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Public Roadmap

Targeted initially at receipts and allowing easy upload through the drivers portal, its envisioned that this capability would be applied more broadly to documents upload in other modules at a later stage.<ul><li>OCR across PDF/JPG/PNG/HEIC/mobile formats</li><li>Detect invalid photos (faces, non-receipts)</li><li>Auto populate relevant fields within screens directly from receipt or document</li><li>Auto-approve claims under $80 GST inclusive after receipt is validated</li><li>Funds Sufficiency Check: Ensure the driver account has enough money before auto-approval</li><li>Duplicate/fraud detection</li><li>Agentic Expense Validator: AI-based validation pipeline</li><li>Full audit trail and explainable AI decision logs</li></ul>

Intelligent Receipt and Document Recognition (OCR)

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Problem Statement: Today, employers have limited visibility into changes to employee payroll deductions, particularly when a novated lease or vehicle usage deviates from the original assumptions (e.g., higher kilometres, servicing, or running costs). These variations are typically identified late and communicated through manual reports, emails, or escalations, requiring employer intervention outside normal payroll workflows. This results in delayed approvals, reactive payroll adjustments, additional coordination effort, and avoidable friction between employers, FMOs, and employees.Goal: Provide employers with a role-appropriate portal that gives them early visibility, approval control, and automated payroll alignment for salary packaging and novated lease variations—allowing changes to be approved and applied cleanly, predictably, and with minimal manual intervention.Key Capabilities<ul><li>Proactive notification of payment variations Employers are notified when higher vehicle usage or cost changes will result in a payroll deduction variation, before the change is applied.</li><li>Approval workflows for variations Employers can review and approve (or query) proposed payroll changes directly in the portal, with full context and audit trail.</li><li>Payroll system integration Once approved, variations can be automatically passed to the employer’s payroll system, removing the need for manual re-entry or follow-up.</li><li>Ongoing visibility and oversight Employers can view current balances, funding position, upcoming payroll impacts, and historical changes in one place.</li></ul>Key Benefits<ul><li>Early visibility into cost and payroll impacts, reducing surprises</li><li>Faster, cleaner payroll adjustments with fewer errors</li><li>Reduced manual coordination between employers, FMOs, and support teams</li><li>Improved employer confidence and control without increasing administrative burden</li><li>Preserved service model, with FMOs retaining ownership of customer relationships</li></ul>

Employer Portal for Payroll

Unified notifications panel for:<ul><li>Approvals</li><li>Expiring registrations</li><li>Insurance documents</li><li>Budget variations</li><li>Compliance alerts</li><li>Workflow reminders (checklists, terminations, settlements)</li></ul><ul><li>Supports email, SMS, and in-app notifications (e.g.: fuel overspend, holiday office hours, service overdue)</li><li>Fully auditable</li><li>Apply Regular Expression (regex) validations to fields</li></ul>

Notifications Center

Before sending any system-generated email (quote acceptance, rollover, termination notices, approvals, reminders):Users must be able to:<ul><li>Edit subject, body, and attachments</li><li>View merged field outputs</li><li>See which fields must not be removed (e.g., signed URLs, OTP tokens)</li><li>Save the final sent version to the audit history</li><li>Make per-send customisations without changing master templates</li></ul>

Ability to Edit Generated Email Before Sending

A new feature for the Drivers portal that provides drivers with real-time visibility into lease usage and budget trends:<ul><li>Kilometres vs contracted kilometres</li><li>Fuel/electricity usage</li><li>Servicing, tyres, and consumables</li><li>Spend vs budget and emerging overrun risk</li><li>Trend indicators and MoM / QoQ / YoY comparisons</li></ul>This shifts the Driver Portal from a transactional to a decision-support model, reducing unexpected lease variations with additional items like:<ul><li>Driver compliance scoring</li><li>Insurance/missing-doc detection</li><li>Integration with Linxio for behaviour and safety scoring</li></ul>

Driver Usage, Cost & Compliance Scorecard (Driver Portal)

Auto-populate contract start dates, pay cycles and propagate across related screens where possible to reduce manual entry, prevent data errors, and ensure consistent behaviour across all modules.These rules reduce manual entry, prevent data errors, and ensure consistent behaviour across all modules.Contract &amp; Finance Defaults<ul><li>Default Contract Start Date: Auto-populate based on quoting workflow or employer configuration.</li><li>Default Pay Cycle: Prepopulate based on the most common or most recent employer pay cycle; fully editable.</li><li>Report Finance Payments (Default = TRUE): The Checkbox on the Finance tab is preselected by default and is editable, with an audit trail.</li><li>Payment Start Date Deferment Rules: Determined by Business Rules Engine (employer-specific rules, delivery date, rego status, payroll cycle), with full explainability.</li><li>Payment Total Consistency Rule: Total Payments (initial + ongoing payments) must equal the Finance tab payment code totals before contract approval. Discrepancies must be flagged and corrected.</li></ul>Vehicle Tab Defaults<ul><li>VIN → Registration (Rego) Prepopulation: Auto-populate registration number, expiry, model confirmation from VIN/rego services (PPSR/NEVDIS).</li><li>Default Rego Expiry: Default to Contract Start Date + 1 day for new vehicles.</li></ul>Insurance Defaults<ul><li>Master Insurance Policy Expiry: Tenant-set onboarding field; applied automatically to all leases.</li></ul>

