Case Study
Fincent is a new age finance firm whose mission is to bring financial and accounting services into the modern era. Fincent lets U.S-based SMBs manage payments, streamline invoicing, ensure tidy books, and do their taxes properly.
Your business widget
Project
Fincent Redesigning headsup
Team
Riju KK, Tasmai Jayant, Sunit Singh
Role
Design IC
Current State & Pain points:
Presently, the 'Your Business' widget solely displays this year's P&L indicators (income, expenses & profit)
• These indicators are unclickable
• The graph is merely a static visual aid, devoid of interactivity
• Balance sheet indicators are excluded
• No choices for date range are allowed and data from non-reconciled months (including the current month) are incorporated
Key insights added
Based on internal research, here are key insights to enhance user experience.
• Date period options
• Financial indicators
• More information about graphs
Results
• Unique users time spend in the headsup page increased by .5%
• Drastic improvements in traffic from headsup to other pages like financials summary, profit and loss statements, ledger reports etc.
What's next
Dynamically show 'Profit' or 'Loss' based on whether the 'profit' from the P&L is positive or negative
Show top customer and vendors
Project
Fincent Redesigning headsup
Team
Riju KK, Tasmai Jayant, Sunit Singh
What is cashflow
A cash flow statement is a financial statement that provides an overview of the cash inflows and outflows within a business during a specific period of time. It breaks down the sources and uses of cash, categorizing activities into three main sections: operating, investing, and financing activities.
Project
Fincent Redesigning headsup
Team
Riju KK, Tasmai Jayant, Sunit Singh
What is cashflow
Your account session provides a snapshot of your business's financial status, offering insights into both your bank balance and credit card details, including the available credit limit. This consolidated view enables you to efficiently track and manage your financial resources from a single access point.
Project
Fincent Redesigning headsup
Team
Riju KK, Tasmai Jayant, Sunit Singh
Related work
