Product
Roadmap
Where GAASFlow is focused—named in the language engagement teams use. Dates are not promised; priorities shift with customer demand and security maturity. For shipped notes, see product updates.
Honest scope (so evaluation is fair)
- Trial balance linking means import → cycle map → lead seeding → planning assists inside the engagement file—not a full GL.
- Lock / finalization covers workpaper lock and partner approve / engagement final status—not a complete firm SQMS issuance system.
- Document retention starts with vault, versions, and lock; firm retention policy remains yours. Deeper permanent-file UX is next.
- Financial statement support includes governed draft statements, tie-outs, disclosure decisions, and release packages for supported profiles; broader entity-specific presentation remains next.
Now
Available in product
- Trial balance import and linking
CSV/paste import, cycle mapping, financial-statement orientation, seed lead workpapers from balances, materiality and scoping assists.
- Guided workpapers and methodology library
533 programs and 4,318 procedures in the current content pack, with assertions, decision points, sampling, and estimates documentation aids.
- Workpaper lock and partner finalization
Finalize/lock workpapers, open-note discipline on reviewer stamps, partner approve when readiness blockers clear, role-gated engagement final/archived status.
- Document vault with versions and lock
Engagement document storage, version history, and per-document lock for current evidence.
- PBC portal and confirmations
Client portal for existing PBC rows; confirmation log and letter drafts.
- Reporting aids and firm-branded print package
Engagement letter and report aids, partner summary, print/PDF package with stamps and filters (N/A, critical, activity).
- Security and firm ops
TOTP MFA (QR), login history, email verification, seats, billing, firm branding.
- Summit Ridge sample and evaluation path
Completed sample file, product captures, published pricing, and a self-service trial.
Next
Active investment areas
- Broader financial statement presentation depth
Expand entity-specific layouts, note topics, and presentation controls beyond the governed commercial U.S. GAAP statement foundation available today.
- Stronger permanent-file and retention UX
Clearer organization and export of permanent-file evidence. Firm retention policy and legal hold remain outside the product.
- Expanded sampling and estimates documentation
Continued AU-C 530 / 540 documentation depth and evaluation aids (not a statistical package replacement).
- Firm methodology template controls
More firm-level tailoring of critical programs and defaults.
- Audit-log / activity export for peer-review packs
Stronger export of activity for firm quality files.
Future
Longer-horizon
- SAML / SSO and advanced session controls
Firm-priority identity controls for larger practices.
- SOC 2 readiness and independent testing summaries
Maturity investments as customer demand and stage warrant.
- Customer-managed encryption options
Where demanded by firm policy or clients.
- Broader public APIs
Integration with firm systems of record over time.
- Deeper entity reporting packs
Additional governmental / NFP / EBP reporting depth.