A System Letting Anyone Build a Detailed, Financeable Business Plan and Drive Management Improvement
Zaimo.ai is a business management SaaS that uses AI to unify business plan creation, budget-vs-actual tracking, and data analysis. It automates the process of building complex financial models, supporting fast, accurate decision-making. From startups to established companies, it's a platform that drives business growth in a data-driven way.
01 / Overview
Project Overview
Zaimo.ai is a next-generation business management SaaS that uses AI to bring business plan creation, budget-vs-actual tracking, and data analysis together in one place.
It rebuilds the financial models and business plans that used to be managed in complex Excel spreadsheets into a form anyone can work with intuitively, greatly streamlining management decision-making.
The service centrally manages key metrics like revenue, cost, and cash flow, enabling real-time analysis and forecasting.
By leveraging AI, it also makes complex numerical simulations and scenario analysis easy to run.
It supports flexible planning tailored to a company's stage of growth, from startups to scale-ups, and is used for fundraising and shaping management strategy as well.
Zaimo.ai isn't just a management tool — it's a platform for data-driven management, supporting a company's sustained growth.
URL: https://zaimo.ai/
02 / Challenges
Technical Challenges
A demanding project requiring deep financial domain expertise
This project required specialized, complex knowledge of corporate finance, with a deep understanding needed across areas such as financial statement analysis, cash management, and budget control. In particular, ensuring data consistency and accuracy across each business process required design and implementation grounded in advanced financial domain knowledge. We also worked closely with relevant departments to accurately capture business requirements and reflect them in the system, delivering a solution grounded in real-world practice.
Frequent requirement changes, while still delivering fast releases and continuous improvement
As an unprecedented new service from a startup, requirements were constantly evolving. With fast releases needed to validate the market, the project had to run on short development cycles, and requirement uncertainty combined with frequent changes became a major challenge in running the project.
03 / Our Solution
Our Solution
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1
Reorganized the business and rebuilt the documentation from scratch
We adopted an agile development approach built around change, running development and releases in short sprints. We continuously re-prioritized requirements and pursued MVP-oriented development, delivering value quickly with a minimal feature set. Regular reviews and feedback loops also helped us balance flexibility with speed.
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2
Introduced a flexible development process
We introduced a flexible, priority-based development process, establishing a rhythm of short-cycle releases and incorporating feedback repeatedly. To respond quickly to changing requirements, we minimized misalignment through close communication with stakeholders, continuously organizing and adjusting requirements as we went.
04 / Tech Stack
Technologies Used
For this project, we selected the optimal technology stack to fit the requirements, delivering a high-quality, highly scalable system.