Payment & Regulatory Workflow
Redesign a fragmented billing experience into a transparent, audit-ready compliance workflow.
Problem
Finance teams were reconciling payments across four disconnected systems. Regulatory reporting required manual CSV exports and weekly spreadsheet merges. Every month-end was a crisis, and audit preparation consumed an entire week of the compliance team’s time.
Details
Tools
Highlights
What started as a billing UI refresh became a deep rethink of how financial transparency and regulatory compliance could be embedded directly into the product experience.
CHAPTER 1
Discovery
POWERED BY AI (LOW CONFIDENCE)
Mapping the billing chaos
Finance teams were reconciling payments across four disconnected systems. Regulatory reporting required manual CSV exports and weekly spreadsheet merges. Every month-end was a crisis.
- Invoice discrepancies took an average of 5 business days to resolve
- Compliance officers spent 3 full days per month preparing audit reports manually
CHAPTER 2
Design
A single source of financial truth
I rebuilt the billing surface around an audit-first model: every transaction, adjustment, and dispute is recorded with a timestamp and actor. The UI exposes this trail without overwhelming operators on day-to-day tasks.
CHAPTER 3
Integration
Connecting to regulatory reporting
Automated report generation reduced month-end close from 3 days to 4 hours. Compliance officers could export pre-formatted regulatory submissions directly from the platform.
Outcomes
3x
Faster invoice resolution
60%
Drop in billing support tickets
100%
Audit trail coverage
Retrospective
Lessons
Compliance UX is about reducing anxiety as much as functionality. Visual clarity on audit trails made operators far more confident in day-to-day decisions.
Tradeoffs
We prioritised depth in the billing workflow over breadth in reporting. A full analytics layer was scoped to a future phase.