Skip to content

Case Study: Fintech Startup

Industry: Finance Headline outcome: Connected 5 databases in a single day. Saved 3 months of estimated development.

The Problem

A growing fintech startup had data spread across 5 systems: PostgreSQL for transactions, MySQL for legacy account data, BigQuery for analytics, MongoDB for KYC documents, and a SaaS support tool. Their original plan was to build a custom RAG and orchestration layer in-house. Initial estimates put the build at 3 months of engineering time before they could even start delivering business value.

The Approach

Instead of building, they bought Enterprise tier:

  • Data Connectors for all 5 sources, configured in a single day
  • Advanced matrix RBAC: regulators, internal auditors, compliance officers, and customer ops each saw the slice they were entitled to
  • Agentic Workflow for the recurring "month-end reconciliation" pattern that previously took days of analyst time
  • Monitoring on every employee query to satisfy compliance review requirements

The Result

  • All 5 databases connected and indexed in 1 day
  • 3 months of development effort skipped
  • The compliance team had a single audit log to query instead of pulling from 5 sources
  • A production-ready agent for month-end reconciliation by week 2

What Made It Work

  • Out-of-the-box connectors for PostgreSQL, MySQL, BigQuery, and MongoDB
  • Matrix RBAC handled the multi-stakeholder permission story
  • Monitoring and audit logging satisfied the compliance officer's bar from day one