Overview
CLIENT
WiseBudget (Belgium)SECTOR
Financial coachingSCOPE
iOS · Android · APIDURATION
6 weeksThe challenge
Everything lived in spreadsheets. The follow-up fell apart.
Each client was an Excel sheet, retyped by hand after every meeting. The coach spent more time on data entry than on advice, and no one had a clear, live view of their disposable income.
No way to scale: more clients meant more spreadsheets, more errors, less follow-up. The product was the bottleneck of the business.
Mobile app
The app, screen by screen.
Website
The online storefront.
The crossing
From spreadsheet to mobile app, in three moves.
01 · Model
A single calculation engine
We modelled disposable income as a single calculation, shared between coach and client, updated live.
02 · App
Mobile first
An iOS and Android app the client opens daily, and a tracking dashboard on the coach's side.
03 · Crossing
Data migration
Migration of existing spreadsheets, coach training, go-live with no business interruption.
Results
temps réel
disposable incomezéro
more spreadsheets6 wks
idea → prodClient's words
“Honestly, I showed up with a pile of Excel files and a pretty fuzzy idea. Hamza started by asking me loads of questions about how I work with my clients. Six weeks later, they had the app on their phones.”
JB
Jabir Basri
Founder, WiseBudget
Founder, WiseBudget
What's next