This isn't a transactions page. This is a financial source-of-truth.

Parcel currently lack a central repository for users to track all transactions made through Parcel and other bank accounts. Hence, we require a system that allows users to categorize transactions, monitor incoming and outgoing transactions, add metadata, and generate reports.

PROJECT DETAILS

Industry

Web3 : Parcel Inc

Role

Product Designer

Team

1 designer (me), 1 PM, 3 engineers

Outcome

35% faster tagging · 4 enterprise clients · 25% revenue increase

Read full case study here

Overview

  • Parcel is a payments platform for crypto orgs; bookkeeping was the missing piece.

  • DAOs move money across thousands of anonymous transactions on multiple blockchains, where one missing token price means no defensible books at all.

  • Glenn, a DAO accountant, had no historical token prices for his payments, so no USD value, no P&L. Stuck.

  • BanklessDAO ran a main DAO plus dozens of guild safes with no single place to see every transaction, add context, and report.

  • The users were traditional-finance bookkeepers pushed into crypto, where every fiat assumption breaks.

The approach

  • Sole designer; 1 PM, 3 engineers; 3-week core release, then phased delivery.

  • Interviewed DAO accounting teams; watched their manual workflow (export from Safe, look up each price on CoinGecko, paste into Sheets, ~1.5 min per transaction).

  • The reframe that changed the brief: this looked like a speed problem but kept resolving into a trust problem. Bookkeepers had to prove every number to an auditor.

  • Trust became the objective; speed became a constraint.

  • Five gaps (volume, pricing, identity, permissions, structure) defined the build.


The Solution

  • Put the work where the eyes are: inline categorization and bulk actions on the list, non-blocking sidebar for the ambiguous 10%.

  • Make every price prove itself: auto-pricing by default, but showing method, price, and timestamp; editable; honest about $0 and missing data.

  • Resolve identity: reusable contacts, one entity across many wallets, labelled inline.

  • Separation of duties ported into crypto: Safe Owner, Sub-account Signer, read-and-annotate Bookkeeper roles.

  • Treat each wallet like a bank account: human names, multi-chain balances rolled into one total with drill-down.


The result

  • 35% faster tagging (from ~1.5 min per transaction to roughly half).

  • 4 new enterprise clients and a 25% revenue increase.

  • In-list pricing no competitor offered, plus an audit trail auditors trusted, was the opening.

  • The business outcomes followed the trust thesis, not the speed one: fast tools existed, but a fast tool a finance team could defend to an auditor did not.

  • Next: a plain-language, rule-based engine to auto-categorize recurring transactions.

Create a free website with Framer, the website builder loved by startups, designers and agencies.