Aviera
2026
Making financial data easier to understand
I redesigned key parts of a financial dashboard to improve transaction visibility, simplify navigation, and help users understand their finances faster during everyday workflows.
Overview
Making financial data easier to understand
Aviera is a financial dashboard concept focused on helping small business teams better understand spending activity and everyday financial workflows. The redesign explored how clearer hierarchy, improved transaction visibility, and more structured layouts could reduce friction across the platform.
The Impact
The redesign focused on improving clarity across the dashboard through better hierarchy, cleaner spacing, and more visible transaction details. The updated experience made everyday financial workflows easier to scan and navigate while introducing lightweight interactions that surfaced more context when needed.
Problem
Understanding financial activity felt unnecessarily difficult
The existing dashboard contained large amounts of financial data, but weak hierarchy and dense layouts made balances, transactions, and actions harder to interpret during everyday use. Users frequently paused to compare balances, reopen transaction details, and rescan sections before feeling confident enough to take action.
01 - Weak hierarchy, 02 - Inconsistent spacing, 03 - Workflow friction
Research
Looking beyond the numbers
To better understand where friction appeared across the dashboard, I reviewed financial workflows and conducted user interviews with people regularly managing transactions, balances, and payment activity. The research focused on how users scanned information, interpreted financial context, and navigated everyday tasks across the interface.
What we learned
Through interviews and workflow analysis, I identified recurring patterns in how users reviewed balances, tracked transactions, and navigated everyday financial tasks. The biggest issue wasn’t financial complexity itself — it was uncertainty. Users often stopped to compare balances, reopen transaction details, or rescan multiple sections before taking action. Similar visual weight across the interface made it difficult to quickly identify what mattered most.
“Most of the time, I understood the numbers — I just didn’t understand what needed my attention first. I kept jumping between balances, transactions, and reports to make sure I wasn’t missing something important before taking action.”
Interview participant
E-commerce founder
Ideation
Exploring interface directions
Through interviews and workflow analysis, I identified recurring patterns in how users reviewed balances, tracked transactions, and navigated everyday financial tasks. The biggest issue wasn’t financial complexity itself — it was uncertainty. Users often stopped to compare balances, reopen transaction details, or rescan multiple sections before taking action. Similar visual weight across the interface made it difficult to quickly identify what mattered most.
Exploring different dashboard concepts focused on hierarchy, transaction visibility, and clearer everyday financial workflows.
Testing interaction flows early
Before moving into high-fidelity designs, I tested early interaction flows using low-fidelity paper prototypes. These quick sessions helped validate navigation patterns, layout hierarchy, and task completion behavior before investing time into polished UI design.
Designs
Refining the dashboard experience
The final redesign focused on improving clarity across everyday financial tasks through stronger hierarchy, simplified navigation, and more contextual transaction feedback. The updated interface made balances easier to compare, actions easier to locate, and activity flows easier to understand at a glance.
Overview of spending trends, category insights, and budget usage designed for faster financial scanning.
Instant card controls allowing users to freeze cards, manage limits, and update payment settings with minimal friction.
A simplified dashboard focused on balance visibility, transaction context, and clearer everyday financial workflows.
Lessons
Designing for clarity, confidence, and everyday financial workflows
This project reinforced how strongly financial confidence is shaped by interface clarity rather than financial complexity itself. Throughout the redesign, I explored how hierarchy, spacing, and contextual feedback could reduce uncertainty during everyday financial tasks. One of the biggest learnings was recognizing how small interface decisions — such as grouping, transaction context, and action placement — significantly influenced how users interpreted information and navigated the product.
