Primer

Primer

Primer

A first-to-market reporting dashboard for handling all transactions through multiple payment processors. 

Lead UX
Lead UX
Lead UX
UI
UI
UI

Research

Payments are extremely complex and sometimes, things go wrong. This is a real world problem that affects the biggest of companies across the globe.

Interviewing financial operatives from Uber, Airbnb and Just Eat, reconciliation of accounts is a surprisingly complex, time consuming, large-scale problem. Money can, sometimes, literally disappear. To make matters worse, different processors require a user to log into each separate account and try to find the problem manually.

The brief was to create a dashboard where financial controllers can get an overview and rectify any issues across all processors, for individual transactions or batches, in one place. They would be able to set tolerances (what they consider an acceptable loss rate), remap batches and then be able to export all the data from all processors in one click.

Research

Payments are extremely complex and sometimes, things go wrong. This is a real world problem that affects the biggest of companies across the globe.

Interviewing financial operatives from Uber, Airbnb and Just Eat, reconciliation of accounts is a surprisingly complex, time consuming, large-scale problem. Money can, sometimes, literally disappear. To make matters worse, different processors require a user to log into each separate account and try to find the problem manually.

The brief was to create a dashboard where financial controllers can get an overview and rectify any issues across all processors, for individual transactions or batches, in one place. They would be able to set tolerances (what they consider an acceptable loss rate), remap batches and then be able to export all the data from all processors in one click.

Research

Payments are extremely complex and sometimes, things go wrong. This is a real world problem that affects the biggest of companies across the globe.

Interviewing financial operatives from Uber, Airbnb and Just Eat, reconciliation of accounts is a surprisingly complex, time consuming, large-scale problem. Money can, sometimes, literally disappear. To make matters worse, different processors require a user to log into each separate account and try to find the problem manually.

The brief was to create a dashboard where financial controllers can get an overview and rectify any issues across all processors, for individual transactions or batches, in one place. They would be able to set tolerances (what they consider an acceptable loss rate), remap batches and then be able to export all the data from all processors in one click.

Design

Clarity was key. In an instant, a user should be able to spot any problems. This is the reason the tabular data is sorted by issues first.

Features requested from users included the ability to set tolerances so that small mismatches can be automatically reconciled. The ability to create custom groupings so that filtered batches can be viewed and fixed together. Exporting of data with custom field headers and ordering for integration into 3rd party software.

Available July 2024
Available July 2024