Recently the CheckMyBudget team participated in an insightful session hosted by Fundable Startups, led by Sam Wong — a serial entrepreneur, angel investor, and founder of Band of Angels, with multiple successful exits.

The workshop addressed a critical but often overlooked aspect of fundraising: creating a credible exit strategy that inspires investor confidence.

Key Topics Discussed:

• Why investors only realize returns at exit — and why founders must clearly articulate this path.

• The importance of showing comparable company exits to make projections realistic.

• How timing, valuation, and key metrics influence exit opportunities.

• A live demonstration of Fundable Startups’ exit analysis tool, designed to help founders structure a compelling exit story.

Why It Matters for CheckMyBudget:

As we prepare for growth and future fundraising in Canada, understanding how to communicate long-term value to investors is essential. The strategies and tools shared during this session will play a key role in shaping our pitch materials and financial planning.

We extend our thanks to Sam Wong and Fundable Startups for delivering practical, data-driven insights that benefit early-stage founders.

In August 2025, our team participated in a strategic workshop titled “10 Secrets to Repeatable and Scalable Sales,” hosted by startup experts Brandy Old and Craig Elias. The session focused on practical approaches to building predictable and scalable revenue systems for early-stage startups.

This one-hour session addressed a common challenge for founders:
How can startups turn early traction into a repeatable growth engine without wasting months on trial-and-error?

Key Topics Covered:

• Why traditional sales tactics don’t work for early-stage startups
  
  

• How to think about traction, timing, and targeting from day one
  
  

• An introduction to the Traction Canvas — a structured framework for sales strategy
  
  

• Common pitfalls founders face when scaling too soon
  
  

• A preview of the upcoming five-week Sales Mastery Series
  
  

Why This Matters for CheckMyBudget:

As we prepare to launch and scale in the Canadian market, these insights are helping us design a customer acquisition process that is both repeatable and efficient. Our focus is on sustainable growth, built on systems rather than guesswork.

We’re grateful for the actionable takeaways provided by Brandy and Craig, and we look forward to applying these principles as we continue building a strong foundation for CheckMyBudget.

In July 2025, the chkmybudget.com team participated in an in-depth webinar hosted by Airtable, introducing their new features: Omni and Field Agents. These tools are designed to help companies automate, scale, and manage operational complexity without requiring traditional development resources.

As a fintech startup building intelligent receipt analysis and savings recommendations for Canadian consumers, we’re always exploring scalable and flexible infrastructure for our MVP — and this session was full of relevant insights.

The webinar showcased six real-world challenges and demonstrated how Airtable’s new features solved each of them with smart workflows and embedded AI.

Key Use Cases That Inspired Us:

1. Event Management
   Creating personalized event flows in minutes, not weeks — a model for future partner onboarding or in-app promos.
   
   

2. Campaign Content Generation
   Turning unstructured inputs into campaign-ready assets — inspiring for auto-generating deals and merchant copy.
   
   

3. Brand Checker
   Using AI to validate large sets of assets for consistency — a useful model for ensuring UX and tone alignment across app modules.
   
   

4. Asset Localization
   Scaling content in multiple languages instantly — especially relevant for Canada’s bilingual market.
   
   

5. Call Transcript Analysis
   Extracting insights and trends from raw conversations — an approach we may apply to user support and feedback.
   
   

6. Document-to-System Conversion
   Turning static files (e.g. receipts or merchant catalogs) into live, structured databases — exactly what chkmybudget is built to do.

We’ll be exploring ways to incorporate Airtable into our internal toolchain as our project continues to grow and move toward productization. 

On July 15, 2025, the founder of chkmybudget.com attended an expert-led webinar organized by Crowe LLP, titled “Driving Revenue Excellence and Unlocking Business Value.” This session was part of our ongoing effort to explore scalable technologies and best practices that can enhance the value we deliver to our users.

As a fintech startup focused on smart receipt scanning and lifestyle-conscious spending optimization, we are constantly seeking innovative frameworks to streamline our product’s architecture and revenue model. The webinar provided a deep dive into Salesforce-integrated solutions like CPQ, Revenue Intelligence, and Agentforce, which are designed to simplify the lead-to-cash cycle using AI and intelligent automation.

We were particularly inspired by the presenters — Dena Moore, Derek Vargas, Nicole Elvers (Crowe LLP) and Samuel Bratsztejn (DealHub) — who shared practical insights on aligning strategy, operations, and technology for sustainable growth.

We look forward to evaluating some of these tools and methodologies in our product roadmap, and exploring future collaboration opportunities as we continue to adapt our fintech offering to Canadian and North American market realities.

Here are the pages of our startup project on some popular startup registries:

https://www.f6s.com/chckmybudget
https://www.crunchbase.com/organization/checkmybudget

The founders of CheckMyBudget recently gave a joint interview to a prominent UK internet portal. Find out everything you've always wanted to know about our startup at the link below

We recently participated in networking event - online workshop as part of the Financial Literacy Campaign by WORLD SYSTEM BUILDER , where we shared tips and resources for helping to build Better Financial Foundation. It was very valuable to get an assessment of colleagues on the Canadian specifics of personal finance and savings.

Main keypoints  are:

Increase Cash Flow

It's not how much you earn, but how much you keep.

Debt Management

Understand, control and reduce your debt.

Building a Strong Financial Foundation

Like building a house, we must build it from the ground up. Proper Protection

Determine how much you need and which is best for you.

Building Wealth

Learn how to build wealth and grow your money.

Asset Accumulation

How investments and other related vehicles work.

Retirement Strategies

"Hope" isn't a strategy. Properly understand your retirement.

Wealth Preservation

Learn how to preserve your wealth for generations to come.

Our team plans in the future to work with World System Builder to promote our startup and help Canadians build a better household budget.

Wrapping up the year with plans to be more efficient in spending wisely! 

A new year is coming up, which means it's time to sum up and think about making our budget more sustainable and efficient next year. We, the development team, care about your well-being and are ready to share with you a valuable gift - a link to a service that will help you in planning for early retirement and gaining financial independence.

Saving your family budget is an important and responsible step towards financial stability. And our app we're working on will help you do that in the future. With its AI driven assistance, you will be able to more consciously distribute your income, plan your family budget and keep track of your financial goals.

Don't put off for tomorrow what you can do today! Join us and start building your financial success now. Check it out in our LinkedIn

This Saturday, November 30th, our team had the amazing opportunity to participate in Startup Teaming event by Startup Agile Group (https://lnkd.in/euYetYS6), where we Met and Teamed up with people who are looking to build a Startup success team or who are keen to join one. For us it is important to find more specilists in AI and App design, this community is experienced in IT startuping. We were able to build up a network of useful contacts.  

It is truly wonderful and inspiring (after attending their General Info Session event online) that Canada is providing entrepreneurs with such assistance in realizing their bold ideas.

Looking forward for the opportunity to start cooperating with them. 

People spend money to relieve stress. However, this is not a solution to the problem, which only leads to its aggravation. Economic, political instability, work-related anxiety do not pass without a trace for a person. The body is looking for all sorts of ways to reduce the negative impact on the nervous system: someone uncontrollably scroll the news feed, others are being relieved by alcohol, and some - spend money as if it were the last time.

It is a very impressive and inspiring example of the use of Artificial Intelligence in applications for private users. Although this is a language learning app, the CheckMyBudget team is confident that the future of personal finance accounting apps is also in AI and high personalization for users.