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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

Paste a key, review what came in, run the month.

Aug 2026

Stripe connection

Live

Paste a key, 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

In progress

Scheduled pulls from your systems into the close.

ETLs

In progress

Scheduled pulls from your systems into the close.

Multi-client workspaces

In progress

One login, several businesses, one list.

Multi-client workspaces

In progress

One login, several businesses, one list.

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

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

Planned

Work through the month on a shared board.

Collaborative boards

Planned

Work through the month on a shared board.

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.

Reach out

Built by and with finance teams

Better decisions start with better context

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