Accounting onboarding prototype
A day of converting documents, gathering requirements, writing a PRD, and implementing a first accounting onboarding route.
Today was strongly product-focused. The goal was to take knowledge from documents and conversations and turn it into a first navigable experience for accounting onboarding.
Docs and requirements
I started by converting .docx documents to Markdown, so the content became easier to version and query. Then I gathered elicitation questions for the onboarding flow: which data enters, which decisions belong to the accountant, which validations can become a checklist, and which points still need an official source.
I also researched public flows related to company formation. The intent was not to scrape everything without criteria, but to separate required data, recurring questions, and places where an agent could help with assisted filling.
First frontend route
With that base, I implemented an initial frontend route to make the idea concrete. The prototype started to show how structured data, a checklist, and steps could live in the same interface.
I also wrote an onboarding PRD and recorded questions for deeper integrations and data sources. That keeps the project grounded: before automating, I need to know which decision is being automated.
I ended the day with an initial version that can be discussed on screen, not only in a document.