July 2026
The give-aways & the growth engine
- Sign-off document manifest: every lock records the documents dated in the period, so a re-date shows its original date ("was dated 30 Jun, now 1 Jul") and a void or delete after sign-off becomes a named finding
- Free Drift Report: scan your last 6 closed months for backdated changes, no lock or baseline needed; whole-book variant for practices
- Close-window slider on the Drift Report: normal close activity excluded, tiered "worth checking" vs drift
- Year-End Assurance Report: do the accounts you filed still agree with Xero? Verdict, line-by-line comparatives, audit-bundle Excel
- Practice dashboard re-anchored on each client's filed year-end; monthly management accounts optional per client
- Roll-forward Excel pack: live formulas, spare rows, GL tie-outs; download once, use forever
- Free templates library: prepayments, accruals, fixed assets, bank rec, close timetable (no sign-up)
- Free materiality calculator: the product's exact threshold logic, reasoning shown
- Handover export: every balance's carried-forward memo in one standalone file
- Fix-list export: branded "here's what changed and what we need" file to forward to a client
- Board one-pager: declared figures + verdicts, print-ready
- Alert emails + morning digest (immediate / daily / weekly), one-click unsubscribe
- Live demo without sign-up, in real deployments too
June 2026
Billing & compliance
- Stripe billing: 14-day trial, read-only gate for lapsed accounts
- Email verification: new signups blocked until confirmed
- Per-account Xero API cap + short caching (abuse controls)
- UK GDPR: privacy policy, terms, data export and right to erasure
- Owner ops dashboard: cross-account usage, engagement and billing view
- Production hardening: 30-day sessions with per-device revocation
- CSV formula-injection defence on journal and audit exports
- Render deploy blueprint + Dockerfile + SQLite persistent storage on DATA_DIR
June 2026
Multi-user & multi-tenant
- Named users with scrypt-hashed passwords and signed session cookies
- Roles: admin / reviewer / preparer / viewer with a permission matrix
- Optional two-person approval workflow: segregation of duties
- Full multi-tenancy: each account has isolated data, zero cross-account leakage
- Onboarding flow: baseline a starting month, Postlock watches forward from there
June 2026
Integrity & close
- Integrity split into 4 views: Summary, Changes, Board figures, Documents
- Inherited-change banner: prior-period drift surfaced during the current close
- Materiality thresholds: % of benchmark / fixed £ / every-change; with trivial floor, aggregate check, and always-flag override
- Post-lock P&L restatement: "profit was £25,410 when you signed off, now £24,760"
- Auditor export CSV: every change with handling and the control log
- Stable account-ID change detection: renames never false-alert
- Supporting schedules: movement / proof / static, with auto roll-forward
- Evidence attachments per rec line: images embed in the Excel pack
- Monitoring watchdog: sweeps locked periods on a timer, raises in-app alerts
June 2026
Design & marketing
- Marketing site redesign: shared postlock.css design system, Newsreader serif, ledger green + gold
- App re-skinned onto the same design system: sidebar IA, two product areas
- Cornerstone guide content: Xero month-end checklist, balance sheet reconciliation, closed period changes, prepayments & accruals
May 2026
Core close
- Guided balance-sheet close with per-line status, note, institutional-memory carry-forward
- Period lock with snapshot: every balance captured at sign-off
- Post-lock change detection with document scan, who/when from Xero history
- Open-in-Xero deep links for each detected change
- Per-change actions: Open in Xero, Correct via journal, Acknowledge with reason
- Journal CSV template: Xero import format with named, dated entries
- Board-pack figures: declare and track headline numbers across periods
- Excel rec pack: cover, balance sheet, rec index, schedules, post-lock changes
- Xero OAuth connect (read-only), Demo Company guard, MOCK demo mode
What's next
Live Xero end-to-end verification · real email alerts · practice multi-client (after user validation) · Xero App Store certification