Shipping a fintech SaaS that helps UK businesses access capital faster
Executive summary
Ledgerscope is one of the UK's most popular accounting API gateway services. They wanted to turn their raw API infrastructure into a scalable product. The product lets lenders get up-to-date accounting information in minutes by simply sharing a link with their customers.
Role
Designed the product from zero to one working with their founding team
Comprehensive design system that enabled consistent, rapid scaling
Provided strategic guidance on key workflows and MVP features
Outcome
Our collaboration created a streamlined pathway for businesses to access capital, dramatically reducing decision times and administrative overhead for lenders across the UK.
Scope
Prototyping
UI
Branding
Conversion optimisation
Strategy
Design systems
Product design
Encourage adoption
To encourage product adoption, the first step is to show value in under 120 seconds. With only a few clicks the customer (loan brokers in this case) can instantly see the power of the platform with an example demo company.
One-click to add a customer
The old way meant sending emails, gathering documents and a lot of back and forth. We replaced this with a one-click UX to quickly get a customer into the system.
Easy access granting
The business customer that wants a loan then grants access to their accounting data. The UX had to cover when the broker did and didn't know which accounting software their customer would be using. We therefore made it super simple to choose and then grant access.
Broad overview
Once granted access, the loan broker has instant insight into the financial health of the business asking for the loan. For some this is enough to make a decision.
Optional granular detail
For more in-depth use cases, the broker could go into great detail and look to the bill and invoice level. We made spotting red flags easier with a consistent traffic light system.
See all companies at a glance
This birds-eye view of all companies that have granted data consent gives the broker a single place to manage their customers.
Easy upgrade path
For scalable growth, we're using a PAYG credit system and provide an easy upgrade path for regular users. This is transparent and scalable, showing plenty of value upfront before they decide to commit.
In depth hand-off and scalable design system
To ensure future consistency at scale, we provided a robust design system and detailed documentation as part of hand-off.
