Services Our Work Blog & News Process About Contact Client Login
EN AR
Home / Our Work / Ledgerly — banking dashboard
Dashboards & Platforms Fintech

Ledgerly — banking dashboard

The team stopped arguing about the roadmap from opinion and started deciding from data. Their head of product now demos the onboarding flow in every investor meeting — it went from the thing they apologised for to the thing they lead with.

+60% trial-to-paid conversion
First reconciliation in 4 minutes, down from 26
71% fewer onboarding support tickets
Activation tracked end to end for the first time

The challenge we walked into

Ledgerly had the product but not the proof. New signups landed on a dashboard dense with tables, dropped out before their first reconciliation, and support was answering the same "where do I start?" question forty times a week.

What we did about it

We rebuilt onboarding around a single first win: connect one account, see one reconciled month. Everything else moved behind progressive disclosure. Then we instrumented the funnel so the team could see exactly where people stalled instead of guessing.

Why the client is happy

The team stopped arguing about the roadmap from opinion and started deciding from data. Their head of product now demos the onboarding flow in every investor meeting — it went from the thing they apologised for to the thing they lead with.

The shift

From ordinary to unmistakable.

Before

A powerful tool that only made sense once someone walked you through it — so growth was capped by how many demos the founders could personally run.

After

A product that sells itself in the first four minutes. The founders stopped doing demos and the funnel kept climbing without them.

Results

What it produced.

+60% trial-to-paid conversion

First reconciliation in 4 minutes, down from 26

71% fewer onboarding support tickets

Activation tracked end to end for the first time

What we delivered

The services behind this project.

Strategy & Planning UI/UX Design Custom Dashboards & Platforms

Want results like these?

Tell us what you are working on and we will show you how we would approach it.

Get in touch