Pre-Populate Default Values on Key Fields

<ul><li>Visual workflow builder (Flowable) for multi-step processes: Approvals, Claims, Payments, Receipts, Variations, Renewals</li><li>Auto-propagate defaults (contract start, employer, banking details, budget profiles)</li><li>Agentic Workflow Copilot: suggests routing, resolves exceptions, and escalates tasks.</li></ul>

Workflow Automation & Intelligent Defaults

<ul><li>Salary Packaging Quoter &amp; Comparison Engine (replaces spreadsheets/macros used by clients today)</li><li>Package selection &amp; enrolment</li><li>Claim submission, substantiation, and tracking</li><li>Real-time balance and cap utilisation</li><li>Employer-specific payroll and reporting defaults</li><li>Custom layouts (DIDO, RAF, RATR)</li><li>Associate lease reporting and printouts</li></ul>

Employee Portal for Salary Packaging

The Employee Portal upgrade is focused on delivering a more modern, intuitive, and consistent user experience across the platform. The refresh will simplify navigation, improve visual clarity, and streamline key workflows—making it easier and faster for users to complete everyday tasks.It also introduces a scalable, user‑centric design system, ensuring the interface can evolve alongside new features and integrations, while maintaining strong performance, accessibility, and a cohesive, native look and feel throughout the Driver Portal experience.

Employee Portal 2.0

The Driver Portal upgrade is focused on delivering a more modern, intuitive, and consistent user experience across the platform. The refresh will simplify navigation, improve visual clarity, and streamline key workflows—making it easier and faster for users to complete everyday tasks.It also introduces a scalable, user‑centric design system, ensuring the interface can evolve alongside new features and integrations, while maintaining strong performance, accessibility, and a cohesive, native look and feel throughout the Driver Portal experience.

Driver Portal 2.0

<ul><li>Add explicit “GST Included” / “GST Separate” flags on every expense.</li><li>Support split-expense modelling.</li><li>Display flags in UI, APIs, exports, and Xero/MYOB integrations.</li><li>Auto-backfill where derivable.</li></ul>

In Development

GST Status Flags & Splits

Submit and manage Metro Finance applications directly within Catch-e to streamline finance processing, reduce manual work, and receive faster approval decisions for customers.

Integrate Metro Finance Interface with Catch-e

The development of Contract APIs transform Catch‑e into a more open, scalable, and integration-friendly platform, enabling efficient contract processing while supporting innovation, partner connectivity, and superior user experiences.

Contract APIs

Delivers the integration of the JATO vehicle data interface with the Catch‑e platform to enable the automated exchange and consumption of accurate, up‑to‑date vehicle data.

JATO Vehicle Data Interface with Catch‑e

Salary Packaging

Deliver a seamless in‑product support experience by embedding the Featurebase Support Bot directly into Catch‑e. The integration is designed to feel like a natural extension of the platform—providing timely, relevant help based on what users are doing, without adding clutter or distraction. It encourages self‑service and quick issue resolution, improving adoption while reducing reliance on manual support, all while maintaining strong performance and accessibility standards.

Completed

Support Bot Integration with Catch-e

<ul><li>Extend/modify contracts without rebuilding</li><li>Update budgets, mileage, and repayments</li><li>Auto-update payroll and finance schedules</li><li>AI-validated audit trails</li><li>Pre-fill employer/employee letters, attachments</li></ul>

Contract Variations & Extensions Automation

<ul><li>Transfer balances between contracts for the same driver/employer</li><li>Transfer validation (balances, liabilities, holds, payroll locks)</li><li>Approval workflows and reversal windows</li><li>Ledger/journal creation; events via API</li><li>Inclusion in reconciliation and cashflow reporting</li><li>RBAC to restrict initiators/approvers</li></ul>

Inter-Contract Funds Transfer

<ul><li>Generate an ABA payment file for supplier payments and driver reimbursements.</li><li>Select approved payments and export them in a bank‑ready ABA format.</li><li>Validate bank details to prevent errors.</li><li>Download and store the ABA file securely.</li><li>Support fast and efficient bulk payment processing.</li></ul>

Implement Supplier Payments ABA File Generation

The Catch‑e front‑end UI upgrade is focused on delivering a more modern, intuitive, and consistent user experience across the platform. The refresh will simplify navigation, improve visual clarity, and streamline key workflows—making it easier and faster for users to complete everyday tasks.It also introduces a more scalable design system, ensuring the interface can evolve alongside new features and integrations, while maintaining strong performance, accessibility, and a cohesive look and feel throughout the product.

Catch-e Frontend 2.0

Submit and manage Pepper Money applications directly within Catch-e to streamline finance processing, reduce manual work, and receive faster approval decisions for customers.

Integrate Pepper Money Interface with Catch-e

Delivers the integration of the Autograb vehicle data interface with the Catch‑e platform to enable the automated exchange and consumption of accurate, up‑to‑date vehicle data.