A Web3 financial platform simplifying complex crypto operations through intuitive user experiences, enabling workflows such as reconciliation, reporting, auditing, and transaction management across multiple wallets and platforms.
Role
UX/UI Designer
client
TRES Finance
team
Cross-functional
platform
Financial System
Dashboard Screens
The dashboard serves as a central hub for monitoring and managing decentralized financial activities — featuring performance metrics, wallet insights, and real-time alerts that help users quickly assess their financial position.
User/Entity
The Users tab enables administrators to manage team members, assign roles and permissions, and invite new users to collaborate within the platform.
System Settings
The Settings tab allows organizations to customize financial configurations, manage network controls, and personalize platform behavior across the system.
Automation Templates
A library of predefined automation templates for common financial workflows — from recurring reports to transaction tagging — enabling users to deploy automations quickly with minimal configuration.
Active Automations
Gives users real-time visibility into active automations — tracking status, progress, and key metrics to keep financial workflows running smoothly.
AI Assistant
An AI-powered financial assistant that helps users access insights, manage workflows, and perform financial operations through customizable prompts and predefined templates.
