Client Overview
Analyst House is a fast-growing financial services firm focused on delivering modern, tech-forward accounting solutions to small business owners.
The Challenge
Many small business owners and entrepreneurs were missing out on legitimate tax deductions due to business expenses being accidentally charged to personal bank accounts or credit cards. This created headaches for accounting teams—and worse, led to clients overpaying thousands of dollars in taxes every year.
The industry needed a custom-built app to solve this problem: one that could pull in thousands of personal transactions, identify business-eligible ones, and seamlessly route them into business accounting platforms—all without manual back-and-forth or spreadsheet gymnastics.
Jacob and Cohesion have been great thought partners as we scale our tech-forward accounting solutions.
The Solution
Cohesion Labs partnered up with Analyst House to design and build a full-featured mobile application in just 8 weeks. Built for scale and speed, the app offers:
Real-time financial data through banking and credit card integrations with data from over 12,000 institutions.
Seamless accounting sync with QuickBooks Online (QBO) to reclassify transactions for tax savings.
Lightning-fast UX that enables users to process thousands of transactions with zero lag, and minimal clicks.
Tax benefit insights that calculate estimated savings as users reclassify expenses.
The app empowers users to easily convert personal-to-business transactions with confidence—cutting manual review time, reducing errors, and improving bottom-line tax outcomes.
The Cohesion team is extremely smart and ships fast—a formidable combo.
Why it worked?
Cohesion Labs brought deep technical expertise and a product mindset to the table. Rather than just building to spec, Cohesion helped shaped the problem, architect a fast and future-ready solution, and deliver a rock-solid app with real-world ROI.