Shipped, building, exploring.
Three states, no dates. Each heading below carries its own line: solid for what runs, dashed for what is under construction, dotted for what is still only sketched. None of them promises you an opening on Thursday.
Last reviewed
Roadmap reviewed 8 Aug 2026. No delivery dates are published.
Reading the lines
- Shipped
- In the product now. You can use it today.
- Building
- Under active build, and carrying no date.
- Exploring
- Sketched only. It may never be drawn.
Shipped
In the product now, for every account.
Insights
- Ask: a question in words, an answer with its working shown
- Report: the 41-report catalogue, run against your own books
- Dashboards: the operating picture, by project, client and department
- Data fabric: eight domains stitched into one reconciled set of records
- Spreadsheet connector: a spreadsheet route into a domain whose vendor ships no usable API
- reports in the catalogue
- 41
- KPIs
- 108
- domains connected
- 8
Building
Under active build. No dates, so nothing is ever late.
The order here is not a queue we have not reached. Insights, the data fabric plus ask, report and dashboards, is the product, and Projects and Planning are paid modules that sit on top of it. Both are downstream of data coverage: Projects needs time tracking, payroll and resourcing before it can say whether a job made money; Planning needs receivables, payables and CRM before a forecast is anything but your assumptions retyped. So accounting platforms and the two domains still to open come first, and the modules follow the data. Neither module is available now, and neither carries a date. The eight connected domains are why that order works at all: the fabric is already fed, so a module is waiting on its own build rather than on coverage.
AR & Collections
- The ninth domain: the dedicated collections layer, covering dunning status, promise-to-pay and collections effectiveness
- AR ageing and collections risk already run on the accounting domain, because invoices live in the ledger
- Not available at launch. Coming soon after, and no date published
Bank
- The tenth domain: cleared balances and bank transactions, by direct API
- The ledger records what it was told; this is the bank's own record of what actually cleared, which is what makes a reconciliation possible rather than an assertion
- Not available at launch. Coming soon after, and no date published
More accounting platforms
- More accounting platforms alongside QuickBooks Online, by direct API
- The eight connected domains do not change shape when a second platform opens
Projects
Downstream of
Time tracking · Payroll · Resourcing
- Budgets
- Quotes
- Contracts
- Delivery
- Invoicing
- Resourcing
Planning
Downstream of
Accounts Receivable · Accounts Payable · CRM
- Company plan
- Forecast
- Scenarios
- Statements
- Cash
ExploringSpeculative
Speculative. Written down so you know we are thinking about it, not so you can plan around it.
- Deeper payroll lineage
- Multi-currency consolidation beyond reporting
- Write-back to the ledger