From Documents to Decisions: Designing AI-Powered Financial Workflows
TL;DR
Finofo pivoted from a FX platform for business owners into an AP automation and expense management product. As Lead Product Designer, I led the end-to-end design of this transition, shaping the product direction, workflows, and experience for its AI-powered financial automation system.
Research
I conducted competitive analysis across leading AP automation and expense management tools to understand industry standards, identify gaps in existing solutions, and define opportunities for differentiation. These insights helped establish the foundation for the MVP and informed key workflow decisions around document processing, reconciliation, and approval flows.
Ideation & Exploration
From there, I explored multiple workflow directions through rapid wireframing, focusing on how users move from uploading financial documents to reviewing extracted data and resolving exceptions. This stage helped clarify the structure of the core experience.
Final design
Once the flows were defined, I translated them into high-fidelity designs aligned with Finofo’s brand direction. My focus here was on making complex financial interactions feel clear, structured, and easy to navigate.
Dashboard
Document Index (table)
Document view
Vendors view
Companion mobile app
With the mobile app users can upload documents or quickly review and approve documents on the fly
Systems thinking and positioning for scale
To support consistency and ensure scalability, I designed an atomic design system with hundred of reusable components and patterns tailored to financial workflows and data-heavy interfaces.