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From complex data to clear financial decisions

Rebuilt P&L and Cash Flow experiences, structured financial data into actionable layers, and redesigned onboarding flows.

The context

Alpa is building a financial OS for the hospitality industry. They connect POS, banking, and supplier data to give restaurant operators a real-time understanding of their business.

The problem

The product was powerful, but power without clarity does not scale. Financial data was dense, key insights were buried in tables, and onboarding created friction.

What we did

We plugged into the team as a senior product design layer and started shipping immediately. We rebuilt P&L and Cash Flow experiences, clarified account attribution, simplified tables, and introduced consistent UI patterns for financial data.

The impact

Users can read and understand their data faster. Onboarding friction dropped, product consistency improved, and the team gained a clearer product foundation for scale.

Selected work

Design the notification center and alert systemWe needed a system that highlights what matters, prioritizes alerts, and fits naturally into the experience without cluttering the interface.
Redesign the P&L experience from the ground upThe existing P&L was hard to read, hard to navigate, and not trusted by users. We restructured hierarchy, comparisons, and tables into a clearer financial experience.
Clarify bank account selection and allocationAfter connecting bank accounts, users needed a clearer flow to select the right accounts and map them properly to each location.

Ready to move faster with design?

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