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Personal Finance Mobile App for IT Services Company

Services Covered:

Custom Software Development • Mobile Application Development
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Industry
Industry

Information Technology

Duration
Duration

37 months

Budget
Budget

Less than 10K

Start Date
Start Date

1 May 2019

Team Size
Team Size

6-10

Engagement Model
Engagement Model

Offshore

Project Capability Score (PCS)

gauge meter
79/100
Good

Project Capability Score (PCS) estimates how capable Webgen Technologies is of successfully delivering a project like this, based on its past experience, track record, and ability to handle similar work. Learn more about PCS

Client

Confidential

mapLos Angeles, United States of America

Project Summary

Webgen Technologies developed a mobile personal finance app for an IT services client to help users manage money, monitor expenses, and track invoices. The app included bank synchronization, spending reports, and family-sharing features. Within two months of launch the app received 550 downloads and positive ratings; the vendor used an agile methodology with weekly scrums and delivered on time.

Key Challenges

  • Create a user-friendly mobile app to help users manage money and set financial goals
  • Implement bank synchronization to monitor debts, expenses, and invoices
  • Provide spending reports and family-sharing features

Project Deliverables

  • Mobile personal finance app
  • Bank synchronization integration
  • Weekly spending reports feature
  • Family-sharing feature
  • iOS and Android native builds

Project Solution

The vendor designed and built a mobile personal finance application that synchronized with banks to let users monitor debts, track expenses, and manage invoices. They implemented features such as weekly spending reports and family-sharing and delivered native builds using Swift and Kotlin, while backend work used Python and Java. A seven-person team (two software engineers, a designer, frontend and backend developers, a QA, and a PM) followed an agile process with weekly scrum calls and task management tools to deliver the app on schedule.

Project Outcome

  • 550 downloads within two months and positive app ratings
  • Process-oriented agile delivery with weekly scrum calls and on-time delivery
  • High responsiveness and positive client feedback

Platforms

  • MobileMobile

Tech Stack

  • PythonPython
  • JavaJava
  • SwiftSwift
  • KotlinKotlin

Client Endorsement

Overall Review Rating

5star

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“Webgen Technologies brought about 550 downloads into the client's platform. They had an agile methodology that maintained a responsive and optimistic attitude. Everything was also done on time.”

Yohana Benson

Owner

Note: This endorsement is based on publicly available client feedback from external review sources.