SaaS product case studyBill Sorted: One calm place for your bills

Turning messy bill admin into a SaaS product people can actually use.

When Bill Sorted came to us, the problem was not exotic. Bills, property costs, reminders, EOFY records, and shared access were scattered across too many places.

We helped shape, design, build, test, and launch a SaaS product for Australian households and property owners, turning messy admin into clearer workflows, cleaner screens, and a stronger product foundation.

Bill Sorted spending analytics feature section

The feature-page visual system

We used the same friendly product language, rounded interface panels, and practical household examples across the public site.

What Bocati delivered

Bocati Solutions helped shape, design, build, test, and launch Bill Sorted, turning scattered bill and property admin into a clearer SaaS product foundation.

Product strategy and SaaS positioning
Dashboard, bill, property, and forecast workflows
UX direction and product flow design
EOFY reporting and financial organisation features
Launch-ready product and marketing pages
Technical foundation for future iteration
The ask

Build the product people would actually come back to.

The focus was not just building another dashboard. The goal was to design useful product loops that give users a reason to return.

The problem

Bill admin is rarely organised. It often lives across spreadsheets, emails, bank accounts, reminders, rental records, and tax-time folders.

The solution

Bill Sorted gives users one place to organise bills, properties, forecasts, reminders, EOFY records, and shared access.

What we built

From product shape to working SaaS.

Product and UX direction

We shaped the product around real bill and property workflows, so users could understand what matters, what is due, and what needs attention.

Reminder-first app logic

Recurring bills, due dates, review dates, payment status, and reminders were designed as core product behaviours rather than afterthoughts.

Documents beside the bill

Bills, receipts, notes, and documents sit beside the relevant records, making tax time and property admin easier to manage.

EOFY export for Australia

EOFY export flows were designed around Australian financial records, property expenses, and tax-time review.

Public feature pages

Screens that explain the product without overcomplicating the problem.

Each screen shows how Bill Sorted helps users move from scattered bills and property costs into clearer financial organisation. See the complete Bill Sorted feature pages.

Bill Sorted spending analytics feature page section

Spending analytics

A visual overview of categories, upcoming totals, and recurring costs.

Bill Sorted cashflow forecast feature page section

Cashflow forecast

Monthly bill visibility so users can see what is coming before it becomes a surprise.

Bill Sorted EOFY report feature page section

EOFY report

A cleaner way to review annual property, bill, and document records.

Bill Sorted forecast calendar feature page section

Forecast calendar

Recurring bills plotted against dates so users can plan the month at a glance.

Bill Sorted portfolio management feature page section

Portfolio management

Homes, investment properties, vehicles, and personal records organised in one place.

Bill Sorted shared access feature page section

Shared access

Family and accountant access without sharing a single login.

UX to architecture

Calm on the surface, production-shaped underneath.

Bill Sorted needed to feel simple for users while still being structured enough to support real-world bill records, property data, reminders, reporting, and future product growth.

Next.js app with fast server-rendered marketing pages and authenticated product routes

Supabase authentication, database, storage, row-level security, and Edge Function support

Structured entities for users, assets, bills, bill documents, reminder preferences, and reminder events

Reminder generation and delivery path designed for scheduled execution rather than manual follow-up

Stripe-ready trust and billing surface, with mobile UX tested as part of the release gate

Operational dashboard

Built so users can quickly see upcoming bills, property costs, and financial pressure points.

Privacy by design

Structured around account-level separation, secure data handling, and controlled access.

Audit-ready data

Designed to support bills, notes, reminders, paid status, EOFY exports, and reporting history.

Launch path

Built with enough structure to launch, learn from users, and continue improving without rebuilding from scratch.

From idea to go-live

A practical launch path, not a forever build.

The goal was not to overbuild. The goal was to get the product into market with enough structure to learn, improve, and scale.

1

Shape

Turn messy admin into clear priorities

Turn messy admin problems into clear product flows, user stories, and first-version priorities.

2

Design

Create a clean user experience

Create a clean user experience focused on bills, properties, reminders, forecasts, and EOFY needs.

3

Build

Develop the core SaaS workflows

Develop the core SaaS workflows, including dashboards, bill records, property tracking, calendar views, and reporting.

4

Prepare

Prepare the product for launch

Prepare the product for launch with stronger positioning, public pages, screenshots, and onboarding direction.

5

Launch

Ship and keep improving

Ship a product that can attract users, collect feedback, and keep improving.

Outcome

A clearer product, a stronger launch story, and a SaaS foundation ready to improve.

The result was not just a better-looking product. Bill Sorted now has clearer positioning, stronger workflows, and a product foundation ready for launch, user feedback, and future growth.

Clearer product positioning for Australian households and property owners

Launch-ready website, case study, and marketing pages

Dashboard, forecast, EOFY, calendar, portfolio, and sharing workflows

Product flows based on real bill and property admin scenarios

Stronger foundation for future iteration and growth

Build with Bocati

Have an idea sitting in spreadsheets, notes, or half-built tools?

Bocati Solutions can help turn it into a focused SaaS product with clear workflows, practical architecture, and a launch path that makes sense.

Get started

Let's build something.

Tell us what you need. We will come back with a clear scope, timeline, and fixed price, usually within 48 hours.

  • Free initial consultation, no obligation
  • Fixed-price quote, no hourly surprises
  • You own 100% of the code at handover

Start with a quick brief

I'll reply personally and help you work out the best next step.