Case Study

Soli

A sleek mobile and web app designed to help individuals track transactions and monitor deposits in real-time. Built for clarity, ease of use, and complete financial visibility.

Next.jsReact NativeVercel

Overview

Soli is a comprehensive personal finance platform that transforms how individuals interact with their money. Born from the understanding that financial clarity shouldn't be complicated, we built a solution that brings institutional-grade transaction monitoring to everyday users. The platform seamlessly bridges mobile and web experiences, providing real-time visibility into deposits, withdrawals, and spending patterns—all wrapped in an interface designed for humans, not accountants.

Key results

98%
User Satisfaction Score
5x
Faster Financial Awareness
Soli

The Problem

Modern consumers struggle with fragmented financial data spread across multiple banking apps, inconsistent transaction categorization, and delayed notifications that make real-time budget management nearly impossible. Traditional finance apps either oversimplify to the point of uselessness or overwhelm users with complexity that requires financial expertise to navigate.

Our Solution

We engineered Soli as a unified financial command center that automatically aggregates transaction data, provides intelligent categorization, and delivers instant notifications across all devices. Our approach prioritizes progressive disclosure—simple at first glance, powerful when you need it—ensuring both novice and sophisticated users feel at home.

Challenges We Overcame

1

Real-time Data Synchronization

Building a system that maintains sub-second synchronization across mobile and web clients required implementing a sophisticated event-driven architecture with optimistic updates, conflict resolution, and graceful degradation for offline scenarios.

2

Intelligent Transaction Categorization

Developing ML-powered categorization that accurately classifies transactions while learning from user corrections, achieving 94% accuracy out-of-the-box with continuous improvement through feedback loops.

3

Cross-Platform UX Consistency

Creating a cohesive experience across React Native mobile apps and Next.js web application while respecting platform-specific design conventions and interaction patterns.

4

Bank-Grade Security Architecture

Implementing end-to-end encryption, secure token management, and biometric authentication while maintaining the frictionless experience users expect from modern apps.

Results & Impact

98%
User Satisfaction Score
5x
Faster Financial Awareness
25k+
Active Users
<200ms
Average Sync Latency

Key Features

  • Real-time push notifications for all transaction activity with smart batching
  • AI-powered transaction categorization with 94% accuracy
  • Interactive deposit tracking with visual timelines and forecasting
  • Unified dashboard synced across iOS, Android, and web
  • Customizable spending alerts and budget thresholds
  • Secure biometric authentication and encrypted data storage
  • Export capabilities for tax preparation and financial planning

What Users Say

Soli completely changed how I think about my finances. I went from checking my bank app anxiously to having complete confidence in where my money is at any moment.
S
Sarah M.
Early Adopter