FinWhiz – AI-driven personal finance & goal planning app

FinWhiz is an AI-powered personal finance and goal planning platform developed to empower women to take control of their financial destiny. Designed with a mobile-first approach, FinWhiz simplifies financial planning and management for everyday users, enabling them to set, track, and achieve their financial goals confidently.
main image

Challenges

  • Lack of personalized, accessible tools tailored to women’s financial empowerment
  • Limited engagement with traditional financial planning solutions among everyday users
  • Need for a proactive, intuitive platform encouraging positive money habits

Our solution

In collaboration with Layer7, Cloudseed developed FinWhiz, delivering:

Mobile-first personal finance platform: Designed for easy accessibility and usability on smartphones, ensuring financial planning tools are available anytime, anywhere.

AI-generated financial insights: Integrated intelligent algorithms to provide personalized recommendations and actionable financial guidance for users.

Flexible user onboarding: Created an intuitive onboarding experience to capture user goals, preferences, and financial information seamlessly.

Dynamic content ecosystem: Provided tools, tips, and educational content to empower women with financial knowledge and confidence.

Goal planning & tracking: Enabled users to set short-term and long-term financial goals, track progress, and adjust plans dynamically for better outcomes.

Impact

Empowered women users: Delivered a platform designed to support women’s financial independence and confidence.

Encouraged positive money habits: Transformed financial management into an engaging, proactive journey.

Personalized user experience: AI-driven insights ensured tailored recommendations for each user’s financial situation and goals.

Increased financial literacy: Dynamic content and tips improved financial awareness and decision-making among users.

Outcome

Through FinWhiz, Cloudseed enabled FinWhiz Pty Ltd to launch an innovative personal finance platform, empowering women and everyday users to take control of their financial wellness with confidence, simplicity, and intelligent guidance—advancing financial inclusion and literacy in Australia.