Payment Automation System

Designing a SaaS System for Automating an Organization’s Payment Processes

The Tipalti company’s product is a platform for the automation of an organization’s payment processes. The receipt of the invoices submitted to the organization by its suppliers (from the country and abroad while conforming to the various regulations in each country) are routed according to the user’s definitions to internal parties in the company for their approval, and the system also assists in the transfer of the financial information for payment.
The company is considered one of the leading companies in the field of private fintech. The system reduces the practice of transferring payments and makes the process easier for all concerned.
Selected articles:
  • Company: Tipalti
  • Field of Activity: Payment Automation
  • Website: tipalti.com
  • Project: UX/UI of modules in new billing system
  • Year: 2019-2022 
  • Duration: Support throughout the entire product life cycle
     
What exactly did we do?

UX Research

Analysis of competitor products in the market for management of billing systems and banking applications plus analysis of the needs of users of the existing system

UX Wireframing

Characterization of several different desktop features and improvement of existing modules

UI Design

Upgrading the design language of the user interface according to the new brand language

User testing

Conducting interviews with users and testing main scenarios in both the new and existing systems

Design System

Building a Design System, a dynamic system of components that allows for uniformity and efficiency in further work