Puzzle for Accounting Firms' Roadmap
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UX (18)
Professional Request (73)
Founder Request (104)
ICP Request (3)
Integraton (15)
Functionality (10)
Dashboard for firms to manage user access
1
·
in progress
3
Multi-entity or consolidations
1
·
in progress
29
Bookkeeping firm dashboard
2
·
in progress
5
Search for Account in CoA Page
1
·
in progress
3
Custom branding for accounting firm/interface
Custom branding for accounting firm/interface. Would be great to add our colors and own branding (accounting firm request - Kranz)
1
·
in progress
5
Keeper integration
1
·
in progress
5
Multi-level COA additions
1
·
in progress
7
Categorization status card
Enable users to quickly see how much categorization work remains for a company by displaying the % of transactional value categorized and finalized for a given time period, on the dashboard.
1
·
in progress
2
Account status card
Add an account status card to the dashboard to give users quick visibility into the state of their account so they can understand if they have any immediate actions they need to take to ensure their data is accurate.
1
·
in progress
1
AI Financial Insights
Data analyzer tool using ChaptGPT - drop in a table and ask for sentences - natural language reports on financial performance
1
·
in progress
2
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