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 folder | Works today |
| Desk of matters; registry of everything you hold; sources with originals | Works today |
| Parties (you and each company) and a perspective switch | Works today |
| Every figure opens to its rows and the place in the original file | Works today |
| Chinese and English interface | Works today |
| Reminders by email, not only on the desk | Before general availability |
| Published security architecture | Before general availability |
| Receipts by email, photos of paper documents | After |
Finance
| When | |
|---|---|
| Automatic recognition of each file and the account it belongs to, including statements without a printed account number | Works today |
| Balance checks per statement and across consecutive statements; overlap removal | Works today |
| Proposed pairs for transfers between your own accounts | Works today |
| Income, expense or transfer for each movement, suggested and confirmed by you | Works today |
| Who owes whom between you and each company | Before general availability |
| Per-company double-entry books | Before general availability |
| Free accountant seat for review | Before general availability |
| Profiles for Mercury, Wise, Payoneer, Stripe, Lemon Squeezy and Paddle; breaking net payouts into gross, fees, tax and refunds | Before general availability |
| Investment positions, cost lots and realised gains | After |
| Spendable cash after tax reserves, pending settlements and commitments | After |
| Real profit per product, whichever account paid | After |
Assets and renewals
| When | |
|---|---|
| Anything with a date — a domain, a subscription — raises a matter before it is due | Works today |
| Renewal cost and the product each thing serves | After |
| Renewal payments on a statement linked back to the thing renewed | After |
Yours to keep
| When | |
|---|---|
| Original files kept beside what was read from them | Works today |
| Export of the full record as CSV and Beancount | Before general availability |
| Read-only access after you stop paying | Before general availability |
Agents and permissions
| When | |
|---|---|
| AI reads files and proposes; nothing becomes a fact without your confirmation | Works today |
| AI agents with per-task permissions, approvals and an audit trail | After |
| Read access for your own agents through MCP | After |
Departments to come
| When | |
|---|---|
| Filing obligations by party and jurisdiction | After |
| Products and customers | After |
| Channels and social accounts | After |