Q2 2026
Agents & MCP
- Accounting Agent: Tight’s Accounting Agent will summarize of each business’, financial performance, based on configurable periods
- Self-Learning Categorization: Improved accuracy and coverage of transaction categorization, enabled by an AI-powered model that learns from transactions across 1.3M+ SMBs
Bank Transactions
- Rule Engine Enhancements: More expressive and powerful Rules to classify, categorize, and flag Bank Transactions for review
- Ongoing Bank Balance Checks: Accounts with balances that are inconsistent with Tight’s General Ledger will be automatically flagged
Dimension Tracking and Reporting
- Integrated Tracking: Assign hierarchical dimension defined by your platform to transactions, invoices, and expenses
- Report Groups & Filters: Generate Profit & Loss reports segmented by dimension to understand which locations, products, or projects are most profitable
Q3 2026
Agents & MCP
- Bookkeeping and Support Agents: Introduction
of Tight’s Bookkeeping Agent and Support Agent:
- Bookkeeping Agent: Detects anomalies in transaction data and reaches out to the user with questions to help categorize transactions
- Support Agent: Provides support to users with deep context on their business and how Tight works
- Two-way Conversations via SMS: Enable agents to request needed information directly from users via text message conversations
Financial Statements
- Financial Statement Components: Refreshed Embedded UI for Balance Sheet, Cash Flow, Profit & Loss, and Trial Balance reports
- Interactive Drill-Downs: Click any line item on any financial report to instantly see the underlying General Ledger entries that compose the figure
- Report Grouping by Dimension: Group financial statements by location, product line, project, or department to understand which segments drive profitability
Invoicing
- Invoicing Components: Refreshed Embedded UI for Invoicing pages, dashboards, and individual components
- Invoice Line Item Templates: Create and customize reusable Invoice Line Item Templates
- Payment Installments: Enable customers to pay invoices in multiple installments according to a predefined schedule
- Invoice Advanced Search and Improved Sorting: Improved filtering and sorting on the Invoicing Dashboard
Bill Pay (A/P)
- Bill Components: New Embedded UI for Bill pages, dashboards, and individual components, built on Tight’s proven Bills API
- Bill Payment Processing: Automate recurring bill payments by sending money to vendors
Accounting
- Accounting Components: Refreshed Embedded UI for Accounting pages, dashboards, and individual components
Q4 2026
Agents & MCP
- Finance and Accounting Agents: Introduction of the Tight CFO Agent and updates
to the Accounting Agent:
- Tight CFO Agent: Provides trend analysis and spend management guidance to business owners on all of their historical data
- Tight Accounting Agent: New ability to perform bank statement reconciliations
Accountant
- Multi-Client Business Breakdown: Provide a business-by-business view for accountants who support multiple clients
- Closings Management: Review all closings across businesses and insert pending reconciliations on the day of month specified by the customer partner
- Connections Management: Review all linked bank accounts and connection statuses, run real-time balance confirmations to flag issues early, and surface institution-level connection outages
- Transactions Management: Review all transactions across businesses and filter transactions by review status
- Comprehensive Audit Trail: Review the Audit Trail across businesses and filter by business, accountant, and other dimensions for faster auditing
Audit Trail
- Audit Trail Components: Refreshed Embedded UI for Audit Trail pages, dashboards, and individual components
- 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
Q1 2027
Accounting
- Revenue Recognition Schedule: Simplified entities for revenue recognition schedules, minimizing the need for recurring journal entries
- Asset Depreciation Schedule: Simplified entities for depreciation schedules, minimizing the need for recurring journal entries
- Expense Amortization Schedule: Simplified entities for expense amortization schedules, minimizing the need for recurring journal entries
Integrations
- Parafin Integration: Enhanced Capital integration to simply require key sharing (as opposed to forwarding from Tight Data Lakes)
- CapitalOS Integration: Enhanced Capital integration to simply require key sharing (as opposed to forwarding from Tight Data Lakes)
- Pipe Integration: Enhanced Capital integration to simply require key sharing (as opposed to forwarding from Tight Data Lakes)
- Salsa Payroll Integration: Native integration with Salsa embedded payroll platform
Invoicing
- Multiple Invoice Templates: Support for multiple, selectable Invoice Templates
- Improved Quotes: Functionality around clients accepting or rejecting quotes, including expiration dates
- Google Pay / Apple Pay for Invoice Payments: Integrating Google Pay / Apple Pay for Client Invoice Payments