i led end-to-end product design for Advance Cash, turning a fragmented financing process into one clear origination flow for CFOs and finance teams.
accounts receivable was leaving working capital trapped in approved invoices, while finance teams had to stitch together eligibility, terms, and funding across disconnected steps.
how it works
- start from the cash position
the dashboard surfaces eligible receivables and makes the next action obvious. - understand the offer
terms, fees, and expected timing are shown before commitment. - finish in one flow
bank details, document review, and consent stay on a single page.
business impact
the redesigned path produced a 4.3% conversion rate, a 324% lift, and helped the product reach payback in under six months.
designed for confidence
- progress stays visible
every decision has a clear status, owner, and next step. - complexity appears only when needed
edge cases expand in context instead of crowding the default path. - numbers explain themselves
fees and repayment are framed in finance language rather than product jargon.
the result made a sophisticated financing product feel legible enough to evaluate quickly and trustworthy enough to act on.