Our Journey Through Financial Innovation

From a small Brisbane startup to Australia's trusted financial planning partner, we've spent over a decade helping people make sense of their financial future.

The Beginning: A Simple Spreadsheet Problem

It started with Marcus Chen, a financial analyst who got tired of wrestling with endless Excel sheets for budget forecasts. After watching too many colleagues struggle with the same messy spreadsheets, he teamed up with developer Sarah Kim to build something better. What began as weekend coding sessions in Marcus's garage turned into our first prototype.

Brisbane Garage 2 Founders Weekend Project

2013

Growing Pains and Major Breakthroughs

By 2018, we'd moved from that garage to a proper office in South Brisbane and grown to 15 people. The real game-changer came when we developed our predictive algorithms that could spot financial patterns most humans miss. Suddenly, small business owners weren't just tracking expenses—they were actually predicting cash flow crunches months ahead. Our user base jumped from 200 to over 8,000 that year.

15 Team Members 8,000+ Users AI Integration

2018

The Pandemic Pivot and Unexpected Growth

When COVID-19 hit in early 2020, everything changed overnight. Businesses that had never worried about cash flow suddenly needed serious financial planning. We saw our daily sign-ups increase by 400% as companies scrambled to understand their financial runway. Instead of celebrating, we worked around the clock to handle the surge and launched our emergency planning tools within six weeks. That year taught us we weren't just building software—we were providing financial security during uncertain times.

400% Growth Emergency Tools 24/7 Support

2020

Where We're Headed Next

The financial world keeps getting more complex, but our mission stays the same: make financial planning accessible to everyone. We're not interested in replacing human judgment—we want to give people better tools to make informed decisions about their money.

Smarter Predictions

Machine learning that adapts to your business patterns and Australian market conditions

Mobile-First Experience

Complete financial oversight from your phone, because planning shouldn't wait until you're at your desk

Integration Ecosystem

Seamless connections with every accounting platform, bank, and business tool you already use