Live demo · Dashboard
Financial Management App
Account summaries, categorised transactions, budgets and reports.
Try it: Financial Management App prototype
Add your business name and colour, click around, then reset whenever you like. It runs entirely in your browser with sample data.
What this demo shows
- KPI cards with change vs. the previous period
- Trend chart by date range and segment
- Detail tables with status
- Plain-English summaries
Added in the full build for your business
- Live data from your systems
- User roles and scheduled reports
- Alerts when numbers cross thresholds
- Drill-down and exports
Overview
What it does
Account summaries, categorised transactions, budgets and reports.
Who needs it
Fintechs, cooperatives and businesses offering money tools.
Problems it solves
- Users can't see where money goes
- Budgets on paper
Use cases
- Users see accounts and spending by category.
- Budgets warn before overspending.
- Reports export for accountants.
Key features
- Account summaries
- Transaction categorisation
- Budgets
- Reports
- Secure integrations
Possible integrations
- Maps and location services
- Payments and wallets
- Push and SMS notifications
- Your backend and admin dashboard
- Device sensors where needed
Business benefits
- Work done on the move, even offline
- Faster service for customers
- Real-time visibility for managers
Before and after
An illustrative example of the change, not a specific client's result.
Before
Spending tracked in a notebook.
After
Categorised spending, budgets and monthly reports.
How we'd build yours
- Step 1
Free strategy call
We learn how your business works and what success looks like.
- Step 2
Scope & prototype
We agree the first version and show you a clickable prototype.
- Step 3
Build & integrate
We build it with your branding, data and the tools you already use.
- Step 4
Launch & train
We test on real devices, launch, and show your team how to use it.
- Step 5
Support & improve
Monthly improvements based on usage and results.
Questions
What does a Financial Management App do?
Account summaries, categorised transactions, budgets and reports. Typical features include account summaries, transaction categorisation, budgets.
Who is it for?
Fintechs, cooperatives and businesses offering money tools.
Is the demo on this page the finished product?
No. It's a working prototype with sample data so you can try the dashboard and customise it. The version we build for you uses your own data, branding, logins and integrations.
How long does it take to build?
It depends on the scope. We start with a short discovery, agree the first version (MVP), and give you a fixed timeline and quote before any build starts.
How much does it cost?
Our published monthly plans start at $99/month (Starter). One-off builds like this are quoted after a free strategy call, so you only pay for the features you need.
Can it connect to the tools I already use?
Usually, yes. Common connections include WhatsApp, email, payments, your CRM. We confirm what's possible for your tools during discovery.
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Want this for your business?
Tell us what you need. You'll get a clear scope, timeline and quote, and a prototype built around your business.