Portal Home

Pilot – 2023


Pilot's Portal interface ensures customers receive their monthly bookkeeping reports. The Home dashboard provides a real-time snapshot of the current state of their books.

Draft to Final

When books are in the draft state, the interface guides the user to complete the necessary actions for requesting final books. It uses a checklist pattern based on user research and validated through usability testing.

Action to Insight

After completing all required actions, the system generates and delivers the final books. The Home interface undergoes a transformation, showcasing important business metrics. Graphs offer a visually engaging representation of the underlying financial data, complemented by a summary of key insights from the monthly books.