Banking & Payments Integration, AI Automation & Technology Consulting
Growing companies face increasing pressure to connect their operations to banks and payment networks, automate workflows, and modernize systems — often without enough internal resources to move forward confidently.
Step 7 helps organizations eliminate manual work, reduce operational costs, and scale without adding headcount — moving from strategy to production-ready systems and streamlining banking and payments operations along the way.
Our work typically spans four core areas.
Platforms & Development
Growing companies often outgrow spreadsheets and off-the-shelf tools — especially when banking and payments data needs to flow reliably into how the business runs. We own the architecture and delivery end-to-end, with deep expertise connecting businesses to banks and payment networks through Plaid, Dwolla, Astra, Quiltt, and Mastercard Open Finance.
Typical work includes:
- Banking and payments system integration
- Workflow automation that replace manual processes and unify operations
- AI-enabled custom applications when off-the-shelf tools can’t solve the problem
- Full engineering leadership when the team isn’t in place
→ Explore Platforms & Development
Agentic AI & Automation
Most teams have workflows that should run on their own — and don’t. We help identify where AI and agent-driven automation can take over, then design and implement solutions that integrate cleanly into existing operations.
Typical work includes:
- AI agents that orchestrate multi-step tasks without manual intervention
- Workflow automation that eliminates repetitive tasks and reduces errors
- Document and data processing that runs in seconds, not hours
- AI embedded directly into the systems your team already uses
→ Explore Agentic AI & Automation
Systems & Modernization
Legacy tools, manual workflows, and disconnected systems slow teams down. We design a practical modernization path and deploy systems that enable teams to get more done — faster.
Typical work includes:
- Assessments that clarify what’s working, what’s not, and what to fix first
- Modernization roadmaps with realistic timelines and budgets
- Workflow improvements that eliminate manual effort
- Implementation support from strategy through go-live
→ Explore Systems & Modernization
Architecture & Integration
We architect and build integrations that allow systems to operate as a unified environment — so data flows automatically and your team stops spending hours on low value manual work.
Typical work includes:
- API and third-party integrations that keep your systems in sync automatically
- Financial & operational systems connected — enter data once, use it everywhere
- Cross-platform workflows that run without manual handoffs
- Integration architecture built to scale as you add systems
→ Explore Architecture & Integration
How Clients Typically Engage
Most clients come to us when fragmented tools and manual processes start limiting growth — or when leadership wants to apply AI but needs a practical path forward.
Engagements typically begin with a focused assessment — so you get clarity on priorities, realistic timelines, and expected ROI before committing to build. From there, many clients continue with Step 7 as a long-term partner.
Start a Conversation
Not sure where to start? That’s exactly what the first conversation is for. We’ll discuss what’s slowing your team down and whether we’re the right fit to fix it.