HOMTRUST / TRUST ACCOUNTING SAAS
A purpose-built accounting experience for short-term accommodation, bringing bank reconciliation, transaction matching and reporting into focus.
ROLE
UX/UI Design
IDUSTRY
Short term holiday accommodation trust accounting
FOCUS
Bank Reconciliation, Workflow Design, Information Architecture, Data Visualization
01 / THE PROBLEM
Bank reconciliation involves comparing financial records against bank transactions to ensure everything is accurate and accounted for.
For property managers handling multiple transactions, deposits, and payments, this process can quickly become overwhelming.
The challenge was to design an interface that could accommodate detailed financial information without sacrificing clarity or usability.
Key design challenges included:
Information overload: Presenting balances, transactions, and reconciliation statuses without overwhelming users.
Transaction matching: Helping users distinguish between matched, unmatched, and suggested transaction matches.
Visual hierarchy: Making important financial figures and outstanding reconciliation tasks immediately visible.
Workflow clarity: Creating a logical process that helps users understand what requires attention and what has already been completed.
02 / DESIGN PROCESS
My approach began with understanding the bank reconciliation process and identifying how financial information could be organised into a more intuitive user experience.
I focused on the relationship between account balances, deposits, payments, and transaction matching, considering how users would move between reviewing their financial position and taking action on outstanding items.
The design process centred around three key areas.
01 Establish a clear information hierarchy
I organised important financial figures into distinct sections, allowing users to quickly review account balances and understand the overall reconciliation status.
By grouping related information and using consistent visual patterns, I aimed to reduce the effort required to interpret complex accounting data.
02 Simplify transaction matching
A key focus was making it easier for users to identify and manage transactions requiring reconciliation.
I designed clear distinctions between transaction states and incorporated suggested matches to help users review potential matches without having to manually search through large amounts of data.
03 Create a more intuitive workflow
I focused on designing a logical flow between reviewing balances, identifying outstanding transactions, and completing reconciliation tasks.
Clear labels, structured tables, and prominent actions were used to guide users through the process and make the interface feel more approachable.
03 / DESIGN DETAILS
The resulting design brings structure and clarity to a traditionally complex financial workflow.
By combining clear financial summaries with organised transaction data and intuitive matching interactions, the bank reconciliation experience was designed to help property managers navigate accounting tasks with greater confidence.
The project demonstrates how thoughtful UX design can make specialised, data-heavy software more accessible without compromising the level of detail users need.
Screens shown contain fictional data for demonstration purposes only.
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04 / THE OUTCOME
The resulting design brings structure and clarity to a traditionally complex financial workflow.
By combining clear financial summaries with organized transaction data and intuitive matching interactions, the bank reconciliation experience was designed to help property managers navigate accounting tasks with greater confidence.
The project demonstrates how thoughtful UX design can make specialized, data-heavy software more accessible without compromising the level of detail users need.
SEE MORE OF MY WORK
02 / MANAGEMENT PWA
A full redesign of a cleaning staff management app, focused on resolving mobile responsiveness issues and making day-to-day tasks easier for cleaning teams to manage on the go.
03 / TRUST ACCOUNTING SAAS
A purpose-built trust accounting system for short-term holiday accommodation, featuring streamlined bank reconciliation, automated transaction matching, and clearer reporting for property managers.
04 /
SHORT TERM ACCOMODATION MANAGEMENT SAAS
Redesigned the dashboard for a short-term accommodation management platform, improving data visualisation, information hierarchy, and usability to help property managers understand performance at a glance.