GSI TECH

[AI-Powered Accounting Platform]

Designing an AI-powered accounting platform that simplifies complex financial workflows for U.S. businesses.

Confidentiality Notice:  Due to the product’s pre-release status, some screens, workflows, and product details have been simplified or omitted. This case study focuses on my role, design process, and selected design solutions.

BACKGROUND

GSI Technologies is an AI-powered accounting product designed to simplify financial workflows for U.S. businesses.

I joined the team as Lead Product Designer, working across product strategy, UX/UI, interaction design, AI-assisted experiences, and design systems.

Calculator on a printed accounting spreadsheet.

MY ROLE

As Lead Product Designer, I was responsible for shaping the product experience from early concepts through high-fidelity design and implementation.

Areas of Ownership

Product Design
UX/UI
Product Strategy
Information Architecture
Interaction Design
AI Product Design
Design Systems
Prototyping
UX Writing
Collaboration with Product & Engineering

THE CHALLENGE

Designing an accounting product meant working with complex information, highly structured data, and workflows where clarity and accuracy are essential.

At the same time, introducing AI required creating experiences that felt useful and trustworthy without taking control away from the user.

COMPLEXITY
Designing clear experiences around complex financial information.

TRUST
Making AI-assisted experiences understandable and reviewable.

SCALE
Creating reusable foundations for a growing product.

A GLIPSE OF THE DESIGN SYSTEM

As the product evolved, I established and refined reusable design foundations to create consistency across the experience and make future product development more efficient.

GSI - Design System - Font Barlow Semi Condensed

PRODUCT DESIGN

COMPLEX WORKFLOWS

Translating complex financial processes into structured, intuitive experiences through clear hierarchy, actionable interfaces, and thoughtful feedback.

Login

Transactions

Bank Transactions

Transaction Invoice

AI-ASSISTED EXPERIENCES

Translating complex financial processes into structured, intuitive experiences through clear hierarchy, actionable interfaces, and thoughtful feedback.

PRODUCT LANGUAGE

Creating clear communication across actions, states, errors, confirmations, onboarding, and AI-assisted interactions.

IMPACT

As the product evolved, I established and refined reusable design foundations to create consistency across the experience and make future product development more efficient.

CLARITY
Complex information made easier to understand.

CONSISTENCY
Reusable design foundations across the product.

CONFIDENCE
AI-assisted experiences designed around review and user control.