{Case Study}
Finly - Personal Expense Tracking - AI Agent
AI tool for smart expense tracking and financial insights.
{Case Study}
AI tool for smart expense tracking and financial insights.
Company: Finly
Timeline: 3 Months
When: 2024
Category:
Fintech
Add Overview Description
Simplifying Financial Complexity: Presenting intricate financial data, such as spending patterns and budget forecasts, in a way that feels intuitive and non-intimidating for users with limited financial expertise.
Sustaining User Engagement: Encouraging consistent app usage among users who may lack motivation or discipline to regularly manage their finances.
Conducted user research to identify pain points and preferences in personal finance management.
Designed a clean, approachable interface with visual aids to simplify financial data.
Intuitive Data Visualization: Created a dashboard with colorful, easy-to-read charts and graphs to display spending trends, budget progress, and savings goals, with interactive filters for customized views.
AI-Driven Financial Insights: Built an AI engine that analyzes user spending habits and provides personalized recommendations, such as cutting unnecessary subscriptions or adjusting budget allocations, delivered in a friendly tone.
Gamified Engagement Features: Incorporated motivational elements like progress bars, achievement badges, and weekly financial challenges (e.g., “Save $20 this week”) to encourage consistent app interaction.
Guided Budget Setup: Designed an onboarding flow with a step-by-step budget wizard that prompts users to input income, expenses, and goals, using plain language and helpful tooltips to reduce intimidation.
Accessibility Focus: Ensured WCAG 2.1 compliance with high-contrast visuals, adjustable text sizes, and voiceover support, making the app usable for users with visual or cognitive impairments.
Feedback fuels our growth. We value every insight from our clients—it helps us improve, innovate, and deliver even better results. Here’s what they have to say about working with us.
Mobile Application
Web Application
Mobile Application
Web Application