New in Josda: Scan Documents to Auto-Fill Assets, Debts, and Expenses

Estate settlement has a cruel habit: the paperwork arrives when your bandwidth is already thin. You’re expected to inventory accounts, track bills, document reimbursements, and keep everything organized—while also handling family logistics, grief, and time pressure.

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This release is built to reduce that load.

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Josda can now scan uploaded documents and help auto-populate key estate records—so you spend less time typing, less time second-guessing, and more time moving the process forward with confidence.

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The Big Update: Document Scanning That Builds Your Records

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When you upload a statement, bill, or receipt, Josda can extract the most important details and use them to help pre-fill the records you need to build during estate settlement:

• Assets (bank and investment accounts, retirement accounts, etc.)
• Debts (credit cards, loans, medical bills, invoices)
• Expenses (receipts and reimbursable costs paid on behalf of the estate)

This doesn’t replace your judgment—estate work still requires human oversight. But it removes the most annoying part: re-typing what’s already in front of you.

1) Auto-Populate Assets from Financial Documents

If you upload something like a bank statement, brokerage statement, or similar financial document, Josda can help pre-fill common asset fields such as:

• Asset name (example: “Fidelity Traditional IRA”)
• Institution name
• Account value / balance
• Reference or account number (when present)
• A short description and category suggestion

Why this matters: building the asset inventory is foundational. It drives what gets valued, what gets sold, what gets distributed, and what tax forms may be required. The faster you build a clean inventory, the faster everything else becomes.

2) Auto-Populate Debts from Bills and Statements

If you upload a credit card statement, loan statement, medical bill, or invoice, Josda can help extract and pre-fill:

• Creditor or lender name
• Outstanding balance
• Reference or account number (when present)
• Due date (when present)
• A description and debt category suggestion

Why this matters: executors often discover debts late, after they’ve already started making decisions about distributions or asset liquidation. This feature helps you get in front of that by turning “paper clutter” into a structured list you can manage.

3) Receipt Scanning for Reimbursable Expenses

If you’ve paid for something out of pocket—death certificates, postage, travel, household costs, immediate bills—receipts matter. Josda can now scan receipts and help extract:

• Vendor name
• Amount paid
• Date
• Payment method (when available)
• A suggested expense category

Why this matters: reimbursable expenses frequently get lost, especially when multiple family members are helping. This makes it easier to capture the expense while it’s fresh and keep documentation attached from day one.

4) A Clearer First-Time Experience in the Assistant Panel

We also updated the assistant’s first-time welcome message so new users immediately understand two things:

1. The task list is the step-by-step roadmap.
2. The assistant is there to answer questions as you go—especially when you upload documents and want help interpreting what you’re seeing.

This is a small change, but it reduces early confusion and helps people start with momentum.

Who This Helps (And How)

For families and executors, you get a simpler workflow:

• Upload the document you already have
• Let Josda extract the details
• Review and confirm the record
• Move on without a bunch of manual data entry

The result is fewer mistakes, fewer missing items, and less mental overhead.

For funeral home partners and resellers

This feature strengthens the earliest part of the customer journey—when families are most overwhelmed and most likely to stall. Faster early progress means:

• Less confusion during onboarding
• Fewer support questions like “what am I supposed to do with this statement?”
• More visible value in the first week

That’s the difference between “interesting idea” and “this is helping us.”

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How to Use It

1. Upload a statement, bill, or receipt.
2. Open the relevant section (Assets, Debts, or Expenses).
3. Review the extracted details and confirm or edit as needed.
4. Save the record with the supporting document attached.

If you aren’t sure what document to upload first, start with the biggest signal sources:

• Bank and brokerage statements
• Credit card statements
• Medical bills
• Insurance documents
• Any receipt you’d want reimbursed later

Want a Walkthrough?

If you’d like help using the feature—or if you want to pressure-test it on real-world documents—reach out. Describe what you’re working with and we’ll guide you through the cleanest way to structure the records and keep the supporting documents organized.

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Josda is built to make a hard process more manageable. This release is one more step in that direction.

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