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Puzzle for Accounting Firms' Roadmap
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Feature Requests
268

Roadmap

Under Review

Add CoA from Categorization Screen
Feature Requests
Mercury Invoicing
Feature Requests
Allow rules to apply to transaction splits
Feature Requests
Import transactions based on PDF bank statements
Feature Requests
Inventory Mangement
Feature Requests
Zapier Integration
Feature Requests
Enable adding a logo to invoices
Feature Requests
Additional Fixed Assets
Feature Requests
Add Statement of Cashflows Report
Feature Requests
Justworks integration
Feature Requests
Integrate with Slack
Feature Requests
Mobile App
Feature Requests
Send invoices
Feature Requests

Planned

Bulk actions : Update Customer
Feature Requests
Ability for Companies to invite Accounting Firms and manage access
Feature Requests
AI assisted month end close
Feature Requests
Invoice Customizations
Feature Requests

In Progress

Email Receipts
Feature Requests
Flexible Chart of Accounts
Feature Requests
Keeper integration
Feature Requests
Multi-level COA additions
Feature Requests
AI Financial Insights
Feature Requests
Multi-entity or consolidations
Feature Requests
Custom branding for accounting firm/interface
Feature Requests
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