Camille Brunette Product Designer
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Company Accounts PDF Approval

I led the design of a PDF approval flow and agentic experience in the mobile app, increasing approvals by 84%

What I did:
  • Ideation
  • Research
  • User flows
  • AI prototyping
  • UI design
Year:
2026
Company Accounts PDF approval and AI agent screens in the ANNA mobile app

Challenge

Only a fraction of customers were approving the one document that kept their ANNA subscription alive

Business owners must file Company Accounts and a Corporation Tax Return every year, and filing them through ANNA was the cornerstone of their paid subscription. But approvals were critically low. Many PDFs were stuck behind accounting issues that support staff had to chase by hand, and when the PDFs were ready they could only be approved on the web.

Examples of

Key Design Decisions

  • AI agent chat helping a customer resolve an overdrawn Director Loan account

    AI agent to clear blockers

    I conducted product design and led efforts across teams to deliver an AI agent that informs users of accounting issues and helps them fix them, all through conversation.

  • Illustration of a hand holding a phone showing an approval tick

    Approve on your phone

    Observing insight that business owners are increasingly comfortable completing finance tasks on their phones, I suggested we create an in-app PDF approval flow.

  • Confirmation screen showing approved Company Accounts and Tax Return

    Improved awareness

    Only 42% of users noticed the request to approve their PDFs. I made it impossible to miss, on the pages they visit frequently.

Outcomes

The impact

  • 84%

    More PDFs approved in the 90 days after release

  • 80%

    Task completion rate: in August 2026, the AI agent had resolved 80% of July’s accounting tasks with users, unblocking PDF generation

  • Achieved

    ANNA can now provide business owners a self-service end-to-end filing experience. A key part of the Auto Accountant product

View the complete case study

See the full process in a Figma Slides deck

Full case study

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