QuickBooks ERP - Finance Service Management & UX UI Design
We’ve identified a need for a complete ERP interface that simplifies invoice, payroll, and cash flow management for small teams.
Jason Miller
COO of QuickBooks
About the project
QuickBooks Online accounting software helps you manage cash flow for your business. Here is www.quickbooks.com
Project
Quickbooks
Industry
Finance, Management, Banking, FinTech
Location
New York, USA
Year
2023
Our team has successfully devised an innovative interface design concept, along with a comprehensive branding strategy and distinctive style, tailored specifically for the online platform.
AI And Banks | UX & UI Design
Finance Softwares | UX & UI Design
Work process
Highlights of our work in figures
QuickBooks ERP - Finance Service Management project involved numerous processes of development of the visual style, brand identity, user experience and appealing shell.
5 sprints - worked on a project. The total time invested in the project, covering all phases from initial research and design to testing and final refinements.
5 sprints - worked on a project
the total time invested in the project, covering all phases from initial research and design to testing and final refinements.
QuickBooks - Finance Service Management | UX & UI Design
Landing page
Landing page design in focus
The landing page for QuickBooks Online is designed to clearly communicate the app’s core benefits, highlighting its easy-to-use features for cash flow management, invoicing, and expense tracking. It provides a clean, intuitive interface that guides users to quickly understand how the software can simplify their business finances and improve decision-making.
Finance Management Software | UX & UI Design
Identity
Brand reimagining
Our goal was to develop a brand identity that embodies modern design trends while creating a strong connection with users. By carefully selecting a contemporary color palette and typography, we established a unified and dynamic visual style.
The outcome is a clear and engaging brand language that builds trust and confidence in the product. Every design element supports accessibility and ease of use, delivering a consistent and memorable experience across all platforms.
Finance Service Management Platform | UX & UI Design
Mobile app
Mobile design
QuickBooks ERP - Finance Service Management ui / ux prioritized the specific requirements of QuickBooks ERP users, creating a user-friendly mobile interface with straightforward navigation and a clean structure that makes managing invoices, payroll, and cash flow effortless.
The QuickBooks ERP mobile app delivers key financial management tools right to users’ devices. Its smooth integration and real-time updates enable small business teams to efficiently oversee their finances.
Key Features
Real-Time Net Profit Insights
Monitor your business profitability with up-to-date net profit metrics, helping you make informed financial decisions quickly.
Dynamic Cash Flow Tracking
Visualize cash inflows and outflows clearly to maintain healthy liquidity and plan future expenditures with confidence.
Seamless Integration
Connect effortlessly with banking, payroll, and invoicing systems to ensure accurate and timely financial data synchronization.
Best Finance Software | UX & UI Design
Finance Software Development | UX & UI Design
Typography and colors
Defining the look through font and color palette
Lufga Sans Font is a font family with unique characters for a touch of distinction. Simple yet sophisticated, this typeface design gives a clean and modern appearance while carrying some almost retro tones.
QuickBooks ERP - Finance Service Management example shows a palette that combines deep black with vibrant green accents to create a modern and professional look for the app. Black provides a strong, clean background that enhances readability and focus, while green highlights key actions and financial data, symbolizing growth, stability, and success. This contrast ensures clarity and guides users intuitively through the interface.
Product | UX & UI Design
Banking And Finance Software Solutions | UX & UI Design
Strategy
Design approach
Our task was to create a modern design. Using stylish design trends, we have carefully chosen a color palette and typography that embody a modern aesthetic.
The design strategy focused on ease of use, efficiency, and user engagement, ensuring every element supports intuitive navigation and a cohesive brand experience across all platforms.
Finance Service Management Platform | UX & UI Design
Finance Software Solutions | UX & UI Design
Branding
Show, don’t tell
Branding creates a strong and memorable connection with our audience through branded merchandise like business cards and T-shirts. Our goal was to design items that reflect contemporary trends while staying true to the brand’s identity.
By carefully selecting colors, typography, and materials, we crafted merch that feels modern yet simple with the overall visual language. These branded products help brand recognition, build trust, and provide a consistent, engaging experience wherever the brand is represented.
Finance Service Management Platform | UX & UI Design
Branding | UX & UI Design
Result
From research to final outcome
We have evolved from an analysis of competitors to attaining the tangible final result you currently observe.
The project now has a distinctive and appealing brand image that effectively aligns with its goals and requirements. Additionally, an intuitive user interface has been developed.The branding and visual concept have been created to ensure both recognition and appeal among the target audience.
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I’m proud the QuickBooks ERP app attracts new clients and keeps existing users satisfied with its intuitive design and smooth functionality.
Jason Miller
COO of QuickBooks
Finance Service Management Platform | UX & UI Design
Shall we chat?
[email protected]Let’s

talk
Let’s

talk