Oracle Netsuite - Banking CRM Dashboard
Client's Request
"We need an intuitive dashboard design for Oracle NetSuite that simplifies matching bank transaction data with ledger entries. The solution should streamline reconciliation workflows, enhance data clarity, and provide actionable insights with a clean, user-friendly interface."
About Project
Oracle NetSuite is designed to simplify financial workflows. It enables users to effortlessly match bank transactions with ledger entries, reducing errors, enhancing clarity, and saving time through an intuitive and user-friendly interface.
User Challenges
Users face challenges with manual matching of bank transactions and ledger entries, leading to time-consuming workflows, increased errors, and lack of financial clarity. Existing tools often lack intuitive interfaces, complicating the reconciliation process.
Our Solutions
Our design solution for the Match Bank Data Dashboard streamlines the reconciliation process with an intuitive interface, automated transaction matching, and clear data visualizations. It reduces errors, saves time, and enhances user efficiency in Oracle NetSuite.
