Ledger
A real-time treasury dashboard for a fast-growing fintech, live cash positions, forecasts, and controls in one place.
Fintech startup (name withheld, NDA) · 12 weeks, design to launch
- Client
- Fintech startup (name withheld, NDA)
- Sector
- Fintech
- Team
- 4-person team
- Timeframe
- 12 weeks, design to launch
The problem
A fast-growing fintech was tracking treasury across spreadsheets and bank portals. Nobody, including the founders, could see the company's real cash position without an afternoon of manual reconciliation, and forecasts went stale the moment they were finished.
Constraints
Bank-grade data sensitivity ruled out off-the-shelf dashboard tools. The system had to integrate with the client's existing accounting stack, and a small internal team would own it after handover, so it had to be maintainable, not clever.
What Trace built
A real-time treasury dashboard: live cash positions across accounts, rolling forecasts, and spending controls in one place. Role-based access, a full audit trail, and a codebase documented for the internal team taking it over.
Team
Timeframe
12 weeks, design to launch
Outcome
The finance team now starts the day in one dashboard instead of five sources, and forecasts update live instead of quarterly. Detailed metrics are under NDA; this study is shared with the client's permission, anonymized.
Questions
About this project.
What did Trace build for this client?
A real-time treasury dashboard for a fintech startup: live cash positions, forecasts, and controls with role-based access and an audit trail, handed over to the client's internal team.
How long did the project take?
12 weeks from the start of design to launch, with a small team: one product designer, two engineers, and one engagement lead.
Why is this case study anonymized?
The client operates under strict confidentiality obligations. The study is shared with their permission with identifying details removed; we're happy to walk through the engagement privately on a call.
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