Exsited Billing Platform: Case Study | Saiful Islam
Back to home
CASE / 03 · EXSITED
010 / OVERVIEW
DESIGN LEAD · 2020 to 2022

Exsited
billing platform

Recurring billing, subscriptions, and ERP are where SaaS products usually turn ugly. I made Exsited feel premium for the finance teams who use it daily.

RECURRING BILLING SAAS PLATFORM ENTERPRISE ERP 35+ ENTERPRISE CLIENTS
Exsited billing dashboard
020 / PROJECT OVERVIEW

Exsited automates recurring billing for subscription businesses: complex billing rules, invoicing, and automatic payments, flexible enough for a business of any size. Finance teams lived in it daily, but rules were buried, setup was manual, and each module looked like it came from a different product.

I led the design team: redesigned the product from scratch, set the direction the team worked to, and built the toolkit it still runs on. Every module added since looks like the same product. It now serves 35+ enterprise clients.

MY ROLE
Design lead · UX research · Strategy · Interaction design · UI · Prototyping · Design system ownership
TEAM
I led the design team, working with product management, engineering, and QA
TIMELINE
2022 to 2023
030 / THE CHALLENGE

Three critical
friction points

01

Manual billing setup

  • Repetitive manual entry
  • Rules buried deep in menus
  • Errors surfaced only at invoice time
Result: finance teams doing the same work twice
02

Complex subscription config

  • Long multi-step configuration
  • Too many required fields
  • No guidance for edge cases
Result: setups abandoned part-way through
03

Fragmented interface

  • Layouts differed by module
  • Dense enterprise data handled poorly
  • Steep learning curve
Result: slower onboarding for every new client
040 / GOALS & RESEARCH

Goals

  • Cut the manual work out of recurring billing and invoicing
  • Make subscription and billing setup finishable in one sitting
  • Rebuild the interface on one consistent design system
  • Handle dense financial data without overwhelming people
  • Make an ERP-class product feel premium rather than industrial

Research

MERCHANT INTERVIEWS FINANCE WORKFLOW MAPPING COMPETITOR BENCHMARKING HEURISTIC EVALUATION SUPPORT TICKET ANALYSIS
  • Finance teams want fewer decisions, not more options
  • Long configuration forms quietly stall adoption
  • In billing, a wrong number costs trust immediately
  • Consistency across modules is what makes it feel enterprise
050 / WHAT I DESIGNED

Strategy into
interface

PRINCIPLE A
Reduce the thinking required: fewer steps, fewer fields.
PRINCIPLE B
Make it predictable: clear prices, clear steps, clear outcomes.
PRINCIPLE C
Unify the surface: one visual language, simpler layouts.
DELIVERABLE 01

Rebuilt billing flow

Recurring billing setup became a guided flow: sensible defaults, rules surfaced where you need them, and validation that catches problems before an invoice reaches a customer.

Exsited subscription management screen
Exsited invoicing workflow
DELIVERABLE 02

Subscription management

Subscription and invoicing configuration grouped the way finance teams actually think, with drafts that save themselves and a clear preview of what a change will do before it is committed.

DELIVERABLE 03

A modern look,
built to last

New colors, type, and spacing, plus a reusable toolkit I maintained, so every new Exsited module keeps looking like the same product.

Exsited modern look
060 / MEASURABLE IMPACT
35+
ENTERPRISE CLIENTS SERVED
LEAD
DESIGN TEAM LED
0→1
REDESIGNED FROM SCRATCH
Exsited subscription screens Exsited billing dashboard
070 / LEARNINGS
  • In enterprise tools, clarity beats capability every time
  • Mapping the finance workflow surfaced friction no analytics showed
  • Leading a team means the shared toolkit rules, not any one person's taste
  • Premium is a feeling built from consistency, not decoration

Conclusion

Exsited went from a capable but punishing platform to one finance teams move through without hesitating. Rebuilding it on a shared toolkit kept every module added since consistent, which is what let it scale to 35+ enterprise clients.

080 / CONNECT

Want results
like these?

PREVIOUS TradeiX Loan Management NEXT CASE STUDY KAVIA AI Platform Design