B2B SaaS Product Design

B2B SaaS Product Design

Roushani

Roushani

Modern Invoicing Platform for Service-Based Businesses
Modern Invoicing Platform for Service-Based Businesses
Modern Invoicing Platform for Service-Based Businesses

Simplifying repetitive invoicing so service businesses can create professional, branded invoices in minutes without fighting Excel or outdated tools.

Simplifying repetitive invoicing so service businesses can create professional, branded invoices in minutes without fighting Excel or outdated tools.

Simplifying repetitive invoicing so service businesses can create professional, branded invoices in minutes without fighting Excel or outdated tools.

Role

UI/UX Designer

Duration

200 Hours

Platform

Mobile first
(PWA)

Industry

B2B SaaS

Status

Live

Project Overview

Project Overview

About The Product

About The Product

Roushani is a modern invoicing platform designed specifically for service-based businesses that still rely on Excel, Google Sheets, or outdated tools

The platform helps businesses create professional branded invoices, manage customers and services, and handle invoice history inside one clean and simple product.

Inventory

Customers

Services

Invoices

Dashboard

Branding

PDF Export

Sharing

Auto save

History

My Contribution

My Contribution

My Role & Responsibilities

My Role & Responsibilities

As the IC UI UX Designer and AI-Assisted Builder, I owned the complete product experience from problem definition to live launch, designing and building Roushani end-to-end for service-based businesses.

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Product Strategy

Defined product goals, prioritized features, and shaped the overall direction of the invoicing platform.

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UX Research

Observed real user workflows, identified friction points in existing tools, and validated solutions through iterative testing of the live product.

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Information Architecture

Designed the complete structure of workflows, navigation, and data relationships for customers, services, and invoices.

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AI-Assisted Design & Development

Built the product using Figma Make, Stitch, Antigravity, and VS Code, generating, refining, and iterating the interface and logic directly in an AI-assisted environment.

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Design System & Consistency

Established visual rules, spacing, typography, and reusable patterns while building the product to maintain consistency across screens.

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Usability Testing & Iteration

Tested real workflows on the live product, identified friction, and continuously refined both design and functionality.

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Full-Stack Ownership

Managed Supabase database structure, authentication, data logic, PDF generation, and overall product stability while directing AI-generated code.

Problem Statement

Problem Statement

Why This Product Was Needed

Why This Product Was Needed

Many service-based businesses still rely on Excel sheets or outdated invoicing tools, making the process slow, repetitive, and unprofessional.

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Repetitive Data Entry

Users had to manually enter the same customer and service details every time they created an invoice.

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Unprofessional Output

Invoices looked inconsistent and lacked proper branding, which affected how businesses presented themselves to clients.

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Repetitive Data Entry

Creating even a simple invoice took too long because of constant formatting, copying, and manual adjustments

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Complicated Tools

Most existing solutions felt cluttered and difficult to use, especially for non-technical users who just wanted a clean and fast experience.

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Inventory Inaccuracy

Stock levels were difficult to track across items, warehouses and transfers.

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Financial Mismanagement

Expenses, treasury and transactions were hard to monitor without a central system.

Business Gole

What I Wanted To Achieve

What I Wanted To Achieve

1

Speed Up Invoice Creation

Reduce the time and effort required to create a complete, professional invoice.

2

Eliminate Repetitive Work

Allow users to save customers and services once and reuse them instantly.

3

Enable Easy Branding

Make it simple for businesses to add their logo and brand colors without any design skills.

4

Create a Clean Experience

Deliver a modern, intuitive interface that even non-technical users can use comfortably.

Research Phase

Research Phase

Understanding Real User Friction

Understanding Real User Friction

To understand the real problems service-based businesses face while creating invoices, I closely observed how freelancers and small business owners currently handle invoicing using Excel, Google Sheets, and existing tools.

Key Observations

1

Repetitive Manual Work

Users waste time re-entering the same customer and service details for every new invoice.

2

Poor Branding Support

Most free tools offer limited or no proper logo and color customization.

3

Cluttered Experience

Many tools prioritize features over simplicity, making the process feel heavy for non-technical users.

4

No Saved History

Users often lose track of previous invoices and customer records.

Research Insight

The biggest opportunity was not adding more features; it was removing friction. Users needed a faster, cleaner way to create professional invoices without learning a complex system.

Research Synthesis

Research Synthesis

Key Themes Identified

Key Themes Identified

After observing real workflows and analyzing existing tools, the main problems clustered into clear themes:

Repetitive Work


  • Same customer details entered again and again

  • Same services retyped for every invoice

  • No quick way to reuse previous data

Branding Friction


  • Limited or no logo support

  • Hard to apply brand colors

  • Invoices look generic and unprofessional

Usability Issues


  • Same customer details entered again and again

  • Same services retyped for every invoice

  • No quick way to reuse previous data

Missing Continuity


  • No proper invoice history

  • Difficult to track past clients and work

  • No single place to manage everything

Repetitive Work


  • Same customer details entered again and again

  • Same services retyped for every invoice

  • No quick way to reuse previous data

Branding Friction


  • Limited or no logo support

  • Hard to apply brand colors

  • Invoices look generic and unprofessional

Core Insight

Users did not need more features. They needed a faster, cleaner, and more professional way to create invoices with less effort.

