Ledgerly
Ledgerly is a self-initiated financial SaaS case study designed to simplify financial management for small businesses and independent professionals. The experience consolidates income, expenses, invoices, subscriptions, budgets, and forecasts into a unified workspace.
Self-initiated
2026
Product Designer, UX Researcher, UI Designer, Interaction Designer
8 weeks
Scroll the product story from start to finish.
Screens, responsive states, and prototype GIFs are arranged vertically so the case study reads like a polished portfolio presentation.
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Project introduction
Self-initiated portfolio case study. Ledgerly is a self-initiated financial SaaS case study designed to simplify financial management for small businesses and independent professionals. The experience consolidates income, expenses, invoices, subscriptions, budgets, and forecasts into a unified workspace.
Problem statement
Core product features
A modular finance dashboard with clear summaries, interactive reports, simplified navigation, and context-aware financial insights.
- Financial overview dashboard
- Revenue and expense analytics
- Cash-flow forecasting
- Invoice tracking
- Subscription monitoring
- Budget categories
- Smart alerts
- Downloadable reports
Design deliverables
The case study covers research framing, product architecture, interface design, responsive behavior, and system decisions.
- Product discovery
- Competitive analysis
- Information architecture
- User flows
- High-fidelity dashboard
- Responsive screens
- Design system
- Interactive prototype
Case-study image set
Generated as separate full-resolution boards and arranged in portfolio story order.
Tools and represented technologies
Technologies represent the proposed product architecture for the concept.
- Figma
- FigJam
- Adobe Photoshop
- Notion
- Maze
- React
- Next.js
- TypeScript
- Charting library
- Supabase
- Financial API
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