PulsePay
ENTERPRISE B2B SAAS · FINTECH DASHBOARD
Designing a financial operations platform for modern dental organizations
PulsePay is a financial B2B operations platform that helps Dental Support Organizations (DSOs) manage invoices, billing, transactions, and payment plans across multiple partner practices.
It brings payment processing, invoice management, financial reporting, and customer billing into a unified dashboard, powered by Stripe.
PulsePay gives finance teams a clearer view of billing operations.
COMPANY
Subscribili Inc
ROLE
Product Designer
TEAM
Product Lead
Design Manager
Engineering Lead
Sr Product Designer
TIMELINE
4 weeks
Opportunity
Most billing platforms offer similar functionality, making usability a key differentiator. The opportunity was to simplify high-frequency financial workflows so teams could navigate complex operations with greater speed and clarity.
In high-frequency billing environments, even small usability gains can create measurable efficiency over time. Clarity is a competitive advantage.
Impact
38% Improvement in Financial Workflow Efficiency
A more intuitive dashboard helped DSO finance teams complete critical billing tasks with greater speed and clarity.
-
Faster invoice management
✓
-
Better financial visibility
✓
-
Reduced workflow friction
✓
_edited.png)
Workflows
Finance teams rely on PulsePay to monitor revenue, manage invoices, process transactions, and oversee patient billing across multiple partner practices. These high-frequency workflows formed the foundation for the design.
Low-fidelity Prototypes
Early interaction flows were explored through low-fidelity prototypes to validate information architecture, task flows, and navigation.
The focus was on reducing friction across high-frequency billing workflows by testing how users moved between invoices, transactions, payment recording, and reporting.
Design System
A scalable design system of reusable components, accessible colors, typography, and spacing created a consistent experience across high-frequency financial workflows.
Final Product
The final interface brings together billing, payments, and financial reporting into a cohesive platform designed for speed, clarity, and efficient day-to-day operations. Every screen was refined to support high-frequency workflows while maintaining a consistent and scalable experience.
01. Optimized high-frequency billing workflows
02. Strengthened information hierarchy
03. Improved operational efficiency
Outcome
The redesign simplified complex financial workflows while creating a scalable foundation for future product development.
01. 38% Faster Invoice Workflows
Reduced invoice retrieval time from 18s to 11s.
02. Reduced Navigation Complexity
Frequently used actions were brought closer to users, reducing unnecessary navigation.
03. Improved Dashboard Usability
Stronger visual hierarchy and accessible color usage enabled faster information scanning.
04. Scalable Design Foundation
Established reusable patterns and components for future financial features.
.png)
.png)
.png)
Collaboration
Designing Alongside Engineering for Real-World Feasibility
01. Reviewed dashboard interactions with engineers before implementation
02. Iterated on billing workflows based on Product Lead feedback
03. Refined reusable components to align with existing frontend architecture.
03. Participated in design reviews to resolve edge cases and implementation questions.
Reflections
Designing With High Standards and Intentionality
The redesign simplified complex financial workflows while creating a scalable foundation for future product development.
Operational Thinking
Designing for high-frequency financial workflows reinforced how small interaction improvements can create meaningful operational impact at scale.
Collaborative Problem Solving
Working alongside the Product Lead and engineers taught me to balance user needs, business goals, and technical feasibility throughout the design process.
Designing to Scale
Contributing to a product with high design standards strengthened my attention to detail and reinforced the importance of designing scalable, consistent experiences.
Contact
© 2026 Shayla Singh