Public Roadmap
See what we're building
Full transparency on what's shipped, what's in progress, and what's coming next.
Planned
4On our radar — coming in future releases
Calendar Management
Client meetings, follow-up reminders, and availability management integrated with your offer pipeline.
PlatformAI Email Assistant
Draft follow-ups, proposal emails, and client updates with AI — always with human-in-the-loop approval before sending.
AIProject Management
Track deliverables, milestones, and time per client. Connect projects to offers and invoices for a complete picture.
PlatformCustom Workflows
Build your own multi-step workflows that combine AI agents, data from your financial plan, and actions like email drafts or report generation.
AIIn Progress
0Actively being built right now
Shipped
7Live and available to all users
Offer & Invoice Builder
Drag-and-drop editor for offers and invoices with sections, line items, auto-calculated totals, version history, and the option to split invoices.
Documents3 PDF Templates
Classic, Modern, and Minimal templates with full branding support.
DocumentsReal-Time Document Tracking
Track when clients open, view, and interact with your offers and invoices — with view counts, timestamps, and email notifications.
DocumentsFinancial Planning & Analysis
13 interconnected sheets: income statement, balance sheet, cash flow, capex, opex, personnel, and more.
AccountingAI Financial Agents
One agent per financial sheet. Ask questions in natural language, backed by real data.
AIAI Invoice Recognition
Upload invoices and let AI extract line items, amounts, and tax details — automatically matched and booked to the right accounts.
Accounting & AIDocument Storage
Invoices are automatically stored and organized after recognition — searchable, audit-ready, and always accessible.
Platform