Architecture First, Then Execution
At Step 7 Consulting, the hardest part of banking and payments integration isn’t the code — it’s understanding how your business actually operates before a single line of it gets written. Since our founding in 2016, we’ve built our practice around learning a client’s existing processes deeply enough to design the architecture that makes the technical implementation actually hold up.
When you partner with Step 7, you get a team that architects the solution around how your business actually runs first — then builds the integrations that connect your internal workflows to bank data and payment networks in a way that holds up in production.
A Decade of Systems Work, Four Years Deep in Banking & Payments
Step 7 has been in business for 10 years, with 7 of those years focused on growing and mid-market organizations navigating complex operational systems. For the last 4 years, that focus has sharpened specifically around banking and payments integration — connecting businesses to banks and payment networks through Plaid, Dwolla, Astra, Quiltt, and Mastercard Open Finance — moving financial data and money reliably into the client’s own systems.
Our experience spans modernization initiatives, agentic AI and workflow automation, and the kind of integration work most consultancies don’t take on at this depth.
Implementation from Vision to Reality
Many organizations know where they want to go but lack the bandwidth or senior technical leadership to execute — especially when banking and payments data is involved and the margin for error is thin. We step in as an extension of your team, applying a practical, engineering-led approach to move from strategy to production with clarity and confidence.
From system architecture to AI-enabled workflows and custom platform development, we help organizations implement solutions that deliver measurable operational impact.
→ Explore Our Process
Focused on Outcomes, Not Just Tasks
We measure success by business outcomes — streamlined workflows, reduced manual effort, and systems your team can trust. Our work is designed to create lasting operational improvements, not one-off technical deliverables.
These outcomes translate into efficiency gains, cost savings, and a technology foundation that supports long-term growth.
Reliable, Responsive, and Easy to Work With
Our clients value a partner who communicates clearly, works efficiently, and understands both business and technical priorities. We bring a practical, collaborative approach to every engagement — helping leadership teams make confident technology decisions and execute without unnecessary complexity.
Transparency, responsiveness, and long-term partnership are core to how we work.
Built to Meet Enterprise Vendor Requirements
When you engage an outside team, your IT, procurement, and legal stakeholders need more than capability — they need documentation and controls. We carry active Professional Liability (E&O) and Cyber Liability insurance, execute mutual NDAs and MSAs as standard practice, and follow a least-privilege access model on every engagement.
Certificates of Insurance, W-9s, security questionnaire responses, and MSAs are available on request and turned around promptly.
→ Explore Security & Trust
A Partner for the Long Term
Choosing Step 7 Consulting means working with a team that listens, delivers, and stays engaged as your organization evolves. Many clients begin with a focused assessment or an initial banking or payments integration project and continue with us as a long-term partner across modernization, integration, and AI initiatives.
Take a moment to learn more about Who We Are, What People Say, and explore Our Work — case studies that illustrate how we help organizations achieve measurable results.