IA & User Flow
Finwise’s core modules - Budget, Predictions, Investments, and Reports - were structured for clarity. The user flow minimizes onboarding friction and surfaces AI recommendations seamlessly
Login & Onboarding
Splash Screen
Personalized Onboarding
Login/SignUp
Basic user details
Income range
Spending habits
Financial goals
Success screen
Dashboard
(Predicting Spends)
AI Spend Prediction
Quick Actions
Control expenses
Invest now
(Monthly Forecast
Set Budget
Identify Overspending Categories
Enable Alerts
Weekly Summary
Monthly Summary
Expense Management
(Controlling Expenses)
Micro-investments
Simulation Tool
Investments
(Goal-based Planning)
Low-risk Recommendations
Track Portfolio
Input investment amount
View growth projection
Reports & Analytics
Spending vs Savings Graph
Monthly Report
Next Month Prediction
Design System
“The Finwise design system established a consistent visual language. Colors, typography, and reusable components ensured clarity and trust across budgeting, prediction, and investment screens.”
Key AI Features
“Finwise uses AI to forecast expenses, detect unusual spending, and suggest personalized investments. Predictions are transparent, with confidence levels that build user trust.”
Reflection & Closing
“Finwise demonstrates how AI can simplify financial decisions for everyday users. By focusing on clarity, trust, and actionable insights, the app bridges the gap between budgeting and investing with confidence.”
