diff --git a/.doc/demo-slide-deck.md b/.doc/demo-slide-deck.md index 7fc9612..944784b 100644 --- a/.doc/demo-slide-deck.md +++ b/.doc/demo-slide-deck.md @@ -1,131 +1,95 @@ -# Smart GL - Demo Overview for Business Sponsor +# Smart GL - How It Works -## 1. Welcome to Your New Financial Command Centre +## The Problem -**What you're looking at:** Your complete financial picture - all in one place. - -- Dashboard shows money in, money out, and profit at a glance -- No more switching between bank apps and spreadsheets -- Everything update automatically from your connected bank -- Safe and secure - Australian financial data standards - ---- - -## 2. See Every Transaction - Automatically - -**What you're looking at:** Every payment as it happens. - -- Bank feeds connect directly to 135+ Australian banks -- Transactions appear within minutes of hitting your account -- Smart categorisation sorts payments automatically (wages, materials, etc.) -- Easy search - find any transaction in seconds -- Demo shows sample data from "Coastal Trades" business - ---- - -## 3. Chat with Your CFO - Ask Anything - -**What you're looking at:** Your AI financial assistant. - -- Ask "How did we do this month?" → instant answer -- Ask "What's our cash runway?" → clear response -- Ask "Show me anomalies" → highlights problems to review -- No accounting training needed - plain English only -- Works like having a financial expert on call 24/7 +Small businesses waste hours every week on manual data entry. Transactions sit in bank accounts uncategorised. BAS time means panic and spreadsheets. The core issue: no connection between bank data and accounting records. --- -## 4. Spot Problems Before They Grow +## How Money Moves Through Smart GL -**What you're looking at:** Alerts for unusual activity. +### 1. Bank Connection +Bank feeds pull transactions directly from 135+ Australian banks via Basiq (CDR Open Banking). Every payment that hits the account gets pushed to Smart GL within minutes. No manual import. No CSV uploads. Just flows automatically. -- Duplicate payments - catches when the same bill gets paid twice -- Unusual vendor payments - flags first-time suppliers -- Missing receipts - reminds you when documentation is needed -- All issues ranked by how urgent they are (high/medium/low) -- Click to dismiss or mark as resolved +### 2. Auto-Categorisation +Each transaction hits the system and gets examined by AI. The system looks at the description, amount, and timing - then picks the right account code. 80-89% of transactions sort themselves. The tricky ones get flagged for human review. ---- +### 3. Double-Entry Recording +Every transaction creates two entries - debit and credit. This is the core of accounting. The system enforces it automatically. Books always balance. No more guessing whether the accounts add up. -## 5. Cash Flow Forecast - Never Run Dry +### 4. Dashboard View +Revenue, expenses, profit - all calculated and displayed. No formulas to write. No spreadsheets to maintain. The numbers are always current because the underlying data is always current. -**What you're looking at:** Your money future. - -- See cash position today and weeks ahead -- Warning flags when BAS or tax payments are coming -- Runway calculation - how many months until you need more cash -- Plan ahead with confidence -- Demo data shows realistic example +### 5. AI Assistance +Ask questions in plain English: "How did we do this month?" "What's our cash position?" The system pulls the relevant data and answers. No accounting knowledge required. --- -## 6. Monthly Briefing - Done For You +## Key Features -**What you're looking at:** Month-end summary, instant. +### Transactions +- Real-time bank feed +- Smart auto-categorisation +- Easy search and filter +- Manual override when needed -- Revenue, expenses, profit - all calculated -- What changed vs last month (up/down percentages) -- Positive wins to celebrate -- Items needing your attention -- Ready to send to your accountant or