The story behind the task
Reimagining debt reconciliation for growth
Automate manual workflows
Rollsoft helps businesses stabilize liquidity by reconciling debts with uncollected claims. Automating manual steps — from file processing to reconciliation tracking — allowed the platform to reduce human errors, save time, and make debt management faster and more reliable.
Enable scalability and growth
Previously, manual processes held the company back, forcing teams to resend files, correct data, and manually track results. With automation in place, Rollsoft now operates efficiently at scale, minimizing repetitive work and empowering businesses to grow without added complexity.
The Challenge
Designing a seamless system from scratch
Keep the previous experience of using such services
Have an informative and easy-to-navigate interface
Simplify user flow to ensure speed, clarity, and efficiency
The flow
It was crucial to keep the core service’s flow. This consisted of 4 stages per cycle that existing clients were already familiar with.
Data submission
A client provides the list of collectibles and payables.
Smart matching
The elaborated algorithm finds collectibles and payables that can be settled.
Result approval
Each user reviews and approves the results.
Settlement completion
The approved results are settled.
The Solution
Designing a seamless and intuitive workflow
To address complexity and streamline reconciliation, we focused on creating a familiar, efficient, and automated experience — from data input to final approval.
We used the Carbon Design System to speed up design and development. Clients upload or enter collectibles and payables manually or via drag-and-drop.
Since users were familiar with Excel-like tools, we designed the app to mimic that experience — allowing inline cell editing, adding rows, toggling details, and filtering mismatches easily.
Once the algorithm matches collectibles and payables, the user approves the results and receives a final settlement document.
Responsive and efficient, Temy quickly implemented all requests for changes that came up during peer review discussions. Their comprehensive experience, coupled with their proactive approach, made for a fruitful partnership.
Shlomo WygodnyCTO
Engagement model
Dedicated dev team
Project
started
The product development from the scratch
Project
management
On Client’s side
Hiring
time
2 Months
Resource
allocation
Full-time
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