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0-to-1 startup journey: Designing the best AI agents for Finance & Accounting (F&A) teams
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0-to-1 startup journey: Designing the best AI agents for Finance & Accounting (F&A) teams

Tags
UXdesign leadershipweb designbrand identity designproduct designcontent marketingAI
Project

Hyperbots

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Spearheaded design-driven product-market fit assessment with 10+ Chief Financial Officers (CFOs) of an AI-native finance & accounting (F&A) automation platform, influencing a $2M seed to $6.5M Series A fund raise at Hyperbots. Scaled product & brand design, owned content marketing & SEO, leading to the successful launch of the MVP for paying customers in the US mid-market, helping them achieve ~40-50% productivity gain.

Overview

Hyperbots started up in July 2023 in Bangalore with a mission to free up humans from mundane and repetitive tasks in finance. This was a 0-1 journey to ultimately build a proprietary Agentic AI platform for Finance and Accounting, powering state-of-the-art AI-native co-pilots, designed to:

  • Significantly automate F&A processes
  • Reduce the administrative burden on finance teams and;
  • Enable faster, more accurate decision-making

I joined as VP of Design initially spearheading design research, product and brand design - but my role quickly expanded to include a senior leadership charter to lead content marketing and people experience in addition to design.

My journey of 2 years at Hyperbots so far in numbers:

Highlights

 $2M → $6M

  • Designed, prototyped and tested the Invoice Processing AI agent workspace for Accounts Payable (AP) accountants to ensure product-market-fit
  • Completed the MVP designs for a fully functional POC
  • The product-market fit validation and MVP influenced investor confidence to take the company from $2M seed funding to $6M series A round

 12 → 24 CFOs

  • Worked alongside the CEO to lead product-market fit research, ran early concept validation sessions with 12 Chief Financial Officers (CFOs) remotely in the US
  • Scaled the CFO engagement to 24 for a Go-to-Market (GTM) push leading to sustained ICP outreach and ultimately conversion into a sizeable number of paid customers

 1 → 6 designers

  • Hired the 1st founding product designer, Dhruv, within the 1st month
  • Scaled the team to a 6 well-rounded team of designers with diverse and complimentary skills
  • So far managed 3 exits, 4 promotions, one design → PM lateral move

 POC → 6 AI agents

  • Led the product design for the multi-agent AI-native platform for invoice processing, procurement, payments, sales tax verification and vendor management, covering all aspects of Finance & Accounting (F&A) process transformation leading to a straight-through processing of 80% of the invoice volume.
  • My team delivered detailed designs for a first-of-it’s kind workspace for AP accountants to review ~20% invoices that need human approval
  • Plus a conversational AI module for controllers and CFOs including data analytics dashboards

 0 → 25k followers

  • Led content marketing efforts primarily on LinkedIn to organically acquire 25k followers
  • 1st rank for post metrics, 4th for engagement with a zero budget and a 3-member team of interns.
  • The team produced 300+ pieces of content like CFO video interviews, finance and AI thought leadership articles, re-designed and SEO-optimised the website.

0 → 100 team

  • Responsible for the company-wide people experience charter of a steadily growing team of 100+
  • As an early stage start-up, we are guided by frugality and resourcefulness. Created and led PeopleX pods of employee-volunteers to manage essential people experience functions from onboarding to managing exits, drafting employee policies, ensuring SOC compliance and so on.
  • Successful PeopleX pod initiatives include, procuring group health cover for full-time employees, setting up and managing the popular food pantry, running weekly town halls, organising company off-sites and hackathons.

Case studies

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Can’t spill all the beans (NDA’s the word!), but imagine designing in stealth mode for AI + fintech, with impact that’s making waves. Curious? Let’s chat.