Product Roadmap

What's next for Wise Bookks™

A transparent view of the features we're building between now and the end of 2026 — focused on intelligent automation, period close, and multi-entity scale.

Q3 2026In Progress

Foundation & Automation

Jul — Sep 2026

Bank Sync (Plaid) Expansion

Done

Multi-account aggregation with real-time balance and transaction polling across all supported institutions.

Invoice Hub (Stripe Billing)

Done

Create, send and reconcile invoices with automatic payment matching and AR aging reports.

Customizable Financial Reports

Done

Balance sheet, P&L, cash flow and trial balance with column variants and export to PDF/CSV.

Audit-Ready Export Bundle

Done

One-click export of the full general ledger, supporting documents and reconciliation logs for auditors.

Period Close Engine v2 (Monthly)

In Progress

Guided month-end close with checklist, auto-lock, and trial balance validation.

AI Agents for Transaction Automation

Planned

Autonomous categorization, reconciliation and journal entry suggestions trained on double-entry logic.

Q4 2026Planned

Scale & Intelligence

Oct — Dec 2026

Multi-Entity & Consolidation

Planned

Manage multiple companies under one workspace with intercompany elimination and consolidated reporting.

Inventory & COGS Tracking

Planned

Perpetual inventory with cost layers (FIFO/weighted avg) and automatic COGS recognition on sale.

Payroll Liabilities & Accruals

Planned

Map payroll reports to GL accounts with automated accrual and reversal entries.

Smart Reconciliation Assistant

Planned

AI-driven matching across bank, credit card and digital wallets with learning rules per client.

Mobile Companion App

Planned

iOS & Android app for approvals, document capture and on-the-go report review.

Sales Tax / VAT Engine

Planned

Jurisdiction-aware tax calculation, nexus tracking and automated tax liability entries.

Public API & Webhooks

Planned

REST API and signed webhooks for integrations, plus a Zapier connector for no-code automation.

Want to follow along or suggest a feature?

We partner with early adopters to validate every new capability before it ships.

Live Today

Capabilities already in production

Built and validated with early bookkeepers and small firms — available to every account today.

Professional Double-Entry Engine

Every transaction balanced with debits = credits, with journal entries across assets, liabilities and equity.

Bank Sync (Plaid) & CSV Import

Secure, encrypted bank connections with automatic transaction import and classification, plus a manual CSV import process.

Account Holder Request Portal

Bookkeepers request documents and answers from clients via unique, secure portal links.

Client Portal & Document Upload

Clients respond to inquiries and upload invoices, contracts and supporting documents.

Financial Reports & Period Close (v1)

Balance sheet, P&L and trial balance with a guided, balanced period close.

Messenger / Chat

A complete solution for firm communications through Email, WhatsApp or SMS — all in one place.