Cash Workspace
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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

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.