Product Roadmap
See what we're building and what's coming next. Your feedback shapes our priorities.
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Completed
Recently shipped
Gemini 3 Flash AI Engine
3-tier reconciliation with dynamic thinking levels (LOW/HIGH)
8-Tool Agentic System
Function-calling loop with 10 iterations for deep investigation
Multi-Document Upload
Bank statements, invoices, bills, receipts, expense reports, purchase orders — any format
AI Document Type Detection
Gemini 3 auto-identifies document type before extraction
Receipt & Invoice Scanning
Upload photos of receipts, invoices, or bills — Gemini Vision extracts everything
Multi-Currency FX
40+ currency pairs with 3-tier fallback and pegged currency detection
Pattern Memory
Levenshtein fuzzy matching learns vendor patterns from every confirmed match
AI Financial Chat
Natural language queries — AI constructs its own Firestore queries across 11 collections
90-Day Cash Flow Forecast
Gemini 3 with 4096-token thinking budget projects cash flow with risk scoring
Anomaly Detection
Statistical outlier detection (2σ), slow payer alerts, FX exposure warnings
Real-Time Streaming
AI reasoning streams to browser via Firestore — see every step, not a spinner
PDF-to-Spreadsheet Tool
General-purpose table extractor for any document type
CSV Parsing Rules
AI generates reusable rules — second upload from same bank skips AI entirely
Team Collaboration
Invite team members and share accounts
Export Formats
CSV, Excel, JSON, PDF — formatted for QuickBooks, Xero, Sage, FreshBooks
In Progress
Currently being built
Native Mobile App
Q2 2026Dedicated iOS & Android app with camera integration for on-the-go scanning
Open Banking Connections
Q2 2026Connect bank accounts directly for automatic statement import
Planned
On our radar
Automated Journal Entries
AI suggests journal entries based on reconciliation results
Custom Reports Builder
Create custom financial reports with drag-and-drop
Multi-Entity Support
Bookkeepers manage multiple client books from one dashboard
White-label Solution
Rebrand the platform for accounting firms
Under Consideration
Exploring feasibility
Browser Extension
Extract transaction data from web banking portals
Time-Series Forecasting
Advanced anomaly detection with trend prediction models
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