Building a financial intelligence tool from scratch
Quest Forecast
Quest Forecast is an expert tool for accountants, investors and entrepreneurs, enabling financial monitoring, forecasting, scenario planning. All while collaborating.
The Challenge
A true zero-to-one build. The founder, an experienced banker, had a clear vision but nothing on paper. The early phase was intensive: long sessions extracting and translating deep financial expertise into product concepts, sketches and structure. Once phase one was complete and development began, the focus shifted to finishing the full design alongside a small bootstrapped team, building a complex product supporting financial imports, forecasting, planning and collaboration.
Value Added
Led the design team with full ownership of the end-to-end platform, applying design thinking and service design methodology to go from zero-to-one in a short period of time. Worked daily with the CEO, expert users and engineers to ensure the product stayed grounded in real needs. Guided the team through a structured validation phase, then led the iteration process to polish and refine the tool through to beta release in late 2025.
Results
- Featured in the Exact online app Store
- 500 users acquired in the first 6 months
- Built and launched without external investment
A few screenshots: Welcome at the platform, Dashboard, Collaboration & connections, Autoforecast model.