Reconcile - Presentation

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Information about Reconcile - Presentation

Published on March 6, 2014

Author: TiagoCsarOliveira



Presentation of the solution

Who are we? Tiago César Oliveira, co-founder & tech guru Software Engineer Responsible for solutions development, cloud services and daily operations Vinícius Mora Ribeiro, co-founder & administrator Monitoring & Evaluation Specialist Responsible for prospecting, testing and proposing new fields of operation

What is Reconcile?  A tool for personal finance  Focused on quality over quantity  Keeps the user engaged by allowing him to set personal goals and stick to them, with periodic reminders and performance tracking  Those goals can be of any type, but have to be related to finance somehow: a trip, a new car, an english course  Tries to avoid the need of the user getting chained to a long term usage by administering finance over time (programmed transactions)

Differences over competitors Recurring transactions  The user is encouraged to save his repeating transactions (rent, invoices) and those invoices are automatically included periodically. The user has the freedom to use non-fixed values to his transactions so he can add them when reminded

Differences over competitors Goals  The user can define a goal (a trip, buy a new car) and track his progress throughout the achieving of that goal, keeping himself focused on pursuing that goal. The system sends periodic e-mails with the goal progress, inserting a social factor over the solution

Differences over competitors Preemptive analysis  The software can generate reports that aim on the qualitative use of money: the reports can point on actions that can be taken for a better relation with money (financial educating)

Ideas for the future  Mobile applications  OCR (Optical Character Recognition) for including transactions through mobile devices  Expansion to other languages and integration with partners for financial services

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