Ledgerix CRM - Finance Management Dashboard
Client's Request
"We're looking for a clean, intuitive UI/UX design for our platform, Ledgerix — an AI-powered tool that helps small businesses analyze their finances. The goal is to make complex financial data easy to understand and actionable for owners."
About Project
Ledgerix is an AI-driven financial analysis platform designed for small businesses. It simplifies complex data, identifies trends, and delivers actionable insights to help owners make smarter, faster financial decisions with confidence.
User Challenges
Small business owners struggle with scattered financial data, lack of clear insights, and complex tools. Existing platforms fail to present real-time analytics in a user-friendly, actionable way, making informed decision-making difficult.
Valuable Insights
Through user interviews and surveys with over 50 small business owners, we found 72% struggle to interpret financial reports, and 64% rely on spreadsheets. These insights shaped our focus on clarity, accessibility, and AI-powered financial analysis.
Project Result
By simplifying the dashboard and integrating AI-driven insights, we reduced time spent on financial analysis by 43%. Users reported a 61% improvement in understanding key metrics and faster decision-making through clear visualizations.
Client's Feedback
“We’re planning to expand Ledgerix with adaptive mobile and tablet versions, making it easier for small business owners to access real-time financial insights on the go and manage operations across multiple devices.”
