Finlytics
Lead
lead
Backend Engineer
Overview
Finlytics is an all-in-one AI-powered financial operations and business management platform that gives SMEs the same strategic intelligence that enterprises pay millions for — CRM, invoicing, expense tracking, cash flow forecasting, project management, and an AI business analyst, all in one integrated dashboard. No more juggling five tools and a spreadsheet.
Target Customer
Primary: Small-to-medium businesses (10–200 employees), accounting firms, and agencies needing unified financial + operational visibility.
Secondary: Freelancers and startups who outgrow spreadsheets and want a single source of truth for customers, money, and projects.
Revenue Model
Freemium SaaS: Free plan (1 user, 20 customers, basic reports) → Professional ($29/mo, unlimited customers, AI assistant) → Business ($79/mo, team collaboration, cash flow forecasting, API) → Enterprise (custom pricing, white-label, dedicated support).
Ancillary revenue: White-label licensing, affiliate program, marketplace for integrations, and public API access.
KPIs
Monthly Recurring Revenue (MRR) and Net Revenue Retention (NRR)
Free-to-paid conversion rate (target: 5–8%)
Monthly active users (MAU) and daily active users (DAU)
Customer acquisition cost (CAC) and LTV:CAC ratio (target > 3:1)
Churn rate (target < 5% monthly)
AI assistant query volume and user satisfaction score
Mission
Value Proposition
Finlytics is an all-in-one AI-powered financial operations and business management platform that gives SMEs the same strategic intelligence that enterprises pay millions for — CRM, invoicing, expense tracking, cash flow forecasting, project management, and an AI business analyst, all in one integrated dashboard. No more juggling five tools and a spreadsheet.