INTELLI

The Challenge

Small business owners and entrepreneurs often struggle with financial planning, forecasting, and access to affordable financial advice—especially in regions with limited banking infrastructure. They need smart, instant insights tailored to their unique needs, but traditional advisory services are expensive, slow, and often inaccessible.

The INTELLI Financial Advisor

DS Intelligence created the INTELLI Financial Advisor, a powerful, fully offline AI assistant that provides entrepreneurs with:

• Real-time financial planning and forecasting, even without internet access.
• Personalized budgeting and cash flow advice tailored to small businesses and startups.
• Secure, local data handling, ensuring full privacy and sovereignty.

Finalist at Fintech World Cup Mexico 2025

On April 7, 2025, DS Intelligence was selected among 8 finalists at the Fintech World Cup Mexico Qualifiers hosted at Universidad de la Libertad, competing against 13 other startups.

During the demo, universities representing over a dozen countries, accelerators, and prominent investors actively engaged with our solution, praised its ability to deliver real-time financial advice 100% offline, and highlighted how it empowers entrepreneurs in regions without reliable or affordable internet.

Impact and Next Steps

We are currently pilot-testing the INTELLI Financial Advisor with 20 microbusinesses generating a combined MXN 2 million in annual revenues. These businesses have integrated the advisor into their weekly operations, already reporting 15% faster clarity on cash flow and budgeting decisions. Looking ahead, we plan to expand to over 100 microbusinesses across Latin America during 2025, finalize ROI impact studies, and build partnerships with local banks and microfinance institutions to bring this transformative technology to thousands of entrepreneurs.