T2 — Enterprise Deal-to-Cash Accounting Platform
T2 (Trust Version 2) is CAA’s end-to-end deal-to-cash accounting platform, supporting complex financial workflows from deal setup through invoicing and cash receipt.
As a Senior Product Designer, I supported my design manager across several areas of the platform, including Funds on Hold, Deals, Cash Receipts, and Invoicing. I partnered closely with product managers, researchers, engineers, and adjacent teams to simplify data-heavy workflows, define new product specifications, and improve consistency across interconnected experiences.
Client
CAA (Creative Artist Agency)
Type
Product Design
Year
2025-2026
Process
Funds on Hold
Designed workflows for managing and releasing held funds across multiple lines of business, including Music, Publishing, TV/Film, and Sports.
Partnered with product and research to determine when funds should be released and how distribution should be represented.
Defined information hierarchy across clients, deals, and payment lines to clarify where released funds should be applied.
Worked with the product manager to understand accounting calculations and data sources.
Collaborated with the design lead to ensure new patterns aligned with the existing shadcn-based design system.
Focus: Information architecture · Accounting logic · Data relationships · Design systems
Deals Enhancements
Enhanced and maintained deal-related workflows within T2 as product requirements evolved.
Coordinated closely with the upstream Deals team to keep information architecture and terminology consistent.
Designed around complex relationships where a client can have multiple deals across different lines of business, and each deal can contain multiple payment lines.
Helped ensure client, deal, and payment-line information remained understandable as it moved through invoicing, cash receipt, and payment workflows.
Created and refined specifications for new states, behaviors, and downstream accounting needs.
Focus: Cross-product collaboration · Information hierarchy · Complex data models · Enterprise workflows
Cash Receipt
Designed cash-receipt allocation workflows across Commission, Buyer, and Deposit/Escrow processing methods.
Defined how different receipt types should be applied at either the deal level or payment-line level.
Partnered with the product manager to work through allocation logic and how incoming receipts affected gross and net amounts.
Designed UI behaviors for partial versus full allocation, including applied and remaining balances.
Interviewed users, validated design concepts, and iterated based on usability feedback.
Collaborated with the design lead to ensure new components and interaction patterns aligned with the core design system.
Focus: Financial logic · Allocation workflows · User research · Interaction states · Design systems
Across the T2 Platform
Translated complex accounting rules and business requirements into clear, usable enterprise workflows.
Collaborated with product managers, researchers, engineers, the design lead, and adjacent product teams.
Worked across interconnected experiences within CAA’s broader deal-to-cash accounting ecosystem.
Balanced user needs, accounting logic, data relationships, and design-system consistency across features.
Outcome
Improved clarity across complex deal-to-cash accounting workflows by translating detailed business rules into more understandable user experiences.
Helped create stronger alignment between Deals, Funds on Hold, Cash Receipt, Invoicing, and Payment workflows within the broader T2 ecosystem.
Reduced ambiguity around how financial information should be organized across clients, deals, and payment lines.
Designed clearer states for complex scenarios such as fund releases, receipt allocation, partial allocation, and full allocation.
Incorporated user feedback into iterative design improvements, helping ensure workflows aligned with real accounting practices.
Improved consistency across new and existing experiences by aligning designs with the core shadcn-based design system.
Supported more scalable product development by defining reusable interaction patterns, detailed specifications, and clearer handoff for engineering.
Strengthened cross-functional alignment between product, research, engineering, design, and adjacent product teams when working through complex financial requirements.
Overall impact: Helped make T2’s interconnected financial workflows easier to understand, more consistent across the platform, and better aligned with the accounting processes users rely on to move a deal from agreement through cash collection and distribution.
