Finreport.ai Roadmap

Finreport.ai Roadmap Presentation

MVP Development – March 31, 2025

• Sales Invoice Creation
  • Generate and manage sales invoices within the platform.
• Bank Integration
  • AI-powered bank statement parsing.
  • Categorization of receipts (expenses, goods, warehouses, salaries).

Phase 1: Full Document Management

• Invoice Processing
  • Create and upload both sales and purchase invoices.
  • Digitization of expenses for streamlined accounting.
• Bank & Tax Reporting
  • Import bank transactions and automate tax report generation.
  • Generate annual financial reports for compliance.
• Accounting Companies Module
  • Track working hours for client projects.
  • Automated invoice generation for accountants’ services.
• Integration with External Solutions
  • Connect with third-party accounting and financial tools.

Phase 2: AI-Powered Financial Automation

• AI-Driven Invoice Generation & Customer Management
  • Polite automatic reminders for overdue payments.
  • Send sales invoices directly from our platform.

Phase 3: AI-Powered Compliance & Security

• AI KYC & AML Verification
  • Screening individuals and businesses against global sanction lists, police records, commercial registers, and tax databases.
  • Identifying financial fraud risks and money laundering activities.
• AI-Enhanced Contract Creation & Verification
  • Generate contracts compliant with local laws.
  • Digital signature integration.
  • Ensure the other party has legal signing authority.

The Future of Our Fintech Platform

• AI-driven automation for financial management.
• Secure and efficient document handling.
• Smart compliance tools for risk assessment.

Join us in revolutionizing fintech solutions!