Our Journey Through Time

From a simple idea to transforming how Australian businesses approach financial decision-making

2019
Foundation Phase

The Spark That Started Everything

What began as late-night conversations between two university friends about the complexity of financial analysis has grown into something we never imagined. Sarah and Marcus met during their final year studying at The University of Melbourne, both frustrated by how businesses were making critical financial decisions with outdated tools and fragmented data.

Early team brainstorming session
  • Established headquarters at The University of Melbourne innovation hub
  • Secured initial seed funding from Melbourne Angels investor network
  • Built first prototype with focus on small business financial planning
  • Recruited core team of 8 financial analysts and developers
2022
Growth & Recognition

Breaking Through the Noise

By 2022, we'd learned that creating great technology wasn't enough – we needed to understand exactly how Australian businesses actually work. This year marked our transition from a promising startup to a recognized player in the financial technology space. Our platform processed over 50,000 financial analyses, helping businesses across Melbourne, Sydney, and Brisbane make better decisions.

Team celebrating major milestone
  • Launched advanced risk assessment tools for medium enterprises
  • Partnered with major Australian accounting firms for integration
  • Achieved 500% growth in active business users year-over-year
  • Expanded team to 25 professionals across finance and technology
Sarah Chen, Co-Founder

Sarah Chen

Co-Founder & CEO

Marcus Thompson, Co-Founder

Marcus Thompson

Co-Founder & CTO

2025
Innovation & Future

Redefining Financial Intelligence

Today, we're not just another financial platform – we're the bridge between complex financial data and actionable business insights. Our journey has taught us that every Australian business, from family-owned cafes to growing tech companies, deserves access to the same quality of financial analysis that was once reserved for large corporations.

  • Serving over 2,000 active business clients across Australia
  • Processing financial data worth AUD .8 billion annually
  • Maintaining 98.7% client satisfaction rate through dedicated support
  • Team of 45 specialists working from our Melbourne headquarters

Where We're Heading Next

The landscape of business finance is changing faster than ever. We're committed to staying ahead of these changes, not just following them. Our roadmap through 2026 focuses on making financial intelligence even more accessible and actionable for Australian businesses of all sizes.

Enhanced Analytics

Developing predictive models that help businesses anticipate market changes and financial opportunities before they happen.

Deeper Integration

Building seamless connections with popular business tools to create a unified financial management ecosystem.

Educational Focus

Expanding our training programs to help business owners build confidence in their financial decision-making skills.