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Baguette - An Accounting Manager
The Baguette Platform is all about making life easier for small and medium-sized businesses (SMEs) worldwide. It brings together everything an SME needs to run efficiently—inventory management, CRM, financial tools, invoicing, and more. The goal is simple: streamline business operations so that owners and teams can focus on growth.
01
Problems
Complex Finances
Integration Gaps
Time Drain
Bad UX
Localization Issues
02
Research
I started by defining Jack Harrison, a small business owner who struggles with managing finances efficiently. Understanding his pain points was key.
user Persona
Age
42
Job
CEO of a Growing SME
Devices
Phone and Laptop
Location
Dubai
PASSIONATE
CURIOUS
ADVENTUROUS
EMPATHETIC
“I want a financial tool that’s simple and saves me time, so I can focus on growing my business.”
Michael Scott
ABOUT
Michael is the CEO of a growing small business with about 20 employees. He oversees all major aspects of the company, including finances, but he prefers tools that simplify and automate these tasks. His focus is on growing the business efficiently.
GOALS
Save time by automating routine financial tasks like invoicing and expense tracking.
Quickly access financial reports to make informed business decisions.
Finds most accounting software too complicated, making it hard to use efficiently.
Dislikes manual data entry, which often leads to errors and wasted time.
NEEDS
Complicated Software Interfaces: Michael struggles with financial tools that are overly complex, which slows him down and makes routine tasks more difficult than they need to be.
Time-Consuming Manual Processes: He is frustrated by the need to manually enter data and reconcile accounts, which is both time-consuming and prone to errors.
PAIN POINTS
PERSONALITY
Independent
Team player
Messy
Organized
Busy
Time rich
Analytical
Creative
Introvert
Extrovert
I mapped out realistic scenarios where Jack needs a simplified tool to handle tasks like invoicing, tracking expenses, and generating reports.
User Scenario
Matching Uncategorised Transactions to Invoices
Goal: Michael aims to efficiently categorize and match all uncategorized transactions to their respective invoices, ensuring accuracy and completeness in the financial records.
STEP 1
Log In:
Michael logs into the Baguette platform from his office computer. The dashboard presents a clear overview of financial activities and alerts.
STEP 2
Navigate to Banking:
He clicks on the "Banking" tab from the main menu, which takes him to the accounting module with a list of financial tasks and a section for transaction management.
STEP 3
View and Match Transactions:
Michael reviews the list of uncategorized transactions. For each transaction, he clicks on the "Match" button, which opens a side panel displaying potential matching invoices based on the transaction amount, date, and description.
STEP 4
Confirm Matches:
Michael carefully reviews the suggested matches. He selects the appropriate invoice for each transaction and confirms the match. The system updates the transaction status and categorizes it accordingly.
STEP 5
Review Matching Summary:
Once all transactions are matched, Michael reviews a summary report that shows the number of successfully matched transactions and any remaining uncategorized items.
STEP 6
Log Out:
Michael logs out of the platform, confident that all transactions are properly categorized and reconciled, providing a clear and accurate view of the company’s financial status.
I created a smooth flow to ensure Jack could easily navigate between different financial tasks, minimizing any friction.
User Flow
I designed wireframes focusing on functionality, refining layouts to make tasks as intuitive as possible.
Mid - fidelity wireframes
Baguette
Cash In and out
Profit loss
Cash Flow
Bank Accoount
Auto suggestions(E- Commerce Sync)
Sales
Expenses
Invoices
Bills
IRL Collaboration
Global Search
Baguette
Cash In and out
Profit loss
Cash Flow
Bank Accoount
Auto suggestions(E- Commerce Sync)
Sales
Expenses
Invoices
Bills
IRL Collaboration
Global Search
Access
Person 1
Owner
Give full access
See Activity
Person 2
Copy Link
Share
Baguette
Selected Item Details
Actions
SKU
Group
Taxable
Qty on hand
Frequent Buyers
Name
Sales Price
Cost Price
Qty
Action
IRL Collaboration
Global Search
New Item
Date Filter
Leave notes
Baguette
Selected Item Details
Actions
SKU
Group
Taxable
Qty on hand
Frequent Buyers
Name
Sales Price
Cost Price
Qty
Action
IRL Collaboration
Global Search
New Item
Filter
Leave notes
Active
Inactive
Sales
Purchases
Services
Baguette
Selected Invoice Details
Activity
Actions
Edit
Unpaid
Amount
Date
No.
Customer/project
Status
Action
Amount
IRL Collaboration
Global Search
Paid
Amount
New Invoice
Filters
Baguette
Selected Invoice Details
Activity
Actions
Edit
Unpaid
Amount
Date
No.
