The footage to gather

  1. A sample invoice
  2. Categorising or matching it
  3. The review screen

Give each moment a little breathing room. Get close enough to show the detail, and keep the original clips handy.

Plan a product story

Opening

Open with the job a buyer recognises, before naming the feature.

Middle

Use a real screen recording to connect one interaction to one benefit.

Ending

Invite the viewer to try that exact workflow.

Review it for accounting software

Use example figures and do not present a product tour as accounting advice.

Ask yourself: Does each claimed benefit have something visible to support it?

Watch it as if you were seeing it for the first time. If something is unclear, try a different cut or add the missing shot.