AI-powered expense management platform for accounting firms
Web Application
Designer & Engineer
1 team members
ReceiptOS is an AI-powered expense management platform designed for accounting firms. It replaces multiple disconnected tools with a unified platform that provides professional client portals, seamless integrations, and streamlined financial workflows.
The challenge
Streamlining scattered workflows for accounting firms
Accounting firms juggle multiple disconnected tools—QuickBooks for bookkeeping, practice management software for client communication, email for document sharing, and separate platforms for project tracking. This fragmented approach creates inefficiencies and frustrates both firms and their clients.
Clients struggle with poor communication, missed deadlines, and confusing interfaces. Firms waste time switching between platforms, manually syncing data, and training clients on multiple systems.
The industry needed a unified solution that could replace this scattered tech stack while maintaining existing accounting workflows and providing professional client experiences.
The outcome
A unified platform that modernizes accounting firm operations
I designed ReceiptOS as a comprehensive solution with professional client portals featuring dedicated dashboards for transactions, deadlines, and documents. The platform integrates seamlessly with QuickBooks, Xero, and bank feeds while maintaining read-only data synchronization with bank-level encryption.
The core value proposition centers on replacing multiple tools with one unified experience. Firms can provide white-label branded portals to their clients, enabling better communication, project tracking, and deadline management—all while preserving their existing accounting workflows.
Key features include an integrated client communication hub, automated data synchronization, remote team collaboration support, and a browser-based interface requiring no client training. The platform promises 24-hour setup with no per-client or per-user fees.
Technical architecture emphasizes seamless integrations and security, ensuring firms can adopt the platform without disrupting their established processes while providing clients with a professional, cohesive experience.
Zaire Allen
Product Design Engineer
New York City
Ex-Founder Love Circular—an edtech startup that launched tech careers. $2M+ Revenue, 400 Designers placed in first job, $30M in salaries 2024.
Notable clients
Zaire Allen
Product Design Engineer
New York City
Ex-Founder Love Circular—an edtech startup that launched tech careers. $2M+ Revenue, 400 Designers placed in first job, $30M in salaries 2024.
Notable clients
AI-powered expense management platform for accounting firms
Web Application
Designer & Engineer
1 team members
ReceiptOS is an AI-powered expense management platform designed for accounting firms. It replaces multiple disconnected tools with a unified platform that provides professional client portals, seamless integrations, and streamlined financial workflows.
The challenge
Streamlining scattered workflows for accounting firms
Accounting firms juggle multiple disconnected tools—QuickBooks for bookkeeping, practice management software for client communication, email for document sharing, and separate platforms for project tracking. This fragmented approach creates inefficiencies and frustrates both firms and their clients.
Clients struggle with poor communication, missed deadlines, and confusing interfaces. Firms waste time switching between platforms, manually syncing data, and training clients on multiple systems.
The industry needed a unified solution that could replace this scattered tech stack while maintaining existing accounting workflows and providing professional client experiences.
The outcome
A unified platform that modernizes accounting firm operations
I designed ReceiptOS as a comprehensive solution with professional client portals featuring dedicated dashboards for transactions, deadlines, and documents. The platform integrates seamlessly with QuickBooks, Xero, and bank feeds while maintaining read-only data synchronization with bank-level encryption.
The core value proposition centers on replacing multiple tools with one unified experience. Firms can provide white-label branded portals to their clients, enabling better communication, project tracking, and deadline management—all while preserving their existing accounting workflows.
Key features include an integrated client communication hub, automated data synchronization, remote team collaboration support, and a browser-based interface requiring no client training. The platform promises 24-hour setup with no per-client or per-user fees.
Technical architecture emphasizes seamless integrations and security, ensuring firms can adopt the platform without disrupting their established processes while providing clients with a professional, cohesive experience.