Xero Integrations
Simplify the way customers send their data to Xero
OVERVIEW
We redesigned the accounting integration workflow as a foundational step toward introducing new accounting software into one of our platforms and building a more unified experience across the product ecosystem. The project prompted us to rethink how users manage financial data settings, with scalability and cross-product consistency as key priorities from the outset.
ROLE
Product Designer
User Interaction, Visual Design, Prototyping, and Testing
Feb 2025 - Apr 2025
The Problem
As a small business owner, manually managing financial data in Xero is time-consuming and inefficient. I need an integration that automates this workflow so I can focus on more critical tasks.