Financial Planning 'As-a-Service' Powered by Caspio

Financial Planning 'As-a-Service' Powered by Caspio

Released Wednesday, 4th June 2025
Good episode? Give it some love!
Financial Planning 'As-a-Service' Powered by Caspio

Financial Planning 'As-a-Service' Powered by Caspio

Financial Planning 'As-a-Service' Powered by Caspio

Financial Planning 'As-a-Service' Powered by Caspio

Wednesday, 4th June 2025
Good episode? Give it some love!
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In this episode of “Low Code, High Impact”, we sit down with Mahmood Reza, founder of I Hate Numbers, an accounting and tax services company based in the UK. With three years of experience using Caspio’s low-code platform, Mahmood and his small development team created Budget Whizz, a powerful financial planning software designed to help clients manage their finances more effectively. 

Mahmood shares how they turned a long-held vision for an online product into reality with Caspio. We explore the challenges and successes of developing Budget Whizz, the importance of a client-focused approach, and how Caspio enabled them to bring a sophisticated financial planning tool to market with a lean team.  

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