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02 / FINANCE SAAS · PRODUCT UX/UI

Hisab.

A clearer workspace for everyday business finance.

MY CONTRIBUTIONUX/UI design
PLATFORMWeb · Business finance platform
Hisab business finance dashboard
CONTEXT

Hisab is presented as a business finance workspace for managing sales and day-to-day records. The screens shown span first-time setup, an account dashboard, customer management, invoices, payments received, and sales orders.

DESIGN CHALLENGE

Make a broad set of finance and sales tasks feel like one coherent product, while helping new users get started and returning users find the right records quickly.

MY CONTRIBUTION

I designed the UX and UI across the screens shown, bringing onboarding, overview, and detailed sales tasks into a consistent application structure.

Make each next step feel clear.

The supplied screens show a left navigation organized around Home, Reports, Accountant, Sales, Purchases, and Documents. Within Sales, customers, invoices, payments, and orders each have dedicated list and detail views.

01Set up the organization
02Review the business dashboard
03Open a sales workflow
04Manage its records and details
DESIGN FOCUS

Design focus: maintain a stable workspace and navigation while giving each finance task the information and actions relevant to that task.

What the experience makes easier.

Three decisions in the product, connected to the screens and details shown here.

Hisab product design screens referenced by the decision notes
HISAB · ONBOARDING, DASHBOARD, AND SALES WORKFLOWS
01 / GUIDE FIRST-TIME SETUP

Turn account setup into visible progress.

The onboarding screens show a numbered setup sequence, mark completed steps, and make the next task clear.

The supplied Hisab screens show an organization checklist, current step, and a visible next action.
02 / KEEP A STABLE WORKSPACE

Let navigation stay consistent as the task changes.

Home, Sales, Purchases, and Documents remain in one application shell while the main view changes to the task at hand.

The supplied dashboard, customer, invoice, payment, and sales-order screens share the same left navigation.
03 / PUT RECORDS IN CONTEXT

Connect a customer to the work around them.

A customer detail view brings account information, receivables, and related activity into the same working context.

The supplied customer screen combines overview details, receivables, income, and account information.

These are design rationale and screen evidence, not measured user or business outcomes.

Bring the connected parts into view.

The designed product experience covers onboarding, dashboard review, customer records, invoices, received payments, and sales orders. No performance metrics were supplied.

01

Guided onboarding with a visible setup checklist

02

Dashboard overview with finance summaries and charts

03

Searchable customer, invoice, payment, and order lists

04

Customer detail view combining receivables and account context

Hisab product screen 1
Hisab · project screen 1

A useful next step is to validate whether business owners can complete setup and locate key records quickly, then refine labels, table density, and the transition between a list and its detail view.

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