( Goal )
The initial product itself had bunch of ux problems that risked business and created churn.Clients often missed internal deadlines which added pressure right before declaration dates, caused frustration, and in some cases led to fines.The interface didn’t alert users about document or account problems. Pages loaded slowly, giving the impression of poor reliability.
We needed to design a service that would clearly shows all stages of the accounting process without overwhelming users. Our goal was to improve onboarding and make the flow easier for new customers, while also creating a more self-sufficient experience for clients in countries where we don’t provide full accounting services but who can still use the platform as a powerful 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.
( Deadline card )
Clear visibility of upcoming reporting dates, reducing the risk of missed deadlines.
( Accounting score )
A progress tracker showing how close a client is to completing their reporting period.
( AI document checker )
Immediate feedback on which files are correct or require changes.
( Task / In-platform communication )
Accountants and clients now interact directly within the product.
Increased the share of users reaching a high readiness score before the internal deadline
Reduced document errors : the number of rejected documents during accountant review
Improved document to transaction reconciliation, manual matching rate from 14% to 26%
