Roadmap

Breakdown of Hurdlr's ongoing high-level priorities and projects.

Important Note: Roadmap timelines are subject to change based on Hurdlr and its Customer-Partners’ priorities

Q1 '25

Integrations

1. Rutter Integration: Integration with Rutter’s Commerce API for ingesting user’s income, fees, and payouts from their commerce platforms; automatically reconciling payouts against bank deposits.
2. Bank Linkage UX Improvements: Advanced ability to set beginning balances, to set historical pull dates, and to merge imported accounts during the Plaid bank linkage flow.
3. Bank Statements Integrated into Monthly Closing UX: Integration with Plaid’s Statements API to allow bookkeepers to pull Bank Statements directly into the Monthly Closing UX.

Invoicing

1. Invoice Numbering: Allow users to customize their Invoice number and format at the business, client, and Invoice level.
2. Invoice Business Info: Customizable Invoice business info so the user can control exactly what appears on their Invoices.
3. Ability to edit finalized Invoices: Ability to make modifications to invoices that have already been finalized or sent.
4. Improved UI for Recurring Invoices: More clear UI for Recurring Invoices so their recurrences are more apparent and clearer to interact with.
5. Invoice Refund Tracking Improvements: Improvements and fixes to tracking refunds on Invoices and their ties to Payouts.
6. Invoice Line Item Revenue Account: Ability to select the revenue account/category on an Invoice's line items.
7. Invoice Audit Trail: Expansion of the existing Audit Trail to include Invoices, with granularity into client interactions with the Invoice.

Mileage

1. Native iOS SDK: automatic mileage tracking on mobile devices.
2. Native Android SDK: automatic mileage tracking on Android mobile devices .
3. Embedded Components: Allow users to review, tag, and report on a user’s tracked mileage.
4. APIs: GET, POST, or DELETE mileage records (for customer-partners building their own UX).

Reports

1. Aged A/R Report: Increased performance and enhanced interactability on the Aged A/R Report.
2. Aged A/P Report: Introduction of Aged A/P Report.

Q2 '25

Accountant

1. Accountant UX Enhancements (Tab-based UX):
   1. Businesses Tab: Current business-by-business approach.
   2. Closings Tab:
      1. List of all closings (reconciliations) across all businesses.
      2. Pending reconciliation inserted at dayOfTheMonth specified by customer-partner.
   3. Transactions Tab:
      1. List of all transactions across all businesses.
      2. Filters based on transactions’ reviewStatus.

Analytics

1. User Lifecycle Analytics
   1. Improved granularity into user action tracking, to help customer-partners make assertions to increase activation and retention.
   2. Unification between lifecycle webhooks, Data Lakes and Mixpanel integrations.

API & SDK

1. New API Major Version Introduction (V6)
   1. Consolidated APIs for interacting with Bank Transactions.
   2. Advanced filtering available at the API level.
   3. Performance improvements on all transaction- and accounting-related APIs.
   4. Idempotency on all API requests.
2. Web Components: Introduction of Web Components as a new, more-performant way for customer-partners to embed smaller pieces of Hurdlr’s proven Embeddable UI into their products.

Bank Transactions

1. Expense Categorization Improvements
   1. Out-of-the-box categorization accuracy improved to ~90% using proprietary algorithms developed using data for 1.3M+ business’s transactions.
   2. Easily override-able at the user level if needed.
2. Transaction Review Status UX
   1. Workflows for marking transactions as needing review from the bookkeeper and/or the user all the way through being reconciled. This transaction status will be tied to Monthly and Yearly Closings so that Financial Reports can display the Review Status of the user’s books, e.g. if they’ve been reconciled through a certain date.

Invoicing

1. Automatic Reconciliation of Direct Invoice Payments: Automatic reconciliation of bank deposits against Invoices that accept direct payments.
2. Invoice Bank Wire Details: Secure storage of user's bank details for display on their Invoices for collecting direct payments.

Payroll

1. Programmatically Configurable Payroll Templates: API for defining journal entry templates for Payroll runs alongside the UX and API to make one-off edits to any Payroll’s journal entry.

Longer Term

Accounting

1. Manual Journal Entries for Multiple Accounting Methods: Advanced Journal Entries to support the inclusion of transactions for both Cash Basis and Accrual Basis at same time, making it easier for businesses to switch between accounting methods.
2. Separation of Closing and Locking of Books: Ability to close the books for a user without locking them, allowing bookkeepers to review and make modifications to the closed period prior to locking the books.
3. Revenue Recognition Schedule: Native support for revenue recognition schedules, eliminating the need to utilize journal entries.
4. Expense Amortization Schedule: Native support for expense amortization schedules, eliminating the need to utilize journal entries.
5. Asset Depreciation Schedule: Native support for depreciation schedules, eliminating the need to utilize journal entries.

Audit Trail

1. User-level Audit Trail: View of the Audit Trail at the user level, useful for auditing actions made by specific accountants or users across all entities.

Bank Transactions

1. Rule Engine Enhancements: More generic Transaction Rules for classifying, categorizing, and splitting Bank Transactions.

Integrations

1. Support for Multiple Logins to the same Banking Institution: Updates to Plaid integration to support users that have multiple logins to the same banking institution.
2. Melio Integration (A/P)
3. Salsa Payroll Integration
4. CapitalOS Integration

Invoicing

1. Invoice Line Item Templates: Ability to create and customize reusable Invoice line item templates.
2. Invoice Advanced Search + Improved Sorting: Improvements to filtering and sorting on the Invoicing dashboard.
3. Google Pay / Apple Pay for Invoice Payments: Integrating Google Pay / Apple Pay for Client Invoice Payments.
4. Multiple Invoice Templates: Support for multiple, selectable Invoice Templates.
5. Customizable Invoice Emails + Email Previews: Ability for users to preview and customize the emails sent to their clients.
6. Quote Improvements: Functionality around clients accepting or rejecting quotes, including expiration dates.
7. Recurring Invoice improvements: Ability to set end dates or the number of recurrences.
8. Scheduled Invoice improvements: Ability to choose between auto-draft or auto-send for scheduled Invoices and recurring Invoices.
9. Bill Payment Processing fees to client: Ability to automatically bill payment processor fees to the client.
10. Ability for client to see their Invoices: UX for clients to review all their Invoices, including paid.
11. Revenue recognition / fulfillment date: Ability to specify the fulfillment date on Invoices, useful for revenue recognition.
12. Invoice Receipt settings: More advanced settings around email notifications, e.g. the ability to send or not send payment receipts.
13. Merge clients: The ability to merge duplicate clients together.
14. Client contact details: Storage of additional client information, e.g. address, phone number, etc.

Important Note: Roadmap timelines are subject to change based on Hurdlr and its Customer-Partners’ priorities