Building a simple cash flow planning tool

Problem

Spreadsheets can be powerful and flexible, but every step and every forecast must be done manually. Making changes on the go, especially changing the order of transactions, is very slow and annoying. Additionally, the prediction is outdated the moment you close your file. Tailwind makes cash flow planning a breeze. It keeps your data updated automatically by being connected to your bank through a safe and easy integration.

Solution

Based on 100+ interviews with business owners, we designed a tool that takes care of you like a dedicated CFO would. Since the launch, we have continued to refine the user experience even further. We also work on marketing initiatives to promote Tailwind to larger audiences.

The project has included the following steps:

Build:

• Iterative prototyping
• UX and UI design
• Software development

Launch:

• Branding
• SEO research and setup
• Social media channels setup
• Email marketing setup

Optimization:

• Advanced tracking and analytics
• Digital marketing campaigns
• Digital marketing experiments

Results

• 100+ active users
• 500+ social media followers
• Collaboration with one of the largest banks in the Baltics, Swedbank
• Selection to the Mastercard Lighthouse startup program