PayzoBooks

Accounting Software
Project Preview

PROJECT OVERVIEW

Building a Modern Accounting Platform for Growing Businesses

PayzoBooks is an enterprise SaaS accounting platform designed to simplify financial operations including invoicing, purchases, taxation, subscriptions and reporting while maintaining scalability for growing businesses.

Problem

Traditional accounting software often feels overwhelming due to dense interfaces, complex navigation and cluttered financial workflows.

Goal

Design an intuitive enterprise accounting platform that simplifies financial management while supporting complex business operations.

Target Users

  • Small & Medium Businesses
  • Finance Teams
  • Business Owners
  • Accountants

Outcome

  • Modern SaaS Experience
  • Reusable Component System
  • Simplified Financial Workflows
  • Scalable Enterprise UI

Understanding the Problem

Before designing interfaces, I first analyzed the accounting workflow and identified the major usability challenges that business users commonly face while managing finances.

Complex Financial Workflows

Managing invoices, purchases, taxes and subscriptions usually requires multiple disconnected forms, making everyday tasks feel overwhelming for users.

Impact

  • High cognitive load
  • Longer task completion
  • More input mistakes

Difficult Navigation

Users often struggle to locate the right accounting module, resulting in unnecessary navigation and confusion.

Impact

  • Poor discoverability
  • Extra navigation steps
  • Reduced efficiency

Dense Financial Information

Financial dashboards frequently display large amounts of information at once, making important insights difficult to identify quickly.

Impact

  • Slower decision making
  • Information overload
  • Lower confidence
Design Opportunity

How might we simplify accounting workflows while maintaining enterprise-level functionality?

User Research

To understand the needs of different stakeholders, I identified the primary user groups interacting with the accounting platform and documented their core goals and day-to-day requirements.

Business Owner

Focused on running the business efficiently with quick visibility into revenue, invoices and overall cash flow.

Needs

  • Fast Invoice Creation
  • Simple Dashboard
  • Cash Flow Visibility

Accountant

Responsible for maintaining financial records and ensuring taxation and compliance are handled accurately.

Needs

  • Tax Management
  • Invoice History
  • Financial Reports

Finance Manager

Tracks business performance, monitors outstanding payments and supports strategic financial decisions.

Needs

  • Receivables Tracking
  • Payables Monitoring
  • Financial Analytics
USER JOURNEY

Invoice Creation Flow

Follow the complete user journey from logging into PayzoBooks to successfully receiving payment.

Login

Sign In

Dashboard

Overview

Sales

Go to Sales

Create Invoice

Add Details

Preview

Review

Payment

Success

Information Architecture

The platform is organized into modular sections to simplify navigation, improve discoverability and support future scalability.

Dashboard

Quick overview of business performance.

  • Overview
  • Cash Flow
  • Recent Activities
  • Analytics

Sales

Manage customer sales and invoices.

  • Sales List
  • Create Invoice
  • Invoice Preview
  • Invoice Details
  • Payments

Purchase

Vendor purchases and billing.

  • Bills
  • Vendors
  • Payments
  • Purchase Items

Low-Fidelity Wireframes

Before moving into high-fidelity designs, I explored the core product structure through low-fidelity wireframes. This helped validate screen hierarchy, information placement and user flow without focusing on visual styling.

Dashboard

Financial overview & navigation.

Low fidelity wireframe of the Dashboard screen

Sales

Manage invoices and sales records.

Low fidelity wireframe of the Sales screen

Purchase

Invoice creation workflow.

Low fidelity wireframe of Create Invoice screen

Subscription

Plan management & billing.

Low fidelity wireframe of Subscription screen

Final User Interface

The final interfaces were designed to simplify accounting workflows while maintaining scalability and consistency across the platform.

Dashboard Screen

Dashboard

Purpose

Provide a quick financial overview so businesses can understand their current performance at a glance.

Key UX Decisions

  • KPI Cards
  • Cash Flow Visualization
  • Recent Activities
  • Receivables vs Payables

Sales

Purpose

Enable businesses to efficiently manage customer sales records, monitor invoice status, and quickly access payment information from a centralized workspace.

Key UX Decisions

  • Global search for faster record discovery
  • Clear status badges for instant recognition
  • Bulk selection using checkboxes
  • Quick actions through contextual menus
  • Clean table hierarchy with ample whitespace
Sales Management Screen
Create Invoice Screen

Create Invoice

Purpose

Simplify invoice creation by guiding users through a structured workflow with minimal input, helping them generate accurate invoices quickly and efficiently.

Key UX Decisions

  • Grouped customer information for faster data entry
  • Progressive form layout to reduce cognitive load
  • Inline line-item table for seamless product management
  • Automatic subtotal, tax and total calculation
  • Clear primary and secondary actions for confident completion

Invoice Preview

Purpose

Allow users to review the complete invoice before sending, ensuring all customer, billing and pricing information is accurate while reducing the risk of invoicing errors.

Key UX Decisions

  • Document-style layout matching printable invoices
  • Company and customer details clearly separated
  • Primary and secondary actions positioned for quick decisions
  • Readable pricing hierarchy for easy verification
  • Optimized spacing to improve scanability before submission
Invoice Preview Screen
Create New Tax Screen

Create New Tax

Purpose

Enable administrators to configure tax information accurately through a structured form that minimizes errors and supports regulatory compliance.

Key UX Decisions

  • Grouped related fields to improve form completion
  • Two-column layout for faster scanning on desktop
  • Optional description field to reduce unnecessary input
  • Date and location inputs enhanced with contextual icons
  • Clearly differentiated primary and secondary actions

Subscription Management

Purpose

Provide businesses with a centralized workspace to manage their subscription plan, monitor usage, update billing details and access invoices without leaving the application.

Key UX Decisions

  • Current plan summary highlighted for immediate visibility
  • Usage metrics displayed with progress indicators
  • Billing information grouped into a dedicated panel
  • Primary and secondary actions clearly distinguished
  • Integrated FAQs to reduce support requests and improve self-service
Subscription Management Screen
IMPLEMENTATION

Built for Scalability

After validating the product experience in Figma, the interfaces were translated into a scalable Angular application using reusable components and modern frontend architecture.

HTML5

Semantic and accessible markup for building responsive, SEO-friendly, and well-structured web applications.

SCSS

Modular styling system with reusable variables and utility classes.

Angular

Component-based architecture for building scalable enterprise applications.

Responsive Design
Reusable Components
Dark Mode Support
Component Based UI
Modular Architecture
Scalable Design System

Project Impact

Key outcomes achieved through thoughtful UX decisions and a scalable design system.

Faster Invoice Creation

Simplified workflows reduced the effort required to create invoices.

Reusable Components

Shared UI components improved consistency and development speed.

Modern User Experience

Clear hierarchy and simplified workflows enhanced usability.

REFLECTION

What I Learned

Designing PayzoBooks reinforced the importance of balancing business requirements with user-centered design. Every iteration revealed valuable lessons that shaped the final experience.

Validate assumptions earlier

Early validation with users reduces redesign effort and ensures solutions solve real problems.

Accounting users prefer familiar layouts

Following established accounting patterns helped users navigate the product with greater confidence.

Design systems saved development time

Reusable components ensured consistency while accelerating frontend implementation.

Business goals should drive UX decisions

Every design decision should support measurable business outcomes while improving usability.

Final Screens

Indeal