Cash Invoice

Digital Payment Simplified

Modernising payable and receivable workflows for faster, clearer financial operations. Helping businesses move from manual complexity to streamlined, transparent processes that accelerate cash flow and strengthen supplier-buyer relationships.

industry

Fintech & banking

Services Provided

UX Research

UX/UI & Digital Product Design

PLATFORMS

Responsive Website

BUSINESS TYPE

B2B

Overview

We rebuilt Cash Invoice’s web and mobile experience to unlock value by supporting supply-chain finance from seller to buyer, improving visibility and transaction speed.

THE Challenge

Navigating complexity

From Obstacles to Growth Opportunities

The main objective of this project is to ease the communication on the website to its users via simplifying the experience strategy.

our Approach

The Method Behind Magic

Our Strategic Design

We used STEP (Soak, Think, Execute, Proof) to research pain points, redesign flows, and validate UI direction.

Decoding the Ecosystem

A 360° View

We analysed competitors and user behaviours, conducting interviews that revealed insights. These insights informed the design direction and product strategy.

Lack of Personalisation

Audit showed limited customization, so we refined user flows to deliver tailored, intuitive, and engaging experiences

User Engagement Gaps

We improved communication touchpoints to guide users seamlessly and sustain engagement throughout their entire journey

Key Themes Identified

Cash Flow Confidence

Clients feel reassured knowing their invoices and payments are managed transparently and on time.

Simplifying Finances

Businesses appreciate how simplified tracking, time management and reduced operational stress

Empowering Teams

Users love gaining control over payables and receivables through a smooth, user-friendly financial platform

Indirect Competitors

KredX automates finance operations for all business sizes, offering 24/7 support and extensive learning tools.
Progcap digitizes SME supply chains, improving access to funds and offering visually engaging digital experiences.

direct Competitors

Taulia accelerates global payments with consistent branding, multilingual access, and reliable financial transaction systems.
Prime Revenue enhances payment terms and minimizes risks through intuitive navigation and streamlined digital workflows.

Core problems

Businesses faced difficulty managing invoices efficiently across platforms, leading to delays and reduced transparency.
Users lacked personalised workflows tailored to their specific financial operations and cash flow needs.
Communication gaps during transactions created confusion and weakened overall client trust and satisfaction.

Key Opportunities

Develop a unified platform that simplifies payables and receivables for smoother financial management.
Introduce customizable workflows to match each client’s business structure and payment cycle.
Enhance communication touchpoints to improve clarity, trust, and user engagement throughout financial operations.

Architecting Experience

From Insights to Frameworks

We crafted detailed sitemaps and responsive wireframes for both mobile and desktop platforms, guided by user personas, behaviour insights, and continuous feedback to ensure a seamless, adaptable design that meets evolving user expectations and dynamic business objectives.

Solution

Streamlined
Navigation Flow

Designed an intuitive structure
and site map for effortless,
user-centred navigation.

Defined
User Persona

Collaborated with stakeholders
to craft one persona and tailor
the platform accordingly.

Created Service Messages to Engage Users

Sent targeted messages to enhance engagement and guide users effectively.

Form Meets Function

Designing Engaging Interfaces

We brought our ideas to life through UI design, selecting colours, typography, and components guided by UX research, ensuring consistency, usability, and full compliance with the brand’s visual identity and design standards.