Andreas Koutsoukos
FI / EN

Suomenkieliset projektit

Vipu & TukisovellusVerkkokauppa.com

Other pages are currently in English.

ASIAKASOPTIMI

Clearer financial data. More control over what gets shared.

Client / Project
Suomen Asiakastieto
Type
Financial software
Platform
Web application
Started
Not documented

Making financial information easier to scan

I worked on UI and UX design for Asiakasoptimi. I focused on making complex financial information easy to scan and giving users control over the data they publish.

Keeping comparisons in context.

The selected reporting period and comparison period run through the whole view, connecting headline figures, charts and customer tables. This gives users a consistent frame of reference when reviewing payment delays, receivables and changes in customer behaviour. Shared filters and controls carry the same approach into the interface details.

Asiakasoptimi dashboard showing payment delays, comparison periods, customer payment behaviour and receivables
Asiakasoptimi interface components including date comparison, chart filters, search, tables and publication controls

Confidence in what gets shared.

Sharing a sales ledger raises a practical concern: incomplete information, such as a dispute that has not yet been recorded, can make a reliable customer appear to be a poor payer. Publication controls and exception handling address that concern directly. The interface lets users review what is shared, manage publication rules and handle individual exceptions before the data tells the wrong story.

Invoice publication settings with company filters, publication rules, invoice selection and individual exceptions