UI / UX Design
Outlay AI
An AI-powered platform for effortless expense tracking, insights, and smarter financial decisions.
Year :
2025
Industry :
AI, Banking and Fintech
Client :
Concept Product
Project Duration :
2 months
Introduction :
Outlay AI is an intelligent financial insights solution designed to help individuals most especially gen-Z and millennials better understand their spending, plan budgets, and make informed financial decisions using AI-driven analysis. It all started with one question: “What if managing money felt easier and more human?”. It's a project aimed at solving a problem I had myself with unclear spending. As the Product Designer, I was responsible for shaping the product’s user experience from the ground up by translating complex financial data into a clear, intuitive, and interactive interface for everyday users. This solution will enable users to automate transactions across their connected accounts, set smart budgets, and offers personalized financial advice in an interactive way.
Problem :
Users struggled to make sense of their spending patterns because existing tools were either too technical, lacked guidance, or presented data in overwhelming formats. Outlay AI comes to play a great role in helping users quickly understand their financial behaviour, receive personalized insights, and take action without feeling intimidated by numbers or analytics.
The challenge was to create an AI-first financial experience that felt simple, human, fun and conversational.
How I Did It :
I started with initial research through competitive market analysis to spot the gap, user interviews to understand financial pain points around budgeting, spending habits, and data interpretation. Here's what the process look like:
Defined key user journeys such as onboarding → account linking → insight generation → goal tracking to remove friction and improve clarity.
Designed high-fidelity wireframes and prototypes for the homepage, spending/budget tracker, goal-setting module, and AI Chat page.
Developed a clean, data-friendly visual system with clear hierarchy, colour coding for categories, and accessible typography to make numbers feel less overwhelming.
Integrated conversational AI flows, allowing users to ask spending-related questions and receive contextual answers in natural language.
ONBOARDING:
The onboarding was designed to be seamless and personalized for an intuitive experience.
More Projects
UI / UX Design
Outlay AI
An AI-powered platform for effortless expense tracking, insights, and smarter financial decisions.
Year :
2025
Industry :
AI, Banking and Fintech
Client :
Concept Product
Project Duration :
2 months
Introduction :
Outlay AI is an intelligent financial insights solution designed to help individuals most especially gen-Z and millennials better understand their spending, plan budgets, and make informed financial decisions using AI-driven analysis. It all started with one question: “What if managing money felt easier and more human?”. It's a project aimed at solving a problem I had myself with unclear spending. As the Product Designer, I was responsible for shaping the product’s user experience from the ground up by translating complex financial data into a clear, intuitive, and interactive interface for everyday users. This solution will enable users to automate transactions across their connected accounts, set smart budgets, and offers personalized financial advice in an interactive way.
Problem :
Users struggled to make sense of their spending patterns because existing tools were either too technical, lacked guidance, or presented data in overwhelming formats. Outlay AI comes to play a great role in helping users quickly understand their financial behaviour, receive personalized insights, and take action without feeling intimidated by numbers or analytics.
The challenge was to create an AI-first financial experience that felt simple, human, fun and conversational.
How I Did It :
I started with initial research through competitive market analysis to spot the gap, user interviews to understand financial pain points around budgeting, spending habits, and data interpretation. Here's what the process look like:
Defined key user journeys such as onboarding → account linking → insight generation → goal tracking to remove friction and improve clarity.
Designed high-fidelity wireframes and prototypes for the homepage, spending/budget tracker, goal-setting module, and AI Chat page.
Developed a clean, data-friendly visual system with clear hierarchy, colour coding for categories, and accessible typography to make numbers feel less overwhelming.
Integrated conversational AI flows, allowing users to ask spending-related questions and receive contextual answers in natural language.
ONBOARDING:
The onboarding was designed to be seamless and personalized for an intuitive experience.
More Projects
UI / UX Design
Outlay AI
An AI-powered platform for effortless expense tracking, insights, and smarter financial decisions.
Year :
2025
Industry :
AI, Banking and Fintech
Client :
Concept Product
Project Duration :
2 months
Introduction :
Outlay AI is an intelligent financial insights solution designed to help individuals most especially gen-Z and millennials better understand their spending, plan budgets, and make informed financial decisions using AI-driven analysis. It all started with one question: “What if managing money felt easier and more human?”. It's a project aimed at solving a problem I had myself with unclear spending. As the Product Designer, I was responsible for shaping the product’s user experience from the ground up by translating complex financial data into a clear, intuitive, and interactive interface for everyday users. This solution will enable users to automate transactions across their connected accounts, set smart budgets, and offers personalized financial advice in an interactive way.
Problem :
Users struggled to make sense of their spending patterns because existing tools were either too technical, lacked guidance, or presented data in overwhelming formats. Outlay AI comes to play a great role in helping users quickly understand their financial behaviour, receive personalized insights, and take action without feeling intimidated by numbers or analytics.
The challenge was to create an AI-first financial experience that felt simple, human, fun and conversational.
How I Did It :
I started with initial research through competitive market analysis to spot the gap, user interviews to understand financial pain points around budgeting, spending habits, and data interpretation. Here's what the process look like:
Defined key user journeys such as onboarding → account linking → insight generation → goal tracking to remove friction and improve clarity.
Designed high-fidelity wireframes and prototypes for the homepage, spending/budget tracker, goal-setting module, and AI Chat page.
Developed a clean, data-friendly visual system with clear hierarchy, colour coding for categories, and accessible typography to make numbers feel less overwhelming.
Integrated conversational AI flows, allowing users to ask spending-related questions and receive contextual answers in natural language.
ONBOARDING:
The onboarding was designed to be seamless and personalized for an intuitive experience.