Budget Dashboards & AI Assistant
Budget tracking dashboards and an AI assistant for Finance Business Partners and org leaders managing spend across Meta
COMPANY
Meta
ROLE
IC6 Product Designer
SCOPE
Strategy · Design 0→1 · AI
TEAM
Financial Planning
YEAR
2025-Present
DOMAIN
Enterprise · Finance · AI
0.2% → 63%
budget coverage across four launches
8,600–33,040
projected hourly savings annually
44%
reduction in travel reporting efforts
THE PROBLEM SPACE
Finance Business Partners and org leaders at Meta were managing budget across OpEx, headcount, and travel spend without dedicated tooling, relying on manual reporting and disconnected data sources to track where money was going. Budget coverage across the organization sat at just 0.2%. The goal was to give them a unified, real-time view of budget across surfaces, and ultimately to reduce the manual overhead that consumed significant time each planning cycle.
Once the tracker foundation was in place, the opportunity became clear: AI could answer the routine financial questions that FBPs were spending hours on manually, shifting the product from a reporting tool to an active planning assistant.
Projects
Travel Budget Tracker
Led Phase 2 of a 0–1 build, delivering eight design enhancements and eleven new capabilities with a focus on data visualization and resolving reporting discrepancies. Achieved a 44% reduction in travel reporting efforts, 84% active tracking, 69% YTD business owner adoption, and improved data trustworthiness from 53% to 75%.
"This is looking really good... you guys should package it up and sell it to other companies."
— VP of Finance · Meta
OpEx Budget Tracker
Led 0–1 design of a comprehensive dashboard for budget owners, streamlining planning and reducing FM reliance. Projected to increase expense visibility for budget owners by ~22%.
Headcount Budget Tracker
Led Phase 2 enhancements based on Finance feedback, improving UX and closing data gaps for headcount tracking, which represents ~40.4% of Meta's overall budget.
Component Standardization
Worked closely with design and engineering to standardize components and unify the tool experience across all three budget surfaces, ensuring consistency as the suite of trackers scaled.
AI Budget Assistant
Co-led strategy and design of an AI assistant that surfaces answers to key financial questions directly in the workflow. The core design challenge was trust: financial decisions have real consequences, so the interaction model had to balance speed and confidence with transparency and control. Shipped and contributing to 8,600–33,040 hours in projected annual savings across the Budget Tool. Currently extending capabilities into scenario planning and more advanced financial analysis.
Visuals under NDA
Happy to walk through design decisions and outcomes in conversation.
Let's talk → amkvass18@gmail.com
THE ARC
This work sits at the intersection of two things I care most about as a designer: making complex systems feel simple, and being present at the strategic layer where product direction gets set. Building the budget trackers from scratch required both: deep collaboration with engineering to get the foundation right, and close partnership with PM and Finance stakeholders to make sure we were solving the right problems.
Layering AI on top of that foundation and grappling with what trust and transparency mean when the stakes are financial, is the most forward-looking work of my career so far.
