Management dashboard
For the internal team: requests, documents, invoice review, offers, notes and history in a single view.
Fintech operations · Product strategy
Dashboard for factoring services
A B2B system that moves requests, invoices and documents out of emails and calls, making the assessment cycle clearer and more scalable.
- Discipline
- UX/UI design · Product strategy
- Platform
- B2B web application + client portal
- Time frame
- 8 weeks
- Role
- Product designer
The challenge
Growth increased volume — and manual work with it.
The invoice purchasing process took weeks. The internal team and applicant companies exchanged documents through email and phone calls, without a single place connecting each request to the files available for review.
- A fragmented experience across communications and documents.
- Manual retrieval and delivery of dozens of files.
- Limited visibility into the true status of each application.
Objective
Reduce the time between a request and document availability.
Stakeholder workshops revealed one priority: automatically retrieve invoices from the government portal, with the company’s authorisation, and remove repetitive uploads.
The solution
Two separate products, one operating cycle.
The separation keeps the system modular: the internal team manages the full application while the client authorises access and follows progress without entering operational tools.
Applicant portal
For client companies: secure access, authorisation to retrieve fiscal data and automatic document sharing.
Proposed AI evolution
From digital workflow to operations copilot.
The designed product creates the operational and data foundation. The AI extension is explicitly proposed — not presented as already built — and can assist analysts without replacing financial decisions.
Document intake
Data extraction, completeness checks and anomaly flags.
Operational priority
Applications ordered by urgency, missing files and suggested next action.
Analyst copilot
Application summaries with evidence linked to original documents.
Communications
Contextual drafts for document requests and client updates.
Does a document-heavy process still live across email and spreadsheets?
We can start from the current workflow and identify where design, automation and AI create concrete value.