FinzAI — home

Roadmap

What's coming next in FinzAI

We publish our roadmap openly — so you know what to expect and when to plan.

In development

Planned capabilities for FinzAI

The items below are planned for future development. Their timing and scope may evolve as we build them.

On our roadmap

Mobile Capture App

We will release a dedicated iOS and Android app for capturing receipts and invoices on the go. Captured documents will feed into the relevant client's FinzAI pipeline.

On our roadmap

MTD for Income Tax

We will develop HMRC-recognised Making Tax Digital for Income Tax software to support sole trader and landlord clients with quarterly digital submissions from April 2026.

On our roadmap

Sage Accounting Integration

We will add direct push to Sage Accounting with per-company account mapping and push history, building on the integration approach used for current accounting connections.

On our roadmap

FreeAgent Integration

We will add a direct FreeAgent connection for practices whose clients use FreeAgent as their primary accounting software.

On our roadmap

Supplier Auto-Categorisation Rules

We will enable rules that automatically categorise invoices from recurring suppliers, reducing manual review time for high-volume clients.

On our roadmap

Self-Learning AI

We are developing AI that will learn from your team's corrections and approvals to improve extraction accuracy over time without manual rule configuration.

On our roadmap

Practice Reports

We will introduce practice-level reporting across all clients, including document volumes, extraction quality trends, workflow throughput, and team productivity.

On our roadmap

Compliance Module

We will build practice-level compliance tracking for deadlines, review status, and a regulatory filing calendar.

In-app coming soon

In-App Coming Soon

The following areas are visible in the FinzAI application today but do not yet have active functionality. They are part of the development roadmap.

  • Client Purchases

    On the development roadmap — visible in-app today but not yet functional.

  • Client Sales

    On the development roadmap — visible in-app today but not yet functional.

  • AI Copilot

    On the development roadmap — visible in-app today but not yet functional.

  • Archive

    On the development roadmap — visible in-app today but not yet functional.

Use what's available today

The current product covers AI extraction, review workflow, QuickBooks, Xero and more.