We designed the app, which automates time-consuming manual steps during debt reconciliation.
Rollsoft helps businesses to stabilize their liquidity by reconciling debts with uncollected claims. It allows companies to increase debts collection and pay obligations without cash, reduce collection cost, and improve client-supplier relationships.
Manual approaches in Rollsoft got in the way of scaling the business.
• Sending files and waiting for them to be processed
• Fixing errors in the provided files
• Making changes and receding files
• Keeping track of previous results
All of these took a lot of time and effort.
We needed to design a system from scratch, which would meet such requirements:
• Keep the previous experience of using such services
• Have an informative interface
• Simplify user 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.
We decided to use a Carbon design system as the base to minimize design and development time. A client provides the list of collectibles and payables via dragging and dropping files / uploading or manual entry.
Users are used to using Excel or similar products in their work. So we decided to design the app, which could implement a similar experience. This gave users the ability to manually edit each cell directly in the table, add new rows, turn on/off a detailed view and quickly filter highlighted mismatches.
After the elaborated algorithm finds collectibles and payables that can be settled, the user receives an approval request. All the data becomes settled, and the user receives a settlement document at the end of the cycle.
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.