The Growing Pains of Scale
Tipalti is a B2B fintech platform offering end-to-end payables solutions for finance teams, helping businesses manage invoicing, vendor payments, and compliance at scale.
As Tipalti expanded, it merged multiple tools into one platform. But this led to significant design debt - with inconsistent UI patterns, fragmented experiences, and an outdated look and feel.
What Users Were Saying
Recurring complaints highlighted the problem: Finance professionals expected more flexibility, customization, and modern UX — especially compared to competitors.
When the Internal Team Hits Capacity
Tipalti’s internal design team was fully focused on day-to-day execution. They brought in Kido Studio to lead a fast-track product vision sprint.
Our goal was to define a strategic product vision that would:
This needed to happen fast, within two weeks and without any development, relying solely on design vision and storytelling.
Leading Strategy, UX, and Systems Thinking
As the Lead Product Designer on this project at Kido Studio, I was responsible for shaping the strategic direction, defining scalable UX patterns, and leading the hands-on design work, from wireframes to final UI.
I collaborated with a UI designer from our team on visual refinement and worked closely with my manager, Karen Segev, who provided creative and strategic support throughout the project.
Same Platform, Very Different Experiences
To begin the sprint, we conducted a full audit of Tipalti’s core screens and workflows. The goal was to understand how the product was structured, and more importantly- where it was breaking down.
Although the platform served a single product ecosystem, each module felt like a different tool:
These inconsistencies made the product feel fragmented, unpredictable, and difficult to scale — both from a user and a design perspective.
Despite the fragmentation, we identified a repeating pattern that existed across nearly every part of the product.
Each screen was essentially built from the same foundational elements:
This insight gave us a clear starting point. Rather than redesigning screen by screen, we focused on these shared building blocks — redesigning them to be modular, customizable, and consistent across the platform. This decision became the foundation for our system-first design approach.
We kicked off the project by reviewing Tipalti’s competitors and leading table-heavy platforms like Notion, Airtable, Monday.com, and Asana. The goal was to understand how modern products handle complexity, customization, and data-heavy interfaces.
This helped ensure our design vision felt modern, competitive, and aligned with user expectations.
In just two weeks, we needed to create a design vision that was not only clear and compelling, but also scalable and grounded in real-world constraints. Our process focused on speed, structure, and consistency.
We introduced a powerful, flexible table experience with advanced filtering, intuitive sorting, and grouping. These changes allow users to manage complex data with ease - and without leaving the page.
Users can now show or hide columns, save custom views, and take bulk actions on multiple items - streamlining repetitive tasks and enabling tailored workflows.
We added a lightweight KPI bar at the top of each screen to surface key metrics - giving users instant context without needing to dig into reports.
The updated side panel offers quick access to item-level information without disrupting workflow. It’s fully resizable and optimized for multi-tasking - replacing the need for separate detail pages.
In just two weeks, we delivered a focused, high-impact design vision that required zero development effort — yet helped Tipalti gain momentum for real change.
This project proved that even a short design sprint can drive strategic change when focused on real user needs and scalable systems. It reinforced the importance of: