MoneyYogi landing page with the headline 'Money, in peace'

MoneyYogi

An Australian founder had a clear vision — one calm place for personal and business money — and needed it in front of users and investors fast. We designed and shipped the MVP in weeks, not quarters.

FintechRapid MVPWeb App
01

The Challenge

The founder had validated the pain — people running a side business juggle personal and business money across a mess of apps and spreadsheets — but needed a real, usable product to test with users and show investors. A six-month build was out of the question.

02

Our Approach

We treated it as a true MVP: scope hard, design a calm product around net worth and cash flow, and ship a working web app on a rapid-build stack in weeks. Read-only bank connections and a clear security story were in from day one so the demo felt like a real product, not a prototype.

What We Actually Built

A working money platform a founder could put in front of real users — not a clickable mockup.

Unified Money Dashboard

One screen that pulls accounts, assets, debts, and liquidity into a single net-worth view — so a user knows exactly where they stand the moment they log in.

  • Net-worth trend, asset and debt breakdowns, and available liquidity at a glance
  • Read-only account connections so balances and transactions stay current
MoneyYogi dashboard showing net worth, assets, debts, and liquidity

Personal & Business, Side by Side

A workspace switcher lets users flip between personal and business money — or see them together — without logging into a second tool, which was the whole reason the product exists.

  • One-tap switch between personal and business workspaces
  • Net-worth trend and budgets that update as accounts move
MoneyYogi net-worth chart and account breakdown

Key Results

A real product in market while the idea was still hot.

6 wk

Idea to live MVP

From first call to a publicly accessible, investor-ready web app the founder could demo and onboard users into.

50+

Beta users in week one

2-in-1

Personal + business, one view

Security From Day One

Read-only bank connections, optional 2FA, and a clear 'we never move your money' promise — the trust story was built into the MVP, not bolted on later.

F

Founder

Founder, MoneyYogi

"I came in with a vision and a deadline. TA Solutions came back weeks later with a product I could actually put in front of users and investors. The speed didn't cost us quality — it felt finished."

Client Collaboration

We ran tight weekly cycles with the founder — scoping ruthlessly, shipping something usable every week, and putting it in front of real users so the roadmap was driven by feedback, not guesswork.

"They pushed back on scope in the best way. Every week we cut the right things and shipped the things that mattered — I always had something real to show."

F

Founder

Founder, MoneyYogi

"It never felt like an agency handoff. They cared about whether the product actually landed with users, not just whether the tickets were closed."

F

Founder

Product, MoneyYogi

MoneyYogi dashboard reviewed during a working session

What's Coming Next

With the MVP validated, Phase 2 hardens MoneyYogi from a working demo into a product people pay for.

Q3 2026

Open Banking (CDR)

Direct Consumer Data Right connections to Australian banks for live, accredited account data

Q4 2026

Smart Budgets

Automated category budgets and cash-flow forecasts across personal and business accounts

2027

Mobile App

Native iOS and Android apps so users can check where their money stands on the go

MoneyYogi roadmap preview
Ready when you are

Let's build something exceptional together.