Books is built by a nonprofit for nonprofits, so the roadmap follows what keeps books correct and treasurers unburdened — not what demos well. We don't publish dates; items move up when customers ask, and "Next" is what we are working on now. Tell us at help@support.thefin.ai or on GitHub.
Principles that don't change: the AI proposes and a person posts; the ledger must tie to the bank; your data is yours (open source, full export); pricing covers our costs and is waived when an organization can't pay.
Now · shipped
- Fund ledger with period locks and an append-only audit log
- Bank feeds: CSV, PDF statements read by AI, Plaid (production approval pending)
- AI categorization with confidence scores; vendor rules learned from your confirmations
- Reconciliation that explains differences and blocks closing on stale items
- Contributions, receipts, donor year-end statements, public donation page (card via your own Stripe account, Zelle, check)
- Reports: income statement, balance sheet, funds, vendors, register
- Form 990-N worksheet, 990-EZ figures and Schedule B, draft 990-EZ XML, mark-as-filed
- One-click audit pack (AICPA Audit Data Standards + reconciliation evidence + receipts)
- Peer comparison from public IRS 990 data
- Receipts attached to entries; import wizard for Aplos / QuickBooks / spreadsheets
- Multiple organizations, roles, bookkeeper workspace; Stripe billing with trial and usage credits
Next · in progress
- Recurring (monthly) donations and ACH gifts on your own Stripe account
- In-kind gifts; campaign links and an embeddable donation widget
- Budgets and budget-vs-actual by fund
- Cash-basis view of the income statement and balance sheet
- Bank rules you can edit by hand
- Automatic bank sync on Standard once Plaid production access is approved
- Batch donor year-end statements with email delivery; 'close your year' checklist
- Size-matched peer benchmarks from the IRS annual extract
Then · queued
- 1099-NEC tracking for contractors
- One project / grant dimension with restriction spend-down reporting
- Recurring and memorized transactions
- Bulk reclassify and workspace alerts for bookkeepers
- 990-EZ XML validated with an e-file provider; 990-N reminders in April and May
- Light donor notes and tags; pledges with reminders
Later · where customers pull
- Invoices and accounts receivable for program-service revenue
- Bill approvals and payment rails
- Fixed assets (straight-line) and allocations
- Scheduled board-pack email; custom report filters
- Read API for CPA tools; PayPal / Square statement recognizers; QuickBooks migration wizard
- Donor portal; SOC 2 when a customer requires it
Not planned · use a tool built for it
- Payroll
- CRM, events, volunteers, email marketing, SMS
- Inventory, sales tax, time tracking, job costing
- Multi-currency and multi-entity consolidation
- Check printing, native mobile apps, phone support
How we compare with Aplos, QuickBooks and others: /compare.