Project Overview
Fintastic is an AI-powered FP&A platform that helps businesses optimize financial planning, forecasting, and analysis. It enables real-time insights, scenario modeling, and seamless collaboration, empowering FP&A teams to make strategic decisions efficiently
At Fintastic, I tackled the challenge of creating an effective and intuitive user experience for a demanding audience. The platform handles complex financial processes and large datasets, making it crucial to design an interface that simplifies tasks for professionals in a data-heavy, fast-paced environment.
My role
Product Designer
User Research, Prototyping & Testing, UI Design, Design system

My story at Fintastic

A high-ranking product manager at Microsoft once remarked that they aim for Excel to be the second-best tool for everything. Fintastic’s goal, however, was to become the first-choice tool for FP&A, a space long dominated by Excel. I embraced this challenge head-on, knowing the immense amount of meticulous work required to achieve this vision.
The guiding principles that shaped my approach were:

Planning

Each feature implementation began with a deep understanding of the financial concepts we aimed to bring to life and how they fit into the existing Fintastic architecture. This careful alignment ensured that the new features integrated seamlessly with the platform’s overall structure, maintaining both functionality and user experience.
Concepts definition and brainstorms.
Once a coherent concept was ready, I engaged with FP&A specialists to understand how they currently work with these financial processes and which tools they use. These conversations provided crucial insights into the pain points of existing software and helped tailor Fintastic’s features to meet their specific needs.

Prototyping the solution

I don’t think I’ve ever pushed Figma’s prototyping capabilities as hard as I did with Fintastic. With tables and countless micro-interactions at the core of the system, the complexity was immense. However, I managed to bring these intricate designs to life and successfully test them with end users, ensuring the platform delivered a seamless and responsive experience.
Prototype of table table toolpanel
Comments prototyping

Design

 Designing Fintastic required a dual focus: crafting complex system-wide pages and refining countless microinteractions. While the core functionality relied on handling large datasets and financial models, I had to ensure that even the smallest details—like transitions, hover states, and input feedback—were intuitive and responsive. Each interaction had to be seamless, enhancing user experience without adding friction. The challenge was balancing the large-scale structural design with the intricate, detailed behaviors users would encounter daily, ensuring that both worked together harmoniously.

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