Spacebook

Designing a modern accounting software platform for Spacebook

Designing a modern accounting software platform for Spacebook

Designing a modern accounting software platform for Spacebook

25%

USER SATISFACTION

Positive feedback increased after the clearer, more usable redesign.

40%

INCREASE IN NEW REG

A simpler onboarding and clearer value led to faster user sign-ups.

35%

HIGHER USER RETENTION

Users returned after their first use compared to the old experience.

30%

FASTER INVOICE

Reduced time spent creating, reviewing, & managing invoices.

Overview

Spacebook is a San Francisco-based SaaS platform providing accounting software for small and mid-sized businesses. It offers invoicing, time tracking, tax summaries, and financial dashboards to simplify financial management.

Industry

Consumer Tech, AI

Headquarters

California, USA

Live Website

Problem

The problem with everyday accounting tasks

Spacebook had a powerful accounting backend, but the product experience didn’t reflect it. Users struggled to quickly understand their financial status, navigate key actions, or feel confident managing invoices and payments.

As a result, many users dropped off after their first session.

Unclear value at first use

Users struggled to quickly understand their financial status or the core value of the platform, leading to early drop-offs.

Complex daily workflows

Key actions like invoicing and payments required too many steps, slowing down everyday accounting tasks.

Poor data scannability

Financial insights were available but not easy to read at a glance, making decision-making harder.

Low first-session retention

Many users left after their initial visit because the value wasn’t surfaced fast enough.

Clear financial overview

Key metrics like revenue, profit, and outstanding balances are surfaced instantly on the dashboard.

Simplified invoicing & payments

Reduced steps for creating, reviewing, and managing invoices to speed up daily workflows.

Improved data hierarchy

Charts, tables, and summaries are structured for quick scanning and better decision-making.

Guided first-time experience

Clear navigation and prioritised actions help users see value quickly and stay engaged.

Solution

Making everyday
accounting easier

We designed Spacebook to make accounting tasks clearer, faster, and easier to complete, helping users understand their finances at a glance and act with confidence.

Process

The UX design process behind Spacebook

A user-centered design process
for Kodezi

We followed a clear, design-first process focused on real accounting workflows and everyday use.

01

Discovery & Research

Discovery & Research

Understanding the accounting market, user needs, and product gaps.

[Market research] [Acc workflow analysis][User drop-offs] [User pain points]

02

Structure & Wireframing

Defining information architecture and core product flows.

[Navigation structure] [Dashboard and invoicing flows]
[Low-fidelity wireframes] [Data structure]

03

UX & Visual Design

Designing clear, trustworthy interfaces for financial tasks.

[UX design for workflows] [UI design] [Branding] [Style guide] [Visual Hierarchy][Design System]

04

Testing & Dev Handoff

Preparing the product for real usage and implementation.

[Usability testing & Refinements] [Design Iterations]
[Dev-Ready assets] [ Dev hand-off and follow-up]

02

Structure & Wireframing

Defining information architecture and core product flows.

[Navigation structure] [Dashboard and invoicing flows] [Low-fidelity wireframes] [Data structure]

03

UX & Visual Design

Designing clear, trustworthy interfaces for financial tasks.

[UX design for workflows] [UI design] [Branding] [Style guide] [Visual Hierarchy][Design System]

04

Testing & Dev Handoff

Preparing the product for real usage and implementation.

[Usability testing & Refinements] [Design Iterations] [Dev-Ready assets] [ Dev hand-off and follow-up]

Research

UX Research & Design Artifacts

We grounded the redesign of Spacebook in real user behavior, focusing on invoicing, expense tracking, and financial visibility to remove friction from everyday accounting tasks.

This research phase helped us see why developers hesitated with Kodezi on day one.

We used real user signals to shape clear UX artifacts so people could find features faster, follow guided paths, and trust the product flow.

User acquisition insights

30% of users prioritize faster invoicing, 25% value real-time financial tracking, and 18% focus on tax compliance efficiency.

