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Digital Strategy & Engineering

We build the systems behind the numbers.

We build digital systems that move money, manage risk, and scale operations for growth-stage companies.

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Run complete. Signed pack filed.

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Digital strategy, design and engineering for companies that move money.

We work with growth-stage financial institutions and operationally complex teams in Hong Kong and the UK.

Selected work

Built for finance and operations teams

Each project states its status, its owner and what shipped. The case studies hold the detail.

Internal demoInternal2026

JS&C Automation

An interactive demonstration of the PE AI Engineering Platform: retrieval-grounded answers, human review gates and an audit trail, running on illustrative data.

  • Next.js
  • React
  • TypeScript
Read case study

Live for clientCommissioned2026

Archivum

Commissioned by an Oxford University student as part of her dissertation research, a workspace for reading and annotating old scanned documents that don't work with regular PDF tools.

  • Next.js
  • React
  • TypeScript
Read case study

LiveInternal2026

BriefDoc

A free, no-login interactive document workspace that replaces static PDFs: draft, share, track how clients read, and collect digital signatures in the browser.

  • Next.js
  • React
  • TypeScript
Read case study

Work archive

See every case study

Statuses, owners and the build notes behind each project.

Services

What we do

Three phases. One team. From strategy to production.

  1. 01

    Strategy & Architecture

    We audit your existing systems, map workflows and design technology that fits how your operations actually run.

    • Current-state technology audit
    • Workflow mapping and bottleneck analysis
    • Technology selection and architecture design
    • Implementation roadmap with milestones
  2. 02

    Design & Build

    From wireframe to production. Interfaces your team will actually use, built by engineers who own the outcome.

    • UI and UX design with user research
    • Full-stack development in TypeScript, Python and React
    • API design and integration
    • Automated testing and CI/CD
  3. 03

    Deploy & Iterate

    CI/CD pipelines, monitoring and training. We do not hand off and disappear.

    • Cloud infrastructure setup
    • CI/CD pipeline configuration
    • Team training and documentation
    • Ongoing support and iteration
Capabilities

What we've built

Automation systems, compliance platforms and financial operations tools. Every build ships with audit trails, human review and explainability as standard features, not add-ons.

01

Private Equity Workflow Automation

Retrieval-grounded AI for term-sheet analysis, covenant monitoring and LP reporting. Every answer cites its source and routes to a named reviewer.

  • Term-sheet analysis with structured extraction
  • Covenant monitoring against thresholds
  • LP report generation across data sources
  • Grounded Q&A over your own documents
  • RAG
  • Multi-Agent
  • Grounded Answers
02

Regulatory Compliance Systems

Compliance controls designed in from the first commit: audit trails, redaction and review gates, built around SFC, HKMA and AMLO expectations.

  • Tamper-evident audit trails
  • PII redaction before storage or export
  • Model and configuration version pinning
  • Document-level access control
  • Audit
  • Explainability
  • Human Review
03

Financial Operations Platforms

Cash-flow forecasting, multi-currency handling and document management for teams whose numbers move every day.

  • Cash-flow forecasting and scenario views
  • Multi-currency reconciliation workflows
  • Document management with review loops
  • Client, board and management reporting packs
  • Forecasting
  • Multi-Currency
  • Documents
04

Data Engineering & Analytics

From raw source data to decision-ready dashboards, with pipelines your team can audit end to end.

  • Pipeline and ETL engineering
  • Warehouse and reporting models
  • Operational dashboards with alerting
  • Data quality checks and lineage
  • Pipelines
  • Warehousing
  • Dashboards

Stack we build with

  • Python
  • TypeScript
  • Next.js
  • React
  • Astro
  • FastAPI
  • PostgreSQL
  • ChromaDB
  • AWS
  • GCP
  • Azure

Example workflows, start to sign-off

The patterns we build most often. Each one runs input, processing, human review and an audited output.

  1. Multi-custodian reconciliation

    Daily matching of custodian statements and position files against the firm's own records.

    1. Custodian statements and position files
    2. Normalise and match against internal records
    3. Exceptions routed to a named reviewer
    4. Signed pack filed with an audit trail

  2. Document ingestion and review

    Contracts, side letters and KYC files read, structured and checked before they reach a decision.

    1. PDFs, scans and email attachments
    2. Fields extracted with cited source passages
    3. Uncertain extracts routed to a reviewer
    4. Approved records stored with citations

  3. Compliance filing preparation

    Data pulled together into regulator-ready filings with the evidence trail intact.

    1. Source data across internal systems
    2. Checks applied and gaps flagged
    3. Prepared filing reviewed by compliance
    4. Filed with an evidence bundle

  4. Internal reporting and dashboards

    Operational numbers consolidated into reports the management team actually reads.

    1. Spreadsheets, portals and APIs
    2. Pipelines consolidate into one model
    3. Anomalies flagged before sign-off
    4. Dashboards and report packs published

See the full workflow write-ups

Products

Software born from our own builds. Statuses are stated, not implied.

View the product index

How we work

One team, three phases, five steps. You stay involved from audit to launch.

  1. 01

    Discovery

    We audit your existing systems, understand workflows and identify the bottlenecks that cost the most.

  2. 02

    Strategy

    We define success metrics, choose the technology and plan an architecture that fits your stack.

  3. 03

    Design

    Wireframes become high-fidelity mockups and a prototype your team reviews before any code is written.

  4. 04

    Build

    Production-grade code shipped in iterative sprints with automated testing and CI/CD from day one.

  5. 05

    Launch & Iterate

    We deploy, monitor, train your team and keep improving the system against real usage data.

From the Journal

Notes on building systems for finance and operations teams.

View the Journal

About

Small, technical, founder-led

Two founders run the delivery: one leads product and full-stack engineering, one leads AI, data and platform engineering. We expand with trusted collaborators when a build demands it.

Simpson

Co-founder, Product and Full-Stack Engineering

Leads product delivery and full-stack engineering across client builds: information architecture, interface design and the systems behind them.

  • Profile details available on request
  • Case studies available on request
  • 2+ years experience across UK and Asia

Jonathan

Co-founder, AI and Data Engineering

Leads AI and data engineering: retrieval systems, document intelligence and the compliance controls wrapped around them. Designs workflows so models answer only where a human can check.

  • Profile details available on request
  • Case studies available on request
Contact

Start a project

Tell us about the workflow that slows your team down and the systems you already run. We reply within one working day with a recommended first step.

Email contact@mail.jonathansimpson.co
Response time Within one working day
Based in Hong Kong and the UK
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