Fintech Web
A web dashboard that helps small businesses track cash flow, invoices and expenses in one clear, approachable place.
Client
Tania
Service
Web App Design
Year
2023
Design research and exploration
Small business owners told us they juggled spreadsheets, bank apps and accounting tools just to answer one question: how much money do I actually have? We set out to answer it on a single screen.
We audited competing tools, mapped common tasks and prioritized the handful of numbers owners check every day.
A cash-flow overview that updates in real time
Invoices and payment reminders in a couple of clicks
Expense categories that sort themselves automatically
Sketches and wireframes
We moved from whiteboard sketches to clickable prototypes quickly, testing dashboard layouts with business owners who had little financial training. Plain labels consistently beat accounting jargon.
Project results
The finished dashboard turns complicated finances into a calm, readable overview. Owners can see where their money is going at a glance and spend less time on admin each week.
