Client
BrewAI
Industry
Finance
Model
SaaS
Dates
Jun 2024 / Ongoing
BrewLedger is an AI-powered financial automation app that instantly scans and processes invoices, receipts, and financial data in real-time—eliminating manual tasks. Leveraging advanced AI, it delivers live updates on balance sheets, cash flow, and predictive financial reports, providing actionable insights tailored to business needs. By simplifying financial management, BrewLedger aims to help businesses save time, reduce errors, and gain a more strategic view of their finances.
Many businesses find financial platforms overwhelming due to their complex interfaces and financial jargon. Despite automation advancements, users still spend significant time manually entering receipts, invoices, and expenses.
Additional challenges include:
Financial platforms primarily providing historical data rather than predictive insights for better decision-making.
Limited compatibility with third-party applications, often requiring complex setup.
A lack of advanced forecasting tools for better financial planning.
High costs associated with hiring financial analysts to interpret data efficiently.
The challenge of quickly retrieving and processing financial information in a streamlined manner.
The primary objective of BrewLedger is to redefine financial management by offering an intuitive and automated platform that:
Instantly processes financial data, eliminating the need for manual entry.
Provides predictive insights and real-time updates to enhance decision-making.
Seamlessly integrates with third-party applications for a more connected financial ecosystem.
Delivers advanced forecasting tools for better financial planning.
Ensures businesses have secure and easy access to financial information in a user-friendly format.
As the sole end-to-end designer on BrewLedger, I have been responsible for all aspects of the product design, from research to implementation.
My role includes:
Conducting user research to understand financial pain points and user needs.
Creating wireframes, user flows, and interactive prototypes to validate concepts.
Designing high-fidelity UI elements while ensuring an intuitive and accessible user experience.
Working closely with developers to ensure seamless integration of design elements.
Addressing regulatory differences between US and Australian financial markets.
Balancing compliance-driven financial processes with user-friendly design solutions.
Advocating for AI trust and security among users and investors to reduce adoption hesitancy.
