FinWise

Overview

FinWise is a modern financial dashboard built for small and medium businesses who need enterprise-grade financial visibility without the complexity. The platform provides real-time cash flow tracking, expense categorization, revenue forecasting, and actionable insights in a clean, intuitive interface.

The Challenge

To create a financial tool powerful enough for sophisticated analysis but simple enough for non-financial users. The dashboard needed to aggregate data from multiple sources, provide meaningful visualizations, and offer actionable recommendations.

Our Solution

We designed a modular dashboard with customizable widgets, automatic bank integration, AI-powered categorization, and predictive cash flow modeling. The system learns from user behavior to improve suggestions over time.

Results

Users reported 50% reduction in time spent on financial management tasks. Cash flow visibility improved significantly, with businesses able to forecast 90 days ahead with 85% accuracy. The platform helped clients identify $200K+ in potential savings on average.

Project Gallery

Real-time financial overview dashboard

Predictive analytics and forecasting

Our Process

Client Testimonial

"The forecasting feature alone has saved us from multiple cash crunches. It's like having a CFO in your pocket."

Sarah Chen

CEO, GrowthTech Inc.