In this episode of The ZeedRound Podcast, we’re talking with Breana Cutshall, Senior Account Manager at Pilot.com and founder of Bloom Budget, a personal finance app designed to make budgeting intuitive and stress-free.
Breana talks about her journey from being a bookkeeper to creating the app she always wanted. We dig into the challenges of app development, the importance of empathy, and why financial literacy matters in a jargon-heavy industry.
Highlights:
Why frustration with existing apps led Breana to create Bloom Budget
How she used AI tools like ChatGPT to build an app without coding expertise
The importance of plain language over jargon in personal finance
Why empathy matters in both bookkeeping and app design
The role of security and trust when dealing with sensitive financial data
The need for stronger financial literacy education in schools and everyday life
Funding and technical hurdles in the app development journey
Timestamps:
00:23 — Introduction to Breana and Bloom Budget
04:32 — The Concept Behind Bloom Budget
06:27 — The Financial Literacy Problem
09:39 — Why Empathy is Important
11:28 — The Near Future of Bloom Budget
13:46 — Trust and AI in Financial Recommendations
17:20 — Marketing to First-Time Budgeting App Users
18:46 — Wins and Challenges in Development
21:49 — The Grand Vision for Bloom Budget
