Web App · Fintech
2025
Ledger SME Banking
Client
Ledger (concept)
Role
Product Designer
Timeline
10 weeks
Tools
Figma, FigJam, Hotjar
A cash-flow dashboard that helps small-business owners understand where their money goes, in under a minute a day.
01
Problem
Owners logged in to check one number, their available cash, and left confused. The dashboard showed 14 widgets with equal weight, and half of them were rarely used.
02
Solution
A single cash-position headline, a 30-day forecast and three prioritised actions. Everything else moved one click deeper.
03
Process & Workaround
Usage analytics and 12 owner interviews revealed a daily ‘glance’ habit and a weekly ‘deep dive’. The workaround: design two modes on one screen instead of two separate products.
04
User Journey
We traced a week in the life of a café owner: morning cash check, supplier payments mid-week, payroll on Friday. Each moment became a prompt on the dashboard.
05
Wireframe → Visual
Wireframes explored six layouts in a single afternoon with owners. The chosen structure moved into a calm, numbers-first visual system with tabular figures and a strict grid.
(A) Wireframe
(B) Visual design
06
Prototype
A data-driven prototype used real (anonymised) transaction data so owners reacted to their own numbers, not placeholder charts.
07
Outcome
Daily active use doubled within the first month and owners started acting on forecast alerts before cash ran short.
2.1×
Daily active use
−35%
Time to key insight
4.6/5
Owner satisfaction
08
Next Project