Medial is an AI-powered SaaS platform transforming how businesses analyze, manage, and make decisions with accounting data. Seamlessly integrated with platforms like Xero, Medial empowers finance teams to gain instant, expert level insights through natural conversation.
Designed for startups and growing companies, Medial enables users to identify trends, catch accounting anomalies, all by chatting with their data.
Our role was to lead the UX and UI design of this AI assistant, from research to interface, creating a clear, data smart experience that makes financial intelligence more accessible and intuitive.
This was a new product launch, with the goal of building a smart MVP that could:
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Let users ask financial questions and get instant answers
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Analyze accounting data pulled from Xero or uploaded files
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Surface trends, identify anomalies, and forecast performance (V2 feature)
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Deliver a trustworthy UI for finance professionals and business owners
Design Challenges
A key UX challenge was ensuring that insights generated from Xero integrations or user-uploaded data were always credible, context-aware, and easy to trace.
To solve this:
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We designed source labels and data trails so users could verify where an insight came from (e.g., Xero API vs. CSV upload).
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Emphasized clear, confident language in UI text to maintain trust.
Key Features Designed
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AI chatbot trained on accounting-specific data models
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Seamless integration with Xero, plus manual data upload
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Instant answers to financial questions like “Where did we overspend last quarter?”
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Visual summaries, line-item breakdowns, and anomaly flags
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Forecasting tools and trend detection built into chat UI (V2 feature)
