Accounting Agent
Accountants and small business owners spend hours on back and forth transaction questions. I designed a unified AI-powered communication portal to eliminate that friction, from split-view grid to Magic Link email workflow.
Helping accountants track down transaction info.
Accountants and Small Business Owners (SMBs) spend significant time on "context gathering", the back-and-forth required to categorize transactions that lack sufficient data. 55% of transactions fell into this gap, creating a cycle of emails, follow-ups, and manual lookups.
The Solution
We launched a unified Collab Agent portal that bridging accountants and SMBs in a single, coherent experience for the first time.
Unifying two different views
Initial designs created to entirely different views for accountants and small business owners. The accountants could see both sides, and they wanted some of what the small business owners had. Both a grid view, and a chat view.
I designed a split-view grid where Accountants see all transactions with status indicators, while SMBs see only those requiring their input. Both had the ability to see in both a grid and a chat.
Developing an email workflow
The portal eliminated the place to find all transactions, but accountants still needed a way to send the portal to clients and also nudge them to check their portal.
I designed a Magic Link system where SMBs receive an email with a contextual link that drops them directly into the relevant transaction thread.
Creating roles and permissions through UI
The portal would be accessed by multiple people in a firm, both on the accountant side and the small business side. They may all want to be notified when a change has been made in the portal. Due to technical constraint, the person could not develop their own profile, and we cannot detect who is accessing the portal at a given time.
I created a settings panel that required users to add an email so that they could get notified when new activity occurred in the portal.
The results
91%
Positive voice of customer
0 to 1
A new product in 12 weeks
Learnings
Leading a 0-to-1 initiative in a compressed timeframe required constant balance between the ideal design and technical feasibility. By maintaining a tight feedback loop with Engineering and PMs, I learned to identify which ideal-state features were critical for the MVP and which could be phased, ensuring we shipped high quality without compromising long-term architecture.