Usio
Usio is a financial technology platform that helps businesses maximize tax incentives through fast, easy tracking of production spending — combining banking operations, card management, expense tracking, and accounting integrations in a single web-based platform. Agility partnered with Usio to migrate their banking and card services from the legacy Unit platform to the Usio ecosystem, while modernizing the infrastructure and expanding operational capabilities across the product.
Spend Management, Card Controls And Accounting Sync In One Platform
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Banking & Card Management
Card lifecycle management, transfers, payments, and real-time account activity. Business users can manage multiple cardholders, link external bank accounts via Finicity/Mastercard Data Connect, and access statements and reporting from a centralized dashboard.
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Expense & Envelope Management
Expense tracking with GL categorization, receipt upload, and approval workflows. The Envelopes system organizes spend by project or budget, with reconciliation and approval status tracked at the transaction level.
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Accounting Integrations & Admin
QuickBooks syncs financial data with existing accounting workflows. Role-based admin controls and multi-step onboarding handle business verification, entity type, EIN, beneficial owners, and agreements.
Integrate With Your Team
Agility handled both frontend (TypeScript, React) and backend (Python, Django REST Framework) development across two phases: first a DevOps migration to stabilize infrastructure and set up CI/CD pipelines on Azure, then a full banking services migration replacing Unit integrations with Usio APIs. Throughout the engagement, the team worked closely with Usio to continuously verify APIs as they evolved, implement modular integration layers for third-party financial services, and maintain compatibility with existing frontend applications and business workflows. The engagement is ongoing.
Tech Stack
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React
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JavaScript
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Python
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Django
The Result
A fully migrated banking platform running on the Usio ecosystem — with modernized infrastructure, streamlined card operations, centralized expense management, and stable integrations with external financial services. The platform now supports scalable growth with a clean foundation for expanding banking capabilities, transaction analytics, and additional financial partner integrations.
