Fintech & finance

Money products people trust: consumer banking apps, accounting tools, lending and finance operations — designed for clarity, safety and regulation.6 designs · by Advorize

Discuss your fintech project
Banking and wallet appsLending and onboarding (KYC) flowsAccounting and close toolsAccounts payable automationCredit and collectionsCompliance-ready audit trails

01 — Mobile · FintechDesigned by Advorize

Pocket banking

A personal finance app for people who check their balance more than their email. Balance and this week's spending sit on the first screen, card controls are one tap away, and sending money is a keypad and a name — nothing else.

9:41●●● 5G
Good morning
Maya Lindqvist
ML
Total balance
$12,480.32
▲ 2.4% this month
↑Send↓Request+Top up⋯More
This week$342 spent
MTWTFSS
RecentSee all
☕
Blue Bottle Coffee
Today · Food
−$4.50
$
Salary — Northwind
Yesterday
+$3,200
9:41●●● 5G
Cards+ Add
PocketVISA
•••• •••• •••• 4821
MAYA LINDQVIST09/29
Freeze card
Block all payments instantly
Online payments
Shops and subscriptions
Contactless
Tap to pay up to $100
Monthly limit$1,240 / $2,000
9:41●●● 5G
← BackSend money
LH
Leo Hartmann
•• 2290 · Pocket user
$120.00
For: concert tickets 🎟
123456789.0⌫
Send $120.00
What it delivers✓Higher daily engagement — the first screen answers the two questions users open the app for✓Fewer support calls: card freeze and limits are self-serve✓Trust signals built in for a regulated product
ML
In real life · user scenarioMaya, 29, product managerChecks her money on the tram to work
Before

Opened three banking apps to work out whether she could afford a weekend away, then gave up and guessed.

With this design

Sees her balance and this week's spending before the tram reaches the next stop — and freezes a lost card in one tap.

ABalance, then behaviour

The first screen answers "how much do I have" and "where is it going" before anything is tapped.

BSafety in reach

Freezing a card is the first control, not buried in settings — the moment someone needs it, they're stressed.

COne decision per screen

The send flow is a person and an amount. Confirmation happens on the button itself.

02 — ERP · FinanceDesigned by Advorize

Finance command centre

Controllers live in this screen for the month-end close. We cut it down to the four numbers they report upward, one cash-flow chart, and the receivables they need to chase today — everything else is one click deeper.

app.northwind.example/finance
Finance / Overview

Good morning, Priya

Cash flow Inflow vs outflow, $k InflowOutflow

Spend by departmentQ3

Receivables to chase

CustomerInvoiceDueStatusAmount
What it delivers✓Faster month-end close✓Overdue cash chased from the dashboard itself✓New controllers productive with minimal training
PS
In real life · user scenarioPriya, financial controllerLeads the month-end close
Before

Spent the first week of every month pulling numbers from four reports and chasing overdue invoices by email.

With this design

Opens one screen with the four numbers she reports upward and sends overdue reminders straight from the list.

AExceptions first

Overdue receivables sit above the fold with bulk reminders, so the screen ends in an action, not a report.

BTwo colours, one meaning

Neutral for money in, accent for money out — the same rule on every chart in the product.

CKeyboard-first

⌘K reaches any invoice, vendor or report. Finance teams type faster than they click.

03 — Web · SaaS landing pageDesigned by Advorize

Ledgerly

A marketing site for an accounting automation product. The headline states the outcome, the product shot proves it, and pricing is on the same page — because finance buyers want the number before the demo.

ledgerly.example
New · AI bank reconciliation →

Close the books in hours,
not weeks.

Ledgerly matches every bank line to an invoice, flags what doesn't fit, and hands your accountant a clean month — automatically.

Start free trialBook a demo
14-day trial · no card required
Matched1,168
Needs review23
Days to close2.4
Hollis Packaging BVINV-20931Matched€4,820.00
Ferro IndustrialINV-20944Matched€18,400.00
Unknown — "STRIPE PAYOUT"—€2,310.55
Delta FastenersINV-21002Matched€960.00
Trusted by finance teams atNORTHWINDHalden RetailKESTRELvale&coOsprey
⇄Auto-matching

Bank lines matched to invoices with 98% accuracy, learning from every correction.

⚑Exceptions inbox

Only the lines a person needs to see, with a suggested fix for each.

↧Accountant-ready

Export to Xero, QuickBooks or DATEV with one click at month end.

Starter€29/mo

1 bank account
500 transactions

Start free
Growth Most popular€89/mo

5 bank accounts
5,000 transactions
Exceptions inbox

Start free
ScaleCustom

Unlimited accounts
SSO & audit log
Dedicated manager

Talk to sales
What it delivers✓More qualified demo requests: outcome-led headline and pricing on page one✓Product proof above the fold shortens the sales cycle✓A page marketing can extend without a designer
RK
In real life · user scenarioRina, CFO of a 60-person companyEvaluating accounting tools between meetings
Before

Read five vendor sites that all said "streamline your workflow" and never mentioned a price.

With this design

Understands the outcome in one headline, sees a real product screen, and knows the price before she books a demo.

AOutcome as the headline

"Close the books in hours" is what a CFO repeats in a meeting; the feature list comes second.

BProof above the fold

A real-looking product shot, including a messy "Unknown" line, makes the claim believable.

CPricing on page one

Finance buyers qualify themselves on price; hiding it costs more leads than it protects.

