Building an AI-Powered Finance Management Platform for Fina Finance

Client Overview

Fina is a fintech startup aiming to revolutionize personal finance management. Their beta product integrates with banking institutions to provide intelligent transaction categorization and personalized financial suggestions.

Challenge

Fina's goal was to develop a functional beta software capable of connecting with banking institutions via Plaid. The software needed to handle large volumes of transactional data, categorize transactions with near-perfect accuracy, and offer actionable insights to users—all while operating within a startup's tight budget and timeline.

Solution

John Shipp joined the project as a consultant and quickly transitioned into a leadership role as CTO. His contributions included:

Developing the initial codebase as a solo developer.
Building and leading a team of developers to scale the product.
Collaborating with stakeholders to manage budgets and prioritize milestones.
Implementing cutting-edge technologies such as the OpenAI API, TensorFlow, and vector databases to achieve 99% transaction categorization accuracy.

Through careful iteration and collaboration with industry experts, the team optimized prompt engineering strategies for the AI, ensuring scalability and reliability.

Key Challenges

AI Prompt Engineering: Designing effective prompts to train the AI for transaction categorization required rigorous experimentation and innovation.
Scalability: Ensuring the platform could handle large volumes of data while maintaining speed and accuracy.
Budget Management: Balancing the demands of a high-tech product with the financial constraints of a startup.

Results

The beta product is fully functional, providing nearly flawless transaction categorization and financial recommendations. Fina is now positioned for its next round of funding, which will enable further refinement and a public launch.

Client Feedback

Garrett Woodworth: "John was an integral part of this project, and we couldn't have done it without him and his team."

Highlighted Success Stories

Below is a curated selection of our standout projects. These highlights showcase just a glimpse of the hundreds of successful endeavors we've delivered, reflecting the breadth and depth of our expertise.

Marketing Attribution SaaS

Transformed an Excel-based concept into a robust SaaS platform capable of processing millions of data points daily. Transitioned from solo development to building and leading a senior team as CTO.

Tech Stack: PHP, Laravel, MySQL, Singlestore, AWS, Vue.js, Tailwind CSS
AI Financial Software

Developed a beta platform integrating Plaid, AI-driven transaction categorization, and personalized financial insights. Leveraged cutting-edge AI strategies to achieve 99% accuracy and positioned the product for a successful launch.

Tech Stack: PHP, Laravel, MySQL, OpenAI, Tensor Flow, Vector Databases, Plaid API, AWS, Vue.js, Tailwind CSS
CashPhone

Refactored and rebranded an outdated codebase into a scalable, modular platform ready for global markets. Built robust metrics tracking for better revenue analysis and implemented modern tools like Tailwind CSS and CI/CD pipelines.

Tech Stack: Tailwind CSS, AlpineJS, Git, Server Admin, CI/CD, Clickbank, Digistore24
Brides Who Budget

Developed an all-in-one budgeting and planning tool for brides. Delivered innovative table planning and guest management features while staying under budget. Built both the app and its marketing website in Webflow.

Tech Stack: Proprietary Algorithms, Webflow, SaaS Development Tools, Tailwind CSS, Laravel, PHP, Vue.js
Projection Genie

Developed an all-in-one budgeting and planning tool for brides. Delivered innovative table planning and guest management features while staying under budget. Built both the app and its marketing website in Webflow.

Tech Stack: Proprietary Algorithms, SaaS Development Tools, Tailwind CSS, Laravel, PHP, Vue.js

Partnering with Leaders Who Set the Standard

Our core team brings a wealth of experience, having collaborated on projects ranging from small business startups to high-profile Fortune 500 initiatives. We are deeply passionate about our work and always excited to partner with innovative people and tackle exciting new projects.

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...of professional experience.: 28
Years
...fully satisfied and thriving.: 200+
Clients
...in every project we take on.: 100% Success

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How It Works

Our process is built to deliver results with clarity and efficiency.

Step 1: Initial Consultation

The process begins with a short 20 minute interview and consultation session. This initial interview is scheduled to determine whether John and the client are a good fit. During this interview, the client presents ideas, desires, timeline, budget and other aspects of the project with John.

Step 2: Project Estimate

John reviews the results of the interview and develops an estimate for the project. This estimate uses an algorithm that incorporates Optimistic, Realistic, and Pessimistic financial projections into the final number - he calls this the "ORP".

Step 3: Estimate Delivery & Follow-Up

The estimate is delivered to the client and a follow up call is scheduled to discuss the finer point and/or answer any questions or concerns.

Step 4: Scope Definition

If the estimate is accepted, a consultation session is scheduled to elaborate on the scope of the project, develop landmark goals, and a timeline for completion.

Step 5: Project Execution

After completion of the 30,000 foot view in Step 4 and project has been mapped out completely, work starts!

Step 6: Path to Project Completion

Daily/Weekly updates are conducted via Loom reviews, Slack, phone, email, and other methods to ensure everything is going according to plan. Then, we all celebrate when we reach the finish line!