Intuit QuickBooks

Design an on-the-go mobile app for digital finance management for small businesses and self-employed individuals

Overview

The Intuit QuickBooks iOS app is a cornerstone of digital finance management for small businesses and self-employed individuals. As the Lead Designer and Creative Director, our mission was to transform this app into a seamless, efficient, and reliable tool that meets the evolving needs of its users. Through rigorous research, innovative design solutions, and strategic development, we aimed to address performance issues, enhance user engagement, and bolster business growth capabilities.

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Our design approach focused on simplifying navigation, improving performance reliability, and enhancing user engagement through an intuitive interface design.

  1. Simplified Transaction Handling:
    • Streamlined transaction logging system with auto-categorization features supported by advanced AI algorithms.
    • Enhanced receipt capture functionality using machine learning-based document scanning technology for higher accuracy rates.
  2. Cash Flow Insights Visualizer:
    • Interactive visualizations providing real-time cash flow analytics via colorful charts and graphs.
    • Users can now easily spot trends or discrepancies affecting their business cash flows by seeing all expenses laid out graphically.
  3. Auto Transaction Categorization & Invoice Syncing:
    • Automatically categorize transactions based on user-defined preferences while integrating with multiple banking platforms, ensuring comprehensive financial visibility

The redesigned QuickBooks iOS app has become an indispensable tool for small business owners, providing them with the insights they need to thrive in today's competitive marketplace.

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