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Bags — financial overview dashboard16/9

Helping business owners scale with financial clarity

Bags pairs a financial insights platform with expert bookkeeping and funding strategy — so owners can understand their numbers and grow with confidence.

98PRs merged+17,8007,950
Project team
Senior Product Designer & Design EngineerSenior DeveloperSenior EngineerSenior Developer
Year
2023 - 2026

Stack

FigmaCursorNotionPaper DesignConductorGitHubAuth0ReactTypeScriptChakra UIFastAPIPythonPostHogDockerPostgreSQL

Growing with Bags.

Bags is built for business owners who have done the hard part — building a company from the ground up — and are ready to scale with clarity. It helps them take ownership of their numbers, understand their margins, and make smarter decisions every day: clean books, expert support, AI-powered insights, and access to funding that grows with them.

My role spans the full path from product strategy and UX to the design system and the React front-end that ships to production.

Flying blind on the numbers.

Most owners are excellent operators and reluctant accountants. Books fall behind, margins stay fuzzy, cash flow is a guess, and funding feels like something that happens to other companies. The information needed to make a confident decision usually exists — it is just scattered, stale, or locked in a spreadsheet no one fully trusts.

The design challenge was to make real financial clarity feel approachable — genuinely useful to someone without an accounting degree, on their busiest day.

Before — scattered books & unclear margins4/3

Designing a system, not screens.

Rather than draw one-off screens, I built a modular design system in Figma and shipped it in production with React. I led the platform's migration to Chakra UI — replacing bespoke chips, tabs, and buttons with a standard, themeable library — and introduced an OKLCH color system so theming stayed consistent and predictable.

A reusable PageHeader rolled out across Accounting, Profile, Documents, Debt Tracker, and the Transactions Hub gave every surface the same backbone. This is where the role earned its second title: shipping production-quality components alongside the design, not handing them over a wall.

Design system — Chakra UI components & OKLCH tokens16/9

Financial insights, no accounting degree needed.

The Bags platform lets owners track their financial performance and surface insights at a glance. I designed dashboards that turn raw bookkeeping into the few numbers that actually drive decisions — performance, margins, and where the money is really going.

Performance dashboard4/3
Margin breakdown4/3

Accounting & bookkeeping, done right.

For owners who would rather grow than reconcile, a dedicated team keeps the books clean and the numbers matching reality. I designed the back-office tooling — built in Retool — that powers that service: the faster, purpose-built interfaces the bookkeeping team uses to keep every account accurate.

Bookkeeping & reconciliation tooling16/9

Funding strategy & execution.

Once the financials are clean, Bags helps owners build a debt strategy, match with the right lenders, and move through securing capital. I designed the flows that turn a complex, intimidating funding process into a guided, legible path rather than a black box.

Funding strategy & lender matching16/9

Designed and shipped, end to end.

Bags is where the design-engineer title is most literal. Across two iterations of the platform — a legacy app and the monorepo I migrated it into — I shipped the frontend myself: 98 merged pull requests and roughly 17.8k lines of production React and TypeScript over about nine months.

Beyond the core financial views, that meant building a Debt Tracker (KPIs, sorting, pagination), QuickBooks import logic, admin role and squad-management controls, redesigned pricing and upgrade flows, and end-to-end PostHog analytics across the frontend and backend — so the team can finally see how the product is actually used.

Debt Tracker, admin controls & analytics16/9

Where it landed.

Two platform iterations, ~98 merged PRs, and a design system that finally made design and development speak the same language — the internal bookkeeping tooling cut manual work by roughly a third along the way.

More than the numbers, Bags gives owners something they rarely have: a calm, trustworthy view of their business — clean books, clear margins, and a real path to the funding they need to grow.

Let’s work together

Have a project in mind? I’d love to hear about it.