Bill-E

Bill-E is a financial assistant that helps users to track their spending habits. Bill-E main goal is to increase the usage of Green Receipt instead of paper receipt.

Introduction Image

PROJECT DURATION

Apr 2020 - Nov 2020

MY ROLES

  • User Research
  • Prototyping
  • UI Design

SUMMARY

User can uploade the receipt in two ways: Green Receipt or Paper Receipt. For the green receipt, we have a plug and use hardware add-on for POS (Point of Sale) systems that allows receipts to be sent directly to customer’s phones, foregoing the paper receipts completely. However, users can also choose to scan a paper receipt if Bill-E POS system is not available . We give users a centralized location for all their scan receipts, enabling them to easily find past receipts, track their expenses and analyze their spends and budget wisely. Every green receipt scanned is one step closer to a greener earth.


PROJECT GOAL

The following main points / goals has been set for the Bill-E :

  • Set the monthly budget for savings and managing the expanses
  • Scanning / Snapping the Green receipt / Paper receipt
  • Automatically fill the receipt information and choose the category for that receipt
  • Store all the receipts to track user’s expenses and analyze user’s expenses
  • Prepare category wise graphical analytics for expenses

THE CHALLENGE

Following objectives has been made to make this mobile application:

  • Enable Green Receipt at POS
  • Manage all scan receipts
  • Analyze user's spending and give the correct statistics
  • User friendly workflow

UNDERSTAND USER NEEDS

Today, most of the students and working professionals are finding it difficult to keep track of their daily expenditure and also end up losing their savings

After conducting an interview I identify some pain points of users. These are the following pain points:


HOW IT WORKS

This website works in this 4 following steps:

Step 1 : Set The Monthly Budget

‍Every month users can set their monthly estimated budget. Through this they can track their expenses and analyze their spends and budget wisely.

Step 2 : Scan / Snap Receipt

Here users have two options. In the first option, users can use the green receipt, a plug and use hardware add-on for POS (Point of Sale) systems that allows receipts to be sent directly to customer’s phones, foregoing the paper receipts completely. In the second option, users can snap the paper receipt through their mobile phone. After that, they can save that green receipt / paper receipt with all details.

Step 3 : Earn Rewards

Every green receipt scanned is one step closer to a greener earth. So, users earn loyalty points and they can grow their e-tree.

Step 4 : Analyze

We give users a centralized location for all their scan receipts, enabling them to easily find past receipts, track their expenses and analyze their spending pattern and they can manage their monthly budget wisely. To make this process easy me split their expenses in different categories like : Hospital, Education, Household, Grocery, Car, Restaurant, Miscellaneous.


STYLEGUIDE

Finding the balance between aesthetics and meaningful elements in the design is what I like to accomplish. Colors, Font, icons,... and every pixel plays a very important role in the building emotional relationship with the user.


COMPONENTS

These are design components for the app design. I tried to use aesthetics of nature to make product feel more harmonious and emotionally connected.


TAB DESCRIPTION

Here I describe all the functionality of this application.


User Interface

These are the end result screens where UI meets UX.