ClearLedger
A finance workflow customers could finish without help
A redesigned onboarding and reconciliation flow that reduced ambiguity for customers and support work for the team.
- Example outcome
- 2.3× faster onboarding
- Engagement
- 12 weeks
- Services
- Product engineering, Design systems, API integration
The situation
ClearLedger had strong accounting automation under the hood, but new customers struggled to connect source systems, resolve mapping errors, and understand when setup was complete. Support specialists were manually guiding nearly every account through the same sequence.
The product did not need more features. It needed a clearer path through the features it already had.
What Vyndel would build
We paired journey analysis with a technical review of the existing React application and integration APIs. That uncovered a set of states the interface had been treating as one generic "processing" step.
We introduced a guided onboarding model, actionable error states, resumable setup, and a compact component system that the internal team could use across the rest of the product. Engineering work happened inside the client's repository alongside its product lead.
Delivery highlights
- Instrumented funnel to establish a measurable baseline
- New connection flow with progress preserved between sessions
- Plain-language reconciliation states and recovery paths
- Reusable interface patterns documented for the internal team
Example outcome
For this representative case study, median onboarding time improved by 2.3× and setup-related support volume dropped by 31%. More importantly, the internal team could see exactly where accounts stalled and improve the workflow with evidence.