Case Study
A smart app for self-employed users to manage finances, track expenses, and stay tax-ready in real time.
Challenges
Traditional bookkeeping was slow and paper-heavy, with no real-time insights, disorganised receipts, and no unified system to track finances and appointments.
- Manual Bookkeeping: Paper-heavy processes consumed time and resources.
- No Real-Time Insights: Users lacked visibility into tax liabilities and financial forecasts.
- Disorganised Receipts: Lost or scattered receipts made tax filing harder.
- Fragmented Tracking: No unified system for managing appointments, income, and deposits.
Design Approach
A simple and intuitive UI designed for non-accountants to track income, capture receipts, and manage appointments with ease.
- Simple and Intuitive UI: Built for non-accountants to ensure ease of use and accessibility.
- Visual Guidance: Icons and visual cues simplify navigation and reduce complexity.
- Streamlined Workflows: Quickly log income, capture receipts, and manage appointments in seconds.
- Minimalist Design: Clean layouts keep the experience clutter-free and user-friendly.
Technical & UX Details
The platform combines a secure, cross-platform tech stack with smart forecasting and an intuitive UX to simplify financial management for users.
- Cross-Platform Stack: Flutter for mobile compatibility, Firebase for secure storage, and custom APIs for tax calculations.
- Smart Forecasting: Real-time profit tracking with dynamic tax estimation as users log income and expenses.
- Secure Data Handling: Encrypted records and cloud backups aligned with data protection standards.
- Enhanced User Experience: Offline access, drag-and-drop receipt uploads, colour-coded calendars, and visual financial summaries.
Results & Business Impact
The platform improved efficiency, boosted user engagement, enabled faster tax preparation, and helped businesses go fully paperless.
- Streamlined Record-Keeping: Users reported a major reduction in time spent managing financial records.
- High User Engagement: The platform’s simplicity and efficiency drove a 95% retention rate.
- Faster Tax Preparation: Improved accuracy and early submissions boosted tax readiness.
- Digital-First Workflows: Users transitioned fully to paperless systems for secure compliance.
Key Features
The app offers real-time tax forecasting, allowing users to view their current and projected tax liabilities as profits are recorded. It also enables easy digital receipt capture and storage, removing the need for paper records and keeping all financial documents organised in one place.
An integrated calendar helps users manage client appointments and track deposits or final payments with ease. Additionally, the categorised expense tracker provides clear insights into spending patterns, helping users identify trends and discover opportunities to save effortlessly.
Real-Time Tax Forecasting
Instantly calculates current and projected tax liabilities to prevent year-end surprises.
Digital Receipt Capture
Upload or snap receipts in-app, removing the need for paper storage.
Calendar & Appointment Tracking
Manage appointments, deposits, and balances in a single organised calendar.
Categorised Expense Tracking
View expenses by category to spot savings and reduce overspending.
