Development Roadmap

Autonomous AI that processes vendor invoices with human-level accuracy and superhuman speed

• ›Advanced computer vision for document analysis
• ›Intelligent data extraction with contextual understanding
• ›Automated line-item validation and categorization
• ›Real-time duplicate detection and prevention
• ›Smart approval routing based on business rules
• ›Seamless export to accounting systems

AI-powered PO lifecycle management from creation through three-way matching

• ›Intelligent document parsing and classification
• ›Automated three-way matching (PO → Receipt → Invoice)
• ›Dynamic vendor information extraction and validation
• ›Smart exception handling for discrepancies
• ›Real-time status tracking and notifications
• ›API-ready for ERP integration

AI that analyzes bank statements and automates reconciliation processes

• ›Multi-bank format support and import
• ›Automatic transaction categorization
• ›Automated reconciliation with accounting records
• ›Cash flow analysis and forecasting
• ›Transaction matching and duplicate detection
• ›Monthly reconciliation reports

Autonomous agent that handles complete customer billing lifecycle and payment collection

Q4 2025 - Q1 2026

• ›Automatic customer invoice generation
• ›Payment tracking and matching
• ›Smart payment reminders and follow-ups
• ›Collection workflows that actually work
• ›Customer aging reports and cash flow forecasting
• ›Payment portal integration

Autonomous agent that maintains your entire general ledger and handles all journal entries

Q4 2025 - Q1 2026

• ›Automatic transaction categorization
• ›Smart journal entry creation
• ›Bank reconciliation automation
• ›Month-end closing procedures
• ›Error detection and correction
• ›Real-time books balancing

Advanced agent that generates comprehensive financial reports and provides business insights

Q1-Q2 2026

• ›Instant P&L and Balance Sheet generation
• ›Cash flow statements and forecasting
• ›Management reports and KPI dashboards
• ›Budget vs actual variance analysis
• ›Tax-ready financial statements
• ›Custom reports for banks and investors

Autonomous agent that processes expenses, enforces policies, and handles reimbursements

Q1-Q2 2026

• ›Receipt scanning and categorization
• ›Expense policy enforcement
• ›Automatic reimbursement processing
• ›Mileage and travel expense tracking
• ›Credit card transaction matching
• ›Tax-compliant expense reporting

Advanced agent that autonomously handles all tax compliance, filings, and planning

Q2-Q3 2026

• ›Sales tax calculation and filing
• ›Payroll tax compliance and reporting
• ›Business tax return preparation
• ›1099 and W-2 generation
• ›Tax deadline tracking and alerts
• ›Multi-state tax compliance

Universal agent that autonomously syncs with any accounting system - zero manual intervention

Q2-Q3 2026

• ›Real-time QuickBooks synchronization
• ›Chart of accounts mapping
• ›Transaction posting and reconciliation
• ›Error detection and correction
• ›Backup and data protection
• ›Multi-company support

Autonomous agent that handles complete payroll operations, tax compliance, and reporting

Q3-Q4 2026

• ›Automatic payroll calculation and processing
• ›Time tracking integration and validation
• ›Tax withholding and payroll tax filing
• ›Benefits deductions and administration
• ›W-2 and 1099 generation
• ›State and federal compliance monitoring

Advanced agent that autonomously manages asset lifecycle, depreciation, and compliance

Q3-Q4 2026

• ›Asset acquisition and disposal tracking
• ›Automatic depreciation calculations
• ›Asset inventory management
• ›Maintenance cost tracking
• ›Asset disposal and sale processing
• ›Fixed asset reporting for taxes

Intelligent agent that autonomously creates budgets, forecasts, and provides variance analysis

Q4 2026 - Q1 2027

• ›Automatic budget creation from historical data
• ›Real-time budget vs actual tracking
• ›Spending alerts and variance notifications
• ›Cash flow forecasting and planning
• ›Department and project budget allocation
• ›Budget reporting and analytics

Advanced agent that maintains continuous audit readiness and compliance documentation

Q1-Q2 2027

• ›Audit trail maintenance and documentation
• ›Supporting document organization
• ›Internal control testing and monitoring
• ›Compliance checklist automation
• ›Audit request fulfillment
• ›Year-end audit preparation

Autonomous agent that optimizes cash flow, predicts liquidity needs, and manages working capital

Q1-Q2 2027

• ›Daily cash position monitoring
• ›Cash flow forecasting and alerts
• ›Working capital optimization
• ›Bank account reconciliation
• ›Payment timing optimization
• ›Liquidity management and reporting

Advanced agent that autonomously manages accounting across multiple companies and subsidiaries

Q2-Q3 2027

• ›Multi-entity transaction processing
• ›Consolidated financial reporting
• ›Inter-company transaction elimination
• ›Entity-specific compliance tracking
• ›Cross-company analytics and reporting
• ›Centralized accounting control

Advanced autonomous agent that provides predictive business insights and strategic recommendations

2028+

• ›Automated financial analysis and insights
• ›Business performance benchmarking
• ›Profitability analysis by customer and product
• ›Cost reduction recommendations
• ›Growth opportunity identification
• ›Financial health scoring and alerts

Autonomous agents with deep industry expertise for specialized accounting requirements

2028+

• ›Construction job costing and project accounting
• ›Professional services time and billing automation
• ›Retail inventory and cost of goods tracking
• ›Restaurant food cost and labor management
• ›Real estate property accounting and management
• ›Manufacturing cost accounting and variance analysis

Advanced agent that autonomously manages relationships with all financial institutions

2027-2028

• ›Universal bank feed integration
• ›Real-time transaction import and categorization
• ›Multi-bank account management
• ›Automatic loan and credit line tracking
• ›Investment account integration
• ›International banking and currency handling

Autonomous agent that manages all client communications, onboarding, and service delivery

2027-2028

• ›Automated client onboarding and setup
• ›Document request and collection workflows
• ›Client report generation and delivery
• ›Secure document sharing and storage
• ›Client communication automation
• ›Project status tracking and updates

Advanced agent that autonomously manages entire accounting firm operations and client portfolios

2028+

• ›Multi-client workflow management
• ›Engagement letter and proposal automation
• ›Time tracking and billing optimization
• ›Quality control and review processes
• ›Client communication and status updates
• ›Practice management and resource allocation

Autonomous agent that predicts financial issues and proactively prevents problems before they occur

2028+

• ›Deadline tracking and automated reminders
• ›Cash flow alerts and recommendations
• ›Unusual transaction detection and alerts
• ›Tax deadline and compliance notifications
• ›Performance metric alerts and insights
• ›Predictive issue identification and prevention