Canaree finance

SaaS platform to help startups and scale ups to manage their finances better.

Project

Most startups and scale-ups need financial models to show the potential investors how they will generate revenue, build a team and budget expenses. This is traditionally done in spreadsheets and have a huge learning curve, especially for those who don't have a finance background.

Canaree, a SaaS startup, helps such businesses to manage their finances better. The platform lets users, mostly founders or CEOs, to create financial models that they can then share with investors.

The goal of the project was to speed up the process of creating a financial model, but also simplify the workflow. Not only that, ready-made templates for SaaS, Marketplace & E-commerce and an ability to choose a pricing models help users create their models in minutes. The platform is a budgeting software but smarter in that it generates automatic financial advices that users can easily understand by comparing their data with industry benchmarks.

Type

SaaS, Fintech

Role

UX engineer

Year

2019 - 2021

Project

Objective

1. Design a web application to create financial models, intelligent advice and dashboard.

2. Design a responsive marketing website

Target users

Startup and scale-up founders / CEOs

Role

UX and UI Engineer

Tools

Pen and paper, Sketch, Webflow

Design process

Empathy

Market research

Competitive analysis

User interviews

Contextual enquiries

Define

Personas

Empathy maps

Problem statements

Ideate

Ideation

User flows

Wireframes

Prototype

Lo-fi prototypes

Hi-fi prototypes

Test

Usability testing

Affinity maps

Highlights

  • Comprehensive user and market research to redefine the feature set and priority (New product roadmap).
  • Comprehensive financial management and budgeting platform.
  • Fail fast approach: brainstorming, feature extraction, prioritisation.
  • Technical feasibility sessions, iterations and setting achievable goals.
  • Lo-Fi wireframe to Hi-Fi prototypes in Sketch.
  • User feedback sessions with early designs.
  • Comprehensive style guide with assets, behaviour and styling rules.
  • Designed and maintained the marketing website on Webflow.
  • Collaborate with marketing team to create websites, landing pages and run growth experiments.
  • More designs, components, design system and demos available in person
  • Detailed case study is now available

Reflection

Working at Canaree, a Fintech startup, has given me a valuable experience. User research to discover the user needs and define the right problems to solve, suggesting feature set and priorities that directly impacts the KPIs i.e. business goals and crafting experiences that were both useful but also beautiful.

Furthermore, I was able to help Canaree successfully launch the product and then to paying customers. 
      Next reads

Case studies

Letify (Proptech)

Case study

Mindwave (Health app)

Case study

Available for work

Let's connect
View
More