User persona definition

Personas like David Armano represent accountants who need clear financial status, reliable tracking, and time-saving workflows for managing multiple clients.

Invoice and expense challenges

87% of users struggle to track paid and overdue invoices, while 64% find recurring data entry frustrating.

Onboarding and guidance needs

90% of users prefer a simple, guided interface, especially during their first experience with the product.

Visual Design

Visual Identity and Brand Story

Spacebook’s brand was created to make financial management feel confident, modern, and trustworthy. A bold red-led visual language communicates energy and decisiveness, while dark tones add stability and focus. The identity is clean and direct, designed to feel professional without being intimidating.

Typography and color work together to keep the brand sharp, readable, and memorable across all touchpoints. Through a consistent and recognizable visual presence, Spacebook moved beyond being just a functional accounting tool and became a brand users can easily recall and trust in their daily financial work.

Design System

A design system built for Spacebook

Spacebook’s design system establishes a unified visual foundation across the product by standardizing color, typography, layout, components, and icon usage.

It ensures consistency across dashboards, tables, cards, and controls while allowing the product to scale without visual drift. The system uses a neutral-led color palette (#FFFFFF, #E1E1E1, #323131) for clarity, deeper tones (#060100, #200906) for structure, and bold reds (#FF371E, #A01504) for emphasis and system states.

Inter is used as the primary typeface to maintain clear hierarchy and readability in data-heavy views. A modular grid, reusable UI components, and consistent icon rules keep layouts predictable, maintainable, and aligned across web and mobile.

UX Design

UX design for everyday accounting needs

The UX design of Spacebook focused on helping users understand their finances quickly and act with confidence. We reduced cognitive load by simplifying layouts, prioritizing essential information, and removing unnecessary steps from everyday accounting workflows. Financial data is organized for quick scanning, with clear hierarchy across dashboards, tables, and summaries.

Core actions like invoicing, payments, and tracking appear where users naturally expect them, creating a predictable and efficient experience that supports accuracy, speed, and daily financial management.

Results & Outcomes

Stronger engagement through better UX

The designed Spacebook experience improved how users engage with everyday accounting tasks. By making financial data clearer, workflows faster, and actions more predictable, users can move with confidence and stay engaged longer.

BetterAI's redesign brought real, measurable impact. When tasks became easier and the app was intuitive, people spent more time exploring, accessed different areas and came back regularly.

Because the app made all work easier, users liked it more and the firm’s profits increased.

25% higher user satisfaction

25% higher user satisfaction

25% higher user satisfaction

Clearer layouts and simpler workflows led to more positive user feedback.

35% higher user retention

35% higher user retention

35% higher user retention

Users were more likely to return after their first session due to improved usability.

30% faster invoice and payment actions

30% faster invoice and payment actions

30% faster invoice and payment actions

Streamlined flows reduced the time spent managing invoices and payments.

40% increase in new registrations

40% increase in new registrations

40% increase in new registrations

A clearer first experience and improved onboarding helped convert more new users.

Reduced errors in financial tracking

Reduced errors in financial tracking

Reduced errors in financial tracking

Clear dashboards and structured data views lowered confusion and mistakes.

Main Pages

Homepage

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Socials

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Location

Bangalore,India

Chelmsford, UK

For queries

+91: 9182015070

+44:7438806650

hello@obliqq.in

privacy policy

terms & condition

all rights reserved

Main Pages

Homepage

Service

About us

Careers

Expert Profile

Webflow

Framer

Shopify

Wix

Socials

LinkedIn

Instagram

Behance

X

Location

Bangalore,India

Chelmsford, UK

For queries

+91: 9182015070

+44:7438806650

hello@obliqq.in

privacy policy

terms & condition

all rights reserved

Main Pages

Homepage

Service

About us

Careers

Expert Profile

Webflow

Framer

Shopify

Wix

Socials

LinkedIn

Instagram

Behance

X

Location

Bangalore,India

Chelmsford, UK

For queries

+91: 9182015070

+44:7438806650

hello@obliqq.in

privacy policy

terms & condition

all rights reserved

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