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.