Fintech

Financial Navigator: Automated Bookkeeping & Forecasting

Client

Financial Navigator

Duration

4 months

Team Size

5 specialists

The Challenge

SME clients were struggling with manual bookkeeping processes and lacked accurate cash flow forecasting, leading to poor financial decisions and cash flow crises.

Our Solution

We developed an intelligent financial platform that automates bookkeeping, provides AI-powered cash flow forecasting, and delivers actionable financial insights through intuitive dashboards.

The Results

90% reduction in manual bookkeeping time

85% improvement in cash flow forecast accuracy

300% increase in client financial visibility

50% reduction in late payment issues

Automated alerts for potential cash flow problems

Client Testimonial

"Our clients went from spending days on bookkeeping to having automated, accurate financial insights at their fingertips. The cash flow forecasting has prevented countless financial crises."

LT

Lisa Thompson
Founder, Financial Navigator

Technologies & Approach

Financial Technology Automation Predictive Analytics

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