> ## Documentation Index
> Fetch the complete documentation index at: https://docs.tight.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Roadmap

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

## Q2 2026

### Agents & MCP

* **Accounting Agent**: [Tight's Accounting Agent](/ai/agentic/agentic-accountant) will summarize of each business',
  financial performance, based
  on [configurable periods](/api-reference/agentic-accounting-settings/get-agentic-accountant-settings)
* **Self-Learning Categorization**: Improved accuracy and coverage of transaction categorization, enabled by an
  AI-powered model
  that [learns from transactions across 1.3M+ SMBs](/ai/categorization/self-learning-transaction-categorization-overview)

### Bank Transactions

* **Rule Engine Enhancements**: More expressive and powerful Rules to classify, categorize, and flag [Bank
  Transactions](/guides/business-owners/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](/guides/business-owners/general-ledger#dimension-tracking)
  defined by your
  platform to transactions, invoices, and expenses
* **Report Groups & Filters**:
  Generate [Profit & Loss reports](/embeddable-ui/react/financial-statements/profit-loss-report#profit-and-loss-report)
  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](/ai/agentic/agentic-accountant):
  * 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](/embeddable-ui/react/financial-statements/balance-sheet),
  [Cash Flow](/embeddable-ui/react/financial-statements/cash-flow-statement), [Profit & Loss](/embeddable-ui/react/financial-statements/profit-loss-report),
  and [Trial Balance](/embeddable-ui/react/financial-statements/trial-balance-report) reports
* **Interactive Drill-Downs**: Click any line item on
  any [financial report](/guides/business-owners/financial-statements#interactive-drill-downs)
  to instantly see the underlying General Ledger entries that compose the figure
* **Report Grouping by Dimension**: Group [financial statements](/guides/business-owners/dimensions) 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](/api-reference/bills/query-bills)
* **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](/ai/agentic/agentic-accountant) 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
