Lunafi Web App Development

Lunafi is a financial suite for self-employed professionals in the United States that allows them to discover and track tax write-offs, see their tax liability estimates and tax savings, manage their invoices, and gain insights into their business and personal finances through automated tasks and AI-driven recommendations.

BRAND

Lunafi

LOCATION

California, USA

CLIENT

Maxitech

INDUSTRY

Finance

RELEASE

2023

OVERVIEW

Objectives and Problems

Lunafi is an existing iOS app for Finance management used by current users. Our task in this project was to create a web version of this application, focusing on developing specific design enhancements and solutions tailored to this website.

Limited Availability

Lunafi's exclusive availability as a mobile app limits user accessibility and functionality, particularly for self-employed people who require a more comprehensive interface for data management. This limitation restricts seamless access to critical business information when users work on larger screens or desktops, impacting productivity and flexibility.

Transactions’ Actions

In the Lunafi Web App Development project, our goal is to enable users to manage their account transactions more effectively. In this regard, we aimed to add a bulk transaction feature, allowing users to batch delete and categorize their account transactions. With this development, users will be able to efficiently manage their transactions, saving time and increasing overall productivity.

Clear Data Presentation

We planned to enhance the accessibility of data analysis for users by visualizing data to improve readability. In this way, we aim to make users able to manage their data analysis processes more comprehensibly and effectively in the later stages.

MEET THE CLIENT

Maxitech

Located in Silicon Valley, the epicenter of technology, Maxitech's mission is to translate leading-edge technologies into life-enhancing innovations for businesses and individuals. Maxitech collaborates with large enterprises to drive their innovation initiatives by connecting them with the best-in-class startups. With more than four years of experience building successful enterprise startup partnerships, Maxitech makes innovation a reality.

HOW WE DID?

Expertise

User Experience Design

User Interface Design

Web Frontend Development

API Integration

Project Management

Quality Assurance

Team

1 * UX / UI Designer

4 * Front-End Developer

1 * Back-End Developer

1 * Project Manager

1 * QA Engineer

Tech

Figma

React / Typescript

NextJS

Styled Components

Storybook

SWR

Recoil

Plaid / Stripe

Verce

Solutions & Key Features

New Upgraded Dashboard

Lunafi’s revamped Dashboard introduces an interface tailored to users' needs. It consolidates crucial business metrics, presenting a comprehensive overview of business and personal spending, profit progress, and current net cash. With enhanced visual elements and new widgets, the Dashboard empowers users to make informed decisions swiftly.

Data Table & Bulk Action

The new Data Table feature in Lunafi's web version simplifies complex data management by offering a user-friendly interface. Users can swiftly navigate and organize extensive datasets, performing bulk actions like classifying and changing categories of transactions. This feature streamlines workflow efficiency, saving valuable time for self-employed people handling large volumes of information.

Visual Data Presentation

The Visual Data Presentation feature in Lunafi leverages cutting-edge data visualization techniques. It transforms raw numbers and statistics into interactive charts, graphs, and infographics. This intuitive representation enhances data comprehension, allowing users to quickly identify patterns, trends, and correlations. From pie charts illustrating sales distribution to trend lines depicting growth trajectories, this feature facilitates insightful analysis.

Lunafi AI

Lunafi integrates an AI-powered Chat system, serving as a virtual assistant for users seeking real-time support and guidance. The AI Chatbot utilizes natural language processing (NLP) to understand user queries, providing instant responses and relevant information. Whether it's inquiries about features, troubleshooting, or accessing resources, the AI Chat simplifies user interactions and fosters a seamless user experience within the app.

These descriptions can be tailored and expanded upon based on the specifics of Lunafi's functionalities and the benefits they bring to users in the context of Finance management. Adjust the language and details to best highlight the unique value propositions of each feature for your case study presentation.

DESIGN

Typography, Colors & Components

Basic foundation elements

DEVELOPMENT

The role and approach of the development team

The role of the Brew Development team in the project was to create pages from scratch based on the defined design requirements and analyses. Starting with the creation of components, we organized them at the atomic level using a Storybook library.

“We integrated the generated components into pages and synchronized service connections. Since Lunafi is already a mobile-based application, we utilized the existing endpoints. The comprehensive documentation of this backend structure greatly facilitated our work."

Uğur Sözen

Software Development Lead at Brew

The integration process particularly involved organizing and optimizing the user interface. This included crucial integrations such as Plaid and Stripe, which formed the backbone of the project.

In the final stage of the project, we enhanced user interaction by adding an AI-powered chatbot.

Cihan Bilir

Co-Founder, Lunafi

“Their professionalism and effective communication significantly stood out throughout our collaboration.”

Brew Interactive understood the client's needs and met the project's requirements. The team exhibited a proactive and professional attitude. Brew Interactive adhered to the project's timelines and allocated budget. The team had effective communication with the client via email and virtual meetings.

Read the Full Review on Clutch.co

RESULTS

The core aim of our project was to create a web version of an existing iOS application, providing users who cannot access the application via iOS devices with the opportunity to do so through the web. However, not all features are accessible through the web, and at specific points, users are directed from the web application to the app for access to specific application features. This approach allows us to reach a broader audience through the web while maintaining flexibility in accessing specialized features.

Our client has trusted our experience in the field of user experience (UX), which made them open to my ideas and guidance. This allowed us to take the initiative and move forward. Collaborating harmoniously, we successfully delivered a beautiful project.

Çiğdem Şahin

Project Manager at Brew