Product Roadmap
See what we're building, what's planned, and what customers are asking for. Vote on the features that matter most to your organization.
Shipped (29)
Recently released.
Saved report packages
Generate full report bundles (Income Statement, Balance Sheet, General Ledger, and more) as a single Excel/PDF package. Heavy reports run as background jobs so you don't have to wait in the browser.
Shareable report links for boards and donors
Send any saved report package to your board, accountant, or auditor via a single-use magic link. No login required for the recipient, with token-based session security.
Labels and sublabels for project-level tracking
Tag any transaction with labels and sublabels to track ministries, campaigns, or grant projects across funds. Filter and report by label across the General Ledger and Income Statement.
Live chat support with AI assistant
Get help directly inside the app via live chat. An AI support bot answers common questions instantly using our documentation, then hands off to a human if you need more help.
Bank connection health alerts
Get notified the moment a bank connection breaks or needs re-authentication. Includes a one-click re-link flow and maintenance email notifications when feeds are down.
Subscription and billing notifications
In-app banners notify you about payment failures, plan changes, and renewals as they happen. Built on a complete Stripe webhook integration with full event coverage.
In Progress (6)
Being built right now.
Pushpay donations integration
Auto-import giving from Pushpay with multi-listing/multi-merchant support, settlement reconciliation, and rich fund/account/label mapping. Currently in alpha — wired up but still being polished with early-adopter customers.
Bill.com Spend card integration
Sync corporate card transactions, budgets, and approvals from Bill.com Spend straight into your books. Currently in alpha with early customers; broader rollout coming once we finalize approval-flow mapping.
Multi-fund budget planning
Build budgets at the fund level (not just org-wide), with label budgeting, breadcrumb navigation, auto-distribute by month, and adaptive pie charts in a budget summary view. Currently behind an admin feature gate while we iterate with alpha customers.
Payroll module
Full payroll workflow tailored to nonprofits: configurable pay entities, structured import format, automatic journal entry generation, managed payroll-clearing accounts, and bank reconciliation hand-off. Active development on a feature branch following 8 design docs that cover the full pipeline.
Comparative income statement (by-period view)
Compare any month, quarter, or year side-by-side against the prior period or against budget, with proper period alignment and explicit comparison labels. Excel and PDF export included.
Income statement visualizations and Sankey
Visualize income and expense flow with charts and a fund-transfer-aware Sankey diagram, so you can see at a glance where giving came in and how it was spent across funds.
Planned (1)
Up next on the build queue.
Auto-reconciliation from bank statements
Upload a PDF bank statement and have transactions automatically matched, cleared, and reconciled. Includes an inline PDF viewer to reference the source while reviewing. Built and ready to enable for early customers.
Suggested (2)
Customer ideas. Vote to bump them up.
Gusto payroll integration
Customer wants T3 Books to integrate with Gusto for payroll, and/or have a built-in payroll feature.
Payroll accounting workflow management
Customer wants a payroll feature to manage payroll accounting workflows directly within T3 Books.
Suggest a feature
Don't see your idea above? Add it here. We read every submission. If your idea matches an existing one, your vote is added to that request automatically.