Case Study

Cashflow Pilot

Cashflow Pilot

Challenge

Cashflow Pilot harnesses the power of AI to simplify your budgeting experience in a simple, easy to use, mobile app.

Our client needed to upgrade their current marketing website to grow with their product while speaking to two distinct audiences: users and investors. They wanted to build on their existing brand, showcase product features, thought leadership, and create a seamless journey from MVP product screens into the digital marketing space.

The challenge wasn’t just building a website, it was designing a platform that could scale, stay flexible, and make the brand feel credible and polished in the eyes of investors.

Approach

Extending the brand

We started by understanding the visual language, tone, and personality already present. We were able to extend it into the digital space without losing its essence. Every color, layout, and interaction was an opportunity to reinforce the brand while preparing it for scale.

Getting to Know the brand and audience

We spent time with a key stakeholder to understand how the brand was currently presented, what resonated with users, and what gaps existed in messaging. Listening to priorities and vision helped us align on which features, content, and calls-to-action mattered most for both users and investors.

Designing for flexibility and growth

We created CMS templates for feature pages, blogs, and other marketing content. These templates weren’t just reusable, they were designed to iterate and scale the site without needing a full redesign. Every design decision was grounded in making the site practical for real-world use while maintaining a clean, professional look.

The Cashflow Pilot homepage
Cashflow Pilot's feature marketing on the homepage
Cashflow Pilot's pricing page
Cashflow Pilot's featuresCashflow Pilot's feature pagesCashflow Pilot's blog
Cashflow Pilot's AI chat bot in the corner of a photo of a couple lying on the ground, in a room full of packed boxes
An intercom chat bubble on the Cashflow Pilot website
Cashflow Pilot's call to action: Download Now

The outcome

The new marketing site became more than just a digital presence. It elevated the brand, simplified content management, and made it easier for users and investors to understand the product story. It now scales with the business while supporting marketing initiatives.

  • A scalable website built to grow with marketing, SEO and product needs
  • CMS-driven templates that make adding pages, features, and blogs simple
  • Calls-to-action that guide users to download and engage
  • A professional brand experience that builds confidence with investors