Project Overview

Domain: FinTech
Industry: AI, SaaS, AR and AP management
Timeline: 3 months
My Role: Brand and Content Strategist, Principal UX Writer for the Landing Page
Website: www.opencfo.ai

About OpenCFO

OpenCFO is an AI-powered financial intelligence platform that provides CFOs and analysts with a comprehensive view of AR, AP, and treasury to optimize working capital and cash conversion.

The system automates invoice processing, FX transactions, and collections while predicting credit risk and reconciling accounts.

By eliminating manual cross-entity accounting, it enables direct control over DSO, DPO, and net cash positions. 

They’re a funded company and have raised $2 million from Endiya Partners, and major angel investors from the US and India.

Brief

• Creating a brand identity and archetype that resonates with their audience

• A website that conveys product offerings clearly and precisely

• Creating three explainer videos for their platform

The Strategy

The Landing Page

As of April 2026, the product is still under development. There’s a beta out there, but it’s not the final version.

The landing page’s messaging was kept in mind with the product roadmap, and the language caters to the product capabilities, persona-wise benefits, and the ease of implementation.

The hero section has an infographic video, which represents the workflow of where OpenCFO can fit, and the role it can play across different functions.

Notable Sections

Infographic

I worked with a designer to create a workflow which we could showcase in a clear way to explain one or more of the capabilities of the product modules.

My role was to simplify product and technical concepts, chalk up a low-fidelity wireframe for the workflows, and ensure the final workflow design and animation made sense to a finance professional.

The Videos

Transfer Platform

Brief: A short explainer video on the capabilities of what OpenCFO’s transfer platform can do and its benefits.

Unified Platform for CFOs

Brief: For mid-market companies, finance teams are leaner. Typically, a CFO is also involved in more day-to-day operations than just strategic. This video was about explaining the idea of where OpenCFO can ease their operations and provide them with actionable intelligence to manage cash flows and boost working capital.

Agentic AI Platform

Brief: The audience for this is analysts, who are executioners of operations-related tasks. Typically, data exists in silos for banks, accounting, and other things. OpenCFO unifies the data, saving these analysts time. The agentic platform helps executives prioritize accounts to collect receivables from, suggests when to disburse payments for payables, essentially making their lives easy with a complete picture of the financial situation. 

UX Writing (To be added soon)

This is an ongoing project.