Invoicing App Improving
Financial management tool with automated workflows and real-time tracking
Project Video
Overview
Led product design and strategy for an invoicing product for SMBs. Defined the problem through user interviews and domain analysis: manual invoicing caused late payments, errors, and poor cash-flow visibility. Set success as reduced processing time, higher collection rate, and fewer errors; evaluated feature scope against these criteria and prioritized automation and clarity over extra complexity.
Challenge
Clients needed billing automated and simplified without adding complexity. We had to validate that (1) automated cycles and reminders would improve collection without annoying customers, and (2) clearer reporting would support better decisions and reduce errors.
Solution
Structured delivery around validation: (1) Discovered pain points and current workflows; defined success metrics. (2) Evaluated design options (e.g. level of automation, notification frequency) against collection and error rates; prioritized automated billing, payment tracking, and reporting with configurable reminders. (3) Shipped and iterated based on usage and support feedback. Aligned flows with accounting and finance workflows; trade-offs (e.g. flexibility vs simplicity) made explicit and tied to success criteria.
Outcome
Invoice processing time down 60%, collection up 40%, accounting errors reduced. Results measured against pre-defined success criteria; product helped clients improve cash flow and organization, with learnings feeding into roadmap (e.g. integrations, more automation).
