Charlie Finance Co.

Charlie Finance is a financial services company that helps ordinary Americans worry less about money and get out of debt faster. In practice that means building software for you when nothing off the shelf fits.

It makes the most sense for companies with a specific process to automate. They also list Finance, Financial Services, FinTech and Intelligent Systems, so expect those to show up in the feature set. They are a very small team, 1 to 10 people, which usually shapes who they work with. You will probably talk to the people who build it, which is great until you need 24/7 support.

Charlie Finance Co. is based in San Francisco, California. More on hicharlie.com.

Before you commit, look at portfolio relevance, who owns the code, and how they handle changes. A short pilot with your real data tells you more than any demo.

If you have worked with Charlie Finance Co., tell the next buyer what you paid and what surprised you. That is the part of this page we cannot write.