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View case studies by Exalt Interactive

Connecting
Points of Interest
for Accountants and Businesses

Web Application Design
illustration of people using computers to connect with each other

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
user interface design of Cashbook website

From a business idea to a marketable product

Created in just 2 months

We 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
Stakeholder workshop at ExaltStakeholder workshop at Exalt
How might we help accountants to efficiently keep in touch with their clients to increase financial mindfulness?
working on journey map of cashbook Journey Map

Mapping 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

Connectedness

The 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
illustration of hand holding smartphone
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