Lunafi
Lunafi is a financial-management platform for self-employed professionals. It brings income, spending, invoices, and tax estimates into one clear view, with automated tasks and AI-assisted guidance to support everyday business decisions.
BRAND
Lunafi
CLIENT
Maxitech
LOCATION
California, USA
INDUSTRY
Finance
RELEASED
2023
OVERVIEW
Objectives and Problems
Lunafi began as a mobile app for personal finance. The product needed a web experience that gave self-employed users the same clarity and control on larger screens.
01
Limited Availability
Lunafi's exclusive availability as a mobile app limits user accessibility and functionality, particularly for self-employed people who require a more comprehensive interface for data management. This limitation restricts seamless access to critical business information when users work on larger screens or desktops, impacting productivity and flexibility.
02
Transactions’ Actions
For Lunafi, the product goal was to make transaction management less repetitive. Bulk actions and categorisation give users a clearer way to keep their financial information organised.
03
Clear Data Presentation
We planned to enhance the accessibility of data analysis for users by visualizing data to improve readability. In this way, we aim to make users able to manage their data analysis processes more comprehensibly and effectively in the later stages.
MEET THE CLIENT
Maxitech
Located in Silicon Valley, the epicenter of technology, Maxitech's mission is to translate leading-edge technologies into life-enhancing innovations for businesses and individuals. Maxitech collaborates with large enterprises to drive their innovation initiatives by connecting them with the best-in-className startups. With more than four years of experience building successful enterprise startup partnerships, Maxitech makes innovation a reality.
HOW WE DID?
Expertise
User Experience Design
User Interface Design
Web Frontend Engineering
API Integration
Project Management
Quality Assurance
Team
1 * UX / UI Designer
4 * Front-End Developer
1 * Back-End Developer
1 * Project Manager
1 * QA Engineer
Tech
Figma
React / Typescript
NextJS
Styled Components
Storybook
SWR
Recoil
Plaid / Stripe
Verce
Solutions & Key Features
New Upgraded Dashboard
Lunafi’s revamped Dashboard introduces an interface tailored to users' needs. It consolidates crucial business metrics, presenting a comprehensive overview of business and personal spending, profit progress, and current net cash. With enhanced visual elements and new widgets, the Dashboard empowers users to make informed decisions swiftly.
Data Table & Bulk Action
The new Data Table feature in Lunafi's web version simplifies complex data management by offering a user-friendly interface. Users can swiftly navigate and organize extensive datasets, performing bulk actions like classNameifying and changing categories of transactions. This feature streamlines workflow efficiency, saving valuable time for self-employed people handling large volumes of information.
Visual Data Presentation
Visual data presentation turns financial information into charts, graphs, and summaries that are easier to read. The product keeps important context visible while helping people identify patterns, trends, and relationships in their finances.
Lunafi AI
AI-enabled support helps users find relevant information and understand the product through natural language. The workflow is built around useful guidance, clear boundaries, and user control.The product brings financial information into a more legible conversation, helping people make sense of their business and personal finances without hiding the underlying complexity.
DESIGN
Typography, Colors & Components
Basic foundation elements
DEVELOPMENT
The role and approach of the development team
The role of the BREW Development team in the project was to create pages from scratch based on the defined designrequirements and analyses. Starting with the creation of components, we organized them at the atomic level using a Storybook library.
“We integrated the generated components into pages and synchronized service connections. Since Lunafi is already a mobile-based application, we utilized the existing endpoints. The comprehensive documentation of this backend structure greatly facilitated our work."
Uğur Sözen
Software Development Lead at BREW
The integration process particularly involved organizing and optimizing the user interface.This included crucial integrations such as Plaid and Stripe, which formed the backbone of the project.
In the final stage of the project, we enhanced user interactionby adding an AI-powered chatbot.
In the final stage of the project, we enhanced user interactionby adding an AI-powered chatbot.
Cihan Bilir
Co-Founder, Lunafi
“Their professionalism and effective communication significantly stood out throughout our collaboration.”
BREW Interactive understood the client's needs and met the project's requirements. The team exhibited a proactive and professional attitude. BREW Interactive adhered to the project's timelines and allocated budget. The team had effective communication with the client via email and virtual meetings.
RESULTS
The core aim of our project was to create a web version of an existing iOS application, providing users who cannot access the application via iOS devices with the opportunity to do so through the web. However, not all features are accessible through the web, and at specific points, users are directed from the web application to the app for access to specific application features. This approach allows us to reach a broader audience through the web while maintaining flexibility in accessing specialized features.
Our client has trusted our experience in the field of user experience (UX), which made them open to my ideas and guidance. This allowed us to take the initiative and move forward. Collaborating harmoniously, we successfully delivered a beautiful project.
Çiğdem Şahin
Project Manager at BREW
CONTACT
CONTACT