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Building a world-class integration platform for automated accounting

Client
Propell AI
Industry
FinTech
Service Line
Architecture and design, Software development, Software testing, DevOps

Overview

Propell AI provides an AI-driven solution that helps businesses automate invoice processing and reduce manual accounting work. Its product is designed to sit on top of existing accounting environments, streamline document handling, and improve financial visibility across the invoice lifecycle.

To make that value usable in real business environments, the solution needed to connect reliably with a wide range of ERP systems, accounting platforms, and external data sources. HBM partnered with Propell AI to build a robust cloud-based integration platform that could support these connections at scale, handle high data volumes, and remain configurable as the product expanded into new markets and use cases.

The scope included the integration platform itself, integrations with ERP systems and e-invoice access points, a Data Lake for storing platform data, and an administration portal for onboarding, configuration, and operational control. HBM was responsible for full-cycle delivery of the platform, from architecture and infrastructure setup to development, testing, and DevOps, while Propell AI led solution architecture direction and requirements definition.

Outcomes

Our collaboration resulted in a production-ready integration platform that gives Propell AI a strong technical foundation for continued growth.

Key outcomes included:

  • The integration platform is live and successfully supports more than 3,000 clients annually.
  • The platform runs on an event-driven architecture that scales automatically in response to workload.
  • The solution is built to handle large amounts of invoice and integration data with stability and performance.
  • Integrations with 20+ ERP systems have already been implemented, with additional integrations continuing in development.
  • Integrations with Millum, Logiq, and Peppol e-invoice access points were implemented as part of the platform scope.
  • The portal enables integration setup, client onboarding, and platform configuration through a dedicated interface.
  • Platform data is stored in a Data Lake, creating a stronger basis for analytics, reporting, and long-term data use.
  • Integration with Metabase supports reporting and visibility into platform data.

Client needs:

Propell AI needed a scalable foundation that could support product growth, client onboarding, and increasing transaction volume without creating operational complexity.

Key challenges included:

  • Connecting diverse systems. Their solution had to integrate with multiple ERP and accounting systems across Nordic, North American, and global markets.
  • Handling high data volumes reliably. Invoice automation requires stable processing of large amounts of incoming data, with no tolerance for fragile integrations or performance bottlenecks.
  • Building for configurability, not hardcoded delivery. Integration components needed to be reusable and configurable so our client’s platform could scale efficiently as new clients and systems were added.
  • Supporting external ecosystem integrations. In addition to ERP connectivity, their platform had to integrate with e-invoice access points and data environments that were critical to the full accounting workflow.
  • Creating operational visibility and control. Propell AI needed an administration layer that would support onboarding, configuration, and management of integrations without excessive manual effort.
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Our customers love what we do

“We have been delighted to work with such talented, professional, and skilled people as the PAI team in HBM.

They solve all challenges we send their way, and they keep on challenging us as well, so that we together can create a world-class IPAAS.

I'm very impressed by the fact that even under extreme circumstances, they have been able to deliver service with a world-class quality.”

Einar Bergsaker

CTO at Propell AI

Project description:

HBM is responsible for full-cycle development of the Integration Platform. While Propell AI is accountable for Solution Architecture and requirements, HBM takes the responsibility for delivering the solution, including:

  • Cloud infrastructure establishment as a code using Terraform + Terraform cloud
  • IPAAS solution architecture and design, following enterprise standards
  • Full-cycle software development from scratch
  • Core of the platform (.NET) and administration portal (React)
  • Integrations with ERP systems and e-invoice access points
  • System performance and scalability tests

The project started in July 2021 when the first team members were onboarded.

At the active project stage, the team on the HBM side included 5 backend developers, 1 front-end developer, 2 test engineers, 2 DevOps engineers and a part-time project manager. The team was eventually scaled down when the platform core was finished.​

The scope of the project includes the platform itself, integrations with 20+ ERP systems, integrations with e-invoice access points, building a Data Lake, as well as UI for administration and configuration. By now, the solution and first integrations are running on Production. Development of more integrations continues.

Services Delivered

Architecture and Design

Designed a scalable IPAAS architecture focused on configurability, reuse, and reliable integration across multiple ERP systems.

Software Development

Delivered full-cycle development of the platform, including the .NET integration core and React-based administration portal.

Software Testing

Ensured platform stability and performance through continuous testing under high-load and real-world conditions.

DevOps

Implemented Azure-based, event-driven infrastructure using Terraform, enabling automatic scaling and consistent deployments.

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