Profit first - a Personal finance management app


Our client is a family-owned personal finance consultant company that provides professional advice and guidance to individuals on how to manage their money and make informed financial decisions. For decades they have been helping individuals create a budget, set financial goals, invest their money, and plan for the future. They also help individuals improve their financial literacy and make informed decisions about their finances.


Like any small business, our client has come to the point where it becomes impossible to manage all routine operations manually. It became obvious that they need business process automation in financial advice and management.


We worked closely with the client to understand their specific needs and requirements for the app. During the scoping phase, we have outlined what could be automated. Some options include:
  1. Automating data entry: This can help reduce the amount of time spent on manual data entry from accounting tools like Xero and Quickbooks and improve the accuracy of financial records.
  2. Auto advises: Using algorithms we can streamline financial calculations and provide insights such as invoicing, expense tracking, and optimization, client communication.
  3. Auto processing: Automating routine tasks such as appointment reminders and follow-up emails can free up time for more important tasks.
  4. Decisioning: Advanced backend logic can do most if not all time-consuming operations based on the pre-set parameters such as expenses distribution, account management and auto top-up, reporting, asset management, and more.


We have prepared a solid Scope of work with UI mockups. Once the prototype was approved, we began development using agile methodologies to ensure that the app was delivered on time and within budget. We also worked with the client to create a comprehensive testing plan to ensure the app was reliable and bug-free.
The app was built using the latest technology and designed with a clean, modern interface to make it easy for users to navigate. It was also optimized for all browsers.


The personal finance app was a successfully launched and is now used by the company. The client was extremely satisfied with the final product and reported an increase in customer loyalty and satisfaction.
The app has continued to evolve and expand, with new features being added regularly to meet the changing needs of the client's customers. The project was a great example of how effective collaboration and a focus on user experience can lead to the successful development of a powerful, popular app.

Benefits the client achieved from personal finance apps

Overall, the personal finance management app helped our Client save more than 30% of their time, improve the quality of their work, and provide better service to their clients.
  • 1
    Improved efficiency
    Personal finance apps automated many routine tasks and allowed accountants to focus on more complex, value-added work.
  • 2
    Enhanced accuracy
    Personal finance apps reduced the risk of errors and improved the accuracy of financial records.
  • 3
    Provided real-time data
    Personal finance apps provided real-time data and insights into a client's financial situation, which was useful for accountants when providing advice and guidance.
  • 4
    Improved communication
    Personal finance apps provided a secure and convenient way for accountants to communicate with clients and share financial documents and information.

Other Cases

Need personal finance software?

Work with industry expert
woman typing at macbook