Cash flow dashboard
Money in, money out and upcoming bills at a glance.
Ledgerly — SaaS finance dashboard
A subscription finance platform for small businesses: invoices, cash flow and bank sync in one dashboard.
- Client
- Concept project
- Industry
- Startups & SaaS
- Services
- Web Development, Design & 3D
- Timeline
- 16 weeks
Cash flow, invoices and bank accounts in one clear dashboard.
Overview
Ledgerly is a concept SaaS product that gives small business owners a clear picture of their money: what came in, what went out and what is due this week. It connects to their bank accounts, sends invoices and chases late payments automatically.
The product was planned as an MVP first, then grown into a full v1 in short releases.
Goals
- Show cash flow on one screen
- Cut the time spent chasing invoices
- Launch an MVP fast, then grow with feedback
- Charge on monthly and yearly plans
The challenge
Small business owners checked three bank apps and a spreadsheet to know where they stood. Existing tools were built for accountants, not for founders.
Our approach
- 01
Dashboard first
Money in, money out and what is due this week on one screen.
- 02
Bank sync
Secure connections pull transactions in automatically every day.
- 03
Invoices that chase themselves
Reminders go out on schedule until an invoice is paid.
- 04
Plans and billing
Free trial, monthly and yearly plans with self-serve upgrades.
Inside the concept
Bank sync
Secure bank connections that import transactions daily.
Invoices & reminders
Branded invoices that chase themselves until paid.
Team roles
Owners, accountants and staff with the right access.
Reports & exports
Profit and loss, VAT summaries and CSV exports.
Plans & billing
Free trial, monthly and yearly plans with Stripe Billing.
Project timeline
How it would run
Product strategy2 weeks
Market research, MVP scope and pricing model.
Design3 weeks
Dashboard UX, design system and onboarding flow.
MVP build6 weeks
Core dashboard, invoices and bank sync.
v1 releases5 weeks
Teams, reports and billing in three releases.
Deliverables
- SaaS web app
- Marketing website
- Design system
- REST API
- Cloud hosting on AWS
- Product roadmap
Gallery
Inside the project
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