Axion Plan
Axion Plan
AI-Powered Financial Forecasting & Business Planning Platform
View live product →Industry
FinTech
Timeline
5 months
Role
Full Stack Developer & AI Engineer
Stack
React · Node.js · PostgreSQL
Project Overview
Axion Plan is a B2C financial planning and forecasting platform designed to help enterprise leaders and decision-makers model revenues, costs, profitability, and cash flows without relying on complex Excel sheets.
Turn proven financial forecasting methodology into a productized, scalable SaaS platform.
How It Started
The platform was built with a Malaysia-based investment banker and executive coach who works with C-suite leaders. They brought investment banking experience and proven Excel-based financial models.
Before Axion Plan, forecasting was done using custom Excel templates it worked, but it wasn't scalable.
The Problem
Heavy dependence on manual Excel workflows. High learning curve for non-finance users. Difficult to collaborate across teams. No AI-driven insights or explanations. Hard to scale the founder's expertise beyond 1:1 engagements.
The system worked and clients were paying but it was trapped in Excel.
Why This Was Hard
From a tech perspective, this was one of the most challenging projects. The domain was pure finance P&L statements, balance sheets, cash flow logic, revenue modeling. Coming from a pure tech background required multiple deep-dive sessions, asking critical questions, and reverse-engineering Excel formulas.
This project doubled as a hands-on commerce masterclass.
Sign-In Experience
A focused sign-in screen supports Google OAuth and credential login, with clear access to financial projects and portfolio tools from the first interaction.
Secure entry into role-based financial workspaces.
Portfolio Overview
The portfolio dashboard consolidates revenue, profitability, and operating expenditure across projects — with KPI cards, recent projects, and activity feeds in one executive view.
Executive-ready financial summaries without spreadsheet complexity.
User Profile
Account management covers personal details, role visibility, security settings, and wallet balance — giving owners and team members a single place to manage identity and access.
Profile, security, and billing context in one view.
Key Performance Indicators
Four metric cards — total projects, YTD revenue, profit before tax, and OPEX — give leaders an at-a-glance read on portfolio health without opening individual models.
Headline metrics surfaced where executives need them.
Token Wallet
Usage-based monetization runs through a token wallet — users see balance, purchase history, and per-action costs for AI insights, projections, and cashflow analysis updates.
Transparent token economics aligned with platform value.
Platform Architecture
Axion Plan was designed as a two-front B2C platform.
Allows Axion Plan to run as a business, not just a tool.
Company Capabilities
Organizations using Axion Plan can manage comprehensive financial planning.
Revenue Data
Input and track revenue streams
Cost Structures
Define direct, indirect, fixed, variable costs
Monthly Distribution
Break down data by month
Profit Forecasts
Generate PBT and profitability analysis
Cash Flow Analysis
Understand cash position over time
Target Planning
Model target-based scenarios
AI-Powered Enhancements
Features that go beyond what Excel could ever do.
OCR Data Ingestion
Upload P&L statements, AI extracts and categorizes costs
AI Insights
Ask "Why is profit dropping in month 4?"
Natural Language
Query financial data in plain English
Context-Aware
AI uses project-specific data for responses
Executive-Friendly
Responses in simple, actionable language
What-If Analysis
"What happens if revenue increases 15%?"
Token-Based Monetization
Every feature in Axion Plan works on a token model usage-based monetization aligned with value delivered.
Wallet System
Users maintain a token wallet balance
Token Consumption
Tokens used for project creation, AI insights, OCR processing
Top-Up Options
Users can top-up wallet or subscribe to plans
Value Alignment
Pay for what you use, not flat fees
Role-Based Access
Built for real enterprise collaboration with multiple roles.
Each role has controlled access to data, insights, and reports.
RAG-Powered Support
A RAG-powered AI chatbot integrated as the platform's support layer. It answers questions about platform usage, financial concepts, and features using internal documentation. If confidence is low, it redirects users to WhatsApp support.
Reduces support load while improving user experience.
Business Impact
Axion Plan enabled transformation of consulting into product.
Better understanding of financial data by non-finance leaders.
✓
Productized Expertise
Fast
Client Onboarding
-Excel
Manual Workflows
Scale
Beyond Consulting
Why This Project Stands Out
Heavy non-tech domain complexity. Required deep learning outside comfort zone. Accurate translation of financial logic into software. AI used for real augmentation, not gimmicks. Strong alignment between UX, business, and AI.
This proves we can build tech for domains we don't come from and still get it right.
Enterprise financial planning, powered by AI.
3+
AI Features
FinTech
Industry
Enterprise
Audience
Course Companion
This proves we can build tech for domains we don't come from and still get it right.