For

IDFC

CASHFLOW

Clarified

Designing an intelligent SaaS platform tosimplify how MSMEs manage daily finances

SystemDesign

UX/UI

Product Design

Overview

A platform that helps MSMEs track collections, payments, and cashflow easily with simple, actionable dashboards.

The Challenge

01.

Designing for two distinct merchant types (online & offline) with unique needs and transaction patterns

02.

Integrating new features into existing IDFC systems and design language without disrupting the current user journey

03.

Balancing high information density withease of use for a broad range of users

Design Goal

To create a unified, cross-platform financial management tool for MSME current account holders that consolidates collections, settlements, and cashflow insights while being fully aligned with IDFC’s strict design system.

Collections & Settlements

App Design

Collections & Settlements

Website Design

For

IDFC

CASHFLOW

Clarified

Designing an intelligent SaaS platform tosimplify how MSMEs manage daily finances

SystemDesign

UX/UI

Product Design

Overview

A platform that helps MSMEs track collections, payments, and cashflow easily with simple, actionable dashboards.

Completion Time

4-6

weeks

The Challenge

02.

Integrating new features into existing IDFC systems and design language without disrupting the current user journey

03.

Balancing high information density with ease of use for a broad range of users

Design Goal

To create a unified, cross-platform financial management tool for MSME current account holders that consolidates collections, settlements, and cashflow insights while being fully aligned with IDFC’s strict design system.

Collections & Settlements

App Design

Collections & Settlements

Website Design

For

IDFC

CASHFLOW

Clarified

Designing an intelligent SaaS platform tosimplify how MSMEs manage daily finances

UX/UI

Product Design

SystemDesign

Overview

A platform that helps MSMEs track collections, payments, and cashflow easily with simple, actionable dashboards.

Completion Time

4-6

weeks

The Challenge

01.

Designing for two distinct merchant types (online & offline) with unique needs and transaction patterns

02.

Integrating new features into existing IDFC systems and design language without disrupting the current user journey

03.

Balancing high information density with ease of use for a broad range of users

Design Goal

To create a unified, cross-platform financial management tool for MSME current account holders that consolidates collections, settlements, and cashflow insights while being fully aligned with IDFC’s strict design system.

Collections & Settlements

App Design

Collections & Settlements

Website Design