Case Study: Plan My Kids achieves real-time financial clarity with Viably

Plan My Kids Partners With Viably to Categorize Expenses in Real-Time

Plan My Kids, a digital service that connects parents with enrichment program providers, needed a better way to manage finances as it prepared to scale beyond its local market. Founder David Watkins had no accounting background and was spending too much time in spreadsheets while trying to track expenses, forecast cash flow, and build financial reports for future fundraising. Viably provided the financial support and expense categorization tools he needed, helping replace manual work and improve financial visibility.

With Viably, Plan My Kids gained real-time expense tracking, categorized financial data, and cash flow analysis that made it easier to spot outliers and prepare investor-ready financial information. The result was a much faster reporting process, cutting work from hours or days to minutes, while giving the founder clearer insight into income and expenses. Viably helped Plan My Kids move from spreadsheet-driven bookkeeping to more confident financial planning for growth and fundraising.

Plan My Kids

David Watkins

Founder