Book Consultation

Opto Financial

  • Category
  • Mobile Web Application

Project Overview

Opto Financial is a personal finance management tool designed to help users streamline their financial planning and tracking. The mobile web application enables users to set financial goals, monitor their savings, manage expenses, and understand their discretionary spending. Through seamless integration with Plaid APIs, the app provides a comprehensive overview of users’ financial activities by fetching and categorizing bank transactions.

Key Features :

1. User Onboarding :

  • During the onboarding process, users are prompted to set their financial goals, define their savings targets, specify regular expenses, and identify discretionary spending limits.
  • The app ensures a personalized experience by tailoring financial plans according to the user's specific inputs.

2. Bank Integration :

  • Integration with Plaid APIs allows Opto Financial to securely access users' bank transactions.
  • This integration ensures real-time synchronization of financial data, providing users with up-to-date information about their financial activities.

3. Transaction Categorization :

  • Transactions fetched from the user's bank are automatically categorized into predefined categories: Goals, Discretionary, Savings, and Generosity.
  • This categorization helps users understand their spending patterns and manage their finances more effectively.

4. Monthly Financial Tracking :

  • Users can track their spending on a month-to-month basis.
  • The app provides detailed reports and visualizations of spending in different categories, making it easier for users to see where their money is going and adjust their habits accordingly.

5. Goal Monitoring :

  • Users can set and monitor progress towards their financial goals.
  • The app provides insights and reminders to help users stay on track with their savings and expenditure plans.

6. Generosity Tracking :

  • Opto Financial also includes a unique feature to track spending related to charitable donations and generosity.
  • This helps users ensure that their philanthropic goals are met alongside their personal financial objectives.

Clients Testimonials

client9
Yesuto Shaw
Founder- Opto Financials

At SlashEasy Solutions LLP, we are passionate about helping our clients achieve their goals through innovative software solutions. Let us turn your vision into reality and take your business to new heights.

Information

Contact Us

© 2022 – 2025 | Alrights reserved by SlashEasy