AxiomLens – Cashflow Analytics for Small Businesses

Everyday check-in screen – meet the Product!

The Main Dashboard is the screen Frank, Jing, and any other user would see most often. It combines topline numbers, trends, AI insights, and the latest invoices into a single working view, so a quick glance is enough to decide whether anything needs attention today.

Because this is the first screen anyone sees, it had to strike a careful balance between information density, visual calm, and clear next steps. It also set the visual language for the whole product, so it went through the most iterations: from early wireframes to several high-fidelity versions, documented in the Design Process & Iterations section.

Key Decisions:

• Metric cards for income, expenses, net profit, and tax due give a quick snapshot of where things stand, plus small trend notes compared to last month.
• The cashflow overview shows how you got here over the chosen period, with a simple path to the full view.
• AI Insights panel surfaces risks and opportunities in plain language with direct links to relevant views.
• Recent invoices table grounds the high-level picture in specific clients and amounts, with clear status badges and one-click actions.
• Dark, calm UI with a tight grid and restrained color keeps dense data readable without feeling like a trading terminal. And it also looks cool.

Read the trends without losing the story

This screen is where a user would zoom out from the dashboard and look at how money actually moves over a chosen period – by account, year, and quarter. Instead of a static balance, they see how inflow and outflow stack up week by week (in this scenario).

Key Decisions:

• Focused chart layout compares cash inflow vs. outflow with a shared scale and subtle grid, so trends and gaps are easy to spot.
• Period & account filters (account, year, quarter/month) let users answer concrete questions like "How did Q4 go on the main account?" without changing screens.
• Key Financial Drivers & Insights cards underneath translate patterns into plain language: seasonal spikes, potential savings, or invoices that are starting to skew the quarter.
• Minimal chrome around the graph keeps attention on the data itself, with secondary actions like "Export report" tucked away but available.

Day-to-day billing workhorse

This is where Frank and Jing actually manage the money coming in. The screen combines high-level invoicing metrics with a dense but readable table, so they can move from “How much is stuck in invoices?” to “Which ones do I deal with first?” in a few seconds.

Key Decisions:

• Summary cards at the top give a quick health check: total invoiced, paid, overdue, plus average payment delay.
• Status/account/year filters let users slice the list down fast without leaving the page.
• Clean invoice table supports scanning and sorting over long histories.
• Inline actions keep common tasks one click away instead of hiding them in menus.

All invoice context, without breaking your flow

Opening an invoice should feel smooth and native. The detail view appears as an overlay on top of the list, so users can check details, send a reminder, review history, or download a PDF – then close it and stay exactly where they were.

Key Decisions:

• Overlay pattern keeps users anchored in the invoices view.
• Client block (contact data + billing address) is grouped at the top for quick verification or follow-up.
• Money block separates subtotal, VAT, and total clearly to avoid misreading amounts.
• History timeline shows created, sent, seen, and paid states, putting "we never got that invoice" conversations out of question – assuming both the client and the professional use AxiomLens.