Overview:
Flexio began as a billing platform for SMBs. Through user research, we discovered that invoicing wasn’t the core issue—users struggled with the manual, time-consuming, and often uncomfortable task of following up with clients to get paid. This insight led us to pivot the product toward automating invoice follow-ups and simplifying financial reconciliation.
Help businesses to optimize time
• Automate invoice follow-ups.
• Reduce manual administrative workload.
• Increase on-time payments.
• Simplify monthly bank reconciliation.
• User Research: Conducted interviews with SMBs to uncover pain points beyond invoicing.
• UX Design: Redesigned key flows focusing on automation, ease of use, and clear presentation of financial data.
• UI Design: Created interfaces inspired by spreadsheets to maintain familiarity while adding automation features.
• Design System: Built a modular design system from scratch to speed up iteration and maintain consistency across the product.
• Cross-functional Collaboration: Worked closely with product and engineering to align solutions with user needs and technical feasibility.
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• Users reported that 90% of their clients started paying on time after implementing Flexio’s automated reminders.
• The reconciliation feature significantly reduced the time and effort needed for monthly financial closure.
• Spreadsheet-inspired UI enabled smooth adoption with minimal learning curve.
• The design system empowered the team to scale features quickly and address specific needs from potential clients.
