Small Business Finance · Concept case study

Giving a two-person startup a real interface.

Ledgerly's founders had a working invoicing engine — a backend script that could generate an invoice correctly. What they didn't have was any way for a customer to use it without emailing a CSV back and forth.

IndustrySmall Business Finance
Duration12 weeks
ServicesWeb App, SaaS Product Design
Studio roleDesign + Build

Illustrative UI concept — built to show the product direction, not a live application.

The problem

The logic worked. The product didn't exist yet.

Every invoice meant a founder running a script locally and exporting a CSV by hand. There was no dashboard, no client-facing view, and no way to onboard a second employee without walking them through the terminal.

The approach

The backend became a product.

  • A dashboard showing outstanding, paid, and overdue invoices at a glance
  • Client-facing invoicing with recurring billing built in
  • Permission-based team access, so new hires don't need terminal access
  • A public-facing site explaining the product to first-time visitors
Impact

What changed once the interface shipped.

3 clicksTo generate and send a recurring invoice, down from a manual script run.
2nd hireLedgerly could onboard a non-technical teammate for the first time.
1 dashboardReplaced a spreadsheet of CSV exports as the source of truth.