Roadmap
A platform, not a feature
What ships today, what’s next, and where it’s headed — with the reason your bank cares spelled out for every item. We keep this honest: an item only moves left when it’s real.
Now
Live today
Automated tax savings + SMS prompts
Why your bank cares: Daily engagement that makes deposits sticky.
Expense tracking & Schedule C categorization
Why your bank cares: Closes the #1 reason customers leave for a fintech.
Business Goal Pockets
Why your bank cares: More deposit accounts per customer.
Invoicing & payment matching
Why your bank cares: Payment volume and reconciliation stay in-house.
SoloStates market intelligence
Why your bank cares: Prove the self-employed opportunity before you commit.
Fiserv Premier (hosted) & Fiserv DNA integrations
Why your bank cares: Live now — fast deployment on cores you likely run.
Next
1–2 quarters out
Jack Henry integration (Banno / VIP)
Why your bank cares: Expands the addressable base of banks you can serve.
Quarterly estimated-tax sweep automation
Why your bank cares: Turns a tax-time pain into a scheduled, trusted service.
Real-time net-income & cash-flow dashboard
Why your bank cares: The daily reason customers open your app.
1099 contractor management
Why your bank cares: Captures multi-payee self-employed customers.
CPA / accountant share portal
Why your bank cares: Embeds the bank in the customer's tax relationships.
Native embed in mobile banking (provider SDKs)
Why your bank cares: Feels built-in, not bolted-on.
Later
On the roadmap
Working-capital / cash-advance underwriting on SoloStream cash-flow data
Why your bank cares: New fee and lending income — a proprietary, in-house lending signal.
FIS + modern cloud-core integrations (Finxact, Thought Machine, …)
Why your bank cares: Future-proofs your core choice.
Full white-label theming per bank brand
Why your bank cares: Your customers never see “SoloStream.”
Bank-side analytics / admin console
Why your bank cares: The champion's internal proof and renewal story.
API tier
Why your bank cares: Compose-your-own-experience for banks and fintech partners.
Multi-owner / small-team support
Why your bank cares: Grows past the single-owner ceiling that limits Found.
Sequencing for items beyond today’s live set is a plan, not a promise — dates firm up as we scope each one with launch partners.
Your input
This roadmap is a conversation
The fastest way onto it is to tell us what would make SoloStream a yes for your institution.
Want a capability moved up?
Bring your priorities to a demo. The roadmap is shaped by the institutions we build with — yours could be one.
A 30-minute conversation. No commitment.