Shipped · 2024SaaS · Accounting · Inventory

Meshed360.

Smarter operations for South African businesses, with Xero built in.

Role
Design Lead · Senior PD
Platform
Web · SaaS
Integration
Xero
Scope
Full platform + design system
Cover — the operations platformOperational depth, without ERP weight.

About

Business-management SaaS for SA SMEs, wholesalers, and small manufacturers — built to run on Xero.

Meshed360 gives South African SMEs the full operational stack — sales, purchases, invoicing, receiving, assemblies, asset tracking, and configurable reporting — without the weight of a full ERP. By keeping operational and financial data continuously in sync with Xero, it closes the gap between accounting and day-to-day operations.

I owned the end-to-end design across a very wide surface — customers, orders, invoicing, suppliers, purchase orders, receiving, products, assemblies, approvals, roles and permissions, assets, reporting, and the Xero integration layer.

Operational depth without ERP weight — the middle ground most SMEs actually live in.

Outcomes · Post-launch

Measured across onboarded businesses in the first months after launch.

76%

SME onboarding rate

Completed setup within their first week.

64%

Active weekly usage

Teams using Meshed360 three-plus times a week.

36%

Faster reconciliation

Driven by the live Xero integration.

29%

Faster processing

1-click

Audit-ready reporting

End-to-end

Stock traceability

Real-time

Xero sync

Secondary metrics — processing speed, compliance, traceability, and sync against the legacy tool-sprawl workflow.

Phase one · The problem

Finance here, operations there.

The gap

  • Stock in spreadsheets
  • Invoices in email threads
  • Xero can't go deep on ops
  • A full ERP is overkill

South African SMEs, wholesalers, and small manufacturers run their finances in one place and their operations in another. Stock lives in spreadsheets, invoices in email, supplier records on a desktop — and the accountant only sees the picture once a month: late, incomplete, and full of reconciliation pain.

Xero solves the accounting layer well, but doesn't go deep on operations — receiving, assemblies, approvals, asset tracking, and reporting all sit outside it. The brief: close that gap. Financial and operational depth in one system, with Xero as the always-on backbone.

Process

Competitor analysis, stakeholder interviews, and behavioural research with owners, ops managers, and controllers.

  • 01

    Discovery

  • 02

    Research

  • 03

    Strategy

  • 04

    Ideate

  • 05

    Prototype

  • 06

    Validate

  • 07

    Delivery

Phase two · The people

Owner, ops, and finance.

Three roles run an SME — the owner watching cash flow, the ops manager moving stock, and the controller closing the books. Meshed360 had to serve all three in one product.

Thabo — SME owner
Owner · Retail + light mfg

Thabo

SME owner

Runs a growing retail business with a small in-house workshop. Wants to manage sales, stock, supplier invoices, and VAT without leaning on an accountant for day-to-day calls.

What he needs

Simple tools, fewer errors, and clear cash-flow visibility so he can scale with confidence.

Zanele — Operations manager
Ops · Wholesaler

Zanele

Operations manager

Oversees daily operations from goods receiving through PO approvals — running a busy warehouse through peak periods.

What she needs

Accurate inventory, fast approvals, team accountability, and confidence the business stays compliant.

Pieter — Financial controller
Finance · Manufacturing

Pieter

Financial controller

Manages finances, asset tracking, and reporting for a mid-sized manufacturer.

What he needs

Precise data, strong Xero integration, and flexible reporting — less month-end delay, better forecasting.

Phase three · How I solved it

Four gaps, four systems.

  • 01

    Problem

    Disconnected financial & operational data

    SMEs manage stock, invoicing, and finances in separate tools or by hand — gaps, lag, and inconsistent records between the ops team and the accountant.

    Solution

    A unified ecosystem

    Meshed360 connects stock, billing, supplier invoices, and asset records directly to Xero, so financial and operational data stay in sync across teams in real time.

  • 02

    Problem

    Manual billing & approval bottlenecks

    Businesses rely on email, spreadsheets, and paper trails to invoice and approve purchase orders — slow turnarounds and avoidable errors.

    Solution

    Automated billing + approvals

    Invoicing, sales orders, and POs automated, with custom approval workflows matched to each business's governance. Faster turnarounds, clearer accountability.

