✅ 1. Faster & More Reliable Performance

Reduce app load time – especially for users with large data sets.

Optimize offline mode – smoother handling of actions taken while offline, with better auto-sync once connected.

Crash reduction & memory optimization on lower-end devices.

✅ 2. More Powerful Dashboard & Reporting

Customizable home dashboard — users should be able to pin favorite reports/widgets.

Expanded reports on mobile — including profit/loss, cash flow summaries, and trend graphs.

Interactive charts with tapable elements.

✅ 3. Enhanced Transaction Management

Bulk actions

Select & delete multiple transactions.

Batch categorize uncategorized transactions.

Smart categorization suggestions using AI/learning from user history.

Improved transaction search filters

Date ranges, tags, amounts, vendor/customer, memo text, etc.

✅ 4. Smarter Expense Tracking

OCR improvements

More accurate receipt scanning.

Auto-suggest categories and matches to existing expenses.

Attach multiple photos per receipt
(e.g., front/back + notes).

Automatic mileage detection using GPS (optional permission).

✅ 5. Better Invoicing & Payments

Invoice scheduling & reminders

Auto-send recurring invoices.

Custom reminder sequences (SMS/email).

Partial payments support – with visual tracking on unpaid balance.

Custom invoice designs directly from the app.

Quick payment buttons with Apple Pay / Google Wallet support.

✅ 6. Stronger Integration with Other Tools

Seamless bank feed with more & faster bank connections.

Third-party app integrations in the app

Stripe, PayPal, Shopify, Square, Expensify, etc.

Multi-platform sync indicators

Show what is synced/pending between desktop, web, and mobile.

✅ 7. More Complete Payroll Capabilities

Time tracking & approvals in-app.

Push notifications for payroll deadlines.

Tax form previews before submission.

Quick pay stub delivery to employees.

✅ 8. Better Customer & Vendor Management

CRM-lite features:

Add notes, follow-ups, and attach docs to customers/vendors.

View customer payment history in a single tap.

Custom tags/labels for grouping clients or vendors.

✅ 9. Enhanced Security & Permissions

Biometric options (Face/Touch ID) with PIN fallback.

Granular user roles:

Restrict certain features per user (invoices, expenses, payroll).

Device activity logs (last login, actions).

✅ 10. Smarter Notifications

Merge similar alerts (e.g., bank sync issues, invoice due reminders).

Add interactive actions in notifications:

Mark as paid

Send reminder

Review transaction

✅ 11. Better Multi-Currency & Tax Handling

More robust foreign currency options for invoices/expenses.

Tax settings toggle & breakdown on receipts/invoices.

Auto updates for sales tax rates by region.

View tax summaries & filing deadlines in-app.

✅ 12. UX / UI Upgrades

Cleaner navigation, fewer nested menus.

Dark mode (if not fully supported).

Adaptive UI for tablets with split screens.

Undo/Redo functionality for quick corrections.

✅ 13. Help & Support Enhancements

Real-time chat support within the app.

Interactive setup guides for new users.

In-app tutorials for advanced features like payroll/taxes.

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