1 Episode
My AI Finance Consolidator
How I used Claude as my design partner and lead developer to build an app that cut my monthly 4-hour bookkeeping task down to 30 minutes.
Episodes
16 Episodes- 1
My AI Finance Consolidator
0:30A short video showing how I used Claude to create an app to help me with my finances.
- 2
An AI passion project I built with Claude
IntroHow I used Claude as my design partner and lead developer to build an app that cut my monthly 4-hour bookkeeping task down to 30 minutes.
- 3
Over 2 years of manual reconciliation
ContextA post-Mint spreadsheet ritual turns into a local AI-assisted finance tool.
- 4
Strategy
StrategyThe bookkeeping pain gets scoped into a secure offline MVP with measurable time savings.
- 5
Generated my PRD
Step 01Claude turns a structured self-interview into a PRD and build roadmap.
- 6
The working agreement with Claude
Step 02A working agreement keeps the AI partner inside clear product and technical guardrails.
- 7
Set up the frontend foundation
Step 03React and MUI create an early polished foundation for the product experience.
- 8
Getting 6 accounts into 1 spreadsheet
Step 04Six differently formatted accounts start flowing into one normalized spreadsheet.
- 9
Uploading and parsing receipts
Step 05On-device OCR and a matching engine start connecting receipt photos to transactions.
- 10
Splitting a group of receipts
Step 06Multi-receipt detection speeds up physical receipt capture.
- 11
Displaying the transactions in-app
Step 07The spreadsheet becomes an in-app transaction interface with editable details.
- 12
Finalizing the UI
Step 08The UI gets a modern glass design system and dark mode polish.
- 13
Edge cases and error states
Step 09Edge cases and error states make messy real-world use safer.
- 14
Code review and optimization
Step 10Architecture review, refactoring, and testing prompts prepare the app for actual use.
- 15
I'm saving time!
The OutcomeThe manual finance workflow drops from hours to minutes.
- 16
Online receipt matching
Update 1Darian turns project context, design decisions, and delivery details into the next chapter of the story.
More Like This
1 Episode
1 EpisodeMoz 2.0
How a weekend redesign helped me get company-wide commitment to rebuild Moz Pro's UI/UX, what happened when it turned out to be too slow, and how we fixed that too.
1 EpisodeDon't Redesign STAT!
Hired to redesign the flagship product, I then convinced the company NOT to redesign it for 7 years, and instead, focus on more impactful releases to our clients.
1 EpisodeRedesign STAT!
How I convinced the company to finally bring our flagship product out of the stone ages to decrease cancellations, increase conversions, and increase user satisfaction.
1 EpisodeSTAT 2’s Design Sprints
How we modernized STAT incrementally through a repeatable design sprint process that kept UX ahead of Dev without sacrificing research, validation, or confidence in our decisions.
1 EpisodeePACT's New CICO Flow
How I updated ePACT's Check-in/out flow to cut 300 interactions down to 6.
1 EpisodeKeyword Ins/Outs
How I refined an MVP to save months of work for the devs, 9 hours of CS time a week, and increased the unique value of our product... all without a fancy UI.
1 EpisodeThe Tags Summary Tab
A quick project with an extremely lean design process that decreased our Churn rate by 41%.
1 EpisodeAccessible Bar Charts
Reinvented how Bar charts can meet accessibility standards without sacrificing aesthetics.
1 EpisodeArbutus Capital
How I rage-redesigned, SEO’ed, and rebuilt Arbutus Capital’s website, leading to a 24x increase in organic business enquiries.Trailers & More
About My AI Finance Consolidator
Cast: Darian Grant, Claude, six financial accounts, receipts, spreadsheets
Genres: AI Workflow, Product Design, Personal Finance, Automation
This show is: Practical, experimental, locally run