From Old-School Spreadsheets to Smart Spend: How We Launched Moss Budgets & Won Over Finance Teams

Project Overview

I led the end-to-end launch of a new Budget feature—a tool that gave finance managers real-time visibility and control over team spending across cards, invoices, and reimbursements. Backed by usage data and workflow research, we identified key friction points—manual reconciliation and accuracy—and built a solution that saved teams time and improved financial precision.

The result? A high-impact launch that converted skeptics and grew adoption across our client base.

Deep dive

Using Data and Research to Drive Adoption, Build Trust, and Shift Finance Workflows

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