Roadmap
What Cash Workspace is working on next. A grouped view of what is live, what is being prepared, and what is being explored. Cash Workspace does not publish dated commitments — items move from planned to live when the work ships, and the changelog records what changed.
Scope
No dates are listed on this page. Planned work can change in scope or priority without notice. Items that ship are recorded on the changelog. Coming-soon templates are clearly labeled — they cannot be installed today.
Templates · Live today
Templates you can install now Freelancer Finance Dashboard Default workspace install: invoices, expenses, documents, fiscal folders, and a yearly forecast.
Invoice tracking Invoice-led template focused on receivables and payables.
Expense tracker Expense-led template with practical categories and document links.
Cashflow Cashflow-led template comparing unpaid invoices and forecast assumptions.
Tax export Accountant-handoff template grouping records by fiscal year and direction.
Templates · Planned
Templates being prepared Small Business Finance OS Recurring finance routine for owner-operated small businesses.
Agency Finance Workspace Client-driven finance work with project costs and contractor expenses.
Financial Forecast Yearly planning baseline with expected income, expected expenses, and projected net.
Consultant & Pro Services Engagements, consulting invoices, contracts, and project expenses.
E-commerce & Creator Sales, platform fees, supplier expenses, and cashflow for solo sellers.
Real Estate & Rentals Rental income, property expenses, lease contracts, and fiscal documents.
Tax Prep · Live today
Tax preparation countries available now Spain (ES) Spain-specific preparation checklist. Cash Workspace prepares records — filing and submission stay with you and your accountant.
United States (US) U.S.-specific preparation checklist. Maps records to common forms but does not calculate, file, or replace professional tax advice.
Tax Prep · Planned
Tax preparation countries being prepared United Kingdom (GB) Planned. Cash Workspace structure already supports the workflow; only the checklist content needs to land.
France (FR) Planned. Same model as the existing countries — preparation, not filing.
Germany (DE) Planned. Cash Workspace will continue to clarify that it does not provide tax advice.
Mexico (MX) Planned. Country-specific checklist content is the only outstanding work.
Product · Exploring
Product directions under discussion Multi-scenario forecasting Best, expected, and worst-case planning on the same yearly forecast surface. Will not require restructuring existing workspaces.
Branded invoice PDF generation Generate invoice PDFs from inside the workspace instead of attaching one created elsewhere.
Sales import for e-commerce Direct sales import for the planned E-commerce & Creator template. Will not require giving Cash Workspace direct access to your store.