Case Study: How Trezy Transformed Financial Data Processing with Arkency's Event-Driven Approach

Fintech Case Study

Trezy × Arkency

Introduction: The Challenge of Managing Financial Data at Scale

Trezy, a fintech startup helping small business owners manage their cash flow, faced a growing challenge. Their existing system, built on a traditional CRUD-based approach, struggled to keep up with real-time financial data processing.

  • Webhooks from multiple third-party banking providers were unreliable, leading to delays and data inconsistencies.
  • Transaction classification was plagued by race conditions, causing inaccurate financial records.
  • Cashflow reports were limited to monthly views, leaving business owners without the granular insights they needed for day-to-day decisions.

As Trezy grew, these limitations became bottlenecks, making it clear that a fundamental shift in their architecture was necessary. That's when Arkency stepped in to help.

The Turning Point: Finding the Right Architecture

Trezy needed a system that could:

  1. 1

    Ensure reliable and scalable webhook processing while maintaining data integrity.

  2. 2

    Accurately classify transactions in real-time without concurrency issues.

  3. 3

    Provide instant and always-available cashflow reports at different time intervals.

Arkency proposed a shift to Event Sourcing and Event-Driven Architecture, leveraging Domain-Driven Design (DDD) principles. This would not only solve the immediate pain points but also future-proof Trezy's financial data infrastructure.

The Transformation: Implementing Event Sourcing & Event-Driven Architecture

1. Reliable Webhook Processing

  • Every incoming webhook was stored as an immutable event, ensuring no data was lost.
  • Events were processed asynchronously, reducing system load and ensuring stability.
  • If a provider failed or changed its format, Trezy could reprocess past events without losing any transactions.

2. Accurate Transaction Classification

  • Arkency introduced Aggregates, enforcing strict business rules to prevent misclassifications.
  • Process Managers orchestrated the classification workflow, eliminating race conditions.
  • The classification system became deterministic and auditable, improving trust in financial data.

3. Scalable Cashflow Reporting

  • Instead of generating reports on demand, reports were precomputed from event streams.
  • This allowed Trezy to expand from monthly reports to daily, weekly, quarterly, and yearly cashflow insights.
  • Reports became available instantly, enhancing decision-making for small business owners.

Results: The Impact on Trezy's Business

With Arkency's expertise, Trezy experienced a significant transformation:

  • Webhook processing became fully reliable, reducing errors and improving data ingestion speed.

  • Financial classification was now fully deterministic, eliminating inconsistencies.

  • Cashflow reports became instantly available, increasing their usability for business owners.

  • Scalability improved, allowing Trezy to integrate new financial data sources with ease.

Why Arkency? The Key Differentiators

Expertise in Event Sourcing & Event-Driven Architecture

Proven solutions for real-time data systems.

Deep Fintech Experience

Understanding the nuances of financial data integrity and compliance.

Business-Driven Approach

Focused on outcomes that matter to both developers and decision-makers.

Long-Term Partnership Mindset

Continuous improvement and adaptation as Trezy scaled.

Ready to Transform Your Financial System?

If you're facing similar challenges with financial data processing, let's talk. Arkency can help you build a scalable, reliable, and future-proof solution.

Get in touch today!