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Selfirm

Roadmap

What works, what’s next

This site only presents what works today as available. Everything else is here, by department, with when we expect to build it. Order can change with what design partners need.

The headquarters: shared by every department

When
Hand in statements as PDF, XLSX, XLS or CSV, one by one or a whole folderWorks today
Desk of matters; registry of everything you hold; sources with originalsWorks today
Parties (you and each company) and a perspective switchWorks today
Every figure opens to its rows and the place in the original fileWorks today
Chinese and English interfaceWorks today
Reminders by email, not only on the deskBefore general availability
Published security architectureBefore general availability
Receipts by email, photos of paper documentsAfter

Finance

When
Automatic recognition of each file and the account it belongs to, including statements without a printed account numberWorks today
Balance checks per statement and across consecutive statements; overlap removalWorks today
Proposed pairs for transfers between your own accountsWorks today
Income, expense or transfer for each movement, suggested and confirmed by youWorks today
Who owes whom between you and each companyBefore general availability
Per-company double-entry booksBefore general availability
Free accountant seat for reviewBefore general availability
Profiles for Mercury, Wise, Payoneer, Stripe, Lemon Squeezy and Paddle; breaking net payouts into gross, fees, tax and refundsBefore general availability
Investment positions, cost lots and realised gainsAfter
Spendable cash after tax reserves, pending settlements and commitmentsAfter
Real profit per product, whichever account paidAfter

Assets and renewals

When
Anything with a date — a domain, a subscription — raises a matter before it is dueWorks today
Renewal cost and the product each thing servesAfter
Renewal payments on a statement linked back to the thing renewedAfter

Yours to keep

When
Original files kept beside what was read from themWorks today
Export of the full record as CSV and BeancountBefore general availability
Read-only access after you stop payingBefore general availability

Agents and permissions

When
AI reads files and proposes; nothing becomes a fact without your confirmationWorks today
AI agents with per-task permissions, approvals and an audit trailAfter
Read access for your own agents through MCPAfter

Departments to come

When
Filing obligations by party and jurisdictionAfter
Products and customersAfter
Channels and social accountsAfter