Problem

Our client, a small business owner, was struggling to manage their finances effectively. They were manually tracking expenses and income using spreadsheets, which was time-consuming and prone to errors. Additionally, they had difficulty forecasting cash flow and identifying areas where they could cut costs.

We recognized that our client needed a more efficient and accurate financial management system in order to make informed business decisions and improve profitability.

Learn more about our solution here.

Solution

We developed a custom financial management platform for our client that automated many of their manual processes. The platform integrated with their bank accounts and credit cards to automatically track expenses and income in real-time. We also included features for forecasting cash flow, generating financial reports, and identifying cost-saving opportunities.

The platform was designed with user-friendliness in mind, so our client could easily navigate the system without needing extensive financial knowledge or training. We also provided ongoing support to ensure the platform continued to meet our client's evolving needs.

Impact

Increased accuracy of financial data by 8%
Reduced time spent on manual tracking by 12 hours per week
"Quote of how incredible of an impact this had."

Team

Team 1- Software Engineer
- Developed the financial management platform
- Integrated the platform with bank accounts and credit cards
Team 2 - Financial Analyst
- Provided expertise on financial forecasting and reporting
- Identified cost-saving opportunities for our client

Small Business Financial Management Platform