Finance
Payrot - Finance Dashboard
Modern finance UI for transactions, analytics and portfolio management.
Duration
3 months
Team
4 members
Outcome
+47% conversion
Project overview
Modern finance UI for transactions, analytics and portfolio management. This project was focused on creating a scalable, data-driven product with a clean, conversion-first UI. Below you'll find the challenge we solved, the approach we took and the measurable impact.
Challenge
Low ad engagement and inefficient creative workflows causing slow campaign launches.
Approach
Built an AI-first creative pipeline, templates and an analytics dashboard to iterate quickly on creatives and targeting.
Result
Campaign velocity improved by 3x and conversion increased by 47% within 8 weeks.
What we built
Transaction timeline
Brief explanation of how this feature helped reach the product goals.
Portfolio overview
Brief explanation of how this feature helped reach the product goals.
Custom reports
Brief explanation of how this feature helped reach the product goals.
JC
Client Testimonial (1 of 1)
'Payrot's dashboard clarity solved our team's reporting headaches. It's fast, secure, and incredibly well-designed.'
— Jia Chen, CFO, FinCorp
Screenshots
Project timeline
- DiscoveryWorkshops, user interviews, and product goals.
- DesignWireframes, UI kit and prototypes.
- BuildEngineering sprints, QA and staging.
- LaunchProduction rollout and performance tuning.
Integrations
StripeSegmentGoogle AnalyticsFigmaSentry
Accessibility & performance
- WCAG AA contrast and semantic markup
- Image optimization and lazy-loading
- Code-splitting and client-side caching
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