XFinance
A modern redesign of an internal finance tool to streamline expense reporting and approvals.
Project Overview
Industry
Fintech
Headquarters
Sydney
Product
Dashboard
Team Size
3-5
Challenge
The existing internal tool, XClaim, interface was outdated and confusing, making it difficult for employees to submit expenses and for managers to approve them efficiently.
The existing internal tool, XClaim, interface was outdated and confusing, making it difficult for employees to submit expenses and for managers to approve them efficiently.
Solution
I redesigned the system as XFinance, creating a clearer, more intuitive workflow for capturing expenses, lodging requests, and managing approvals, supported by a modernised UI and streamlined navigation.
I redesigned the system as XFinance, creating a clearer, more intuitive workflow for capturing expenses, lodging requests, and managing approvals, supported by a modernised UI and streamlined navigation.
Result
The concept demonstrates smoother task flows, quicker approvals, and improved clarity across all financial actions, offering a more efficient experience for both employees and managers.
The concept demonstrates smoother task flows, quicker approvals, and improved clarity across all financial actions, offering a more efficient experience for both employees and managers.
What I Learned
Learned to simplify complex internal finance workflows without losing required detail.
Improved my ability to balance usability with organisational and compliance requirements.
Strengthened my understanding of enterprise UX patterns and data-heavy interfaces.
Learned to simplify complex internal finance workflows without losing required detail.
Improved my ability to balance usability with organisational and compliance requirements.
Strengthened my understanding of enterprise UX patterns and data-heavy interfaces.
Key Features 🔑
Capturing Expenses
Easily create expense reports by taking a photo of your receipt and entering relevant details directly within the app. This streamlined process reduces manual entry and helps ensure accurate recordkeeping.
Easily create expense reports by taking a photo of your receipt and entering relevant details directly within the app. This streamlined process reduces manual entry and helps ensure accurate recordkeeping.
View pending approvals
Access and monitor pending approvals and payment requests that have been submitted through the PeopleSoft desktop interface. Stay informed and up to date on the status of your submissions.
Access and monitor pending approvals and payment requests that have been submitted through the PeopleSoft desktop interface. Stay informed and up to date on the status of your submissions.
Approvals on the go
Managers and employers can review and approve expense reports and payment requests directly from their mobile device, enabling quicker turnaround and increased workflow efficiency.
Managers and employers can review and approve expense reports and payment requests directly from their mobile device, enabling quicker turnaround and increased workflow efficiency.
Conclusion
Conclusion
XFinance modernises the internal expense workflow by making financial tasks faster, clearer and easier for everyone involved. Guided through UX research and iterative refinements, the redesign provides a scalable foundation that supports both present operational demands and long-term organisational needs
XFinance modernises the internal expense workflow by making financial tasks faster, clearer and easier for everyone involved. Guided through UX research and iterative refinements, the redesign provides a scalable foundation that supports both present operational demands and long-term organisational needs
Reflection 💭
Working on XFinance was an eye-opening experience in designing from an industry and enterprise perspective, where usability, compliance, and efficiency must coexist. The project challenged me to move beyond consumer-focused design and think critically about real organisational workflows, approval hierarchies, and system constraints. I was also introduced to new design approaches for complex, data-heavy interfaces, strengthening my ability to structure information clearly and design for multiple user roles. Overall, the project deepened my understanding of enterprise UX and expanded how I approach problem-solving in professional product environments.
Working on XFinance was an eye-opening experience in designing from an industry and enterprise perspective, where usability, compliance, and efficiency must coexist. The project challenged me to move beyond consumer-focused design and think critically about real organisational workflows, approval hierarchies, and system constraints. I was also introduced to new design approaches for complex, data-heavy interfaces, strengthening my ability to structure information clearly and design for multiple user roles. Overall, the project deepened my understanding of enterprise UX and expanded how I approach problem-solving in professional product environments.
Staying User Focused
Involving key stakeholders throughout the design process ensured that decisions were grounded in real user needs rather than assumptions. Regular feedback sessions helped validate ideas early, refine priorities, and prevent unnecessary complexity. This collaborative approach kept the project aligned with its core goals while resulting in more meaningful, usable, and impactful outcomes.
Involving key stakeholders throughout the design process ensured that decisions were grounded in real user needs rather than assumptions. Regular feedback sessions helped validate ideas early, refine priorities, and prevent unnecessary complexity. This collaborative approach kept the project aligned with its core goals while resulting in more meaningful, usable, and impactful outcomes.
Embracing continuous feedback throughout the design process allowed us to test assumptions, uncover usability issues early, and refine solutions with confidence. Iterative design cycles ensured the product evolved in response to real user needs, resulting in a more polished, effective, and user-aligned outcome.
Feedback is always welcomed
Feedback is always welcomed