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Real-time Financial Control
# fintech, payments, open finance, SaaS
Finbits is a Brazilian B2B SaaS payments fintech designed to help small businesses make data-driven financial decisions.
CHALENGES AND SOLUTIONS
To simplify financial control and reconciliation, this platform integrates multiple payment methods and bank accounts into a unified system.
I helped optimizing the payment approval process by designing an automated bulk payments feature, significantly streamlining transactions.
IMPACT
I refined workflows that reduced time spent on tasks by up to 93%, allowing finance teams to focus on strategic initiatives.
Also, I received constant positive feedback from users, who praised the intuitive interface and efficiency gained from reduced time on repetitive tasks.
SERVICE DETAILS
As a Sr. Product | UI/UX Designer, I provided:
- User Research. Conducted user interviews and remote testing sessions.
- Platform Design & Development. Led end-to-end product design, defining requirements and translating them into dozens of features and flows.
- Custom Design System. Established and implemented a cohesive Design System based on Ant Design, ensuring visual and functional consistency across the platform.
- Quality Assurance (QA). Ensured design fidelity during implementation by overseeing QA processes, identifying inconsistencies, and collaborating with developers to resolve them.
