The financial health of a business in one click

If you want to grant any business a loan, right now it's very manual — a mess of emails and spreadsheets. As the leading provider of accounting API data in the UK, Ledgerscope wanted to fix this.

Turn an API into a scalable product for non-tech users
Design system, UI and UX
Strategy and implementation guidance

The first step is onboarding new customers. In this case, loan brokers. Getting the customer to value fast with a rapid signup and demo company. Along with guidance on account setup.

Then it's as easy as sending a link to a business that wants a loan.

They grant access to their accounting data to the broker.

The broker then has instant insight into the financial health of the business…

…as well as more granular details for the data lovers.

Along with a birds-eye view of all companies that have granted consent

And an easy upgrade flow for regular users

And as with every project we provided a robust design system to ensure consistent UI scaling

Ledgerscope

"Caboodle are small enough to provide exceptional personal service and flexibility but able to deliver all of the expertise and skills that one would expect from a big, expensive design agency."