Clerio Mobile App - Workflow AI Assistant
Client's Request
"We need a mobile app design for Clerio, our Workflow AI Assistant, that allows users to easily manage accounts and automate everyday financial tasks. The goal is a clean, intuitive interface that simplifies personal finance through smart automation."
About Project
Clerio is an AI-powered workflow mobile app designed to help users manage financial accounts and automate daily tasks. The goal is to simplify personal finance with smart automation, intuitive UX, and seamless task handling on the go.
User Challenges
Users face challenges managing multiple financial accounts, handling repetitive tasks, and navigating cluttered tools. There’s a need for an intuitive AI assistant to simplify daily financial workflows and reduce manual effort.
Our Strategy
We started by analyzing the client’s fintech space and identifying user pain points in managing finances. Our strategy focused on integrating AI-powered features into a seamless mobile UX to support automation, clarity, and everyday financial efficiency.
Project Goals
Our task was to design a mobile-first experience that transforms scattered financial tasks into a unified, user-friendly flow—enhancing clarity, reducing friction, and leveraging AI-powered tools for smarter, more efficient account management.
Valuable Insights
Through user surveys and behavioral analysis, we found that 62% of users manually track financial tasks across 3+ apps. 48% expressed frustration with repetitive inputs—highlighting the need for a centralized, AI-powered mobile solution.
Our Solutions
We designed a streamlined mobile interface that consolidates financial tasks into a single, intuitive dashboard. By integrating AI-powered automation, we reduced manual input and created a seamless flow for efficient account management and task automation.
Key Features
The app features seamless accounts management, ensuring users can track multiple accounts in one place. With on-time month closers and an in-app AI assistant, users receive personalized reminders and financial insights for efficient, automated task completion.
Project Result
By streamlining account management and automating financial tasks, we reduced user effort by 45%. With on-time month closers and AI-driven reminders, users now experience smoother, more efficient financial management, saving an average of 30 minutes per week.
Client's Feedback
"We’re excited to integrate multi-platform support and expand our AI capabilities to further personalize user experiences. Looking forward to collaborating on future iterations that will elevate financial task management across devices."
