Product roadmap

What is available, what comes next.

This is a directional roadmap, not a delivery commitment. We publish dates only after scope and reliability are sufficiently understood.

Available now

The current review layer

  • QuickBooks Online connection and reviewed writeback
  • AI-assisted categorization with visible confidence
  • Concrete anomaly rules and prioritized review queues
  • Multi-client visibility, variance insights, and close checklists
  • Audit history for approvals, conflicts, and writeback results

Next

Evidence and control maturity

  • Formal independent penetration-testing program
  • Public service-status reporting before any uptime SLA
  • Expanded reconciliation completeness reporting
  • Security and procurement documentation for firm reviews
  • Iteration with early design partners on highest-friction close work

Planned

Broader accounting coverage

  • QuickBooks Desktop integration
  • Xero integration
  • FreshBooks integration
  • Additional workflow and reporting controls based on validated demand

Have a workflow priority we should understand?

Tell us the review problem, not just the feature name.

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