Bridger is a B2B fintech platform that simplifies trade between businesses. It connects buyers and suppliers, automates invoicing and payments, and helps companies access cash faster through invoice financing.
With Bridger, businesses can create and share purchase orders and invoices, run credit checks, and receive automated payment reminders - all in one place. The result? Streamlined operations, improved cash flow, and less time lost to manual financial tasks.
The Problem
For many businesses, managing B2B transactions still feels painfully manual. Purchase orders, invoices, and payment follow-ups pile up across emails, spreadsheets, and PDFs — eating into valuable time and slowing cash flow.
Delayed payments are especially challenging. Businesses often wait 30, 60, or even 90 days to receive funds for completed work, creating liquidity gaps that stall growth and strain operations.
Bridger set out to solve this by streamlining trade operations end-to-end — from automating invoicing and payment reminders to unlocking faster access to working capital through invoice financing.
My Role
I led the platform redesign, focusing on modernizing the interface and improving usability while adding features that supported real financial workflows.
I handled the visual refresh — including the logo, typeface, and overall layout — and worked on key updates like the dashboard, payment flows, and invoice financing.
My process combined research, testing, and iteration: I started by looking at how people actually used the app — what worked, what didn’t, and what felt confusing. I also studied other fintech tools to learn from familiar patterns. From there, I created and tested prototypes, refining each part based on real user feedback. The result was a cleaner, faster, and more intuitive experience that improved engagement and made the platform easier to use.
New Dashboard
OldDashboard
Design Process
I started with understanding how businesses were already using the platform and where the experience fell short. I spoke with existing users, mostly small business owners and finance teams to learn how they managed invoices, tracked payments, and handled cash flow. Many liked the idea behind the tool but found the interface cluttered and the workflows too manual.
1. Understanding the Flow
I identified every key action - from creating a purchase order to receiving payment, to see how users moved through the system. This helped highlight unnecessary steps and gaps in feedback. For example, users often weren’t sure if an invoice had been sent or if a payment was still pending. These points of confusion helped shape early design priorities.
2. Redefining the Structure
With those insights, I began reorganizing the layout to make information easier to find and actions more direct. I explored multiple options, new navigation patterns, simplified forms, and a cleaner dashboard that presented financial data more clearly.
3. Modernizing the Look and Feel
Once the structure felt right, I focused on visuals - updating the logo, typography, and color system to create a cleaner identity. The goal wasn’t just to make it look new, but to make it feel more reliable and professional. I introduced more white space, consistent iconography, and simplified data visuals to make financial information easier to read at a glance.
4. New Feature Process
Designing new features used a slightly different, focused loop to make sure we shipped useful, feasible work:
Idea & discovery: Ideas came from user interviews, support tickets, and feature requests. I grouped requests by impact and frequency to pick the highest-value problems.
Define scope & success metrics: For each feature I identified what problem it solved, the target user, happy-path flow, and measurable goals (e.g., reduce reconciliation time by X%, increase financing uptake).
Feasibility & compliance check: I discussed constraints with engineers and compliance early to flag technical limits or regulatory needs. That prevented late rework.
Prototype & test: I built low- or high-fidelity prototypes depending on risk, tested them with real users, and iterated fast on feedback.
Rollout & monitoring: Features were rolled out in stages, with analytics and user feedback tracked to measure impact and guide follow-ups.
