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Finvoic: Smart & Seamless Invoicing

Finvoic:

Smart & Seamless Invoicing

Overview
Finvoic

Finvoic is a smart and seamless invoicing platform designed to simplify billing, automate invoice generation, and enhance financial tracking. With a user-friendly interface, Finvoic enables businesses to create invoices, manage client profiles, and monitor payments effortlessly. The platform aims to streamline financial operations for freelancers, small businesses, and enterprises.

Industry
Finance & Accounting
Platform
Web App
Timelines
2 Month
Year
2024
Business Needs
Client Request

We need a simple and efficient invoicing tool that automates invoice creation, tracks payments, and organizes client information in one place.

My Role

My goal was to create a clean and intuitive invoicing experience that reduces manual effort and improves financial organization. We focused on usability, accessibility, and automation, ensuring that users can quickly create invoices, manage clients, and track payments without unnecessary complexity.

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"We need a tool to manage tasks, resources, and communication across departments."
alan
Product Manager at AnyDay
Project
Problems
Solutions
1
Manual and Time-Consuming Invoice Creation Many small businesses and freelancers spend too much time manually creating invoices and tracking payments.
2
Finvoic automates invoice generation with pre-saved client details, tax calculations, and templates, reducing the time spent on billing.
1
Lack of Centralized Client Management Users struggle with disorganized client records, making it hard to track invoices and payment history.
2
The Client Profile feature centralizes all client information, including contact details, past invoices, and payment status, for easy tracking.
1
Poor Financial Visibility Without a proper dashboard, users have difficulty tracking pending payments, overdue invoices, and revenue trends.
2
The Dashboard provides real-time insights, ensuring users stay updated on financial health and pending transactions.
Overview
Research Process

The research process is the foundation of any successful design project. By understanding the needs, challenges, and goals of both users and the business, we can create solutions that are both effective and impactful. This process involves a series of key stages that guide us toward a well-informed design.

Stages
SWOT analysis
Business Analysis
Map
User flow
Stage 2
Userflow

A user flow outlines the steps users take to accomplish tasks within the product, ensuring a smooth, logical, and intuitive experience from start to finish.

Stage 3
Wireframe

In the wireframing stage, I created low-fidelity sketches or prototypes of key screens, focusing on layout, structure, and functionality without the distraction of visual design. This allows me to test and refine the user experience early on.

Stage4
Design System

In this stage, I build a design system that includes reusable components, style guides, and patterns. This ensures consistency across the product and makes future updates easier to manage.

Stage 3
Implemented Features

At this stage, I focus on developing and integrating the features defined in earlier stages, ensuring they function as intended and meet the user and business requirements.

Features #1
Dashboard

A centralized financial overview displaying key insights, including outstanding invoices, recent transactions, and payment statuses to keep users informed.

Features #2
Invoice Creation

A streamlined invoicing system that allows users to generate invoices with pre-filled client details, tax calculations, and payment due dates in just a few clicks.

Features #3
Client Profile Management

A dedicated section for storing and managing client information, making it easy to retrieve details, view past transactions, and send follow-ups.

Stage4
Handoff To Developer

The final stage involves handing off the design to the development team, providing them with all necessary assets, specifications, and guidelines to bring the design to life seamlessly.

Conclusion
Results

Finvoic simplifies invoicing and client management with a smart, seamless, and automated experience. By reducing manual effort and providing clear financial insights, it helps businesses focus on growth rather than administrative tasks.

Since its launch, Finvoic has improved billing efficiency for freelancers and businesses, and I'm committed to enhance its automation and financial tracking capabilities further.

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