Context

Accountants spend hours every day manually entering and checking data from receipts, invoices, and bank statements. Making sure everything is categorized correctly and error-free is slow, repetitive work. This case study covers Cleanup Mode, a feature module in Xenett 2.0 built to make that process faster and less error-prone for accountants.

Where We Started

A design agency had worked with stakeholders on this project before I joined. I came on with other in-house designers to help scale and organize the system as Xenett grew. Xenett's original strength was Speed Mode, a transaction review tool. Once we did more market research, we found accountants were dealing with a wider set of problems than Speed Mode addressed on its own — which pushed us to expand the offering. Speed Mode was rebuilt and repositioned as Cleanup Mode — designed to cover the full cleanup workflow, not just transaction review.

Who We Designed For?

Ideal user: an accountant, working at a small-to-medium business or a public accounting firm. Day to day, they typically: Prepare taxes — filings for individuals and businesses, keeping up with tax codes. Handle bookkeeping — recording transactions, classifying them, and reconciling accounts. Build financial reports — balance sheets and income statements summarizing financial health. Communicate with clients — regular updates on financial standing, tax obligations, and open questions. Juggle many clients at once, with overlapping deadlines and no room for dropped details.

Key Learnings

Reception wasn't universally instant. Some users appreciated the more powerful workflow right away, while others initially preferred the simplicity of the original single-purpose mode. It was a useful reminder that even a clear improvement needs a gradual rollout and clear communication to land well. Overall, feedback had stayed positive since, with accountants specifically calling out the time saved on repetitive cleanup work.