Back to Projects

Invoice Portal – PayEx

In partnership with PayEx (a Swedbank subsidiary), we designed a streamlined invoice administration and factoring portal — giving Nordic SMEs a simple, automated way to manage cash flow through invoice financing.

FintechProduct DesignSaaSBankingFigma

Client

PayEx / Asteria

Duration

2023–Present

Team

Asteria + PayEx team

Role

Lead Product Designer

The Challenge

SMEs needed a way to access invoice factoring without wading through complex financial processes. PayEx had the infrastructure but lacked a user-friendly front end that could guide small business owners through signing up, connecting their systems, and selecting invoices for financing.

The Solution

Designed a two-part system: a user-facing portal for SMEs to manage invoices and access factoring, and a partner admin section for PayEx to manage users and platform operations. Key features included automated invoice mapping, intelligent invoice scanning, and a streamlined customer journey from signup through first factoring submission.

Impact & Results

Launched successfully with two prominent Nordic banks. SMEs now have a significantly faster, more automated path to invoice financing — reducing what was previously a complex, paper-heavy process into a clean digital workflow.

Mapping the Customer Journey

Worked closely with PayEx and the Asteria team to map the full factoring journey from the SME's perspective — from first contact through system connection, invoice selection, and submission. Every step had friction that needed to be eliminated. The goal was to make factoring feel as simple as online banking.

Dual-Interface Design

The solution required two distinct interfaces built on a shared design system: the SME user portal for day-to-day invoice management, and the PayEx admin panel for user management and operational oversight. Maintaining design consistency across both while serving very different user needs was a central challenge.

Automation & Launch

The key technical design challenge was representing automated invoice processing in a way users could trust. Designed clear status flows, confirmation states, and error handling that made the automation feel reliable and transparent. Launched with two prominent banks in the Nordic region.