Case Study
Challenge
Communicating a Novel Concept
ACH-based recurring billing is unfamiliar to many small businesses accustomed to credit-card subscriptions or manual invoicing. We needed a brand and site copy that demystified the process and built trust.
The dashboard had to expose advanced settings, without overwhelming users who aren’t developers.
Establishing Credibility
As a new financial service, Recurrent had to look polished and enterprise-ready to win over finance teams and executives.
Our Solution
Website Design
Architected clear sections going from explaining the problem to showing the solution
Wrote straightforward copy that walked prospects through the one-time setup link, bank-auth process, and hands-free billing lifecycle.
Dashboard Design
Mapped core workflows (customer onboarding, invoice rules, payment retries, reporting) and wireframed simplified screen flows, and crafted a component library with status badges, progress bars, and contextual tooltips so users always know “where they are” in the billing cycle.
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