Roadmap

Milestones mapped to the 16 use cases.

M1: Receipt Attachment + Patterns

Use cases: 1 (card receipt), 4 (recurring), 5 (new merchant)

• [ ] Accounting API with Folio integration (transaction lookup, receipt attachment)
• [ ] OpenClaw bot listening on #invoices
• [ ] LLM integration (Gemini Flash) for PDF/receipt extraction
• [ ] Postgres for learned patterns
• [ ] Pattern suggest endpoint (creates PR)
• [ ] Deploy both pods on k3s

M2: Invoices + Reminders + Alerts

Use cases: 2 (supplier invoice), 12 (due reminder), 13 (payment suggestion), 14 (overdue alert)

• [ ] Fiken API integration in Accounting API
• [ ] Invoice registration endpoint
• [ ] Daily cron for due/overdue checks
• [ ] Payment via Folio (with user confirmation)

M3: Employee Expenses (Utlegg)

Use cases: 3 (utlegg), 9 (outstanding utlegg query)

• [ ] Expense registration endpoint (Fiken journal entries)
• [ ] Utlegg query endpoint
• [ ] Receipt photo extraction

M4: Queries + Missing Receipts

Use cases: 6 (balance), 7 (unpaid invoices), 8 (expenses), 10 (free-form), 11 (missing receipts)

• [ ] Query endpoints (balance, invoices, expenses)
• [ ] Missing receipt check endpoint
• [ ] Daily cron for missing receipt reminders

M5: Configuration via PR

Use cases: 15 (patterns), 16 (company rules)

• [ ] Pattern update via PR flow
• [ ] Company rule update via PR flow
• [ ] Review workflow for config PRs

Current Status

Component	Status
Docs site	Built (Cloudflare Pages)
Accounting API	Planned (M1)
OpenClaw bot	Planned (M1)
Folio integration	Planned (M1)
Fiken integration	Planned (M2)
Postgres	Planned (M1)
k3s deployment	Planned (M1)