Connected Financial Overview
The dashboard surfaces total real time money, net worth, monthly income and spending, top expenses, and active goals in a single view so users can understand their position at a glance.
Works Lukana
Take control of every financial move
Branding Product Development
Overview of the Project
A financial system built for personal and business clarity
Lukana is a financial management platform designed to bring clarity to both personal and business finances. The design needed to translate dense financial concepts into intuitive flows, support multiple entity management, and enable real time tracking across accounts, budgets, and goals.
The result is a unified system where users can monitor, plan, and act on their finances without friction—whether they're managing household budgets or coordinating across business units.
Our Scope
Lukana engaged our team to build the foundation of the product experience and the entire marketing site.
- Research & Branding
- Desktop Web App Experience
- Dashboard Web App Experience
- Mobile and Tablet App Experience
- Marketing Landing Pages
Sector
Finance, Enterprise, Consumer
The Challenge
Making Complex Money Flows Feel Manageable
Lukana set out to unify personal budgeting, business treasury, and accountant workflows without overwhelming users. It also needed to integrate with spreadsheet-based workflows and stay consistent across desktop, tablet, and mobile.
1
Users were tracking finances in scattered spreadsheets, making it hard to bring historic data into a new product without friction.
2
Business owners and accountants needed to switch between multiple entities and share access with teammates while keeping permissions clear.
3
Lukana required a responsive design system and content structure that could support a deep feature set without feeling dense or intimidating.
Our Approach
Designing Lukana Around Real Financial Workflows
We designed Lukana as a financial operating layer by mapping user journeys and building around three pillars of understand, act, and align. A unified visual language and interaction model ensures consistency across the desktop app, mobile app, and marketing site.
1
Designed a multi step onboarding that lets users connect banks, import spreadsheets, configure categories, and review key assumptions before landing on the dashboard.
2
Introduced multi profile and multi user patterns so business owners can invite collaborators and accountants can switch between client entities in a couple of taps.
3
Created a "Quick Add" system for transactions, accounts, investments, goals, and invoice scans so users can update Lukana from any screen with minimal context switching.
4
Defined responsive layouts and a shared component library so every feature works across desktop, tablet, and mobile while preserving hierarchy and readability.
APP FEATURES
What users can do inside the Lukana product
An overview of what Lukana enables
Flexible Onboarding With Imports
Users can link institutions, add accounts manually, or import existing Excel and Google Sheet data, with mapping flows that reconcile spreadsheet columns into Lukana's categories and structures.
Transaction And Invoice Handling
A dedicated transactions layer supports manual entries, recurring patterns, installment logic, credit card splitting, and invoice scanning that extracts key fields and turns them into ready to review records.
Multi Entity, Multi User Controls
Owners can share specific budgets or views with teammates, while accountants get a clean way to move between multiple companies, keeping permissions and context tightly scoped.
Goals And Cash Flow Planning
Goal creation lets users define targets, link them to income sources and accounts, and tie them into a cash flow section that visualizes how money will move over time across obligations and ambitions.
The Outcome
A Launch Ready System For Modern Money Management
By the end of the engagement, Lukana had a complete product blueprint. A responsive web and mobile application, a coherent design system, and a suite of landing pages that clearly articulate the value for different audiences. The product now reflects the reality of how individuals and businesses manage money, instead of forcing them into narrow templates. The Lukana team can onboard developers and partners with confidence because journeys, states, and edge cases are fully specified. The result is a platform positioned to support growth from early adopters through scaled enterprise use.
"Lukana finally looks and feels like the product we had in mind when we started."
The team translated a dense brief into a product that is easy to navigate yet powerful enough for our most demanding users. The way they handled onboarding, imports, and multi entity access has already become part of how we talk about Lukana to investors and partners. We left the project with a complete, development ready system instead of a handful of disconnected screens.
Kris Ludwig
CEO & Co-founder, Lukana
