Business Intelligence: An AI-based Financial Planning System

The first step was to collaborate with the client’s team and build an MVP product packed with essential features for managing cash flow independently. Then, Sprinterra developed a comprehensive SaaS platform with extensive functionality and user-friendly features. Leveraging best practices of development in Python (Django), OpenBanking and AWS services, the platform was integrated with bank accounts and payment systems to import and AI-categorize transactions, analyze revenue and expense patterns, manage invoices, plan short- and long-term business strategies, consolidate financial data, and prepare custom reports for the stakeholders.

Today, Sprinterra continues to enhance the product by adding new features, integrations, and improvements. The platform now includes over 20 integrations to automate user workflows. Sprinterra also launched a mobile app with data visualizations for easy tracking of cash flow changes. In collaboration with the client’s team, Sprinterra provides high-quality customer support. Over 2,000 companies use the product for financial planning, with the Sprinterra team deeply involved in resolving complex user issues.