Kashoo
Redesigned the user experience for Kashoo, a cloud-based finance platform that helps small businesses and freelancers manage invoicing, expenses, and reporting. Streamlined complex financial workflows across web and mobile, designing intuitive, automated solutions that reduced friction and improved everyday usability. Partnered closely with Product and Engineering to deliver a simpler, more efficient financial management experience.
Confidentiality
Due to Confidentiality Agreement restrictions, I can't publicly disclose more details of my work at Kashoo. Please contact me directly for more information about this role.
The problem
TrulySmall Accounting, Expenses, and Invoices each had distinct challenges in delivering a seamless user experience for small business owners and freelancers. The goal was to simplify financial management tasks such as tracking income and expenses, generating reports, managing invoices, and preparing taxes—all while ensuring accuracy, ease of use, and accessibility. Users needed a way to manage their finances efficiently across multiple platforms, with mobile access being a key priority. Inconsistencies in design and a lack of unified experience further added to friction and complexity.
How we solved it
Through iterative prototyping and continuous feedback loops, we worked to refine and enhance core features across the platforms. Key solutions included redesigning critical functionalities, like invoicing and expense tracking, to reduce friction and improve task completion efficiency. To support users on the go, we optimized mobile experiences, ensuring responsive designs that adapted to various devices. Accessibility was a central focus, with inclusive design practices implemented to create a seamless experience for all users, including those with disabilities.
A significant part of the redesign process involved establishing design consistency across TrulySmall's suite of products. We audited existing interfaces and updated them to align with a unified design system, ensuring consistency in typography, color schemes, and interactive elements. Additionally, features like AI-powered smart categorization for expenses, multi-currency support, and bank integrations were introduced to streamline workflows and improve accuracy.
These design improvements led to better user engagement, higher task success rates, and positive feedback from both users and stakeholders, making TrulySmall's platforms more efficient, accessible, and enjoyable to use.
Results
These design improvements led to increased user engagement, higher task success rates, and positive feedback from both users and stakeholders. The redesigns enhanced overall platform efficiency, making it easier for users to manage their finances. As a result, TrulySmall’s platforms became more efficient, accessible, and enjoyable, significantly improving the user experience and increasing adoption across its suite of tools.