A cashflow product that hides the spreadsheet.
Wealth platform built around Account Aggregator. Discovery to live in 9 weeks.
9wkDiscovery to live
4Core screens shipped
AAAccount Aggregator
2024Year
Challenge
Founders needed to surface cashflow insights from bank accounts without requiring users to enter data manually.
Solution
Designed around Account Aggregator consent architecture. One-tap connect, automatic categorization, a dashboard that replaced the spreadsheet completely.
Results
Launched to beta users in 9 weeks. Cashflow overview, transaction explorer, and budget tracking shipped in V1.