Ledgerix CRM - Finance SaaS & UX UI Design
We want to elevate Ledgerix with AI-driven insights that simplify finances and genuinely empower small business owners to act faster.
Marcus Hale
Co-founder, Ledgerix
About the project
Client
Ledgerix
Location
Washington, USA
Category
Finance Management
Date
2025
AI Finance | UX & UI Design
AI In Finance | UX & UI Design
Strategic Plan
Empowering growth through strategy
- “
Many users struggled with spreadsheets, prompting us to design intuitive, real-time visualizations for key metrics.
Victoria P.
Lead Designer
- “
Business owners needed faster insights, so we integrated AI prompts that highlight financial trends automatically.
Stan D.
Product manager
- “
User interviews revealed reporting confusion, so we built a dashboard that prioritizes clarity and quick comparisons.
Vitalii B.
UX Researcher
Finance And AI | UX & UI Design
AI For Finance | UX & UI Design
User Interviews & Insights
Understanding User Needs
Critical Points
AI And Finance | UX & UI Design
AI In Finance Industry | UX & UI Design
Mobile app
Enhancing Financial Access on the Go
Top-Line Results
Finance Artificial Intelligence | UX & UI Design
Artificial Intelligence For Finance | UX & UI Design
System Usability Score
What users say about usability
Primary Evaluation Questions
Artificial Intelligence And Finance | UX & UI Design
Artificial Intelligence In Finance | UX & UI Design
Landing page
Clear Ledgerix landing page
Artificial Intelligence Finance | UX & UI Design
Artificial Intelligence In Corporate Finance | UX & UI Design
Typography
How visual identity was created
Artificial Intelligence In Finance And Accounting | UX & UI Design
Colors
Chromatic Identity

Artificial Intelligence In Finance Industry | UX & UI Design
Artificial Intelligence In The Finance Industry | UX & UI Design
Result
Feedback that validates approach
- “
You understood exactly what we needed clean, smart, and fast. The result exceeded expectations and impressed our entire leadership team.
Marcus Hale
Co-founder, Ledgerix
AI In Fintech | UX & UI Design
AI Fintech | UX & UI Design
Next Iteration
Our client’s vision for what comes next
- “
We’re excited to expand Ledgerix across more devices. Your team clearly understands our vision and delivers exactly what’s needed.
Marcus Hale
Co-founder, Ledgerix
Fintech AI | UX & UI Design
Shall we chat?
[email protected]Let’s
talk
Let’s
talk