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Public roadmap

What we’re shipping now, next, and later.

We publish what we’re building so you can plan around it. Items move from Later → Next → Now, then graduate to the changelog. Region tags mark items that are India- or USA-specific.

Now

In active development. Visible in beta or the live app within weeks.

  • BankingIndia

    SMS-based bank feed (India)

    Auto-categorise bank transactions from SMS notifications on Android — no Plaid, no Account Aggregator wait. AI parser with regex fallback.

  • BankingGlobal

    Multi-source bank reconciliation

    Same transaction confirmable from Plaid, statement upload, and SMS feed. Authority ranking with conflict detection when sources disagree.

  • ComplianceIndia

    Compliance calendar (month grid)

    Single month-grid view of every GST, TDS, payroll and IT due date for the active entity. Built on the existing GetUpcomingComplianceDeadlines feed.

  • MobileIndia

    Mobile OTP onboarding

    Three-field onboarding (name, industry, GST toggle) post-OTP on the HelloBooks mobile app. India-only, +91 numbers, accrual accounting default.

  • MobileGlobal

    Hello Mileage (USA + India)

    Standalone mileage tracker that reuses the HelloBooks login. Auto-trip detection, IRS/India rate cards, expense post to HelloBooks and HelloTime.

Next

Designed and queued. Build is starting or imminent.

  • PayrollUSA

    Gusto integration (USA payroll)

    Two-way Gusto sync for USA customers — pay runs, employee master, and journal entries. Sandbox spike complete.

  • IntegrationIndia

    Shiprocket courier integration

    DC flow gets courier label, tracking, and delivery status from Shiprocket. India-first.

  • AIGlobal

    Munimji AI chatbot v2

    Voice loop, longer context, and 800+ MCP tools across HelloBooks, HelloTime and HelloGrowth — one assistant for the whole suite.

  • IntegrationIndia

    Tally desktop bridge v2

    Bidirectional Tally Prime sync via the desktop bridge — vouchers, masters and ledgers. Already on Microsoft Store; v2 deepens the mappings.

  • IntegrationGlobal

    Zoho Books one-click migration

    Bring all your Zoho Books data — chart of accounts, customers, invoices, history — into HelloBooks in one run.

  • ComplianceIndia

    TDS auto-deduction prompt

    Bill / invoice save flow detects when a vendor crosses the section threshold for the FY and shows a one-click apply warning. Per-section question wizard for picks.

Later

On the radar with a clear commitment, scheduling not finalised.

  • ComplianceGlobal

    ISO 27001 certification

    Complementary to the existing SOC 2 Type II — formal ISO 27001 audit and ongoing surveillance.

  • PlatformGlobal

    HelloBooks for Mac (desktop)

    Native macOS shell for offline-first workflows. Phase 1: viewer; Phase 2: editor.

  • PlatformGlobal

    Public API + developer portal

    Open API beta with OAuth 2.0, usage dashboards, and a hosted Swagger / docs site.

  • PlatformGlobal

    Advanced multi-currency

    Per-line FX, revaluation entries, and IFRS-aligned consolidation for groups. On all paid plans (no artificial paywall).

Recently shipped

Items graduate to the changelog when they ship.

Every release is published with a date, a category (Feature / Improvement / Fix), and a one-line summary so you can plan around it. No silent shipping.

See the full changelog →

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Honest disclaimers

What we’ve decided not to build.

  • Generic “connect any bank” auto-import for India. Plaid doesn’t cover India and Account Aggregator isn’t reliable enough for SMBs yet. We support PDF and Excel statement upload, plus the SMS feed (Android), instead.
  • A Discord community. Indian SMBs prefer WhatsApp and email. We’ll meet you where you already are.
  • A free tier with hidden caps. Our free plan is a real free plan. No card. No turnover ceiling. No surprise downgrades.