Started in a small office in Kaohsiung back in 2018, we've spent the past seven years doing one thing well: helping people understand where their money actually goes. Because honestly, most budget tools just show you charts without context.
Every company has a founding story. Ours started when our founder couldn't figure out why his savings account stayed flat despite earning decent money. That frustration turned into something bigger.
Started with a simple spreadsheet template that tracked spending patterns over time. Shared it with friends who actually found it useful. That's when we knew there was something here worth building properly.
Launched our web-based trend analysis tool during the pandemic when everyone suddenly cared about their finances. We focused on showing patterns rather than just transactions. Turns out people needed to see the bigger picture, not just daily expenses.
Opened our Kaohsiung office and brought on a small team of financial analysts and developers. Started working with local businesses who needed budget forecasting tools. The learning curve was steep but necessary.
Rebuilt our entire analysis engine based on feedback from hundreds of users. Added comparative insights that show how spending patterns shift across months and years. This version actually made sense to people who aren't finance experts.
Currently helping individuals and small businesses across Taiwan understand their financial trends. Our focus remains the same: make budget analysis accessible without dumbing it down. We're planning workshops for late 2025 to share what we've learned about practical financial planning.
We track long-term outcomes because short-term wins don't tell the full story. Here are three examples of sustained progress over extended periods.
A freelance designer started using our platform in early 2023 after realizing irregular income made traditional budgeting impossible. Instead of monthly budgets, we helped track quarterly patterns and identify seasonal spending spikes.
18-Month Follow-Up
Built a consistent emergency fund by understanding which months required tighter spending. Still uses the system to plan for tax payments and equipment upgrades.
A family-run restaurant in Tainan struggled with inconsistent cash flow. We analyzed two years of expenses and found hidden patterns in supplier costs and seasonal staffing needs that weren't obvious month-to-month.
24-Month Progression
Adjusted purchasing schedule based on trend data, reducing waste and improving cash reserves. They now forecast quarterly needs with reasonable accuracy.
An engineer planning to switch careers needed to understand how much runway she had for retraining. We mapped her spending patterns over 36 months to identify areas where she could temporarily reduce expenses without major lifestyle changes.
30-Month Journey
Successfully completed a career transition with financial stability maintained throughout. Used the trend insights to make informed decisions about timing and expense prioritization.
Financial planning shouldn't require a finance degree. That's the core belief behind everything we build. Most people know they should track their spending, but life gets busy and spreadsheets get abandoned.
We're not trying to replace accountants or financial advisors. Instead, we focus on the gap between basic expense tracking and professional financial planning. That middle ground where most people actually operate.
Financial data means nothing if you can't understand it. We present trends in ways that make sense to regular people who aren't analyzing numbers all day.
Quick fixes rarely work with money. We design tools that help you see patterns over months and years, not just weekly snapshots.
Analysis without action is just interesting data. Everything we build aims to help you make actual decisions about your finances.
Looking ahead to 2026, we're developing new ways to help people understand seasonal spending patterns and plan for irregular expenses. Because rent might be predictable, but car repairs and medical costs aren't.
Co-Founder & Lead Analyst
Spent a decade in corporate finance before realizing personal budgeting tools were stuck in the past. Built the first version of our platform on nights and weekends.
Operations Director
Joined in 2020 after working with small businesses that struggled with cash flow management. Focuses on making our tools work for real business scenarios.
Whether you're dealing with irregular income, planning a major purchase, or just want to understand where your money goes each month, we can help you see the patterns.