The making of TDM
01 / 06 — The mess
Month-end ran on spreadsheets.
Thousands of transactions, coded and matched by hand — errors hiding in every tab.
02 / 06 — The cost
Every mismatch costs days.
Manual checking meant slow closes, late reports and compliance risk with every red flag.
03 / 06 — The engine
Reconciliation that runs itself.
Keep scrolling — the matching engine codes transactions and clears every mismatch in real time.
04 / 06 — Balance
Bank and ledger, always in step.
Real-time balance comparison — watch the books agree.
05 / 06 — The product
Built for finance teams, end to end.
Auto-coding, statement matching and one-click reconciliation reports.
06 / 06 — Impact
The close, closed.
What automation delivered at period end.
Reconciliation report — after TDM
TDM — Fintech
From spreadsheets to seamless automation.
A comprehensive solution that transforms manual spreadsheet-based reconciliation into a streamlined, automated system for financial institutions.
01 Summary
What was delivered, and how
Role
- UX Lead
- Interaction design
- Visual design
- User flows
- Rapid prototyping
Deliverables
- Problem-defining workshop
- Fully-detailed journey map
- Wireframes
- User-interface designs
- High-fidelity prototype
Tools
02 The problem
How do you take bank reconciliation from spreadsheets to seamless automation?
A leading financial institution hired me to design a bank account reconciliation platform, replacing manual Excel-based processes. Previously, staff had to manually code transactions, match bank statements and reconcile accounts — leading to errors, inefficiencies and delays in closing periods.
With the new system, staff can automate transaction coding, compare balances in real time and generate reconciliation reports effortlessly — ensuring accuracy, compliance and faster period closing.
03 The solution
Designing trust into every transaction
As the lead designer, I owned the transaction matching, statement reconciliation and reporting experiences — collaborating closely with research, product, engineering and leadership to optimise reconciliation workflows end to end.
04 Outcomes
Hours saved, errors erased
What the reconciliation platform delivered for finance teams.
Want the full story?
The complete case study is available on request.
Research artefacts, process, iterations and learnings — I'd love to walk you through the details of TDM in person or over a call.