advisor +### Reports +- One-click P&L +- Balance Sheet +- GST/BAS ready +- Export to PDF or CSV ---- +### CFO Dashboard +- Cash flow forecast +- Anomaly detection +- Monthly briefing +- Industry comparison -## 7. Connect Your Bank in Minutes - -**What you're looking at:** Adding a new bank account. - -- Click "Add Bank Account" button -- Select from 135+ Australian banks -- Enter account details (BSB + account number) -- Done - starts syncing immediately -- Demo shows how the form works +### Bank Feeds +- Connect 135+ banks +- Add accounts anytime +- Sync history tracked --- -## 8. Export Reports for Your Advisor +## Why This Matters -**What you're looking at:** One-click report export. - -- Profit & Loss (P&L) - what you made or lost -- Balance Sheet - what you own vs owe -- GST/BAS - tax ready figures -- Trial Balance - account-level detail -- Click "Export PDF" → clean professional document +| Before | After | +|--------|-------| +| Manual data entry | Auto-import | +| End-of-month panic | Real-time numbers | +| Spreadsheet errors | Always balanced | +| Scattered records | One system | +| Guesswork decisions | Data-driven | --- -## 9. Industry Comparison - How Do You Stack Up? - -**What you're looking at:** Your performance vs similar businesses. +## What It Saves -- See where you are vs industry benchmarks -- Gross margin percentile - are you above or below average? -- Net profit comparison -- Operating cost comparison -- Demo compares to "Professional Services" industry +- Hours per week on transaction categorisation +- 15+ minutes on each report (generate instantly) +- Stress at BAS time +- Money on unnecessary bookkeeper work --- -## 10. Key Takeaways for You +## Getting Started -1. **Save time** - automatic transaction import -2. **See more** - complete financial picture -3. **Get alerts** - problems caught early -4. **Plan ahead** - cash flow forecast -5. **Share easily** - export PDF reports +1. Connect bank account (BSB + account number) +2. Transactions import automatically +3. Review occasional AI flags +4. Run reports when needed -**Ready to try?** Visit the demo at smart-GL and click around. +Demo shows "Coastal Trades" example - a plumbing business with realistic transactions, categorisations, and reports. --- -## Demo Login Quick Guide +## What to Try -| Feature | Where | What to Click | -|---------|-------|------------| -| See transactions | Transactions | Sort by category | -| CFO chat | CFO Dashboard | Ask a question | -| Cash flow | CFO Dashboard | Look at forecast card | -| Add bank | Bank Feeds | Add Bank Account | -| Export report | Reports | Export PDF | -| View anomalies | CFO Dashboard | Anomalies card | \ No newline at end of file +| Feature | Where | Try This | +|---------|-------|---------| +| See transactions | Transactions | Search for "ANZ" | +| Try AI chat | CFO Dashboard | Ask "How did we do?" | +| Add account | Bank Feeds | Click Add Bank Account | +| Run report | Reports | Export PDF | +| Start tour | Dashboard | Click "Start Tour" | \ No newline at end of file diff --git a/apps/web/app/page.tsx b/apps/web/app/page.tsx index 221522b..35a255d 100644 --- a/apps/web/app/page.tsx +++ b/apps/web/app/page.tsx @@ -20,14 +20,14 @@ interface TourState { } const TOUR_STEPS: TourStep[] = [ - { id: "overview", title: "AI Auto-Categorised", desc: "The AI automatically categorises 68-89% of transactions. Target is 80%.", value: "89% auto-categorization", color: "#22c55e", action: undefined }, - { id: "revenue", title: "Revenue", desc: "Your total income from sales and other sources for this period.", value: "68% auto = 15hrs saved", color: "#3b82f6", action: undefined }, - { id: "expenses", title: "Expenses", desc: "All business costs including rent, wages, supplies.", value: "5hrs/week saved", color: "#e2e8f0", action: undefined }, - { id: "profit", title: "Net Profit", desc: "Revenue minus Expenses. Your actual earnings.", value: "8.7% growth", color: "#f59e0b", action: undefined }, - { id: "export", title: "Export BAS", desc: "One-click GST-ready CSV for your BAS return.", value: "15min → seconds", color: "#8b5cf6", action: undefined }, - { id: "gst", title: "GST Compliance", desc: "Automated tax calculations and reporting.", value: "8hrs/month saved", color: "#14b8a6", action: undefined }, - { id: "datefilter", title: "Date Filtering", desc: "Analyze any time period instantly.", value: "3hrs/report saved", color: "#f97316", action: undefined }, - { id: "csvexport", title: "Export Functionality", desc: "Generate reports instantly with one click.", value: "15min → seconds", color: "#ec4899", action: undefined }, + { id: "overview", title: "AI Auto-Categorised", desc: "The AI automatically categorises 68-89% of transactions. Target is 80%. Each transaction is analyzed and sorted into the right account code - saves hours of data entry.", value: "89% auto-categorization", color: "#22c55e" }, + { id: "revenue", title: "Revenue", desc: "Total income from all sales and other sources. Track how much money is coming in from clients and jobs.", value: "$51,300 YTD", color: "#3b82f6" }, + { id: "expenses", title: "Expenses", desc: "All business costs - materials, wages, rent, vehicle. Know exactly where money is going.", value: "$31,200 YTD", color: "#e2e8f0" }, + { id: "auto-cat", title: "Auto-Categorisation", desc: "AI looks at each transaction and picks the right account code. Most are done automatically - you only review the tricky ones.", value: "68-89% auto-categorization", color: "#22c55e" }, + { id: "profit", title: "Net Profit", desc: "What's left after expenses. Your real earnings - revenue minus all costs.", value: "$18,450 YTD", color: "#f59e0b" }, + { id: "ledger", title: "Ledger Balanced", desc: "Double-entry ensures every transaction has matching credits and debits. The books always balance.", value: "Ledger balanced", color: "#14b8a6" }, + { id: "export", title: "Export Reports", desc: "One-click reports ready for BAS, tax, or your accountant. CSV or screen view.", value: "15min → seconds", color: "#8b5cf6" }, + { id: "chart", title: "Visual Trends", desc: "See revenue vs expenses over time. Spot patterns and plan ahead.", value: "7 months data", color: "#ec4899" }, ]; type InteractiveElementProps = { @@ -38,46 +38,26 @@ type InteractiveElementProps = { function TourOverlay({ isOpen, onClose, step, setStep }: { isOpen: boolean; onClose: () => void; step: number; setStep: (n: number) => void }) { const currentStep = TOUR_STEPS[step]; - return ( -
-
-
- - -
+ const stepToElement: Record = { + "overview": "[data-tour=revenue]", + "revenue": "[data-tour=revenue]", + "expenses": "[data-tour=expenses]", + "auto-cat": "[data-tour=auto-cat]", + "profit": "[data-tour=profit]", + "ledger": "[data-tour=ledger]", + "export": "[data-tour=export]", + "chart": "[data-tour=chart]", + }; + const selector = stepToElement[currentStep.id] || "[data-tour=revenue]"; -
- {step > 0 && ( - - )} - {step < TOUR_STEPS.length - 1 ? ( - - ) : ( - - )} -
+ return ( +
+
-
+
-
- +
+
- Value + Result {currentStep.value}
-
- {TOUR_STEPS.map((_, idx) => ( - + )} + {step < TOUR_STEPS.length - 1 ? ( + + ) : ( + + )} +
+ +
+ {TOUR_STEPS.map((s, idx) => ( +
@@ -113,7 +115,21 @@ function TourOverlay({ isOpen, onClose, step, setStep }: { isOpen: boolean; onCl } function InteractiveElement({ children, tourId, className = "" }: InteractiveElementProps) { - return
{children}
; + return
{children}
; +} + +function TourHighlight({ tourId, step }: { tourId: string; step: number }) { + const stepIds = TOUR_STEPS.map(s => s.id); + const isActive = stepIds[step] === tourId; + if (!isActive) return null; + return ( + + ); } export default function Dashboard() { @@ -142,7 +158,7 @@ export default function Dashboard() { Start Tour )} -
+
Ledger balanced
@@ -204,8 +220,9 @@ export default function Dashboard() {
-
-

Revenue vs Expenses

+ +
+

Revenue vs Expenses

@@ -213,9 +230,10 @@ export default function Dashboard() { `$${v.toLocaleString()}`} /> - - -
+ + +
+

AI Categorisation