  • 03

    Problem

    Inaccurate stock management

    Wholesalers and manufacturers hit stock discrepancies from fragmented data, missed receiving steps, and no visibility into assemblies.

    Solution

    End-to-end inventory

    Structured receiving, supplier invoice capture, stock adjustments, and full assemblies/disassemblies support — accurate from PO through to assembled product, traceable at every step.

  • 04

    Problem

    Limited reporting & compliance

    SMEs lack the tools to generate the reports they actually need — hard to track performance, manage VAT, or meet compliance with confidence.

    Solution

    Custom reporting & dashboards

    Real-time dashboards for sales, stock, and cash flow, plus configurable templates across every feature. Audit-ready, SARS-aligned reports in a single click.

Phase four · Key decisions

Three decisions that defined it.

01

Xero as the backbone, not a feature

Most products treat Xero as a bolt-on. I designed Meshed360 the other way round — every relevant action writes to Xero in real time, and Xero data surfaces contextually wherever it adds clarity. The reconciliation gap that defines SME accounting disappears; this one decision drove the 36% reconciliation-speed gain.

02

A configurable approval engine, not hard-coded workflows

Approvals were the single most-cited pain point in research. Rather than a fixed flow, I designed an engine where businesses define their own requesters, approvers, and conditions per workflow — including auto-creating and auto-authorising in Xero on final approval. Every business's governance, no custom builds.

03

Assemblies & disassemblies as first-class objects

Accounting tools that serve small manufacturers usually duck assemblies or hide them behind a stock-adjustment workaround. I made them top-level production flows — structured component lists, automatic inventory updates, full traceability from raw stock to finished product. That's what makes Meshed360 viable for light manufacturing, not just retail and wholesale.

Phase five · How I used AI

AI as a design accelerant.

AI ran through how I worked — not as a feature inside Meshed360, but as a design accelerant. The most material use was AI-assisted prototyping: fully interactive, high-fidelity prototypes built in a fraction of the usual time.

That changed the pace of stakeholder alignment. I could put a working interaction in front of a stakeholder the same day a question was raised, validate it, and iterate against real feedback instead of static screens. Across a product with this much surface area, that speed compounded into a sharper IA, fewer late-stage reworks, and stronger alignment.

A stakeholder question raised in the morning could be answered with a working interaction by the end of the day — validated against real feedback, not static screens.

Phase six · System & flows

A system to hold it together.

Foundations

  • Typography
  • Palette
  • Components
  • Templates

I built Meshed360's design system on atomic principles — atoms through pages — to keep a very wide product visually and behaviourally consistent. It gave the team a flexible foundation for rapid iteration across areas as different as the sales dashboard, the approvals engine, the assemblies flow, and the reporting templates — without the UI fragmenting at the seams.

  • Typography — Inter, Bold through Light.
  • Palette — Ethereal Blue #5D8FFC, Beacon Blue #0A0445, Moon Indigo #333752, White.
  • Components — buttons, fields, cards, table rows, approval steps, status badges.
  • Templates — dashboard, customers list, purchase-order detail, reporting view, assemblies builder.
Meshed360 design system — Inter type ramp, the blue palette, components, and page templates
The systemInter, the blue palette, components, and templates — one foundation across a very wide product.

Phase seven · Selected screens

Selected screens.

The core flows at a glance. Detailed UI breakdowns live on Behance.

Business dashboard — sales trends, cash flow, stock, and outstanding invoices in one layout. Clarity without digging through reports.

Reflections

Meshed360 was an exercise in the SaaS-to-ERP middle ground — enough operational depth to run a real business, without the weight of a system nobody wants to implement. The decisions that carried it were architectural: Xero as the backbone, a configurable approvals engine instead of hard-coded flows, and assemblies as first-class objects. Each one turned a category of pain into a property of the system.

Designing across owner, ops, and finance in a single product is where the atomic design system earned its keep — and where AI-assisted prototyping paid off most, keeping a very wide surface coherent while moving fast enough to validate decisions against real stakeholder feedback.

Design Xero in as the backbone, not a bolt-on, and the reconciliation gap that defines SME accounting simply disappears.

What I learned

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