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AutoFinance

Web Application

A simple finance toolkit for small and medium enterprises, offering AI-powered insights to help users grow and stay compliant.

AutoFinance dashboard transfer list

Story Boarding — Rohit's Documentation Struggle, Solved by NUVO AutoFinance

The process of managing and sharing financial documents between businesses and individuals can often feel complicated and time-consuming. By mapping out each stage, it demonstrates how the redesigned platform brings transparency, simplicity and trust to daily interactions.

Meet Rohit

Rohit illustration

Rohit, 35Y

A Chartered Accountant from Mumbai

The Situation

Situation illustration

He oversees several business clients, requesting necessary documents and payments for audits each month.

Keeping track of submissions often feels like a never-ending chase.

The Problem

Problem illustration

Emails pile up, WhatsApp messages get lost. Some clients forget to send files, others send incorrect ones.

Rohit has to request same set of documents from different clients.

Rohit spends his productive hours following up, validating and organising documents.

The Frustration

Frustration illustration
  • Rohit's clients often send documents in different formats or incomplete sets.
  • He wishes there was a better, automated way to handle all this

Enters NUVO AutoFinance!

NUVO AutoFinance

Rohit Exploring AutoFinance

Exploring AutoFinance

Rohit discovers he can request and manage documents or fees effortlessly.

The Action

Taking action

Rohit can now easily track, manages and requests documents from his clients via AutoFinance.

Whereas, client can securely upload files via NUVO Wallet app.

The Transformation

Transformation

Rohit can view all pending and completed requests in one place.

Each file is validated and organised in the client's vault, with payments auto-tracked and verified.

The Result - Happy User!

Happy user

No more clutter, no more delays.

Rohit's work feels smooth, transparent and reliable.

Clients trust the process and Rohit finally focuses on his work.

Affinity Mapping

Identifying issues in AutoFinance's existing design and find ways to create a more intuitive and transparent platform for both Individual and Business users.

Affinity mapping cards. Usability and Navigation: confusing flow, repetitive screens, no clear hierarchy, poor navigation, similar buttons. Information Clarity: unclear consent flow, missing guidance, no link with app explained, too much text, unclear actions. Visual Design and Standardisation: inconsistent UI, no design system, overuse of boxes, weak hierarchy, no feedback states, overloaded layout. Data and Real-time Updates: no live stats, no tracking view, missing data visuals, slow updates, manual checking.
User flow connecting AutoFinance and NUVO Wallet, showing Rohit the business user requesting documents and payments, and Ishaan the individual user sharing documents via QR scan or consent