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 authorization and import testing, expanded invoicing workflows, and payment integration.
NEXT PHASE
Professional collaboration
Expanded secure document storage, CPA file transfer, and professional assignment and billing workflows.
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.