Statements and Ask: screen review

Every screen we plan to change, drawn as it is today and as proposed, so we can agree the direction before building. Nothing here is built. All names and figures are sample data based on the Amara demo.

1. Statements just work

Add one from anywhere and it is read straight away. Amara sees the result in seconds, and it reaches the accountant without anyone hunting for it.

2. Accounts and cards are real

Amara can add a bank or card themselves. A credit card is treated as money owed, never as cash.

3. Ask actually helps

First we stop sending every unknown message to the accountant. Then a real AI answers from the books, and helps when something happened, like a new bill.

Questions we need answered

  1. Should a statement add transactions straight away, with the accountant checking afterwards? We've assumed yes, as sign-up already does.
  2. Which banks and card issuers should we read first? We need real sample statements, with personal details removed.
  3. Do your banks send password-protected PDFs? If so, we should add a password step to the Add statement window.
  4. Will owners write to Ask in Sinhala, Tamil or a mix with English?