QuickBooks + Fundbox Integration

Intuit wanted to provide a quick online lending solution for its users within its flagship product, Quickbooks Online. My task was to provide a seamless experience for users to apply and manage loans using Fundbox.

The Opportunities
_ Integrate a lightweight partnership within three months
_ Combine two product user experiences into one frictionless flow
_ Provide online lending to improve cashflow for QuickBooks customers
_ Improve QuickBooks ecosystem retention and long-term value by increasing connections

The Solution
_ Enable fully hosted lending experiences within QuickBooks
_ Automatically reconcile transaction data within QuickBooks

  • UX Methodologies

    • Stakeholder interviews
    • User interviews
    • Competitive analysis
    • Wireframe
    • Axure prototype
    • Usability testing

  • View Interaction flow