The client hired me as a Financial controller and needed me to manage bookkeeping and develop Dashboards so that he can understand financial performance and how the contractors he hired will affect the future revenue. I worked for the business for 8 months and develop different projections and scenarios for him to understand the impact of changing revenue on the fixed and variable expenses of the business. This project was to understand what expenses should the business decrease to be viable with the changing business revenue.
Business banking is already complex. The product shouldn’t make it feel even harder.
That was the thinking behind Bankora.
Payments, invoices, cash flow, financial overview. These are things business teams deal with constantly, yet many banking products still bury simple actions under dense data, long paths, and complicated navigation.
So I started with the workflows, not the screens.
I looked at the tasks people need to complete most often, where unnecessary steps appear, and what information actually needs attention first.
From there, I built the experience around clearer priorities: key actions available quickly, predictable navigation, structured financial data, and modular UI that makes things like pending and overdue invoices easier to understand at a glance.
I also designed an interactive cash flow calculator to help users see where the business may be heading, not just what has already happened.
The goal wasn’t to make financial operations simpler than they really are.
It was to make interacting with them feel simpler.
Less searching. Less cognitive load. More confidence in what to do next.
And it was especially nice to see Bankora later featured by Contra.
The 30–60 minute delay then 24-hour follow-up is a sensible cadence. The part I would harden next is the stop conditions: once the cart converts or the customer replies, every channel should cancel, and WhatsApp especially needs a clear opt-in trail before the first send....
This analytical fintech project features a dashboard that presents key statistics and supports essential money-management tasks, including adding funds, transferring money, and sending payments.