// Watson Roadmap

What's next on the docket

Planned

Integration with Third Party Bookkeepers

Xero, Quickbooks Online, Freshbooks, and others

Planned

Proposals

Planned
Target window: Q4 2026

Create & Send Invoices

Process payments directly on platform without needing to jump to another tool.

Planned
Target window: Q4 2026

Track, Record, and Attribute Time

Have a single place for timesheets for you, your employees, and contractors.

Planned

Expense Tracking

Ditch the receipts for digital.

Planned

Create & Send Client Agreements

Send contracts, scope of work, master service agreements, and whatever fits your business.

Planned

Financial Planning and Analysis Tools

Tools to measure project profitability at a glance to your overall utilization rates across engagements.

Planned

CRM & Deal Pipeline

Manage your dealings with new contacts to recurring clients.

Planned

Project Case Studies

Planned

Calendar

Keep track of your work in an easy to use format overlayed with your own external calendars.

Planned

E-Sign Documents

Shipped

Client Request Management

Have an integrated process to go through change requests and discovery.

Shipped

File Storage

Keep your important client documents and project files organized and accessible for everyone. No more digging through emails or losing track of vital assets.

Shipped

Client Approvals

Stay in control of incoming work and handle client requests, collect feedback, and get approvals—all in one place, without endless email threads.

Shipped

Projects

Plan, track, and execute client projects with ease. From scheduling to task assignments, Watson keeps your workflow structured and stress-free.

Shipped

Client Portal

Give your clients a white-labeled, easy-to-use space for communication, file sharing, and approvals without the chaos of email threads.