Project Overview

Finly is an AI-powered financial companion designed to simplify personal money management for users of all financial literacy levels. By leveraging intuitive AI tools, Finly helps users track expenses, set budgets, and receive personalized financial insights, making money management approachable and stress-free. Our goal was to create a mobile app that transforms complex financial data into actionable, user-friendly guidance, empowering users to take control of their finances with confidence.

The Challenges

What we faced during work:

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.

What we did in a nutshell.

Work flow scenario:

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.

<ul class="list-disc pl-8 space-y-10"><li>Integrated AI to deliver tailored budgeting tips and spending insights.</li></ul>

Integrated AI to deliver tailored budgeting tips and spending insights.

<ul class="list-disc pl-8 space-y-10"><li>Tested the app iteratively with diverse users to ensure accessibility and engagement.</li></ul>

Tested the app iteratively with diverse users to ensure accessibility and engagement.

The Solutions

The outcomes:

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.

Client Feedback

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Personal Expense Tracking - AI Agent