Roadmap

See what we're working on and what's coming next.

Roadmap

See what we're working on and what's coming next.

Roadmap

See what we're working on and what's coming next.

Ideas12

Add Store metrics (reserve, payout, NOF, etc) to API

Streamline onboarding

Merchant branding and custom domains on payment links

Extend the branding available on hosted payment links beyond a per-store logo — full color theming and custom domain support, so the link reads as the merchant's own checkout rather than a generic SwipeAras page.

Sales-facing integrations reference list

Not a new integration — a static reference page or document listing every integration Forge already supports (QuickBooks, NetSuite, Sage Intacct, etc.) plus ones in progress, so sales agents have something to check or point a prospect to before a call. Distinct from any single integration request; this is about discoverability of what already exists.

Per-agent book & margin view

Sales agents and agency principals need to see their own book of merchants, margin, and commission/renewal projections across all processors — not just the merchants they happen to be viewing one at a time. Raised by 1PriceSwipes as they bring on more agents writing deals across multiple banks.

Month-end payout reconciliation report

Payouts batch, so individual payments don't map one-to-one to bank deposits — an unnoticed chargeback or ACH return in a batch makes a merchant think they were shorted. Requested: a close-out report that maps individual payment IDs to their batch-out, netting chargebacks and returns, so merchants (especially on the QuickBooks integration) can reconcile without a support call.

Square processor reporting in Forge

1PriceSwipes' existing book runs on Square, Clover, and Valor/Suede outside Forge. Until Square transaction and reporting data appears in Forge, the "one platform across processors" promise doesn't cover their actual business. Requested as part of the broader multi-processor backbone unification (Adyen + Stripe today, Square next).

Custom date range on dashboard metrics

Top-level dashboard metrics are currently partly locked to a 14-day window. Agencies and merchants need to set their own start and end dates to answer questions like month-end close or a specific promo period, without switching to the transaction-level table to get a custom range.

Deal kanban — onboarding pipeline visibility

Agencies need to see where a deal is stuck and whose court the ball is in — sales, integration, or merchant-side. Today this lives across spreadsheets, HubSpot, and GoHighLevel, and deals age out when follow-up falls through the cracks. Requested by 1PriceSwipes: visibility into onboarding-stage status (invite clicked, logged in, KYC submitted, bank added via Plaid, terms accepted, integration scheduled) inside Forge, distinct from lead/marketing tracking which stays in the agency's own CRM.

Simplified non-split payment path for resellers

Give resellers a simpler payment configuration option that skips splitting funds across the reseller hierarchy on every transaction — reducing setup complexity for reseller partners who don't need revenue-share splitting.

Planned4

Payment link: switch save card to default

No description

Agency branding on merchant login, emails, etc

Woo Commerce Integration

Woo Commerce Integration 5 2

Guard against duplicate automatic payouts per store

Guard against duplicate automatic payouts per store Add a safeguard so each store can only ever have one active automatic payout schedule running at a time, closing a data-integrity gap that could otherwise let a store end up on two payout schedules at once and risk being paid out twice for the same settled funds. A backend reliability fix — merchants won't notice any change to how or when they're paid, only that it's now guaranteed correct.

In progress4

Add risk metrics that roll up from the stores up (NOF, Chargebacks, etc)

Multi-currency payment acceptance & settlement

Accept and settle payments in currencies beyond USD, with correct conversion, reporting, and payout handling throughout the platform — so international merchants and their customers can transact in their own local currency without manual workarounds or spreadsheet reconciliation.

QuickBooks integration rebuilt natively in SwipeAras

QuickBooks integration rebuilt natively in SwipeAras Bring the entire QuickBooks integration in-house: QuickBooks invoices will mint SwipeAras checkout links directly, with no external hop through the current Azure-hosted service — improving reliability and security (closing gaps in today's OAuth and webhook verification) and putting QuickBooks on the same integration pattern already used for NetSuite. The standalone external QuickBooks service is retired once cutover is verified complete.

Stripe-Integration

Released11

Alternative Payment Methods (APMs) - Klarna, Apple Pay, etc.

More reliable dispute & chargeback handling

Strengthen how SwipeAras processes disputes and chargebacks end-to-end so merchants get consistent, accurate dispute status and outcomes — reducing missed response deadlines and revenue lost to preventable chargeback losses.

EU / euro support on Reseller platform

Add EU and euro currency support to the Reseller Platform. Currently in Later column (backlog).

Payment link + virtual terminal

Combine payment link and virtual terminal functionality. Currently in Later column (backlog).

Invoice using payment link

Enable invoicing functionality using payment links. Currently in Later column (backlog).

AI-enabled Support Desk (Slack > Gleap)

Build AI-enabled support desk that integrates Slack with Gleap for unified customer support handling. Currently in Now column (active development).

Enhance and debug report UI

Enhance and improve the reporting UI with better debugging capabilities. Currently in Now column (active development).

Netsuite Integration

Integrate NetSuite for accounting and business operations. Currently in Now column (active development).

Quickbook integration: invoice and email

Integrate QuickBooks for invoice and email functionality. Currently in Now column (active development).

Create testing plan for API and SPA

Create a comprehensive testing plan for API and SPA, written in TypeScript. This plan should cover everything except regression testing currently in agent-smoke-test. Status: Abandoned. Assignee: Xavier Ortiz. From DEV-68.

Ideas12

Add Store metrics (reserve, payout, NOF, etc) to API

Streamline onboarding

Merchant branding and custom domains on payment links

Sales-facing integrations reference list

Per-agent book & margin view

Month-end payout reconciliation report

Square processor reporting in Forge

Custom date range on dashboard metrics

Deal kanban — onboarding pipeline visibility

Simplified non-split payment path for resellers

Planned4

Payment link: switch save card to default

No description

Agency branding on merchant login, emails, etc

Woo Commerce Integration

Woo Commerce Integration 5 2

Guard against duplicate automatic payouts per store

In progress4

Add risk metrics that roll up from the stores up (NOF, Chargebacks, etc)

Multi-currency payment acceptance & settlement

QuickBooks integration rebuilt natively in SwipeAras

Stripe-Integration

Released11

Alternative Payment Methods (APMs) - Klarna, Apple Pay, etc.

More reliable dispute & chargeback handling

EU / euro support on Reseller platform

Add EU and euro currency support to the Reseller Platform. Currently in Later column (backlog).

Payment link + virtual terminal

Combine payment link and virtual terminal functionality. Currently in Later column (backlog).

Invoice using payment link

Enable invoicing functionality using payment links. Currently in Later column (backlog).

AI-enabled Support Desk (Slack > Gleap)

Build AI-enabled support desk that integrates Slack with Gleap for unified customer support handling. Currently in Now column (active development).

Enhance and debug report UI

Enhance and improve the reporting UI with better debugging capabilities. Currently in Now column (active development).

Netsuite Integration

Integrate NetSuite for accounting and business operations. Currently in Now column (active development).

Quickbook integration: invoice and email

Integrate QuickBooks for invoice and email functionality. Currently in Now column (active development).

Create testing plan for API and SPA