Dovetail - How We Collaborate Playbook

Overview

A portfolio is any method used to showcase your best work. No matter the industry, fashion, architecture, or design, there are tons of ways to display your work in order to get a new job or expand your audience or customers.

Role

A portfolio is any method used to showcase your best work. No matter the industry, fashion, architecture, or design, there are tons of ways to display your work in order to get a new job or expand your audience or customers.

Challenge

A portfolio is any method used to showcase your best work. No matter the industry, fashion, architecture, or design, there are tons of ways to display your work in order to get a new job or expand your audience or customers.

Solution

Fintelli allows users to view all bank accounts and credit cards in one place with just a few taps on the screen. They can categorize transactions automatically based on merchant or category or tag them manually if needed. It also helps analyze users' spending by category, merchant, or tag, allowing them to see which categories are responsible for most of their expenses and underperforming.