We're a SaaS aiding small businesses & startup owners in automating accounting. Auto-linking bank accounts, transaction import, and bucket sorting streamline the process. In 3 months, >70% sorting automates, freeing time for strategic goals and refinements.
Wallester Business – expense management and card issuing
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Zurimoney's answer
Our automation. Using Plaid's technology we were able to set a precedence that you can sort all similar transactions into parts of your budget. In testing, this can reduce sorting by 70-90% within 3 months of autosorted transactions.
This enables our members to focus more on their goals and optimizing their finances, rather than redundant work or organizing.
Zurimoney's answer
Design, Automation, Customization.
We made our design a prime factor in using this product enabling very different features to blend seamlessly and beautifully. We know how impactful clean design can be, especially for our audience who are not primarily financial analysts or otherwise.
Additionally, and as mentioned, automation is a core aspect of our feature. We believe that we can save members' time budgeting by up to 50% which in the grand scheme is a massive percentage, due to what we observed from others.
Customization is so important and for those without massive budgets, tools can feel stock and blocky. We wanted a tool that felt different for each person and grew with you. We believe Zurimoney does this well with the front-end and back-end.
Zurimoney's answer
I would say our primary audience is small business/organization owners and creators. These groups are typically those trying to focus and use their constantly changing money without a background in the subject.
Zurimoney's answer
For one, the world is hurting. Despite living in an era more driven by software, it feels as if small businesses, creators, and others are being constantly overtaken by big companies and influential players. We believe that although certain industries are catching up, the design and power of financial tools are only being maximized by those same companies and players. We wanted to create a tool that worked and looked beautiful and give that to small businesses and creators.
We believe that when these members have the right tools, they will have a more level playing field where they can focus on their craft and quality rather than redundant work that takes up large amounts of time.
It is solving the collation of recipients after business purchases so the finance team can correctly file. It also helps us as we have access in our business to more cards, rather than having to get necessary verifications to phones from the two cards we had previously in the company.
Allows our team to process expenses on the go without any paperwork. As we are running a travel agency, the full package service often involves a lot of corporate expenses. And Wallester just made our life so much easier. Those guys are incredibly passionate about what they do, had the pleasure to meet them at money2020 last year and looking forward to 2023!
We are using Wallester for 6 months now and have to admit happy we met at one of the conferences last year. Great product with great team behind it. Managed to scale our media buying numbers with the limitless virtual cards solution. Looking forward to the new features to be added!
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