Connecting
Points of Interest
for Accountants and Businesses
Web Application Design 
Until the release of Cashbook, accountants and their clients had to have regular phone calls and meet several times a month to exchange court declaration papers and invoices.
financial service multiplatform SaaS Connectedness
From a business idea to a marketable product
Created in just 2 monthsWe were asked to design an application
make communication effortless between accountants and their customers
manage financial processes
follow bookkeeping
facilitate responsible decision-making via analytics and accurate data
Deliverables
- Stakeholder Workshop Reports
- Business and Value
Proposition Maps - Journey Maps
How might we help accountants to efficiently keep in touch with their clients to increase financial mindfulness?
Journey MapMapping Needs
Design Research Cashbook came to life to connect two worlds—the accountants' need for facts and accurate data, and the subsequent need for a customer-centered service.
We built a bridge to join the two.
Deliverables
- Information Architecture Maps
- Interactive Wireframes
Designing a Service Brand
ConnectednessThe Cashbook brand and its visual communication was developed with the purpose to stand out in the financial market.
Deliverables
- Design Principles
- Brand Identity Assets
and Brand Messages - Software and Web interfaces
next projectEmpowering In-house Teams with UX knowledge