Bankly

Bankly - Payment Automation Dashboard

Bankly is a payment automation platform that allows users to create custom payment rules using simple “if” and “then” logic. Through a visual drag-and-drop interface and predefined filters, users can build automated workflows without the need for technical knowledge.

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Role and scope

• Branding
• UX/UI design

Objectives

• Create a simple and intuitive dashboard for managing payment automation.
• Make it easy for users to build custom payment rules using visual “if” and “then” logic.
• Design a drag-and-drop experience that allows users to create workflows without technical knowledge.
• Develop a visual identity that communicates simplicity, automation, and control.

Context

Bankly was designed to simplify payment automation by giving users direct control over how and when payments are processed. Instead of relying on complex technical configurations, users can create their own rules by combining predefined filters and actions through a visual drag-and-drop interface.

The challenge was to translate this logic into an accessible user experience that would make automation feel straightforward and intuitive, while providing enough flexibility for users to create workflows tailored to their needs.

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Outcome

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