Hi! Please see this site on a larger screen for a better experience

Year
2022
Responsibilities
  • Interaction Design
  • Visual Design
  • UX Strategy

Designing a money management account

Shopify Balance is an all-in-one money management account made for business owners.

Dealing with banking and financial services is an essential part of running a business, but today's banking products aren't always designed around the needs of independent business owners. Shopify Balance allows merchants to manage their money from the same place they run their business.

collect sales tax screen

My role

I work closely with Product and Engineering partners to define the product strategy and with UX leadership to define and execute the UX strategy.

My role on this project requires deep systems thinking, spans across multiple domains and teams within Shopify - Capital, Payments, Risk - and external partners like Stripe and Evolve.

I also work with a Staff Designer and Brand designer to define the visual identity for the product.

What does Balance do?

Balance consolidates all the money a business owner makes, tracks their payments and allows them to get faster access to their funds. Merchants also have the option to sign up for a physical card for spending online and making in-store purchases and get rewards and cashback for their busines when they spend.

Shopify balance screen

Empty state for Balance.

Shopify balance screen

Home page with transactions.

Launch and press

To learn more about Balance, check out the Balance home page

You can also read about Balance in articles from Forbes, TechCrunch and BetaKit.

More to come

This project is still ongoing and due to my NDA, I will not be able to provide more details at this moment.

Stay tuned for more soon.