Money Forward · Fintech · Web
Designing an AI-assisted workflow to reduce manual data entry
Overview
Money Forward Cloud Box helps businesses manage financial documents while complying with Japan’s Electronic Bookkeeping Act. At the time, processing receipts and invoices required repetitive manual work. As the sole designer on the product team, I redesigned the document workflow around AI-powered OCR, making it faster to process large volumes of documents while giving users a clear way to review and correct uncertain results. I led the design from early workflow exploration through usability testing and launch.
My role
- Feature ownership: Owned the design of the AI-powered OCR feature from workflow exploration through final UI design and usability testing
- Cross-org collaboration: Partnered with product managers, engineers, and the OCR platform team to align the user experience with technical capabilities and implementation constraints.
Outcome at a glance
- User impact: Reduced the effort required to comply with new bookkeeping regulations by introducing AI-assisted metadata extraction with a clear review and confirmation workflow.
- Business impact: Increased the value of Money Forward’s free document storage product, strengthening its role as an acquisition channel into the broader Money Forward ecosystem.