Roadmap

Implemented

• Clients
• Gigs
• Gig expenses and receipt attachments
• Invoices and invoice lines
• Generate invoice draft from gigs
• Issue and reissue invoices
• Download invoice PDFs
• Send invoices by email
• Publish invoices to Google Drive
• Seller profile and invoice readiness
• Google sign-in and admin user management
• Access request workflow
• Read-only MCP tools for contacts, invoices, receipts, and business summaries

In Scope (Now)

• Polish invoice workflows and delivery ergonomics
• Improve receipt capture and expense matching
• Strengthen frontend test coverage
• Continue tightening agent-facing docs and conventions

Later

• Calendar integration
• Set lists
• Richer financial reporting
• More automation around tax prep

Not Yet

• AI chat agent
• Multi-provider auth
• Full tax automation