When your client needs something
you don't sell.
Codality is a founder-led engineering consultancy: custom software, AI systems, and Salesforce-centric solutions, built by the senior architects with enterprise financial services experience. Refer a client and we'll prove the fit with a free working beta before anyone signs anything.
A client mentions a problem that isn't yours to solve. Custom development. An integration nobody owns. An AI initiative everyone talks about and nobody ships. You can leave the need on the table, or hand it to a firm that makes the referral look good.
The Offer
Refer a client and we'll build them a working beta: a real application, on their real data, with a contained scope agreed up front. Free. If it proves the value, a contract takes it to production. If it doesn't, your client spent nothing and your name stays clean.
What we bring
to your clients
AI strategy and implementation
RAG pipelines, custom agents, and agentic orchestration, built where AI actually earns its place in the stack. When something else does the job better, we say so.
Fractional CTO
Senior technical leadership without the full-time headcount.
Full stack and mobile development
Security-first, business-aligned architecture your client can grow without a vendor holding their wallet hostage.
Salesforce development
Custom Apex, complex integrations, async frameworks, and migrations off the platform when that's the right call.
Before Codality, we were the engineering leadership inside a $3.2B wealth management firm, where we automated client onboarding across two custodial banks, forms 100% auto-populated, integrations across the call center, trading platform and payroll for commissions.
Industries we've delivered to:
Financial Services & Wealth Management · Insurance · Nonprofit & Social Impact · Education · Government & Public Sector · Small & Mid-Size Business · Sustainability · Telecommunications · Franchises
And Jessie spent 13 years running a nonprofit-focused Salesforce practice before that was a crowded market.
Four steps,
start to finish.
Intro
A warm email or a three-way call, whatever suits your client.
Scoping
We meet the client and define the beta together. If we're not the right fit, we say so and hand the conversation back to you.
Build
The beta gets built on the client's data, on a timeline set at scoping. You get updates without having to chase them.
Decision
If the beta proves out, a contract takes it to production. If not, no invoice and no hard feelings.
We're a small, deliberate team. Before we write a line of code, we dig into what makes your business tick: your workflows, your users, your ambitions.
The person you explain your vision to on Monday is the same person implementing it on Tuesday. This isn't just more efficient, it's fundamentally better. Questions get answered in real-time. Misunderstandings get caught before they become expensive rewrites.
We work with agentic development practices couched in our decades of engineering excellence, which means we move faster without cutting corners.
The result is software that ships smart and scales as our clients do.