rubica.au
Tech Stack
Overview
rubica is an enterprise-grade platform I built for an Australian financial services firm, turning their disconnected systems into one intelligent hub. The core is a heavily customized Salesforce CRM with tailored objects, flows, and permission sets designed for financial planners, accountants, and multi-disciplinary advisory teams. On top of that, I built a Workato-powered integration layer that syncs data between Salesforce, Xero, financial planning tools, and internal APIs in real time. The public-facing website is a Next.js application that communicates with the Salesforce backend through a custom REST API suite. The entire platform handles client onboarding, document management, compliance tracking, and automated workflows that previously required hours of manual work.
Challenges
- •Integrating multiple third-party systems (Xero, financial planning software, document management) with different API patterns and data models
- •Designing Salesforce object relationships that accurately model complex financial advisory structures with multi-entity clients
- •Building real-time bi-directional sync between Salesforce and external systems without data loss or duplication
- •Meeting strict Australian financial compliance requirements for data handling and audit trails
Solutions
- •Architected a Workato middleware layer with recipe-based integrations, error queues, and automatic retry logic for each third-party connection
- •Designed a flexible Salesforce data model with custom objects, junction tables, and record types that support both individual and corporate advisory relationships
- •Implemented event-driven sync with conflict resolution strategies and comprehensive logging for every data movement
- •Built compliance-ready audit trails within Salesforce with field-level tracking, approval processes, and role-based access controls aligned with AFSL requirements
Results
Enterprise-grade CRM platform for financial services firms with unified client data and integrated automation