Product designer working on financial tools for small businesses.
Most recently at Holdings, designing banking, accounting and invoicing for business owners. Previously at Mercury and Clearco.
Selected work
6 case studiesAn MCP server that lets Claude, ChatGPT or a custom agent send and chase invoices from a prompt.
A financial workspace in front of banking: accounting, invoicing and free tools as lower-hurdle entry points.
Rebuilding business banking on a new bank partner: multiple accounts, team cards and a calmer activity page.
A customer support agent trained on help desk articles, compliance rules and vendor contracts. Drafts every reply; a human sends.
A capital marketplace inside a bank. Founders answer five questions; Mercury recommends the financing that fits.
Onboarding couldn’t qualify a customer without a salesperson. Eight steps became four, with the offer moved to the front.