Finance
A personal finance platform that helps users track income, expenses, and savings goals, providing insights and recommendations to improve financial health.
The system
A personal finance platform that helps users track their income; monitor the trend of expenses consumption; create savings goals that virtually applies to accounts; determine where their money is unexpectedly going in a given period (whether toward known categories or toward unexpected expenses). The platform helps users understand the minimum amounts they need in accounts - along with upcoming bills calendars - to avoid accounts running out of money. The platform also has intuitive analysis to determine when allocated budgets are over/under configured and where changes are recommended.
What we built
A web portal providing visual balances of various bank/credit card accounts.
Budget management configuration to define desired amounts for expenses and incomes, with alerts when amounts are outside of normal expectations.
Ability to upload statements of different accounts, to trigger automatic ingestion and analysis of every item, with auto-recognition of item categories.
Auto detection of required boundaries of accounts, to determine minimum levels needed to save for upcoming bills.
Upcoming bills management calendar.
Comprehensive calculations of surplus and deficit per category, with either auto-adjustments or suggestions for manually adjusting category amounts.
Create goals for saving for specific purposes, with virtual allocations of amounts applied across accounts.
Portal provides extensive reporting, dashboards, user and role management, preferences, and much more.
Tell us what you are trying to build, and we will tell you how we would build it.
Book a free consultation