WebsiteWeb AppAI

FinVix

Bookkeeping that does itself in the background.

WebsiteWeb AppAI

FinVix

Bookkeeping that does itself in the background.

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00The short version

FinVix had the right insight: small business owners don't want to learn accounting. They want their bookkeeping to disappear into the background. Our job was to design what that looks like.

01Overview

The brief

FinVix is an invoicing and bookkeeping platform for small businesses. AI automatically categorizes transactions, drafts invoices from emails, and flags potential tax deductions. We built the brand, the marketing site, and the dashboard, including the AI transaction review experience that defines the product.

02Challenge

What we solved

Small business owners get burned by bookkeeping tools that promise automation and deliver a wall of misclassified transactions to fix manually. To work, FinVix had to be obviously more accurate than the alternatives, and the user had to feel comfortable that the AI's mistakes were caught. The marketing site had to communicate this without sounding like every other 'AI-powered' SaaS.

03Approach

How we got there

We designed the dashboard around the daily review: ten minutes at end of day, glance through what the AI did, fix the few it got wrong. The AI categorization is paired with a confidence score and a 'review queue' surface that only contains transactions the model wasn't sure about. The marketing site leads with a worked example of the daily review rather than vague claims about hours saved.

04Solution

What we shipped

The web app's home is the daily review queue: AI-classified transactions on the left, a quick-edit panel on the right. Confident categorizations are batched and approvable in one tap. The invoice drafting feature watches the user's email for invoiceable conversations and proposes draft invoices in the dashboard. The marketing site leans on screenshots of the actual product rather than illustrations.

05Results

4.5KSmall businesses onboarded in 6 months

9Hours per week saved on bookkeeping per business

88%Reduction in miscategorized transactions

4.5KSmall businesses onboarded in 6 months

9Hours per week saved on bookkeeping per business

88%Reduction in miscategorized transactions

05Outcome

What changed for the client

FinVix onboarded 4,500 small businesses in its first six months. The AI's miscategorization rate is below 12 percent, an 88 percent reduction compared to the baseline tools the team had previously used. Average daily review time has dropped to under five minutes per business owner.

FAQCommon questions

Frequently asked.

Questions that come up most often when companies reach out about projects like this.

Yes. AI-powered fintech is a category we've shipped repeatedly: FinVix for bookkeeping, EasyFinance for freelancer finance, LegalPal for legal billing. The pattern that works is pairing AI suggestions with confidence scores and a clear review surface for low-confidence items.

We design the UI around the assumption that the AI will be wrong sometimes. Confidence scoring on every suggestion, a dedicated review queue for low-confidence items, and one-tap correction patterns that train the model going forward. The user always feels in control.

Yes. Plaid is our default for any product that connects to a bank account. We've shipped it across FinVix, EasyFinance, Nova, Zeno, Mintro, and Monarch. We focus heavily on the connect flow because that's the moment users get nervous in any fintech product.

AXI Launch for the initial build. AXI Automate for ongoing model tuning and adding new AI features over time. Most fintech clients move onto AXI Studio post-launch for general design and dev iteration plus Automate for AI-specific work.

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