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Changelog

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1712

Roadmap

Under Review

AI Rename FIRM Files
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Exclude Weekends
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Implement Quality Control Reports
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ACH payments take a week to process
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Duplicate Vendors
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Planned

Email Folders
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Add Tags to Emails
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Internal Comments on Emails
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AI File Routing
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the Ability to charge late fees on past due invoices
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Client Statements
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In Progress

Forms and Organizers
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SharePoint Integration
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Claude/ChatGPT/Gemini MCP Protocol
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Financial Cents E-Signature
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Invoice Classification
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Print from Tax Software to Financial Cents
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One Drive Integration
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