BeezFinTrack
Today, freelancers and solo entrepreneurs juggle multiple income sources (Upwork, Malt, PayPal, Stripe) and must reconcile them manually across tools.
This fragmentation causes uncertainty, wasted time, and decision fatigue.
BizFinTrack aims to unify these touchpoints into one calm, data-driven dashboard that answers a single question: “Am I on track financially?”
How can we make financial health feel as intuitive as checking your Revolut balance?
Managing finances is not only a technical task for freelancers and solo entrepreneurs, but also an emotional one, often associated with stress, uncertainty, and avoidance. The project therefore followed a user-centered and iterative design approach, focused on reducing cognitive load while building trust in financial data.
Early research aimed to understand how small-business owners currently track income, expenses, and goals across fragmented tools, and how this fragmentation affects their confidence and decision-making. Rather than recreating traditional accounting dashboards, the design approach prioritized clarity at a glance, progressive disclosure of complexity, and a calm visual language inspired by familiar financial tools.
Design decisions were continuously refined through wireframing and prototyping, with a strong emphasis on information hierarchy, readability, and emotional reassurance. By grounding financial insights in clear visuals, friendly microcopy, and transparent data sources, the experience helps users feel in control without requiring accounting expertise.
This approach ensured that financial understanding becomes a daily, intuitive habit, rather than a stressful administrative task.
Execution started with understanding how freelancers and solo entrepreneurs manage their finances in practice. Research focused on uncovering tool fragmentation, mental models around money, and the emotional stress caused by low financial visibility.
Through persona definition (Sophie) and benchmarking existing tools (Revolut Business, QuickBooks, Xero, LegalPlace), I identified a key insight: most financial dashboards prioritize completeness over clarity, forcing non-expert users to interpret accounting data they do not fully trust. This phase clarified the core need: not more data, but confidence at a glance.
Insights were translated into a clear information hierarchy designed around a three-step mental
model:
clarity → context & trends → action & reassurance.
Design exploration focused on simplifying financial complexity through progressive disclosure, limiting each view to a small number of essential KPIs, and using calm visual patterns inspired by familiar banking experiences. Multiple wireframes were explored to balance analytical depth with emotional reassurance, testing different layouts for balance prediction, transaction visibility, and goal progress.
This phase was less about visual style and more about deciding what not to show, ensuring that every element earned its place on the screen.
High-fidelity prototypes were iteratively refined to improve readability, trust, and usability. Several design iterations explored trade-offs between completeness and simplicity, leading to key decisions such as prioritizing predicted end-of-month balance over dense charts, simplifying terminology, and restructuring transaction history for faster scanning.
Validation focused on ensuring that users could answer critical questions quickly:
Where am I financially? Why does it look like this? What should I do next?
By continuously iterating on layout, microcopy, and data visualization, the final design delivers a calm, data-driven experience that supports confident financial decision-making without requiring accounting expertise.
By consolidating income, expenses, balances, and goals into a single dashboard, BizFinTrack gives freelancers a clear, real-time understanding of their financial health. Users can instantly answer the question “Am I on track?” without navigating multiple tools or interpreting accounting jargon.
By eliminating manual reconciliation across platforms (Upwork, Malt, PayPal, Stripe, spreadsheets), BizFinTrack significantly reduces time spent on monthly financial check-ins, allowing users to focus more on their work and clients rather than administration.
Through clear information hierarchy, balance prediction, and contextual insights, users are better equipped to anticipate cashflow, plan expenses, and make informed decisions (e.g. investments, purchases, savings) with greater confidence.
By combining calm visuals, friendly microcopy, and transparent data sources, the experience helps reduce anxiety around money management. Financial tracking becomes a reassuring daily habit rather than a stressful administrative task.
The goals feature connects financial data to personal objectives (e.g. buying equipment, planning holidays), transforming abstract numbers into tangible progress and reinforcing motivation over time.
BizFinTrack taught me that the most impactful financial tools don’t make users feel smarter, they make them feel in control.
Designing BizFinTrack reinforced the idea that products are as much emotional tools as they are analytical ones. Even when data is accurate, poor hierarchy or visual noise can create doubt and anxiety, preventing users from trusting what they see. Clarity, calm, and tone are therefore core functional requirements, not aesthetic choices.
I also learned that less data should create more understanding. By prioritizing information hierarchy and progressive disclosure, the experience helps users focus on what truly matters at each moment (current status, context, and next actions) without overwhelming them with accounting complexity.
Finally, this project showed that financial design aligns personal motivation with business performance. By connecting financial health to tangible goals, abstract numbers become meaningful, actionable, and motivating. This alignment turns financial tracking into a positive habit rather than a task users avoid.