- 3×Faster month-end close
- 92Usability score (SUS)
- +41%Trial-to-paid conversion
The challenge
Ledgerly helps small companies keep their books in order. Their product worked, but finance managers found it overwhelming: twelve menus, dense tables and no clear view of cash.
What we did
We ran a two-week discovery sprint with eight finance managers, then redesigned the product around three daily questions: How much cash do we have? What needs my attention? Are we on budget?
- A new overview with live cash flow and runway
- Smart reconciliation that suggests matches
- A design system shared between web and mobile
- Accessible data tables and keyboard shortcuts
The outcome
Customers now close their month three times faster. The usability score went from 61 to 92 and trial-to-paid conversion rose by 41%.
3× faster close
Our customers used to call the product "powerful but scary". Now they call it calm. The redesign changed how people feel about using Ledgerly every day.
Daniel OrtizCFO, Ledgerly