Fintech screen examples

Lithic

List view displaying monitoring rules in a data table with search and filtering controls within a sandbox environment.

• Table
• Filter & Sort

Copilot

List view where the user creates a manual credit card account by selecting an account type, customizing the card color, and entering balance and limit details.

• Add & Create
• Form

Found

Dashboard showing the user's total balance, recent transaction activity, and prompts to import expenses or connect accounts.

• Dashboard
• Import & Export

Whop

Settings page where the user configures auto-refund thresholds and messages for PayPal and early dispute alerts.

• Billing Settings

Travelperk

Feature page explaining how the platform automates VAT recovery for business travel, highlighting cash savings, visibility, and included services across different pricing tiers.

Cake

Feature page explaining how founders can visualize funding rounds, SAFE conversions, and option pools with built-in modeling.

Parallel

Detail page where the user configures inputs like company name and website in a table to execute a fintech enrichment task.

• Table
• Edit

Chronicle

Block-based document editor where the user is actively using an inline AI tool to rewrite a specific pricing card within a three-column layout.

• AI Editing
• Media Editor

Grok

AI chat interface where the user has prompted Grok to generate a login interface for a fintech web app, currently showing image placeholders while the response generates.

• AI Chat
• Loading

Monarch

Settings page where the user can download transactions and account balances as CSV files, or permanently delete historical transaction and balance snapshot data.

• Account Settings
• Delete

Secfi

Settings page where an account deletion modal asks the user to select a reason for leaving, provide optional feedback, and confirm the permanent removal of their data.

• Confirmation
• Account Settings

Increase

Detail page for a specific account number showing its routing details, active status toggle, and an empty state for transactions.

• Profile
• Edit