01 · AI Tax
U.S. & Canadian Individual Tax
Organize taxpayer documents, identify missing information, prepare structured tax data, and support professional review.
Explore AI TaxComing Next
Three products we are preparing for the next stage.
The roadmap expands from controlled AI bookkeeping into individual tax workflows, connected financial operations, and permission-aware financial assistance.
Product roadmap
From organized evidence to broader financial workflows.
02 · Financial Automation
Connected finance operations
Coordinate document processing, reconciliations, journal preparation, close tasks, and reporting across one controlled workflow.
Explore Financial Automation03 · AI Finance Assistant
Permission-aware financial help
Organize financial information and give each person assistance based on their company, role, and approved level of access.
Explore AI Finance AssistantWhy show the roadmap?
Build future products around real customer workflows.
The roadmap is an invitation to validate problems before finalizing features. Customer feedback will help determine which controls, integrations, and review experiences matter most.
Join a product discovery conversation