Case study · 04 · Personal finance · AI
The budgeting app that finds your savings for you.
A consumer finance product for Canadians that goes beyond tracking: it finds where money leaks, suggests where to cut and answers questions about spending in plain English.
- Industry
- Personal finance
- What we did
- Product, design, engineering
- Platforms
- Web, iPhone, Android
- Status
- Live on the web
The challenge
What needed solving.
Most budgeting apps stop at tracking. They show where money went and leave people to find the leaks themselves — forgotten subscriptions, creeping overspending and duplicate charges slip through, and receipts end up in a shoebox.
The goal: an app that does the finding for you, and is trustworthy enough to hold your financial life.
What we built
Three things that made the difference.
- 01
Savings insights
Spots forgotten subscriptions, overspending and unusual charges, and suggests where to cut.
- 02
Ask AI
Answers questions about your spending and habits in plain English.
- 03
Budgets & receipts
Budgets that warn before you overspend; a photo of a receipt files itself.
The result
A complete product — web, iPhone and Android — from one accountable team.
Live on the web
The web app is live; native iPhone and Android apps are preparing for the app stores.
Private by design
Every customer’s financial data is kept strictly separate at the database level.
Safe to change
Nothing ships until more than 1,800 automated checks pass.
Start a project
Have a system to build?
Tell us what you’re working on. We’ll come back with a plan, a team and a timeline.