read, the tools they use, and the product people actually open.
Agents
AI agents & agentic systems
Planner/executor loops and LangGraph state machines that act through real tools, with guardrails around every model call.
Learn more →AgentsMulti-agent systems
Specialist agents with handoffs, shared memory, and human-in-the-loop checkpoints where a person should decide.
Learn more →AutomationIntelligent automation
AI workflows across your CRM, ERP, email and documents, plus n8n, Zapier and Power Automate where they fit.
Learn more →KnowledgeRAG & enterprise knowledge
Ingestion, hybrid retrieval and reranking over messy real-world data, with citations and permission-aware access.
Learn more →AssistantsAI copilots
Assistants inside the tools your team already uses: Microsoft Teams, Slack, or your own web app.
Learn more →ConversationalVoice & conversational AI
Low-latency phone and web voice agents, plus chat on WhatsApp, the web and messaging apps.
Learn more →ProductAI-powered SaaS & web apps
Full products in React, Next.js and Node: the place your AI actually lives and the part users open.
Learn more →ProductMobile apps
Native iOS and Android and cross-platform builds, shipped to the stores.
Learn more →Engineered in, every timeState & memoryMCP & tool callingHuman-in-the-loopEvals in CIPrompt-injection defensesTracingCost controls
Selected work
Real products, named clients.
Live in production today.
Yellow PadLegal AI
AI legal document drafting for modern law firms
10×
Faster first draft generation
200+
Legal templates available
40%
Reduction in revision cycles
Chroma DataEnterprise data
A Bedrock agent that answers data questions from Redshift, inside Microsoft Teams
50k+
Documents indexed
< 3s
Median query response time
90%
Answer accuracy on eval set
HcombHR tech
AI hiring: automated job posts, candidate matching and AI-run interviews
3×
Faster time-to-hire
60%
Reduction in manual screening
85%
Candidate match accuracy
Quick HubMarketing automation
Reviews, campaigns, social and WhatsApp automation in one AI platform
85%
Reduction in manual campaign effort
3×
Faster review response time
8 platforms
Managed from a single dashboard
Medical Office ForceHealthcare
An all-in-one EMR, telehealth and billing platform for clinics
90%
Faster billing cycles
20K+
Patient records managed
60%
Reduction in no-shows
Industries
Shipped across 11 industries.
Deepest in healthcare.
Healthcare
EMR, telehealth, RPM, AI front desk: Medical Office Force, InstaMD, Nivara, Vagmi
FinTech
AI wealth concierge: Goodfin
Legal
AI document drafting: Yellow Pad
HR & hiring
AI matching and interviews: Hcomb
E-commerce
Seller intelligence, Shopify support bots: Sydon AI, OmniAI
Enterprise data & IT
Data agents, modernization, dashboards: Chroma Data, Reknew, ServiceNow
Marketing & reputation
Reviews and campaign automation: Quick Hub
Corporate governance
Blockchain-secured company records: Corporite
Customer service
Contact centers on Amazon Lex and Connect: PCO Intelligence
Climate & community
Environmental reporting with an AI assistant: Bluemind
Veterinary & field services
Virtual vet care, handyman operations: VetWise, Handytrack
Your industry?
Tell us what you're building
Healthcare
We build healthcare products
for the US market.
EMR, telehealth, practice management, and AI front-desk platforms, shipped and in production. HIPAA-aware architecture, FHIR and HL7 integration, and a BAA signed before we touch PHI.
- HIPAA-aware
- We sign a BAA
- FHIR & HL7
- SOC 2 readiness underway
Medical Office Force
All-in-one healthcare platform powering modern clinics
InstaMD Chrome Extension
Remote patient monitoring inside the clinical workflow
MOF - Front Desk Reception Agent
AI virtual front desk that never sleeps
AdvancedCare
Enterprise EHR built for hospital networks
Client feedback
What it's like
to work with us.
All client testimonials
Stack
Model-agnostic.
We pick what fits the job.
- Models
- OpenAIAnthropic ClaudeGoogle GeminiMeta LlamaMistralHugging Face
- Agent frameworks
- LangGraphLangChainLlamaIndexCrewAIAutoGenOpenAI Agents SDKMCP
- Vector & data
- PineconeWeaviateQdrantMilvuspgvectorPostgreSQLMongoDBRedis
- Product
- ReactNext.jsAngularReact NativeNode.jsNestJSFastAPI
- Cloud & DevOps
- AWSDockerGitHub ActionsGitLab CI/CDNginx
- Channels
- TwilioWhatsAppSlackMicrosoft TeamsTelegram
How we work
A four-step process,
from first call to shipped product.
Clear deliverables at every step. Weekly demos. No surprise invoices. Most engagements ship in 8 to 16 weeks. See the full process →
01
Discover
Week 1We get sharp on the problem, the constraints, and what success looks like. Short and focused, so the quote we send is honest and fixed.
DeliverableFixed-price proposal + project brief
02
Design
2–3 weeksWe design the product, not just the screens: user flows, wireframes, visual design and a clickable prototype before we build.
DeliverablePrototype + design system
03
Build
6–14 weeksSenior engineers ship in weekly sprints. Working software every Friday, full repo access, and a shared Slack channel.
DeliverableProduction-ready code, in your repo
04
Launch & support
OngoingWe deploy, monitor, and hand over. Your team learns the codebase with us. Optional retainer afterwards.
DeliverableA live product + a team that owns it
The team
Who you'll work with:
built to ship, not look good on paper.
Every person here has shipped production software across our services.
Shyamsinh Parmar
AI SOLUTIONS ARCHITECT
Takes a business problem to a production AI architecture — where AI should act, which models and tools, how it scales, and what it costs to run.
PROFILE
Jaydev Vara
AI AUTOMATION · TEAM LEAD
Turns business processes into AI workflows and builds the data underneath them — ingestion, pipelines, and the knowledge bases agents retrieve from.
PROFILE
Hardik Devmurari
AI AGENTS · TEAM LEAD
Builds AI agents that reason, call tools through MCP, and remember context — and the ML work behind them, from model selection to evaluation and fine-tuning.
PROFILE
Rajesh Desai
DELIVERY · TEAM LEAD
Runs projects from kickoff to launch — scope, milestones, weekly demos, and risks raised early — so clients always know where their build stands.
PROFILEEngineering guides
How we think about
production AI systems.
Flagship guide · 38 min read
AI Agent Engineer to AI Systems Architect: The Production Roadmap
The complete 34-section engineering roadmap, target skill stack, and production capability framework to evolve from AI developer to AI systems architect.
AgentsMemoryContextMCPRAGVoiceSecurityEvalsInfrastructure
Read the roadmap →Deep dive · 23 min read
Context Engineering: Why Managing Agent Context Beats Better Prompts
Deep dive · 25 min readAgent Memory: How AI Remembers Across Conversations
Deep dive · 25 min readAI Agent Evals: How to Actually Measure Agent Quality
Deep dive · 22 min readMCP Security: Tool Poisoning and AI Supply Chain Risk
Taking on new projects
Let's build something real.
Tell us about your project. We'll send back a fixed-price proposal within 48 hours, or tell you honestly if we're not the right fit.