Fintech, New York

Ledgerline

Treasury software for founders who never wanted to learn treasury software.

Client

A New York fintech

Year

2025

Services

Product UI, Design system, Development

Outcome

Trial-to-paid conversion up 38%.

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The brief

A capable product losing trials in the first ninety seconds. Users landed in an empty dashboard, were asked to connect a bank, and left.

What we did

We led with the answer instead of the setup: a single balance, a runway figure, and a burn line visible before any account is connected, populated with sample data that labels itself. The design system underneath standardises every number, chart and state.

“The first screen now does what our sales deck used to do.”

Head of Product, New York fintech

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