Product Roadmap
Complete
#78 — AI document intelligence
Classification, auto-rename, OCR extraction, form prefill — extends the existing tenant-scoped, audit-logged vision adapter pattern already proven for e-sign field detection. Includes tax-form-trained extraction (W-2 / 1099 / K-1), the accountant-specific OCR competitors tout. Size: L. Source: product-roadmap.md §7 (scope widened by the 2026-07-09 completeness audit).
Migrated to https://github.com/Firmary/firmary-os/issues/378 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.