04 — Dashboards · AutomationDesigned by Advorize

Automation builder

Accounts-payable teams build their own invoice workflow: capture, extract, three-way match, then either post automatically or route to a person. No tickets to IT, and every rule is readable at a glance.

app.northwind.example/automation/invoice-intake
Automation / Workflows

Invoice intake Published

1,284 runs this month · 91% straight-through
Triggers
⚡Email received
⇪File uploaded
AI
✦Extract fields
✦Classify document
Logic
⇄Match records
◇Branch
Actions
✓Post to ledger
→Assign to person
Step 3 of 6
Three-way match
Compares the invoice with its purchase order and goods receipt before anything is paid.
Purchase order + goods receipt
± 2.0 %
0 units
Flag duplicate invoices
Hold if vendor bank details changed
Last 30 days: 1,168 matched · 116 routed to a person
What it delivers✓Finance teams automate their own processes without IT tickets✓Straight-through processing on most invoices✓Every rule is readable, so audits are easy
PK
In real life · user scenarioPavel, accounts-payable leadProcesses 1,200 invoices a month
Before

Keyed every invoice by hand and checked it against the PO and goods receipt in two other systems.

With this design

Built the workflow himself; nine in ten invoices now post on their own and he reviews only the exceptions.

AColour by step type

Triggers, AI, logic and actions each have a hue, so the shape of a workflow reads from across the room.

BNumbers on the wires

Each branch shows how many invoices took it — the canvas doubles as a report.

CPlain-language inspector

Every setting explains itself in one sentence; finance users never see an expression editor.

05 — ERP · CustomersDesigned by Advorize

Customer 360

Everything the business knows about one customer, on one page: credit position, open invoices, order trend and every touchpoint from sales, support and finance in a single timeline.

app.northwind.example/customers/halden-retail
HR
Customers / Key accounts

Halden Retail Group Key account

OverviewOrders · 148Invoices · 12Contacts · 6ContractsFiles

Credit position

€186,400 of €250,000
75% used · review due 30 Nov

Account

Customer since
2019
Payment terms
Net 30
Avg. days to pay
41 days
Account owner
Sofia Russo
Region
Nordics
Price list
Wholesale B

Activity

Orderslast 12 months

€1.42M +18%

Open invoices

What it delivers✓Sales and finance finally see the same customer✓Credit risk visible before the next order is placed✓Account handovers without lost context
SR
In real life · user scenarioSofia, key-account ownerLooks after the company's largest customer
Before

Took a new order without knowing the customer was 32 days overdue on an invoice.

With this design

Sees credit use, open invoices and every touchpoint on one page before she says yes.

AFinance meets sales

Credit use and slow payment sit next to the order button, before the next order is placed.

BOne timeline

Emails, calls, tickets and reminders from every department, filterable but never split up.

CCounts on tabs

"Invoices · 12" tells you whether a tab is worth opening before you open it.

06 — ERP · ProcurementDesigned by Advorize

Procurement approvals

An inbox for approvers. Click any request on the left — the drawer shows the budget impact and the approval chain, so a sign-off takes seconds instead of an email thread.

app.northwind.example/procurement/approvals
Procurement / Approvals

Waiting on you

What it delivers✓Approvals in seconds instead of email threads✓Budget overruns stopped before they happen✓A complete audit record for every purchase
EV
In real life · user scenarioElena, finance approverSigns off purchase requests
Before

Approved requests from email threads without knowing what was left in the budget.

With this design

Works down an approval inbox with budget impact and the approval chain beside every request.

AInbox pattern

List and detail side by side — approvers move down the queue without losing their place.

BBudget in context

Every request shows what it does to the remaining budget before anyone signs.

CVisible chain

The step tracker shows who approved, who's next, and which steps only apply above a spending threshold.

Keep exploring

More of our work

Every category and industry page has its own set of designs. Pick the one closest to what you are building.

Category

Mobile apps

10 designs

Category

Websites & e-commerce

5 designs

Category

SaaS & dashboards

6 designs

Category

ERP & enterprise

10 designs

Category

Complex & custom software

5 designs

Industry

Travel & hospitality

5 designs

Industry

Community & social

5 designs

Industry

Retail & quick commerce

6 designs

Industry

Manufacturing & logistics

6 designs

FAQ

Frequently asked questions

Straight answers to what people ask most before starting a design project. Can't find yours? Write to sales@advorize.com — every enquiry is answered within two working days.

How do you design a fintech app users trust?

Clear balances, plain-language fees, instant security controls such as card freezing, and confirmation on every money movement. Trust is designed into the first screen.

Do you design for financial regulations?

Yes. We design KYC flows, consent screens, audit trails and data-privacy controls with your compliance team, for regulations in India, the USA and Canada.

Can you design banking, lending and payment apps?

Yes — consumer banking, lending applications, wallets, UPI and card payments, plus internal finance tools like accounts payable and collections.

How long does fintech app design take?

Typically six to ten weeks, because compliance reviews and security states add screens to the core flows.

Do you design dashboards for finance teams?

Yes — month-end close, receivables, accounts payable automation and customer credit views are all on this page.

Can you integrate UPI, cards and bank feeds?

Our engineers integrate payment gateways, UPI and bank feeds; our designers design every state of those flows, including failures.

All designs on these pages are by the Advorize design team. Company names, people and figures shown inside the screens are illustrative.