Managing and reconciling your corporate bank accounts
We're building a platform designed for businesses to gain access to a centralised dashboard empowering them to effortlessly view balances, oversee transactions, and monitor total balances across multiple companies and banks.
role
Lead UI/UX designer
period
2024
team
Dashboard customisation
Personalise dashboard to suit your brand aesthetics
Banka Mail
Timely notifications and alerts for significant account activities
Registration and Onboarding
Onboarding process, explaining the platform's features and security measures
Unified Dashboard
A single dashboard displaying real-time information from all connected bank accounts
Reporting and Analytics
Generate insightful financial reports, cash flow projections, and trend analysis
Bank accounts
Integrate with banks to automatically fetch transactions and balances
Bank accounts
Integrate with banks to automatically fetch transactions and balances
Reconciliation
Automate reconciliation of transactions with invoices, bills, and receipts.
