Integration Categories
Five categories with different data, control, and dependency considerations.
Integration work can involve financial, compliance, and blockchain context as well as API design. We identify the relevant systems, controls, and responsibilities during discovery.
Tax & Compliance Integrations
Connect your platform to selected tax and compliance providers for calculation, nexus tracking, and filing workflows defined in scope.
Crypto & Blockchain Rails
Integrate selected custody, monitoring, trading, and on-chain data providers according to the platform and control requirements.
Embedded Finance & Banking APIs
Connect to Stripe Treasury for embedded financial accounts, Plaid for bank account verification and data aggregation, Unit for embedded banking primitives, and Synapse for ledger and payment rails.
KYC/AML & Identity
Integrate selected identity and screening providers for verification, document scanning, AML review, and risk workflows, subject to the applicable requirements.
Commerce & ERP Connectivity
Connect selected ERP, CRM, and commerce systems for order, revenue, inventory, and customer-data workflows defined in scope.
Crypto-Tax Compliance Spotlight
Reporting workflows for on-chain transaction and tax data.
Digital asset reporting requirements may involve on-chain transaction data, cost-basis reconciliation, lot-selection rules, and defined output responsibilities. The applicable requirements, vendors, and pipeline architecture can be reviewed during discovery.
- Reporting workflows scoped around 1099-DA data requirements and cost-basis reconciliation
- Output formats and filing handoffs defined around the systems and responsibilities in scope
- Integration with Chainalysis and Elliptic for transaction provenance and sanctions pre-check before reporting
- Lot selection engine supporting FIFO, HIFO, and specific identification — with per-user elections stored in your platform
Who It's For
Built for two different starting points
You have a platform. It needs to connect to infrastructure your team hasn't touched before.
- We can scope connections among the compliance, financial, and blockchain systems identified in your platform requirements.
- The integration plan can account for vendor edge cases, rate limits, and failure modes identified during discovery.
- The integration layer can include maintenance, monitoring, and failure-handling requirements identified during discovery.
- Integration contracts, runbooks, and handoff materials can be included where required by the agreement.
You're building a fintech, crypto, or compliance-adjacent product and need the integration layer done right from day one.
- We architect the integration layer at the start so you're not ripping it out after your first compliance audit or banking partner review.
- We can assess the vendors, interfaces, and control requirements relevant to your investors, banking partners, and operating model.
- We design the integration architecture upfront — data model, permissioning, and regulatory posture — before a single line of code is written.
- We can prioritize the integration work around the dependencies and review points agreed in scope.
Engagement Model
Integration work is scoped to the vendors, data, controls, and support responsibilities involved.
Platform integration work is scoped around the number of integrations, data model, compliance requirements, testing, and handoff responsibilities. Financial and regulatory connections may require additional design and review based on the systems involved.
After the initial build, many clients add a post-launch support scope: monitoring alerts, version upgrades, and endpoint additions as the vendors you're connected to evolve their APIs — so your team stays focused on product while the integration layer stays current.
Discovery & Scoping
We map your existing platform, identify integration points, and produce a written integration architecture before any code is written.
Build & Test
Implementation with full test coverage across happy path, error conditions, and edge cases specific to each vendor's API behaviour.
Handoff & Documentation
Integration runbooks, incident playbooks, and working sessions with your engineering team so they own it going forward.
Optional Post-Launch Support
A scoped support engagement covering integration monitoring, vendor API version upgrades, and priority response as your production environment evolves.
Relevant integration scope
Integration work for consideration
Scoped
Integration categories
Tax, crypto, embedded finance, identity, and ERP needs can be considered according to the brief.
Agreed
Architecture
Integration boundaries, data responsibilities, and review points are established before implementation.
Documented
Handoff approach
Runbooks and technical handoff materials can be included where required.
Reviewed
Support scope
Monitoring, vendor changes, and post-launch responsibilities are agreed in the engagement.
Integration approach
A considered approach to vendor and compliance integration.
A crypto or financial platform may need a coordinated approach to identity, transaction monitoring, and tax reporting. We can map the relevant vendors, data flows, controls, and handoff responsibilities before implementation.
Scoped
Vendor connections
Defined
Data responsibilities
Reviewed
Compliance controls
Documented
Handoff approach
Recent Work
Recent work in this space
Illustrative capability walkthrough
Financial workflows
Possible business problem
A finance team might be working across spreadsheets and separate systems to review transactions, follow exceptions, and prepare routine records.
Possible approach
Capstone could map the handoffs first, then design a secure internal application around the team's existing review rules and source systems. The scope would depend on data access, controls, and compliance requirements.
Hypothetical example only — not a client engagement or reported result.
Explore illustrative workflowIllustrative capability walkthrough
Digital asset applications
Possible business problem
A team exploring digital assets might need a clear boundary between on-chain activity, user-facing records, and operational review.
Possible approach
Capstone could help define the application architecture and integration boundaries, with security, custody, and regulatory review treated as specialist requirements rather than assumed capabilities.
Hypothetical example only — not a client engagement or reported result.
Explore illustrative workflowPlatform integration questions
How long does API integration development take?
The schedule depends on the vendors, data model, compliance requirements, testing, and handoff responsibilities included in the agreed scope.
What does a SaaS development agency charge for API integration work?
Commercial terms depend on the vendors, API count, regulatory context, data architecture, testing, and support responsibilities included in the agreement.
Can you integrate our platform with Chainalysis, Persona, or TaxBit?
We can assess integrations with Chainalysis, Persona, TaxBit, and other vendors. The approach depends on their interfaces, rate limits, data requirements, compliance context, and the review responsibilities agreed in scope.
What can platform integration include?
A custom software team builds purpose-built systems around a defined workflow. A SaaS product team focuses on a product intended for multiple customers. The appropriate approach depends on whether the system serves internal operations or a market, plus the scope and responsibilities agreed.
Do you build 1099-DA crypto tax reporting pipelines?
We can discuss 1099-DA reporting workflows covering on-chain data, cost-basis reconciliation, lot-selection rules, and output requirements. The architecture depends on your transaction data, vendors, and compliance responsibilities.