Finbooks

Making AI-powered financial tools easier to understand and use

Project

Finbooks is an AI-powered financial tool designed to help users create campaigns more efficiently. The redesign focused on making AI the core of the experience while simplifying the interface and improving user confidence.

Goals

Bring campaign settings, options, and controls into a single streamlined experience.
Make credit availability and usage visible throughout the workflow.
Position AI as the central value proposition instead of just another feature.

Overview

Finbooks uses AI to help people understand and manage their finances. The challenge was communicating its value while making key interactions easier to navigate.

I redesigned the experience to simplify messaging, improve visual hierarchy, and reduce friction across key workflows.

The challenge

A powerful tool needs a clearer experience.

The original interface made it difficult to understand the product's value and identify its main actions. Campaign settings and credit information also needed better organization.

The challenge: How might we make an AI-powered financial product clearer, more approachable, and easier to use?

Design opportunities

Clarity before complexity

Three areas shaped the redesign:

Product positioning

Communicate value faster through clearer messaging.

Feature visibility

Make AI capabilities easier to understand and discover.

Interaction design

Simplify campaign settings, credit information, and contact.

Design decisions

Theme	Problem	Decision	Why
Simplify campaign creation	Campaign settings felt fragmented.	Group related settings and options together.	Create a more organized, predictable workflow.
Improve credit visibility	Available credits and campaign usage lacked visibility.	Give credit information greater prominence.	Help users understand resource usage before committing.
Highlight AI capabilities	The product's main differentiator wasn't clear enough.	Give AI functionality a stronger role in content and visual hierarchy.	Show what the technology enables, not just that AI exists.
Strengthen product messaging	The hero section contained too much information.	Use a shorter headline, stronger hierarchy, and clearer CTA.	Help visitors understand the value faster..
Simplify contact	The contact form required too many inputs.	Replace it with a single email field.	Make getting in touch quicker and easier.
Reduce visual noise	Competing content made the page harder to scan.	Remove unnecessary text and refine layouts.	Keep attention on product value and key actions

The redesigned experience

A clearer way to engage with Finbooks

🌀

Stronger positioning

Direct messaging makes the product's value easier to understand.

⏺️

AI-first hierarchy

AI capabilities become more visible throughout the experience.

✨

Simplified workflows

Campaign settings and credit information are easier to access.

🎯

Faster interactions

A shorter contact flow reduces unnecessary steps.

Outcome

Less noise. Clearer value. Simpler interactions.

The redesign gave Finbooks a clearer identity and made its AI capabilities easier to understand. Improved content hierarchy, campaign organization, and simplified interactions created a more focused experience.

3

Core product goals

6

Design improvements

1

Unified campaign workflow

1

Clearer credit overview

1

Focused value proposition

1

Simplified contact flow

What I learned

Designing for AI reinforced the importance of communicating value before complexity. Good UX makes technology understandable through what people can accomplish — not just how advanced it looks.