3 months uncategorized transactions, bank not reconciled.
Solution: Categorized 247 transactions, reconciled to $0, delivered clean P&L + Balance Sheet.
Tools: QBO, Excel
Sample project to show workflow - can replicate for your store.
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.
Here's what restricted fund tracking actually looks like in the books, not just in theory.
This is a class-tracked statement of activities from a real nonprofit close: program funds, management & general, and fundraising, each kept separate so a $20,000 restricted gift can never quietly cover something it wasn't meant for.
If your statements can't show this split clearly, that's usually a setup problem, not a staff problem.