Outdated Applications and Data Bottlenecks

Ceterus, a national accounting and intelligence technology company, empowers entrepreneurs to succeed by automating their bookkeeping. Through Edge, its proprietary, cloud-based technology, Ceterus delivers real-time financial reporting and peer benchmarks for all business performance metrics.

However, the company was facing several critical roadblocks. Their consumer-facing applications were outdated, and they lacked the internal bandwidth to complete time-sensitive initiatives.
Ceterus’s growing, complex dataset made it difficult to generate accurate reports quickly, demanding an optimized database solution. Moreover, the company needed to maintain the deep trust it had established with CPA firms and bookkeepers, which required modern, reliable software.

Lacking the internal capacity to tackle these challenges simultaneously, Ceterus needed a technology partner to provide expert teams that could drive modernization, improve efficiency, and deliver high-quality solutions under tight deadlines.

A Multi-Pronged Engineering Solution to Drive Modernization

Ceterus required a partner that could provide specialized expertise across mobile, data, and testing to address their challenges on multiple fronts. KMS Technology was chosen for our ability to deploy expert teams that could quickly integrate and deliver value.
We developed a comprehensive solution aimed at building new digital assets, optimizing critical processes, and future-proofing software quality – all while supporting Ceterus’s need for agility and innovation.

1. Award-Winning App Development

KMS took full responsibility for transforming Ceterus’s consumer mobile experience, setting aggressive user interface and performance benchmarks from the onset. Our team conducted in-depth consultations with Ceterus stakeholders, mapping existing pain points and user feedback to feature requirements.

By utilizing the latest iOS SDKs, we architected and built the application with a modern design language and intuitive navigation. The resulting application was a huge success, winning the “New App of the Year” award in 2018.

2. Modern Data Warehouse

Understanding the scale and complexity of Ceterus’s data, KMS began with a deep-dive audit of existing environments and reporting workflows. Our engineers identified bottlenecks in legacy infrastructure, then designed a scalable architecture using a combination of cloud-based storage solutions and ETL pipelines optimized for real-time processing.

The overhaul not only improved report accuracy and speed for end users, but also enabled dynamic benchmarking and richer analytics capabilities, providing the foundation for Ceterus’s next generation of financial products.

3. Automation Framework

Recognizing that manual testing processes were a gating factor for both speed and quality, KMS implemented a comprehensive automated testing strategy. We leveraged industry-standard frameworks to enable 100% test coverage across the company’s main website and critical backend systems.

The team set up CI/CD pipelines to automate regression and smoke testing, drastically reducing time-to-release and minimizing the risk of production defects.

4. Proactive Software Maintenance

The KMS team instilled new confidence in Ceterus’s code coverage and overall workflow. We provided valuable suggestions for code formatting and improvements, empowering their internal teams to take a more proactive and streamlined approach to software support and maintenance.

Achieving Operational Excellence in FinTech

The partnership with KMS provided Ceterus with the engineering velocity and specialized expertise needed to modernize its technology stack and accelerate growth. By delivering a new award-winning mobile app, a modern data warehouse, and a robust automation framework, we helped Ceterus improve efficiency, reduce costs, and deliver a superior customer experience.

Ceterus achieved over $300,000 in cost savings, driven by improved processes and efficiencies like a 36% decrease in cost-per-ticket. The new data infrastructure and integrations boosted the integration team’s velocity by 12%.

“KMS’s Salesforce magic and user-friendly website design revolutionized the “It has been great working with KMS. They have already given us some great suggestions around code formatting and improvements and how we can streamline our overall workflow.”

Throughout the partnership, KMS delivered the dedicated engineering teams Ceterus needed to overcome its technical hurdles and gain a significant advantage in the competitive FinTech landscape.

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