Our Journey Through Finance

From a Brisbane startup to Australia's trusted budget approval workflow platform — here's how we've grown alongside our clients since 2018

2018

The Beginning: A Simple Problem

Started in a shared office space on Margaret Street when co-founder Rebecca Chen noticed how Australian SMEs were drowning in email chains for budget approvals. What began as a weekend project became our mission — creating workflow software that actually makes sense to finance teams.

Foundation Milestones

First prototype built with feedback from 12 Brisbane accounting firms
Secured initial funding from QUT's startup incubator program
Recruited our first developer team from Griffith University
Established partnerships with three local financial advisory groups

2021

Growing Pains and Real Solutions

The pandemic pushed everyone digital, but we learned that technology isn't enough — people need workflows that respect how they actually work. We spent 2021 rebuilding from the ground up, interviewing over 200 finance professionals across Queensland and NSW.

Growth Achievements

Expanded client base to over 150 Australian businesses
Launched mobile-first approval system after user feedback
Opened Sydney office to better serve NSW market
Implemented advanced security protocols for enterprise clients
Achieved 98% client retention rate through dedicated support

2024

Maturity and Market Leadership

Last year marked our transition from growth-focused startup to established market player. We processed over .3 billion in approval workflows, helped 400+ companies reduce their approval times by an average of 67%, and most importantly, proved that good software should make work easier, not harder.

Recent Accomplishments

Processed budget approvals worth over .3 billion
Achieved SOC 2 Type II certification for security standards
Launched API integration with major accounting platforms
Expanded team to 45 employees across Brisbane and Sydney
Won Australian FinTech Innovation Award for workflow design

What Drives Us Forward

We've learned that the best financial software feels invisible — it just works. Looking ahead to 2025 and beyond, we're focused on making budget approvals so smooth that teams can spend more time on strategy and less time chasing signatures.

Smart Automation

AI-powered routing that learns your approval patterns and suggests optimal workflows

Regional Expansion

Bringing our Australian-built solution to New Zealand and Southeast Asian markets

Education Focus

Free workshops helping small businesses understand modern financial workflow best practices

Sustainability Goals

Carbon-neutral operations by 2026 while helping clients reduce paper-based processes

Priya Sharma

Head of Product Development

By the Numbers

.8B

Total workflow value processed since launch

72%

Average reduction in approval processing time

450+

Australian businesses using our platform

1.2M

Sheets of paper saved through digital workflows