TDM

TDM Bank Account Reconciliation Software

Automating financial reconciliation processes to improve accuracy and efficiency.

A comprehensive solution that transforms manual spreadsheet-based reconciliation into a streamlined, automated system for financial institutions.

TDM Bank Account Reconciliation Software Interface

01/

Summary

What was delivered and how

Role

UX Lead
Interaction design
Visual design
User flows
Rapid prototype

Deliverables

Problem defining workshop
A fully-detailed journey map
Wireframes
User-interface designs
High-fidelity prototype

Tools

Figma
Mural board

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How do you transform bank reconciliation from spreadsheets to seamless automation?

TDM hired me to transforming Bank Account Reconciliation: From Spreadsheets to Seamless Automation A leading financial institution hired me to design and build a bank account reconciliation software, replacing manual Excel-based processes with a more efficient, automated solution. Previously, staff had to manually code transactions, match bank statements, and reconcile accounts, leading to errors, inefficiencies, and delays in closing periods. With this new system, staff can now automate transaction coding, compare balances in real-time, and generate reconciliation reports effortlessly, ensuring accuracy, compliance, and faster period closing.

03/

Solution

As the lead designer, I owned the transaction matching, statement reconciliation, and reporting experience, collaborating closely with user research, product, design, engineering, and leadership to create a seamless, high-performing financial tool that optimized reconciliation workflows.