Datasoft Roadmap 2026

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Important · Not Urgent6
Web 4 Margin trade FlowFxO

#57213

specs needs to be reviewed by braden as this is not correct for web4's perspective
New Feature Set
Sales IQ - Margin Trade FlowFxO

#57212

Pending TOR duscussion
New Feature Set
Trade ReconcilationFxO

#73905

Awaiting Client Approval
New Feature Set
Reports module implementation for SalesIQFxO

#43990

Waiting for Changeset - Churned
New Feature Set
SalesIQ - OrderbookFxO

#52038

Sales IQ - v2.0.2.4 - SQA Verified Ready for Merge
New Feature Set
Knowledge Base Re doDS

#72932

Specs Required
Reduces Operational Cost
Important · Urgent17
Sales IQ Collections and Remittance Changes

#76491

Demo Complete - Awaiting Feedback
Billable Hours Field Change (DS Portal)DS
Dev Complete - Awating Report changes from Talha
New Feature Set
Re-do Rest APIFxO

#78125

Under Initial Review - Started by Salar
Confirmations - SalesIQFxO

#57210

Ver: 2.0.2.3 - SQA Verified Ready for MergeJul 14, 26
New Feature Set
Insitutionalize Knowledge: KB Builder and Sentinel AgentsDS
Awaiting for the gpu to free up from BLNS AI
Reduces Operational Cost
False Positive ManagementAML
Pending spec
New Feature Set
Transaction MonitoringAML
Delivered by KHI - Awaiting Testing from AdamJul 3, 26
Revenue GeneratingNew Feature Set
Treasury Management Dashboard/Module SalesIQFxO

#57199

Awaiting Estimates
New Feature Set
Sales IQ Cover Deals via Dealing HistoryFxO

#57198

In DevelopmentJul 31, 26
New Feature Set
Sales IQ - Financial API Processing - FrontendFxO

#39881

In Dev
New Feature Set
SalesIQ - Bank MatchingFxO

#34352

Churned - In TFS QueueAug 31, 26
New Feature Set
EverscreenFxO

#72924

Waiting for ChangesetJul 31, 26
Revenue Generating
SalesIQ - BLNS AIFxO

#72925

Awaiting FurtherInstructions
New Feature SetRevenue Generating
Log Centralization & OptimizationFxO

#72926

Awaiting Timelines from Faisal
Reduces Operational Cost
ThreadingFxO

#71849

Churned - In TFS DevelopmentOct 5, 26
Performance Optimization
Sales IQ Reversals and Buy BacksFxO

#57197

Discussion needed
New Feature Set
Web4 - Payment LinksFxO

#71669

SQA Verified Ready for MergeSep 4, 26
New Feature Set
Low Priority26
A/R PeopleSoftPaysetra
Converting to MCP-ready state on EU APIDS
Revenue GeneratingNew Feature Set
Supportability: FxOffice Error Codes and code refactor for error traps.FxO
New Feature SetReduces Operational Cost
Activity-based Costing Per Client and Per ProjectDS
Revenue Generating
Support Portal: AI sentiment and Agent WorkflowDS
Reduces Operational Cost
QBO/Xero IntegrationDS
Beneficiary PortalFxO
New Feature Set
OCR AI from invoices to beneficiaryDS
Revenue GeneratingNew Feature Set
Guide + Self Serve AIAML
New Feature SetRevenue Generating
Agentic AI AML
Revenue GeneratingNew Feature Set
False Positive AI/ OSSINT AIAML
Revenue GeneratingNew Feature Set
A/P - Card RecPaysetra
A/P - Expense ManagementPaysetra
A/P - Vendor ManagementPaysetra
A/P - Agent PmtsPaysetra
A/R - WorkdayPaysetra
In Prod
A/R - TPCPaysetra
SalesIQ API Status for Clients and Wire TemplatesFxO

#57211

New Feature Set
Free Form Payment Upload- Sales IQFxO

#57201

Discussion Required
New Feature Set
Free Form Payment Upload- Web 4FxO

#57200

Discussion Required
New Feature Set
True REST API MigrationFxO

#72733

Discussion required
Performance OptimizationReduces Operational Cost
Early Drawdown on SalesIQFxO

#57208

New Feature Set
AML Forms - Elastic Search RescreenAML

#72922

New Feature Set
Customer Risk Assessment using AIFxO

#72933

Discussion required
New Feature SetRevenue Generating
Bank Reconcilliation using AIFxO

#72934

Discussion required
Manual Revenue/Expense/ Waive fees - SalesIQFxO

#57209

Specs Pending
New Feature Set
Urgent · Less Important6
SalesIQ - Client/Entity ManagemntFxO
New Feature Set
SMS Framework/O365 and Gmail FrameworkDS
New Feature Set
Web 4 - One Click ApprovalFxO

#72928

Specs Required
New Feature Set
SalesIQ - Customer Insights using AIFxO

#72930

Discussion required
New Feature SetRevenue Generating
Template Creation using OCR/AIFxO

#72931

Specs Required
New Feature Set
Cash management Module - SalesIQFxO

#72731

New Feature Set
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