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Pezzi.

A money-management app with a live dashboard

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Problem Statement

A founder building for business owners with no accounting background.

Possible Solution

A money-management app with a live dashboard.

Pezzi

Claims Portal

Smart Entries

Filing Assist

Financial Overview

Managers

One product.
Four parts.

Claims Portal

Start

Use

Done

Smart Entries

Filing Assist

Users

Data

Admin

Financial Overview

Business Challenges01 / 03

Employees

Expense submissions are tedious, delaying reimbursements.

Businesses

Compliance tasks remain complex without guided reporting.

Accountants

Manual entry and reconciliation create errors and consume time.

Objectives & Goals

Simple receipt capture and approvals accelerate reimbursements and close cycles.

Start

Use

Done

Bank feeds and rules reduce manual input, errors, and reconciliation time.

Managers

Employees

Businesses

Guided workflows generate accurate statements and filings with audit trails.

Live KPIs and trends clarify cash, receivables, and payables status.

Our Process

01Discover

02Define

03Ideate

04Design

User Interface Screens

Claims Portal Expenses

Smart Entries Automation

Filing Assist Compliance

Financial Overview Dashboards

Overview

01 / 08

BriefLive

Live.

Next project

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