All work/Nova Finance

Fintech SaaS / 2024

Nova Finance.

03 / 06

A little more clarity. A lot more confidence.

Industry
Fintech SaaS
Platform
Web application
Our role
Product Design · Engineering
Project year
2024
01 / The product at a glanceIllustrative product interface

[01] — The overview

A little context.
A bigger picture.

Cash-flow intelligence for small businesses. Nova Finance brings the current picture, forward-looking forecasts and lender-ready reporting into a workspace designed to make financial information easier to understand.

Designed for
Small business owners & finance teams
The core journey
Understand → forecast → report

[02] — The thinking

The challenge

Turn financial detail into a useful picture.

Business owners need to understand today’s cash position without losing sight of what is ahead. The design challenge is making a dense financial workspace readable while keeping the underlying context close to hand.

The approach

Put the overview before the spreadsheet.

The product direction starts with a clear cash-flow overview, then lets people move into forecast detail and reporting. Consistent chart patterns, time periods and financial labels help connect the same story across the workspace.

[03] — The experience

Thought through.
From end to end.

01

Cash-flow overview

A readable view of incoming and outgoing cash, with the time period and context kept visible.

02

Forward-looking forecasts

Forecast views help owners examine the direction of cash flow and understand what needs attention.

03

Reporting workspace

A structured route from financial information to lender-ready reports that can support business conversations.

02 / A closer look at the experience · Illustrative interface

One connected journey

  1. 01

    Review

    Understand the current position.

  2. 02

    Explore

    Inspect cash-flow movements.

  3. 03

    Forecast

    Look at the period ahead.

  4. 04

    Report

    Prepare a clear financial view.

[04] — The details

The scope behind
the screens.

Design & delivery scope

  • Dashboard information architecture
  • Cash-flow visualisation patterns
  • Forecast exploration UI
  • Reporting experience
  • Reusable data-table components
  • Interface states & empty views

Areas of focus

  • Fintech
  • Dashboards
  • Analytics

Product notes expand on the project brief. They describe the experience and its design direction.

Behind the interface

Design and engineering considerations.

Context around every number

Time periods and labels make financial comparisons easier to interpret.

Readable data density

Overview and detail views serve different needs while sharing the same visual language.

Clear state communication

Loading, empty and unavailable states deserve the same attention as a populated dashboard.

[ The product ambition ]

Help business owners understand the numbers behind their next decision.

The product focus is clarity: a connected view of cash flow, forecasts and reporting that makes a complex subject easier to navigate.

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