GenZCFO was created to democratize access to financial expertise for startups and small businesses. Many founders struggle to afford full-time CFOs, leaving them without critical strategic insights. GenZCFO bridges this gap by connecting businesses with finance professionals instantly via chat, voice, or video. A secure P2P wallet system ensures transparent per-minute billing, while role-based access control and encryption safeguard sensitive business data. The platform also enables detailed consultant profiles, flexible pricing, and scheduling for seamless onboarding. For startups, it offers clarity in managing budgets, investments, and compliance, while for professionals, it opens new revenue streams. Today, GenZCFO is transforming financial leadership by making top-tier guidance accessible, affordable, and on demand, empowering businesses to scale with confidence.
Timeline 8 Months
Services
Prototype Design
Market Research
Frontend Development
Backend Development
QA Testing
Platform Deployment
Did You Know?
82% of startups fail due to poor cash flow management or lack of financial expertise exactly the gap GenZCFO is designed to solve.
Did You Know?
82% of startups fail due to poor cash flow management or lack of financial expertise exactly the gap GenZCFO is designed to solve.
React-Native
Supabase
Figma
PostgreSQL
Cursor AI
Problem Statement
GenZCFO faced unique challenges as it needed to cater to high-level financial consultations while ensuring simplicity and trust for startup users. Integrating multi-modal communication (chat, voice, video) while maintaining call quality and session integrity was technically demanding. Building a secure, audit-friendly P2P wallet system required compliance-ready transaction logs and precision billing for time-based sessions. Consultant onboarding demanded detailed profiling including financial credentials, domain expertise, and flexible pricing structures. Handling confidential business data with end-to-end encryption and ensuring platform performance under varying network conditions were critical. Balancing ease of use with the complexity of financial services was a key design challenge.
Solutions
To address these challenges, we used Knowlarity for voice & Agora for video integration, Supabase Realtime for chat, and Cashfree for secure wallet transactions. A custom-built session timer and billing engine enabled accurate per-minute fee deductions. We implemented strong authentication and role-based access control to protect sensitive financial data. Consultant onboarding was enhanced with category tagging, and availability scheduling. For data privacy, encryption at rest and in transit was enforced. A smart UI/UX ensured non-finance users could easily navigate expert profiles, request sessions, and complete payments. Real-time error handling and fallback systems ensured reliable session continuity and a smooth consulting experience.
Technical Architecture
GenZCFO began as a vision to make top-tier financial and startup advice accessible to founders, small businesses, and early-stage ventures. The journey started by identifying pain points—lack of affordable CFO-level guidance and scattered advisory channels. We focused on crafting an intuitive platform that allows users to instantly connect with finance experts across chat, call, and video modes. From wireframes to MVP, our team emphasized user trust, secure wallet handling, and crisp communication flows. With continuous feedback from startup founders and finance professionals, the platform evolved into a robust advisory ecosystem. Today, GenZCFO bridges the gap between startups and financial clarity.
Tech Stack
React-Native
Supabase
Figma
PostgreSQL
Cursor AI
The process
The process
KPIs
27%
Faster Access to CFO Insights
GenZCFO reduced the time businesses spend accessing financial advice by 27%. With 67% active users, it’s proving the value of on-demand financial leadership.
KPIs
GenZCFO reduced the time businesses spend accessing financial advice by 27%. With 67% active users, it’s proving the value of on-demand financial leadership.
27%
Faster Access to CFO Insights
67%
of traffic are active users
67%
of traffic are active users
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