AI-based financial planning SaaS platform for SMEs.

Introduction
Roles
Collaborator(s)

Finside is an interactive, AI-driven financial SaaS plaftorm that offers smart financial planning, guidance, forecasting, budgeting and performance monitoring services to small and mid-size enterprises.

Achievements
Fintech Istanbul 2020 Finalist
ITU Cekirdek Early Stage Incubation Program
Tubitak BIGG Young Entrepreneurs Grant
Startups Watch Member
Starters Hub Recognition
PRODUCT DESIGN
UX/UI PROTOTYPING
FRONT END DEVELOPMENT
CREATIVE DIRECTION
BRAND IDENTITY

Cansu Erdogan

(Business & Product) 

Alper Turkeri

(Business & Product) 

Batuhan Erden

(Full Stack Developer) 

Tech Stack
Duration

Java

JavaScript

Vue.js

HTML

CSS

Adobe XD

Adobe Illustrator

InVision

5 months (Ongoing)

 
MVP Teaser
 

Project Overview

Design Challenge

Seamless User Experience

An intuitive interface for a financial planning platform for users with limited or no information about finance.

Educational Content

Indicators throughout the interface that provide tips and vital information about accurate financial planning and how to correctly keep track of financial activity. 

Performance Tracker

Option to view the entered financial information on a timeline that clearly displays how the status quo would affect the financial future of the business.

Research (Customer Development)

Depending on the interviews conducted with the financial representatives of 42 different SMEs, here are the four main challenges that are commonly faced when using the existing financial planning methods:

  • Limited resources that offer intuitive financial planning

  • Unorganized methods that cause financial data to get lost

  • Challenges in tracking the overall financial performance of the business

  • Difficulty taking immediate action on the financial structure of the business

Brand Identity
Business Model Canvas
User Flow (MVP, First Draft)
User Flow (MVP, Refined)
First-Time User Experience Overview
Comparative Analysis

The section highlighted with a light green frame in the table below indicates the services that are offered by Finside and by almost none of its competitors.

 

According to our findings during the customer development stage, these services are essential in addressing the fundamental needs of the market segment in relation to their financial planning.

Initial Wireframes
User Interface (Ongoing)
 

Events, Achievements & Press

Fintech Istanbul 2020
One of the Top 10 Finalists
 
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Other Projects
 
Other Links