Finvive is a personal finance management SaaS that helps users track, analyze, and grow their wealth. The challenge? Making financial management feel effortless while keeping all the powerful features in place.
How It Started
Everything began with a deep dive into the client’s vision—what they wanted, who their users were, and the numbers they had so far. From there, I moved into competitive research, user flows, and wireframes to map out the best possible experience.
The Design Process
🔹 Understanding the Users – A call with the client to get clear on goals & user behavior.
🔹 Research & Strategy – Studied competitors and user habits to refine the approach.
🔹 Wireframing & User Flow – Laid out the foundation to ensure smooth navigation.
🔹 Final UI Design – Designed 4-5 core pages with a focus on clarity & ease of use.
Biggest Challenge?
Keeping the experience clean yet powerful. Finance tools can feel cluttered, so the goal was to simplify the interface without losing depth.
What We Achieved
✅ A clear, no-frills dashboard – Everything users need, at a glance.
✅ Seamless account management – Adding and tracking accounts with ease.
✅ Bank integrations that work smoothly – No confusion, just effortless connections.
✅ A well-structured sidebar – So users always know where to go next.
✅ Polished UI components – Designed for efficiency and accessibility.
From idea to execution, every step was about making finance management stress-free. 🎯
UI & Components Design
Dasboard
Dashboard
Accounts - Empty State
Add Account
Banks
Sidebar
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Posted Jul 13, 2024
Finvive is a comprehensive Personal Finance and Money Management SaaS designed to help users track, analyze, and grow their wealth. Our mission is to provide us