Roadmap
What’s live and what’s next
Last update: Sep 5, 2026
All
Live
In progress
Planned
Computed
Tools to help merge, clean, and transform your data sources.
ARR bridge
Live
Who joined, left, paid more or less, and the dollars behind each.
Aug 2026
ARR bridge
Live
Who joined, left, paid more or less, and the dollars behind each.
Aug 2026
Stripe connection
Live
Connect read-only, review what came in, run the month.
Aug 2026
Stripe connection
Live
Connect read-only, review what came in, run the month.
Aug 2026
Annual plan handling
Live
Prepaid plans spread across the months they cover.
Jul 2026
Annual plan handling
Live
Prepaid plans spread across the months they cover.
Jul 2026
Retention by cohort
Live
How many from each joining month are still paying.
Aug 2026
Retention by cohort
Live
How many from each joining month are still paying.
Aug 2026
File preview
Live
What your file says before anything runs.
Sep 2026
File preview
Live
What your file says before anything runs.
Sep 2026
ETLs
Live
Scheduled pulls from your systems into the close.
Sep 2026
ETLs
Live
Scheduled pulls from your systems into the close.
Sep 2026
Multi-client workspaces
Live
One login, several businesses, one list.
Sep 2026
Multi-client workspaces
Live
One login, several businesses, one list.
Sep 2026
Multiple revenue sources
Live
Two billing systems, one month.
Sep 2026
Multiple revenue sources
Live
Two billing systems, one month.
Sep 2026
Workflows
Live
Create, connect, transform, then run the month.
Sep 2026
Workflows
Live
Create, connect, transform, then run the month.
Sep 2026
Data preparation
Live
Fix and combine your data before the month runs.
Sep 2026
Data preparation
Live
Fix and combine your data before the month runs.
Sep 2026
First read of your files
Live
See how your files will be read before anything runs.
Sep 2026
First read of your files
Live
See how your files will be read before anything runs.
Sep 2026
More integrations
Planned
Billing, CRM and accounting beyond Stripe.
More integrations
Planned
Billing, CRM and accounting beyond Stripe.
Checked
Guard rails, rulings, and persistent context that you define.
Number checks
Live
Five checks on every figure before it is shown.
Aug 2026
Number checks
Live
Five checks on every figure before it is shown.
Aug 2026
Saved decisions
Live
Rule on a case once and every later month follows it.
Aug 2026
Saved decisions
Live
Rule on a case once and every later month follows it.
Aug 2026
Client report
Live
The month on paper, ready to hand over.
Aug 2026
Client report
Live
The month on paper, ready to hand over.
Aug 2026
Month sign-off
Live
Approve the month; every figure keeps its working.
Aug 2026
Month sign-off
Live
Approve the month; every figure keeps its working.
Aug 2026
Month view
Live
One page for each month.
Sep 2026
Month view
Live
One page for each month.
Sep 2026
Real-time alerts
Planned
Hear the moment a figure moves.
Real-time alerts
Planned
Hear the moment a figure moves.
Explained
Artifacts and deliverables to help form and share your stories.
Board package
Live
Live charts that stay editable in Slides or PowerPoint.
Sep 2026
Board package
Live
Live charts that stay editable in Slides or PowerPoint.
Sep 2026
Excel export
Live
The whole close in a workbook with a Checks tab.
Jul 2026
Excel export
Live
The whole close in a workbook with a Checks tab.
Jul 2026
Financial model
Live
A formula-driven model seeded from your closed months.
Aug 2026
Financial model
Live
A formula-driven model seeded from your closed months.
Aug 2026
Private customer names
Live
The AI only ever sees placeholders.
Jul 2026
Private customer names
Live
The AI only ever sees placeholders.
Jul 2026
Collaborative boards
Live
Work through the month on a shared board.
Sep 2026
Collaborative boards
Live
Work through the month on a shared board.
Sep 2026
White label
Planned
Your firm's name and logo on what clients see.
White label
Planned
Your firm's name and logo on what clients see.
Live slide deck
Planned
Deck charts that update when the month closes.
Live slide deck
Planned
Deck charts that update when the month closes.
We want to hear from you.
Share any ideas for features you don’t see that would be helpful or provide some feedback on what we could do better.