Core UX Challenges

The Main Design Challenges

The biggest challenge was not designing features โ€” it was making the product fast, simple, and professional for users who were used to Excel and basic tools.

Challenge 01

Repetitive Data Entry

Users were forced to type the same customer and service details every time. The system needed a way to save and reuse information without adding complexity.

Challenge 02

Professional Branding

Most free tools offered weak or no branding options. The product had to make logo and color customization simple, even for non-designers.

Challenge 03

Balancing Speed and Quality

The interface needed to feel extremely fast while still producing clean, professional invoices that businesses would be confident to send.

Challenge 04

Keeping It Simple

Many existing tools felt either too basic or too complicated. The design had to stay minimal while still covering the real needs of service-based businesses

Major Features

Major Features

Core Features I Designed

Core Features I Designed

Roushani focused on solving the most painful parts of invoicing for service-based businesses. Below are the key features and the thinking behind them.

01

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Smart Invoice Creation

Helping businesses create invoices faster

Problem

Users had to repeatedly enter the same customer and service details for every new invoice.

Solution

Saved Customers

Saved Services

Quick Fill

Clean Invoice Form

๐ŸŽฏ Design Decisions

  • Kept the invoice form clean and progressive so users only see what they need.

  • Allowed one-click reuse of previous customers and services to remove repetitive work.

  • Reduced unnecessary fields to keep the process fast and simple.

Impact:

Faster invoice creation with less repetitive work

02

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Branding Customization

Making professional invoices easy

Problem

Most free tools offered poor or no branding options, making invoices look generic

Solution

Logo Upload

Brand Color Support

Clean Invoice Layout

Easy Recall

๐ŸŽฏ Design Decisions

  • Made branding controls simple and easy to find.

  • Avoided complex design settings so non-designers could still create professional invoices.

  • Ensured the final output remained clean and readable.

Impact:

Businesses can send more professional invoices without design skill

03

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Clean Dashboard

Managing everything in one place

Problem

Users had no clear place to manage invoices, customers, and history

Solution

Invoice Overview

Customer Management

Service Management

History Access

๐ŸŽฏ Design Decisions

  • Prioritised clarity over feature overload.

  • Used clear visual hierarchy so key actions are easy to find.

  • Kept the dashboard simple and focused on daily needs.

Impact:

Users can manage their invoicing work without confusion

04

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PDF, Share & Print

Making invoices ready to send

Problem

Creating an invoice is useless if it cannot be easily shared or printed.

Solution

PDF Export

Direct Sharing

Print Support

๐ŸŽฏ Design Decisions

  • Kept the export process simple and reliable.

  • Ensured the final PDF looked professional and clean.

  • Reduced extra steps so users can send invoices quickly.

Impact:

Users can send invoices to clients quickly and confidently

Accessibility Considerations

Accessibility Considerations

Designing For Non-Technical Users

Designing For Non-Technical Users

Many Roushani users were used to Excel and basic tools. The product needed to feel simple and approachable, not overwhelming.

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Clear Labels

Used simple and familiar language so users could understand actions without any learning curve.

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Large Click Targets

Made buttons and interactive elements easy to click, reducing mistakes during invoice creation

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High Contras

Maintained strong contrast between text and background for better readability

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Consistent Layout

Kept the structure predictable across screens so users could move quickly without confusion.

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Error Prevention

Added clear feedback and simple validation to help users avoid mistakes while creating or saving invoices.

Validation

Confirmation

Warnings

Helper Text

Outcomes & Impact

Outcomes & Impact

What The Product Achieved

What The Product Achieved

oushani turned a repetitive and messy invoicing process into a faster, cleaner, and more professional experience for service-based businesses.

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Faster Invoice Creation

Users can now create branded invoices in much less time by reusing saved customers and services

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More Professional Output

Businesses can easily add their logo and brand colors, making invoices look cleaner and more credible.

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High Contras

Repetitive data entry was significantly reduced through saved information and a simpler workflow.

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Better User Experience

The interface stays minimal and easy to use, even for people who are not comfortable with complex tools.

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Solid Foundation

The current product creates a strong base for future features like automation, analytics, and advanced business tools.

Key Learnings

Key Learnings

What This Project Taught Me

What This Project Taught Me

01

Simplicity Matters More Than Features

Users prefer a clean and fast experience over having too many options.

02

UI and Backend Are Tightly Connected

A small layout change can break data saving if the database structure is not considered carefully.

03

AI Is a Powerful Partner, Not a Replacement

Tools like Antigravity and Figma Make speed up building, but the designer still needs to guide quality, logic, and user experience.

04

Testing in a Real Environment Is Critical

Designing in isolation is not enough. Real connected testing is necessary to catch issues early

Final Reflection

Turning a Common Problem Into a Clean Product

Turning a Common Problem Into a Clean Product

  • Roushani started as a response to a simple but real frustration, service-based businesses still struggling with slow, repetitive, and unprofessional invoicing.

  • Building it solo with AI-assisted tools taught me how important it is to balance speed, simplicity, and reliability. Even small design decisions can affect the entire product experience when the interface is connected to real data.

  • This project strengthened my ability to own a product end-to-end โ€” from understanding the problem to designing, building, testing, and refining it into a usable solution.

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