Concept ProductNot Affiliated With Any Company

Fintra

Fintra is the billing screen inside a SaaS product, the page where a team admin manages who has access and what it costs. This concept makes that screen transparent instead of confusing.

RoleLead Designer, Experience Research & UI Design

ScopeBilling, subscriptions, payment recovery

StatusConcept, unshipped

The Problem

The bill was never the problem. Not knowing was.

I've managed software subscriptions for a small team before. The number on the invoice was never confusing. What actually created stress was not knowing when it would change, or what to do when a card failed and the whole team suddenly lost access.

Admins don't get anxious about spending money. They get anxious about surprises: a seat added with no warning, an invoice nobody can read quickly, a payment failure that locks people out before anyone even knows there's a problem.

Unexpected charges

Adding a teammate silently changes the bill with no warning.

Unclear seat pricing

Admins can’t tell what the next seat will actually cost.

Account lockouts

A failed card silently locks the whole team out.

Confusing invoices

Layouts built for accountants, not busy administrators.

1. Live Seat Management

A "seat" is just one paid spot for a teammate. Add a person, add a seat, and the bill changes.

The issue

Adding a teammate changed the bill immediately, with no visibility into the new cost until an invoice arrived days later.

The fix

A live calculator that updates instantly as seats change: current seats, new seats, the monthly difference, and the exact charge for the days left in the billing cycle, all before anything is confirmed.

Try it: adjust the seat count on the right.

app.fintra.io/billing/seats

Manage Seats

Changes apply immediately. You'll only pay the prorated difference today.

Seats on your plan

Base plan seats20

New seats24

Monthly difference$48.00

Prorated charge today (18 of 30 days left)$28.80

Next invoice on Aug 1 will reflect 24 seats at $12/seat: $288.00/mo.

Screen 01 · Live Seat Management (interactive)

app.fintra.io/billing

Growth Plan

Renews Aug 1, 2026

Active

Next payment

$288.00

Seats used

24 / 24

Payment method

Visa ••4482

Upcoming invoice

24 seats · Aug 1, 2026

$288.00

Recent charges

Jul 1, 2026$276.00

Jun 1, 2026$264.00

Screen 02 · Billing Dashboard

2. Billing Dashboard

The issue

Plan, payment method, next invoice, and usage were scattered across different settings pages, so a simple question took several clicks to answer.

The fix

One dashboard: current plan, next payment, payment method, and recent charges, all visible without digging through menus.

3. Invoice History

The issue

Invoices lived as PDFs buried in a menu, with no way to search, filter, or export them for finance.

The fix

A searchable ledger with filters, one-click receipt downloads, and CSV export built in.

app.fintra.io/billing/invoices

Search invoices…

Invoice	Date	Amount	Tax	Status
INV-1042	Jul 1, 2026	$288.00	$14.40	Active
INV-1031	Jun 1, 2026	$276.00	$13.80	Active
INV-1020	May 1, 2026	$264.00	$13.20	Past Due

Screen 03 · Invoice History

app.fintra.io/billing

Your last payment didn't go through

Your team keeps full access for the next 7 dayswhile you update your payment method. We'll automatically retry on Jul 29.

Grace period: 6 days remaining· Next automatic retry: Jul 29, 2026

Screen 04 · Failed Payment Banner + Grace Period

4. Payment Failure Recovery

The issue

A failed card locked the whole team out immediately, with no warning and no path to fix it without contacting support.

The fix

A visible grace period with automatic retries, so a failed card is a heads-up, not a lockout.

5. First-Time Billing Setup

The issue

New admins were dropped into a bare settings page with no context for what each choice meant.

The fix

A short guided setup that explains plan choice, payment method, seat pricing, and billing cycle in plain language, one step at a time.

Click through the wizard on the right.

app.fintra.io/setup

Step 1 of 5

Choose plan

Choose the plan that fits your team size today. You can change this anytime.

Screen 05 · First-Time Billing Setup Wizard (interactive)

Before and After

Same Failed Card, Different Outcome

BEFORE

1Payment fails
2Account locks
3Support ticket
4Frustration

AFTER

1Payment fails
2Grace period begins, no lockout
3Email reminder sent
4Admin updates card
5Payment retries automatically

No new payment processor, no new fraud logic. Just enough warning and enough time to fix it before anyone loses access.

Projected Outcomes

What I would expect to see

The two behaviors that showed up most were repeated invoice-hunting and support tickets that only needed an explanation. Those are exactly what this is built to intercept. These are estimates for a concept, not measured results.

42%

fewer billing support tickets

63%

faster recovery from failed payments

31%

faster average billing task completion

Reflection

Trust is a billing feature

The biggest lesson for me was that billing doesn't earn trust by being cheap. It earns trust by being predictable. None of this required new pricing logic or a new payment processor. It just required showing the cost before asking for confirmation, and giving people a warning before cutting off their access.

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