Proven Excellence in Financial Innovation
Since 2020, we've been transforming how Australian businesses approach financial forecasting and budgeting, earning recognition across the industry for our innovative solutions and exceptional client results.
Industry Recognition & Awards
Excellence in Financial Technology
Recognized by the Australian FinTech Association for outstanding innovation in financial planning software and exceptional user experience design.
2024Innovation in Financial Planning
Business Excellence Awards honored our breakthrough approach to automated budgeting and forecasting that has revolutionized financial planning.
2024Customer Success Champion
Australian Business Awards recognized our dedication to client success and the measurable impact we've had on business financial health.
2023Technology Innovation Leader
Tasmania Technology Awards acknowledged our groundbreaking algorithms that predict financial trends with unprecedented accuracy.
2023Professional Certifications & Client Success Metrics
Certified Excellence in Financial Services
Our team holds advanced certifications from leading financial institutions and technology organizations, ensuring we deliver the highest standards of service and expertise to every client.
Certified Financial Planner (CFP)
Financial Planning Association of Australia
Renewed annually since 2021
Advanced Financial Risk Management
Australian Institute of Company Directors
Certified 2024
ISO 27001 Information Security
International Organization for Standardization
Certified 2023, Annual Compliance
Cloud Security Professional
Amazon Web Services
Team Certified 2024
Budget Accuracy Improvement
Average improvement in budget accuracy within 90 days of implementation
Forecasting Time Reduction
Reduction in time spent on financial forecasting processes
ROI on Financial Planning
Average return on investment for businesses using our platform
Client Satisfaction Score
Consistent rating across all client feedback surveys
Sarah Chen
Chief Financial Officer & Co-founder
With over 15 years of experience in financial technology and business intelligence, Sarah has led our company to become Australia's premier financial forecasting platform. Her expertise in algorithmic trading and risk management has been instrumental in developing our award-winning budgeting solutions.