Fintech
From personal balances to business treasury. Financial interfaces that build trust at every level of complexity.
Higher conversion · reduced drop-off · stronger user trust
Designed for consumer finance, banking, and treasury products — trust signals, compliance-aware flows, and conversion under pressure.
Portfolio value
$284,520
↑ +$3,240 · 1.15% today
$198k
Stocks
$57k
Bonds
$28k
Cash
AAPL dividend
+$48.20
Index fund buy
-$500.00
T-bill yield
+$22.10
Total balance
$24,830.50
This month
+2.4%
Stripe payout
Today
+$1,240
AWS infra
Yesterday
-$89
Client invoice
Mon
+$3,500
Personal
Users can't tell if they're on track. Scattered accounts, no single source of truth.
Unified balance card with trend sparkline, asset breakdown, and period comparison.
One glance answers “where am I?” and “am I improving?”. The foundation for every financial decision.
March spending
↓ 12% vs FebHabits
Raw transaction lists tell users what happened, not what to do about it.
Auto-categorized spending with trend bars, budget alerts, and actionable nudges.
Turns passive history into proactive guidance. Users spot patterns and adjust behavior.
Send to
Sarah Chen
•••• 4821
Amount
$250.00
No fee · arrives today
Movement
High drop-off during money movement. Users fear making irreversible mistakes.
Step-by-step send flow with amount validation, recipient confirmation, and review screen.
Clear checkpoints and plain-language summaries turn anxiety into confident completion.
Invoice #1042
$3,200.00
Business
Freelancers and SMBs cobble together invoices in docs and spreadsheets.
Invoice builder with line items, tax handling, payment links, and status tracking.
Gets businesses paid faster with professional, trackable billing built into the product.
Total cash position
$1.24M
Operating
$420K
2 pending approval
Payroll
$180K
Treasury
Finance teams juggle multiple accounts, currencies, and approval workflows across tools.
Multi-account overview with cash position, approval queues, and forecast snapshots.
CFOs and finance ops see liquidity at a glance and move money with proper controls.
Explore the full spectrum
See Fintech alongside tech, data, and more