Client: BMG
Art Director: Diego Bustamante
Designers: Luis Esquivel
Development: Developed in-house by client
Freelancers find financial tools confusing, disjointed, and costly, often needing separate apps for accounting, invoicing, expense management and tax functions.
Our goal for designing Pallo was to create a single platform that seamlessly curates an end-to-end financial journey from spending to taxes.
Pallo is a truly all-in-one platform:
All your finances in one place
Add unlimited personal and business accounts to Pallo. Credit and debit cards too. Send and receive payments.
Send invoices
Tell Pallo who owes you, and we'll invoice them automatically. We'll even chase unpaid invoices for you.
Organize receipts
Photograph your receipts with Pallo and we'll use AI to categorize them, automatically.
File your taxes within Pallo
Pallo will provide you with insights on how to change your tax outcome during the year
Track miles, time and more
Pallo is an assistant, an accountant, and a financial planner. Track mileage, talk to a professional, and get advice, instantly.
Set goals and beat them.
Get insights on your personal and business finances. Track your credit score. Generate accounting report.
The founders have created this product based on their mainly negative experiences and frustrations with current market solutions, they feel like there is a better, less stressful, streamlined way to complete these processes. Also all three are passionate with regards to their freelance careers, they exercise their freedom rights in the roles they play and resonate and associate with the innate dreams and desires of the freelancer to live life on their terms.
The brand aims to educate but more importantly empower the freelancer to live life on their terms, to have a solution that fits in with their lives and not the contrary. It should aim to understand, empathise and support them.
We need to have a product that evolves not only with the demands of the audience but matches their individual needs in the first place. The number one frustration is the lack of assimilation and understanding within the current industry product suite of the freelancer and their needs, they don’t know how to identify themselves and more importantly what to do with that information and how it’s powerful and aid their current circumstance.
In this case I designed the process into stages, which in this case was splitter into 3 phases:
Phase 1: Discovery and Wireframing
After the first discovery call, I worked on designing the flow for the core features of the app and how the user will interact with each touch-point. This ensures that the flow is consistent and as simple as possible, removing the need to re-iterate this once we reached Phase 2.
After the flow is approved I continued working on the wireframe of the web + mobile apps. Once the client approved the wireframe for Desktop and Mobile, my next focus was working on the interface design.
Phase 2: Interface
The initial goal was to achieve the ‘Look and Feel’ of the platform, focusing only on the main screens of the app. This allowed the client to visualize the possible results of different aesthetic options without having to spend extra time designing the screen of the platform in high fidelity.
After the client selected one of the ‘Look and Feel’ options, I applied the style to all needed screens of the App, this also included Empty states, Validations, and Error Screens, Variations of complex screens (graphs, charts, lists, etc.).
Phase 3 Support, Maintenance, and QA
This is when product execution starts. At this stage, I collaborated with the development team to build the product.
While the product is being developed, I QA making sure that it goes in line with the designs made during phase 2.
We iterated and worked on any adjustments needed for the product based on the feedback received from the development team. These adjustments also assured that the final result remain aligned with the key objectives of the product.
At our public launch we got product of the day in Product Hunt.
Also one month after public release we gain 3000 customers. 8000 signed up for our waitlist and counting.
We also created a proactive community there to help one another! Interact with one of the most engaged freelance communities in the US with highly success, in the first month alone we got 700 new users.
Those are just some of our main achievements with the client.