Problem

Companies operating in the accounting and compliance sectors manage large quantities of documents, invoices and sensitive data on a daily basis, often distributed across different tools that are poorly integrated with each other.

Accountants, Administrative & Financial Managers, faced:

• Sensitive documents and data distributed across multiple tools and channels, without a unified acquisition and tracking flow.

• Repetitive manual processes (reception, registration and reconciliation) that increase errors, duplication and wasted time.

• Difficulty converting unstructured documents into usable data, resulting in limited efficiency and control.

• Limited tracking and verification, making it difficult to reconstruct actions and assign responsibility.

• No real-time visibility on compliance and process status, forcing decisions based on delayed or partial information.

• Existing tools focus on isolated features, not on an integrated end-to-end workflow.

Before Automation

-55%

Efficiency in document management processes

65%

Total visibility into all business expenses

3 - 5%

Error or duplicate rate

30

Avg. invoice processing time

This benchmark data highlights how manual and fragmented processes reduce efficiency, limit expense visibility and increase errors, creating operational friction and delays prior to automation.

Goals

The main goal was to design a platform that was:

• Trusted in a highly regulated and responsible environment.

• Efficient, reducing operational errors and processing times.

• Scalable, adaptable to different roles, companies and systems.

• Clear, even when managing complex data.

Business Users

Accountants

Experts in charge of the day-to-day accounting tasks. They handle accounting entries, invoicing, balance checks, and document control, making sure everything is accurate, on time, and compliant with current regulations. They're all about precision and efficiency in their work.

Administrative Managers

They coordinate and supervise administrative and managerial processes. They monitor business performance, manage internal approvals, and ensure compliance with company procedures. They have a cross-functional view of processes and work to improve organization and productivity.

Financial Managers

Responsible for financial planning and control. They analyze economic data, KPIs, and strategic reports to support informed business decisions. They focus on performance, economic sustainability, and regulatory compliance, with a medium- to long-term vision.

My Role

I led the end-to-end design process using a user-centered Agile approach, working iteratively with stakeholders and the technical team to quickly adapt solutions to evolving needs, feedback and technical constraints.

The process included:

• Analysis of the operating context, regulatory constraints and documents, to understand accounting processes, user language and compliance responsibilities.

• Request requirements through meetings and discussions with SAP consultants, accountants and managers.

• Definition of user flows and information architecture in line with actual workflows.

• Wireframes and prototypes, used to validate solutions internally and guide iterations.

• Design of the final interface and user interface components, with a focus on clarity, consistency and scalability.

Particular attention was paid to model consistency and creating a solid foundation for a future design system.

Solution

Comply is a modular platform that simplifies document management, invoicing and compliance monitoring.

From a UX perspective:

• Web application for accountants, enabling operational management and detailed control of accounting processes.

• Mobile application for managers, providing real-time access to key data, approvals and activity monitoring on the go.

• Role-based dashboards delivering an immediate overview of activities and KPIs.

• Document reception from global platforms, centralizing the reception of accounting documents across multiple sources.

• OCR-based data extraction, transforming unstructured documents into structured, usable data.

• AI-powered automation, supporting validation, anomaly detection and workflow optimization throughout the accounting lifecycle.

• Automatic account registration and posting, simplifying accounting activities and reducing manual entries and errors.

• Centralised digital archive, ensuring advanced search capacity and full document tracking.

• Integrated dispute management, enabling transparent tracking and resolution of discrepancies.

• Guided workflows, designed to reduce ambiguity and minimize risk in high-complexity environments.

• Functional and consistent interface design, prioritizing clarity, hierarchy and usability over aesthetic elements.

Business Impact

+75%

Efficiency in document management processes

100%

Total visibility into all business expenses

0

Double or missing expenses

25

Minutes saved per invoice processed

These results have demonstrated how a UX designed around the real context of users can have a direct impact on work efficiency and quality.

Learnings

This project reinforced some key lessons:

• In complex B2B products, clarity and consistency are more valuable than visually sophisticated solutions.

• Ongoing communication with stakeholders and developers is essential to balance UX, technical constraints and regulatory requirements.

• Designing for compliance means designing for trust: every design choice communicates credibility.

Comply Platform was a highly complex project that allowed me to work on processes, systems and strategic decisions, as well as on the interface.