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Q1 2026

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AI & MCP

  • MCP Server Launch: MCP capabilities for interacting with Bank Transactions, Financial Statements, and Invoicing APIs
  • Categorization Data Preparation: Internal process to convert all historical user recategorizations from Audit Trail into rerunnable actions, for training self-learning algorithms

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Bank Transactions

  • Bank Transactions Components: Refreshed Embedded UI for Bank Transactions pages, dashboards, and individual components
  • Bank Transaction Threads: Conversations on bank transactions to facilitate collaboration between accountants and business owners
  • Transaction Review Status UX: 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

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Q2 2026

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AI & MCP

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Bank Transactions

  • Rule Engine Enhancements: More generic Transaction Rules for classifying, categorizing, and splitting Bank Transactions
  • Ongoing Bank Balance Checks: Automatic flagging of bank accounts whose balances are inconsistent with that in Tight’s General Ledger

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Bills (A/P)

  • Bill Components: New Embedded UI (on top of proven API) for Bill pages, dashboards, and individual components
  • Bill Payment Processing: Ability to send money to vendors for bills

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Invoicing

  • Invoicing Components: Refreshed Embedded UI for Invoicing pages, dashboards, and individual components
  • Invoice Line Item Templates: Ability to 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: Improvements to filtering and sorting on the Invoicing dashboard

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Q3 2026

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AI & MCP

  • Agentic Accounting: Introduction of Tight’s Agentic Bookkeeper and Assistant:
    • Tight Agentic Bookkeeper: Detects anomalies in transaction data and reaches out to the user with questions to help categorize transactions
    • Tight Agentic Assistant: Provides support to users, e.g. to fix bank connection issues

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Accountant

  • Accountant UX Enhancements (Tab-based UX):
    • Businesses Tab: Current business-by-business approach
    • Closings Tab:
      • List of all closings (reconciliations) across all businesses
      • Pending reconciliation inserted at day of the month specified by customer-partner
    • Connections Tab:
      • List of all linked bank accounts and their connection status
      • Real-time balance confirmations to flag connection issues as early as possible
      • Insight into institution-level connection outages
    • Transactions Tab:
      • List of all transactions across all businesses
      • Filters based on transactions’ review status
    • Audit Trail Tab:
      • View of the Audit Trail across all businesses, useful for auditing actions made by specific accountants or on specific businesses
      • Filters on business, accountant, and more

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Accounting

  • Accounting Components: Refreshed Embedded UI for Accounting pages, dashboards, and individual components
  • 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

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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

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Q4 2026

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AI & MCP

  • Agentic Accounting: Introduction of Tight Agentic CFO and updates to the Agentic Accountant:
    • Tight Agentic CFO: Provides trend analysis and spend management guidance to business owners on all of their historical data
    • Tight Agentic Accountant: New ability to perform bank statement reconciliations

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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

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Invoicing

  • Multiple Invoice Templates: Support for multiple, selectable Invoice Templates
  • Quote Improvements: 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