Shilly needed a professional financial management platform for CFOs and finance teams to manage company expenses, budgets, vendor payments, and analytics. I designed 6 core screens that transform complex B2B financial operations into clean, intuitive workflows.

The platform handles everything from expense approvals to budget tracking, making it easy for finance leaders to manage their company's financial health.

Design a unified financial management platform that enables CFOs and finance teams to monitor company finances, control spending, and make data-driven decisions – all from a single, intuitive interface.

Challenge: Company financial data was scattered across spreadsheets, accounting software, and email chains

Solution: Created a unified Dashboard displaying total balance, income vs expenses, and spending trends in one view

Challenge: Finance teams had no way to see department spending against budgets until month-end reports

Solution: Designed Budget Management screen with live tracking of 6 departments, color-coded status (Healthy/Warning/Critical), and instant alerts at 90% utilization.

Challenge: Teams were reactive, only discovering budget overruns after they happened

Solution: Built AI-Powered Analytics with 3-month revenue/expense forecasts and profit margin tracking

Challenge: Transferring funds to vendors or employees required navigating multiple screens and forms

Solution: Created Quick Transfer feature with avatar-based selection and Send Money interface with pre-set amounts ($100, $500, $1K, $2K)

Challenge: Finance teams couldn't understand the "why" behind transactions – they just saw amounts and dates

Solution: Designed Transaction Detail screen with AI insights (recurring patterns and price increases), editable categories, and complete audit trails

Data-driven clarity: I designed for CFOs drowning in spreadsheets and fragmented tools, transforming complex financial operations into one intuitive platform.

AI as co-pilot: Instead of automating everything, I used AI to surface insights – predicting spending patterns, flagging anomalies, and preventing budget overruns before they happen.

Speed by design: Every high-frequency action (transfers, approvals, budget checks) is one click away – no deep menus, no forms, just instant action.

Trust through transparency: Complete audit trails, editable fields, and full transaction context – finance teams see exactly who did what, when, and why.

Professional, not boring: Orange gradients and clean cards prove financial software doesn't need to look like a 1990s spreadsheet to be taken seriously.

Strategic monetization: Premium upgrade prompts placed exactly where users see value – when reviewing analytics, managing budgets, and processing payments.

Figma – UI Design & Wireframes

Notion – Planning & Documentation

Jitter – Motion/Animation Presentation

The final design delivers a powerful B2B financial platform that feels approachable and professional. Finance teams can now:

Track company balance and spending in real time.

View AI-powered predictions for next 3 months

Monitor department budgets with instant alerts

Process transactions with complete transparency

The modular design system allows Shilly to scale new features without rebuilding the foundation.