Designing trustworthy AI-assisted workflows across interconnected products

Money Forward Cloud Box is a B2B fintech product that helps businesses manage financial documents and meet regulatory requirements.

I led the design of an AI-assisted workflow from early exploration through usability testing and launch. The challenge was to simplify a complex process while accounting for technical constraints and maintaining user trust.

The resulting experience combined automation with clear system feedback and user control, allowing users to complete their work without unnecessary interruptions.