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Case study: Findi

Automatic savings with goals people can see

A financial wellness app that saves money on a schedule and helps people stay accountable.

  • Wellness
  • Startups
Two phones showing Findi savings goals with balances and the add a goal screen

Findi helps people build a savings habit. Users pick goals, link a bank account, and set savings to happen on their own. Accountability features help them stick with it.

Client
Findi
Built for
Startups
Area
Wellness
Platforms and tools
iOS, Android, Plaid
The problem

What they needed

Saving takes steady effort, and most banking apps do little to help. Money only moves when the person remembers to move it, and progress toward a goal is easy to lose track of.

Findi wanted saving to happen by default, with goals that stay in view.

What we built

How the app works

People start by choosing a goal. They can pick a common one, like a car, a vacation, housing, or an emergency fund, or make their own. Each goal shows its balance.

Users link their bank account through Plaid. Recurring transfers then move money toward each goal on a schedule, so saving does not depend on remembering. People can add extra savings or withdraw when they need to.

Friends can follow each other's goals and help keep everyone on track.

Features

What we delivered

  • Preset and custom savings goals
  • A balance for each goal
  • Bank account linking through Plaid
  • Automatic recurring transfers
  • Extra deposits and withdrawals
  • Friends who help keep you on track
Get started

Have an app like this in mind?

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