FinTech
Achieved 52% More Ops Speed with an AI MVP Co-Pilot for the UK’s FinTech Startup
89%
Faster Tasks
54%
Less Manual Efforts
41%
Higher Forecast Accuracy
3.1x
Increase in Insights
The FinTech venture had already connected banks and accounting systems, with data flowing steadily into the platform. Yet clarity remained elusive. SME owners were surrounded by reports and reconciliations but still lacked a clear sense of direction. We partnered with them to build an AI-powered MVP that transformed financial data into practical, everyday guidance they could confidently act upon.
Country
UK
Duration
3 Months
Industry
FinTech
Services
Idea & Validation Product Design Sprint Prototyping MVP Development AI Integration
Technologies
TensorFlow FastAPI LangChain OpenAI Models Kafka
Problem Statement
- SME clients were surrounded by financial reports but lacked meaningful interpretation.
- Forecasting and planning relied heavily on manual effort and assumptions.
- The founders required an AI-powered MVP that delivered clear, actionable financial insight.
Challenges
- Disconnected financial feeds caused inconsistencies and reconciliation gaps.
- Many users did not possess advanced financial literacy.
- Routine categorisation work diverted attention from business strategy.
- AI-driven advice needed to be reliable and clearly justifiable.
Solution
- Initiated idea & validation sessions to define focused and measurable MVP outcomes.
- Conducted a product design sprint to prioritise usability over dashboard complexity.
- Validated categorisation and forecasting logic through iterative prototyping.
- Delivered secure system integrations during MVP development to centralise financial data.
- Applied AI integration to automate insights and generate plain English summaries.
- Ensured scalable and compliant cloud deployment for long-term growth.
Result
The platform evolved from a financial dashboard into a proactive advisory companion.
- 89% faster completion of end-of-month tasks among adopting SMEs.
- 54% reduction in manual data handling across financial workflows.
- 41% enhancement in forecasting reliability compared to spreadsheet-based approaches.
- 3.1x growth in actionable insights viewed and acted upon within the system.
Finance co-pilot translates detailed financial records into clear, accessible insights suitable for SME decision-makers.
Automated financial workflows reduce the time spent on transactions, categorisation, and reconciliation.
