Product Roadmap

What we have shipped, what is in flight, and what is on deck. We update this page quarterly and notify customers when committed items move.

Shipped

Live for all customers — v1.7

  • QuickBooks Online sync (bills, expenses, journal entries)
  • Multi-provider AI extraction (Claude, GPT-4o, Gemini, Ollama)
  • TrOCR handwriting model for phone-photo receipts
  • CRA tax slip extraction — T4, T5, T3, T4A, RL-1, +8 more
  • Fixed-asset register with CCA class auto-assignment
  • SR&ED expenditure flagging at source + T661 CSV export
  • Per-firm supplier rules with auto-learn
  • Confidence-gated auto-publish
  • Hash-chained tamper-evident audit log
  • Bilingual (en-CA / fr-CA) UI
  • Self-serve signup with anti-abuse (CAPTCHA, email verify)

In progress

Active development this quarter

  • Xero integration — Phase B (live sync, reconciliation)
  • QBO Phase D — CapEx and SR&ED journal-entry push
  • AWS Managed Cloud go-live (production cutover)
  • Dedicated worker tier for Business plan customers

Planned — 2026

Committed for delivery before year-end

  • Sage 50 / Sage Intacct connectors
  • Mobile capture app (iOS + Android)
  • Bank feed reconciliation (Plaid / Flinks)
  • Per-firm CMK on Professional tier
  • SOC 2 Type II audit window opens (Q4 2026)

Planned — 2027

Targeted but not yet committed

  • SSO / SAML for Enterprise
  • SOC 2 Type II report (Q1)
  • Quebec Revenue / Revenu Québec direct e-filing
  • T2 corporate tax slip pack
  • Advanced anomaly detection on supplier rules

Have a feature request?

We weight roadmap priorities by customer demand. Tell us what would unlock the biggest workflow win for your firm.

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