Public Roadmap
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Drag-and-drop editor with sections, line items, auto-calculated totals, and version history.
OffersLogo, colors, fonts — applied automatically to every offer and PDF.
OffersClassic, Modern, and Minimal templates with full branding support.
OffersBranded web pages where clients can review, accept, or decline offers.
OffersView counts, first-view timestamps, and email notifications when clients engage.
Offers13 interconnected sheets: income statement, balance sheet, cash flow, capex, opex, personnel, and more.
AccountingUpload bank statements with auto-categorization and smart rules that learn your patterns.
AccountingOne agent per financial sheet. Ask questions in natural language, backed by real data.
AIEU VAT calculations with reverse charge handling. Multi-country support and quarterly filing.
AccountingTOTP-based 2FA with encrypted backup codes for account security.
PlatformGenerate professional offers from a brief with suggested pricing and sections.
AIActively being built right now
Custom financial reports with period-over-period comparison, variance analysis, and exportable dashboards.
ReportingForward-looking projections with pipeline probability weighting and scenario modeling.
AccountingProactive quarterly tax estimates with automatic set-aside recommendations based on your income.
AccountingOn our radar — coming in future releases
Client meetings, follow-up reminders, and availability management integrated with your offer pipeline.
PlatformDraft follow-ups, proposal emails, and client updates with AI — always with human-in-the-loop approval before sending.
AITrack deliverables, milestones, and time per client. Connect projects to offers and invoices for a complete picture.
PlatformUnified link per client: proposals, contracts, invoices, project updates — all in one branded page.
OffersBuild your own multi-step workflows that combine AI agents, data from your financial plan, and actions like email drafts or report generation.
AIWe build what our users need. Submit a feature request and let the community upvote it — the most-wanted features get built first.