Case Studies

Product / Domain

Personal and Business Finance Management Platform — Fintech / Budgeting and Finance

Built With

AI development tool (Bolt)

Segments

Individual users and business clients

Background

A founder used an AI development tool to rapidly prototype a budgeting and financial management platform. The personal finance module took shape quickly. But as complexity grew, so did the cracks.

The Challenges

• Plaid integration blocked — the AI tool could not implement the Plaid API, leaving the app's primary value proposition incomplete
• No mobile responsiveness — the UI was desktop-only and unusable on mobile devices
• Business module too complex — QuickBooks and enterprise tool integrations were beyond the AI tool's architectural capability
• Scalability risk — the AI tool defaulted to a serverless backend that cannot handle a large and growing user base

Our Approach

• Preserved and reused all viable frontend components — no wasted prior investment
• Implemented the full Plaid API integration from the ground up, enabling live bank account and transaction data
• Rebuilt all layouts with a mobile-first approach for a consistent experience across all devices
• Presented the founder with a transparent architectural decision framework with honest trade-off analysis
• Scoped and architected the business module including QuickBooks integration with a clear phased roadmap

Outcomes

• Fully functional personal finance module with working live bank account connectivity
• Mobile-responsive UI across all views
• All viable AI-generated frontend components reused — no wasted prior effort
• Production-ready codebase structured for long-term maintainability

Product / Domain

Document Management and Sharing Platform — Document Management

Built With

Bubble.io (no-code platform)

Segments

Organizations and end users across web and mobile

Background

A founder built an initial prototype on Bubble.io to validate a document sharing platform. The prototype captured the product vision but as the project demanded deeper customization, scalability, and multi-platform delivery, Bubble.io's limitations became apparent and progress stopped.

The Challenges

• Prototype ceiling — Bubble.io could not be extended into a production-grade application
• Multi-platform requirement — web and mobile for two user types plus a separate admin layer
• Real-time document interactions — required live WebSocket infrastructure no-code tools cannot produce
• Scalable file management — required robust cloud storage the prototype had not addressed

Our Approach

• Used the Bubble.io prototype as a full product brief before writing any code
• Built the full platform on Flutter delivering four surfaces from one codebase
• Built a scalable Node.js server-side architecture
• Implemented real-time functionality via WebSockets
• Implemented JWT authentication and AWS S3 for secure scalable document storage
• Integrated Firebase Cloud Messaging for push notifications
• Built a dedicated Admin Dashboard for full platform management
• Co-developed additional features with the founder expanding real-world applicability

Outcomes

• Fully functional production-ready cross-platform application across web and mobile
• Native iOS and Android apps for both end users and business clients
• Dedicated Admin Dashboard for complete platform management
• Real-time document sharing powered by WebSockets and Firebase
• Platform fully built and ready for production deployment