What’s ready and what’s next
Updated November 1, 2026. See what you can use today and the improvements planned for BillNest.
Planned features, including bookkeeping, are not available yet. Scope and release timing may change. New features will be tested before release.
Ready to use
- Invoice filters, open-first sorting and customer/date search.
- Separate payment and delivery tracking, with manual Mark as sent.
- Selected invoice CSV/PDF downloads and next-month draft preparation.
- Customer/contractor cloning, credits and refunds.
- Compact invoices, phone-friendly invoice cards and Snap Receipt branding.
- Compact invoice item entry with description and job details always visible.
- Encrypted saved-copy check and device-transfer instructions.
- Receipt approval, duplicate checks and tester feedback.
Planned · Bookkeeping & year-end
- Connected bookkeeping for invoices, approved receipts, expenses and payments.
- Bank and credit-card CSV imports, payment matching and statement reconciliation.
- Company balances, equipment, loans and owner contributions, with a configurable financial year.
- Profit and loss, balance sheet, general ledger, trial balance and supporting tax detail for accountant review.
- One-button year-end accountant package with PDF/CSV reports and available supporting receipts.
Other planned work
- Automatic recurring schedules and the Money forecast dashboard.
- Optional secure document sharing and linked business email.
Checks before wider release
- Shared sign-in and account recovery across devices.
- Phone capture, offline retries and receipt-reading accuracy.
- Android release readiness and account privacy controls.
- Bookkeeping accuracy, report agreement and accountant-reviewed year-end examples before release.