Scope
( before )
( after )
Problem
Accounting for small businesses is inherently deadline-driven. Miss a reporting date, and clients face regulatory fines. But the product gave users almost no visibility into where they stood in the process — no progress indicators, no early warnings, no way to know if a submitted document would be rejected before it reached an accountant.
Сlients routinely missed internal preparation deadlines, which made the accountants' review right before declaration dates. That pressure caused errors, frustration, and in some cases, fines that fell on the client. Rejected documents created back-and-forth that neither side could resolve efficiently, conversations happened in emails or WhatsApp, which made the platform feel like a liability rather than a tool.
Process
# Over 50 usability tests with our own teams and users to pin point problems
# Analyzed our client support tickets and frequently asked questions.
# Competitive research to benchmark best practices.
# Dozens of interviews with clients and accountants.
# Analyzed Amplitude to measure user behavior and validate design decisions.
(1)
If clients can see exactly where they are in the accounting cycle at any point,they will prepare documents earlier and miss fewer internal deadlines.
(2)
Showing document errors at the moment of upload rather than after accountant review, clients will correct mistakes before they cause delays, reducing the rejection rate and the back-and-forth it creates.
Deadline card
Make the process visible. Every stage of the accounting cycle should be legible to the client without them needing to ask.
Accounting score
A progress tracker showing how close a client is to completing their reporting period.
+15%
Increased the share of users reaching a high readiness score before the internal deadline
AI document analyzer
Catch errors before submission. Document problems should be surfaced to the client before they reach the accountant — not after.
In-platform communication
Accountants and clients now interact directly within the product.
50%
Reduced document errors, the number of rejected documents during accountant review
+8%
Improved document to transaction reconciliation, manual matching rate from 14% to 22.5%
