Flexii · 2024 · Web · Fintech · Dashboard
A spend platform that finally shows the whole picture.
A cards-and-spend platform with a dashboard, analytics, and plan management designed for businesses that want clarity, not a spreadsheet.
Flexii brings cards, transactions, analytics and plan management into a single, clear platform — designed for businesses that want clarity, not a spreadsheet export.
The Problem
Spend tools force teams to stitch together cards, transactions, analytics and plans across multiple surfaces.
The Goal
Unify cards, transactions, analytics and plan management into one calm, opinionated dashboard.
Role
Product Designer (UX/UI)
0
Core surfaces
Opinionated
Surface posture
Businesses
Audience
- 01Designed the dashboard and analytics surfaces
- 02Designed card management, transactions and payments
- 03Designed plan upgrade and billing flows
01
Dashboard
The whole financial picture, opinionated and calm.
02
Cards
Card management with limits, freeze and clear states.
03
Transactions
Detail that earns scroll without overwhelming.
04
Analytics
Spend analytics that tell a story.
05
Payments
Pay flows tuned for speed and confidence.
06
Plan
Plan and billing surfaces designed to feel fair.
A dashboard that replaces stitched-together tools with one opinionated surface, raising perceived control and reducing reporting time.
Takeaways
Spend tools are loved when they take a position. Defaults that match how teams already think reduce cognitive load.
Impact
- 01Cards, transactions and analytics unified
- 02Faster comprehension of spend posture
- 03Plan and billing surfaces designed to feel fair
What I learned
Opinionated defaults beat configurable everything. The fastest path to insight is the right default view.
Next Steps
Add saved views, exports and team-level spend policies.
Want something
like this?
Continue
