Published on March 6, 2014
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
If all this is right, click Reconcile Now button ... The PowerPoint PPT presentation: "Bank Reconciliation" is the property of its rightful owner.
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