Accounting app for SMBs
- Ak Giri
- Mar 17
- 2 min read
Problem:
Small and medium businesses (SMBs) often face challenges with late payments, making it hard to manage their cash flow effectively. Tracking pending dues manually takes time and effort, leading to financial instability and operational difficulties. Businesses struggle to stay financially secure without a clear system to monitor payments.
Goal: I worked with the team to define core features by closely analyzing 2-3 direct competitors, adapting key functionalities, and rapidly designing screens as a reference for their product development. The goal was to structure a foundational product blueprint to guide their internal team in development.
Solutions: I was provided with a basic PRD and used it as a framework to analyze how competitors were solving these problems, documenting key insights in reports. Given the fast-paced nature of a stealth-mode startup, the focus was on efficiency—rather than creating detailed user flows and scenarios from scratch, we streamlined the process by following competitor patterns with slight modifications. From there, I rapidly designed screens for core features, ensuring the internal product team had a solid foundation to begin development.
Key Features Designed:
Outstanding Payments: Help businesses track unpaid invoices and automate reminders, reducing payment delays and improving cash flow stability.
Reports: Generate financial summaries and insights, enabling data-driven decision-making and business planning.
Inactive Customers: Identify disengaged customers and launch re-engagement strategies to boost retention and loyalty.
Purchase Orders: Streamline the creation and tracking of purchase orders, ensuring seamless procurement and inventory updates.
Sales Team Dashboard: Centralize sales tracking, customer segmentation, and invoice management, enhancing sales teams' efficiency and visibility.
Ledgers: Maintain organized financial records with real-time balance tracking, ensuring better financial control and error reduction.
Stock Management: Monitor inventory levels in real time, preventing shortages and overstocking for smoother operations. Several other features, including Delivery Note, Quotation, Receipt Note, and additional detailed user flows, PRDs (Product Requirement Documents), and ideation processes, have been designed. The complete UX workflow is available in the Figma file below. Additionally, several aspects are still in progress.
Figma file link Impact: The foundational product provided a structured reference, crucial for a stealth-mode startup, allowing development, design, and marketing teams to begin execution seamlessly. This saved significant time and ensured a smoother transition for the new team, making it easier to build upon a well-defined foundation.