Plumb Bill Pay offers a comprehensive suite of high-touch technology bill pay and family office accounting services. The platform's services include bill payment record keeping, seamless expense tracking, and detailed reporting, ensuring hassle-free financial management for users.
Objectives
Streamlined Bill Pay: Create a seamless bill pay process that allows users to manage and track payments while maintaining accurate records effortlessly.
Intuitive Expense Tracking: Implement a user-friendly expense tracking system that enables users to categorize expenses easily, facilitating efficient financial monitoring.
Reporting and Insights: Develop comprehensive reporting features that give users valuable insights into their financial activities and spending patterns.
Sample Screens
Dashboard
Bill Detail
Bill List
Entity management
Client Mobile Screens
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Posted Aug 2, 2023
Led UX/UI process for high-touch technology bill pay & family office accounting services. Simplified financial management with seamless design.