Roadmap

Built in public. Here's what we've shipped, what we're building now, and what's coming next. No dates, no promises — just priorities. Updated as we ship.

✅ Shipped

  • ✓AI invoice generation from plain English
  • ✓Universal CSV import (200+ bank formats)
  • ✓AI receipt scanning (50+ languages)
  • ✓Automated payment reminders with escalating tone
  • ✓Multi-currency support (30 currencies, daily rates)
  • ✓Time tracking with one-click invoicing
  • ✓AI Finance Chat
  • ✓PowerPoint report export
  • ✓Free CSV converter tool
  • ✓Client auto-creation from transactions
  • ✓PDF bank statement import
  • ✓Tax rate auto-apply per invoice
  • ✓Reminder failure tracking with dashboard alerts
  • ✓Referral codes
  • ✓AI search optimization (llms.txt, structured data, AI readiness files)

🔨 Building Now

  • →Recurring / scheduled invoices — auto-generate and send invoices on a schedule
  • →Partial payments & outstanding balance tracking — record deposits, partial settlements, and remaining balances per invoice
  • →Invoice customization — custom colors, logo placement, and template options
  • →Improved multi-currency reports — P&L per currency, consolidated reports

📋 Planned

  • ○SMS payment reminders alongside email — Twilio integration for multi-channel reminders
  • ○Stripe payment link integration — accept credit card payments alongside PayPal (pending Stripe regional availability)
  • ○Team / multi-user access — invite your accountant or team members with role-based permissions
  • ○Mobile app (iOS & Android) — scan receipts and check your dashboard on the go
  • ○Direct bank feed integration (Plaid / GoCardless) — optional auto-sync for supported banks
  • ○QuickBooks / Xero export — one-click push of categorized transactions to your accountant's tool
  • ○Client portal — clients can view their invoices, payment history, and pay online
  • ○Expense mileage tracking — GPS-based mileage logging for tax deductions
  • ○Audit log viewer — see every change made to your data with full history
  • ○API access — build custom integrations with your Tally Assistant data

Have a feature request? Email support@tallyassistant.com — I read every suggestion.