PaidSoon

Release Notes

Product updates, improvements and fixes for PaidSoon.

Built today

Current

PaidSoon currently includes the core workflow for connecting invoice data, monitoring debtor risk, and automating follow-up actions.

What's built

  • ✓InvoiceGuard — overdue invoice monitoring and automated debtor follow-up
  • ✓SpendLeak — recurring spend and waste detection
  • ✓CostGuard — category-level cost drift and margin monitoring
  • ✓CashPlan — near-term cash forecast and shortfall visibility
  • ✓CommitGuard — committed cash and renewal timing visibility
  • ✓Owner’s Digest — weekly owner-level financial briefing
  • ✓Tax Buffer — reserve protection for tax obligations
  • ✓MarginGuard — profitability and margin pressure monitoring
  • ✓RunwayGuard — cash runway and financial resilience visibility
  • ✓Stripe Connect and accounting integrations for supported data sources
  • ✓Account and subscription management for early-access users

Recommended roadmap

Phase 1: Turn insight into action

  1. Action Centre
  2. Unified priority and financial-impact scoring
  3. Approve, dismiss and snooze workflows
  4. Owner’s Digest links directly to recommended actions
  5. Track whether recommendations delivered the expected outcome

Phase 2: Improve owner decisions

  1. Scenario Planner
  2. BillGuard
  3. RevenueGuard
  4. PricingGuard
  5. GoalTrack

Phase 3: Build distribution and defensibility

  1. Advisor Hub
  2. Multi-business portfolio reporting
  3. Industry benchmarking
  4. Finance Pack
  5. Read-only bank-data integration where accounting feeds are insufficient