Customer/project
Status
Action
Amount
IRL Collaboration
Global Search
Paid
Amount
New Invoice
Filters
In Invoices
See all
Global Search
See all
Invoice 1
Date
Customer
Amount
Invoice 2
Date
Customer
Amount
Invoice 3
Date
Customer
Amount
Invoice 1
Date
Customer
Amount
Item 1
Date
Sales Price
Qty
Transaction1
Date
From/to
Amount
Baguette
Selected Invoice Details
Activity
Actions
Edit
Unpaid
Amount
Date
No.
Customer/project
Status
Action
Amount
IRL Collaboration
Global Search
Paid
Amount
New Invoice
Filters
Import Invoices
Export Invoices
Export Current View
Import Debit Notes
Preferences
Manage custom Feilds
Online Payments
Refresh List
Reset Column Width
Baguette
Selected Item Details
Actions
SKU
Group
Taxable
Qty on hand
Frequent Buyers
Name
Sales Price
Cost Price
Qty
Action
IRL Collaboration
Global Search
New Item
Filter
Make Inactive
Adjust Quanity
Reorder
Adjust Starting volume
Leave notes
Baguette
Customisations
Payment Options
Design
Dedicated Templates
Automation
Invoice
Customer Name
Invoice Number
Order Number
Salesperson*
Items Details
Add product or service
SubTotal
Discount
Shipping
Adjustment
Total
Quanitity
Rate
Tax
Description
Amount
Invoice Date
IRL Collaboration
Global Search
Add Image
Edit
Email View
Payer View
PDF View
04
Solutions
Financial Insights
Automated Workflows
Collaboration
Global Compliance
05
How My Solutions Deliver Optimal Results for Users
Simplified Financials
Simplified Financials
By streamlining financial workflows, the platform makes it easier to manage expenses, invoicing, and reports. Users save time, reduce errors, and improve overall accuracy in their financial tasks.
Boosted Teamwork
Boosted Teamwork
The platform’s cross-departmental features foster collaboration by allowing team members from various areas (finance, sales, etc.) to seamlessly access and manage shared data, improving communication and workflow.
Adaptable Design
Adaptable Design
The platform adjusts to fit a business’s growing needs, ensuring smooth operations as the company expands.
03
Final Design Concepts
Contact me
Hit me up if you’re looking for a fast, reliable UI/UX designer who can bring your vision to life
Book a Call
More Projects
Go Back
Baguette - An Accounting Manager
The Baguette Platform is all about making life easier for small and medium-sized businesses (SMEs) worldwide. It brings together everything an SME needs to run efficiently—inventory management, CRM, financial tools, invoicing, and more. The goal is simple: streamline business operations so that owners and teams can focus on growth.
01
Problems
Complex Finances
Integration Gaps
Time Drain
Bad UX
Localization Issues
SMEs often deal with complicated tools that waste time and cause mistakes.
02
Research
I started by defining Jack Harrison, a small business owner who struggles with managing finances efficiently. Understanding his pain points was key.
user Persona
Age
42
Job
CEO of a Growing SME
Devices
Phone and Laptop
Location
Dubai
PASSIONATE
CURIOUS
ADVENTUROUS
EMPATHETIC
“I want a financial tool that’s simple and saves me time, so I can focus on growing my business.”
Jack Harrison
ABOUT
Jack is the CEO of a growing small business with about 20 employees. He oversees all major aspects of the company, including finances, but he prefers tools that simplify and automate these tasks. His focus is on growing the business efficiently.
GOALS
Save time by automating routine financial tasks like invoicing and expense tracking.
Quickly access financial reports to make informed business decisions.
Finds most accounting software too complicated, making it hard to use efficiently.
Dislikes manual data entry, which often leads to errors and wasted time.
NEEDS
Complicated Software Interfaces: Jack struggles with financial tools that are overly complex, which slows him down and makes routine tasks more difficult than they need to be.
Time-Consuming Manual Processes: He is frustrated by the need to manually enter data and reconcile accounts, which is both time-consuming and prone to errors.
PAIN POINTS
PERSONALITY
Independent
Team player
Messy
Organized
Busy
Time rich
Analytical
Creative
Introvert
Extrovert
I mapped out realistic scenarios where Jack needs a simplified tool to handle tasks like invoicing, tracking expenses, and generating reports.
User Scenario
Matching Uncategorised Transactions to Invoices
Goal: Jack aims to efficiently categorize and match all uncategorized transactions to their respective invoices, ensuring accuracy and completeness in the financial records.
STEP 1
Log In:
Jack logs into the Baguette platform from his office computer. The dashboard presents a clear overview of financial activities and alerts.
STEP 2
Navigate to Banking:
He clicks on the "Banking" tab from the main menu, which takes him to the accounting module with a list of financial tasks and a section for transaction management.
