Connected activity
Authorized bank imports, connection management, transaction notes, categories, and vendor records.
THE PRODUCT, IN PLAIN VIEW
Built with purpose.
Improved with use.
An honest view of what is working in the pilot and what we’re building next for small business owners.
By invitation only · No card required
CURRENT PILOT
A useful foundation.
AI assistance
Editable draft categories, guided expense conversations, remembered payee rules, and account usage controls.
Tax preparation context
Tax profile information, completeness indicators, reference material, and private review tickets.
WHAT’S NEXT
More connected. Still simple.
IN DEVELOPMENT
Connected business tools
FreshBooks read-only authorization is configured and awaits a signed-in connection check. QuickBooks CSV matching and Stripe billing are deployed. Native invoicing remains in development.
NEXT PHASE
Professional collaboration
Personal tax-year vaults, expiring accountant access, CPA application review and paid review checkout are deployed. Malware scanner activation and final live user checks remain pending.
Roadmap items are development goals. A demo screen or listed feature does not promise a launch date or service availability.
YOU HAVE A BUSINESS TO RUN.
Let’s make room for it.
Bookkeeping Made Simple. Built around your business.