Product direction

Roadmap

A practical roadmap for a founder-led finance product. Dates should stay conservative and this page should not promise features before they are scoped.

Now

Self-service signup and onboarding: create your own workspace and start tracking net worth today.
Live bank sync via Akahu for self-serve workspaces: connect your account and pull transactions into a synced ledger.
Public demo, pricing comparison, widget library, and custom-build explanation.
V1 privacy, terms, security, data controls, docs, and support pages.

Next

Scheduled/background bank sync so balances stay current without manual refreshes.
Grow the workspace into the full widget dashboard once more report views are ported.
Per-tenant classification rules editing so you can re-route transactions.
Clearer onboarding docs for Akahu connection, manual accounts, exports, and customization.

Later

Customer-approved use cases and testimonials.
Expanded integrations beyond the first Akahu-led workflows where technically and commercially justified.
Third-party security review before broader public launch.
More self-serve controls for account deletion, data export, billing, and onboarding.