STEP 3
View and Match Transactions:
Jack reviews the list of uncategorized transactions. For each transaction, he clicks on the "Match" button, which opens a side panel displaying potential matching invoices based on the transaction amount, date, and description.
STEP 4
Confirm Matches:
Jack carefully reviews the suggested matches. He selects the appropriate invoice for each transaction and confirms the match. The system updates the transaction status and categorizes it accordingly.
STEP 5
Review Matching Summary:
Once all transactions are matched, Jack reviews a summary report that shows the number of successfully matched transactions and any remaining uncategorized items.
STEP 6
Log Out:
Jack logs out of the platform, confident that all transactions are properly categorized and reconciled, providing a clear and accurate view of the company’s financial status.
I created a smooth flow to ensure Jack could easily navigate between different financial tasks, minimizing any friction.
User Flow
I designed wireframes focusing on functionality, refining layouts to make tasks as intuitive as possible.
Mid - fidelity wireframes
Baguette
Cash In and out
Profit loss
Cash Flow
Bank Accoount
Auto suggestions(E- Commerce Sync)
Sales
Expenses
Invoices
Bills
IRL Collaboration
Global Search
Baguette
Cash In and out
Profit loss
Cash Flow
Bank Accoount
Auto suggestions(E- Commerce Sync)
Sales
Expenses
Invoices
Bills
IRL Collaboration
Global Search
Access
Person 1
Owner
Give full access
See Activity
Person 2
Copy Link
Share
Baguette
Selected Item Details
Actions
SKU
Group
Taxable
Qty on hand
Frequent Buyers
Name
Sales Price
Cost Price
Qty
Action
IRL Collaboration
Global Search
New Item
Date Filter
Leave notes
Baguette
Selected Item Details
Actions
SKU
Group
Taxable
Qty on hand
Frequent Buyers
Name
Sales Price
Cost Price
Qty
Action
IRL Collaboration
Global Search
New Item
Filter
Leave notes
Active
Inactive
Sales
Purchases
Services
Baguette
Selected Invoice Details
Activity
Actions
Edit
Unpaid
Amount
Date
No.
Customer/project
Status
Action
Amount
IRL Collaboration
Global Search
Paid
Amount
New Invoice
Filters
Baguette
Selected Invoice Details
Activity
Actions
Edit
Unpaid
Amount
Date
No.
Customer/project
Status
Action
Amount
IRL Collaboration
Global Search
Paid
Amount
New Invoice
Filters
In Invoices
See all
Global Search
See all
Invoice 1
Date
Customer
Amount
Invoice 2
Date
Customer
Amount
Invoice 3
Date
Customer
Amount
Invoice 1
Date
Customer
Amount
Item 1
Date
Sales Price
Qty
Transaction1
Date
From/to
Amount
Baguette
Selected Invoice Details
Activity
Actions
Edit
Unpaid
Amount
Date
No.
Customer/project
Status
Action
Amount
IRL Collaboration
Global Search
Paid
Amount
New Invoice
Filters
Import Invoices
Export Invoices
Export Current View
Import Debit Notes
Preferences
Manage custom Feilds
Online Payments
Refresh List
Reset Column Width
Baguette
Selected Item Details
Actions
SKU
Group
Taxable
Qty on hand
Frequent Buyers
Name
Sales Price
Cost Price
Qty
Action
IRL Collaboration
Global Search
New Item
Filter
Make Inactive
Adjust Quanity
Reorder
Adjust Starting volume
Leave notes
Baguette
Customisations
Payment Options
Design
Dedicated Templates
Automation
Invoice
Customer Name
Invoice Number
Order Number
Salesperson*
Items Details
Add product or service
SubTotal
Discount
Shipping
Adjustment
Total
Quanitity
Rate
Tax
Description
Amount
Invoice Date
IRL Collaboration
Global Search
Add Image
Edit
Email View
Payer View
PDF View
03
Final Design Concepts
04
Solutions
Added predictive analytics to help businesses forecast trends and make data-backed decisions.
Financial Insights
Automated Workflows
Collaboration
Global Compliance
05
How My Solutions Deliver Optimal Results for Users
Simplified Financials
Simplified Financials
By streamlining financial workflows, the platform makes it easier to manage expenses, invoicing, and reports. Users save time, reduce errors, and improve overall accuracy in their financial tasks.
Boosted Teamwork
Boosted Teamwork
The platform’s cross-departmental features foster collaboration by allowing team members from various areas (finance, sales, etc.) to seamlessly access and manage shared data, improving communication and workflow.
Adaptable Design
Adaptable Design
The platform adjusts to fit a business’s growing needs, ensuring smooth operations as the company expands.
More Projects
Contact me
Hit me up if you’re looking for a fast, reliable UI/UX designer who can bring your vision to life
Book a Call
Let's create
something
extraordinary
together.
Let’s make an impact
