About

Helping small businesses better manage their spend and budget

Brim Financial a platforms as a service (PaaS) for consumers and businesses, we built out a Rewards PaaS for its business clients along with white labeling the project to partners.

• Goal: Build an end-to-end platform experience that addresses the needs of the business as well as its customers
• Research & Analysis: From our research and competitive analysis we found that businesses want a simple overview of current spend by category, employee and departments, want to see a daily and monthly spend, need to create and delete budgets seamlessly, prefer charts and graphs that could be exported for print‍
• Outcome: Increase in partner and vendor adoptions