Let's Make It Happen
Propelius Technologies
Based in India 
working worldwide
GenZCFO
Industry
Consultation & P2P Wallet System
Country
India
Platform
Mobile Application
Services
About
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.
Challenges
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.
Technologies Used
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