Product Roadmap
Complete
#70 — Bookkeeping / month-end close module
Uncategorized-transaction review, categorization rules, close checklists, client Q&A on transactions, reconciliation review, journal-entry push, receipt capture + auto-match, W-9 request/tracking, 1099 prep. This is Double's core turf and the roadmap's biggest build/partner/defer decision — decide explicitly before Phase 2 scoping. Size: XL. Source: product-roadmap.md §5 + §10.1 (scope widened by the 2026-07-09 completeness audit).

Migrated to https://github.com/Firmary/firmary-os/issues/370 during the 2026-08-23 GitHub migration (status corrections and full history carried over). Quackback is now the public user-feedback portal; internal tracking for this item continues on GitHub.