Mathical

There is a need for a simple yet powerful way for financial planning. Existing tools are too complex, usually glorified excel spreadsheets. We joined Mathical to help them design and develop a web app to combine the power of AI and good design to help users plan their future. The core of the app is a simple questionnaire classified in 4 areas: earnings, spending, investments and future planning. To ease the onboarding process, we split it into core questions and ask the user for more info contextually as they use the app. The user can ask questions about their personal finances and the AI answers with text and beautifully designed charts that can be pinned in the dashboard and will be updated as the user updates their finance data.