Product Roadmap

See what we have built, what we are working on, and where we are headed.

Shipped

Features live in production

AI & Agents

  • 7 specialized AI agents
  • Structured workflow (Propose → Execute)
  • AI chat with context
  • AI usage tracking & cost analytics
  • Knowledge base for AI context

Project Management

  • Full task management with subtasks
  • Task dependencies & blocking
  • Dashboard with schedule calendar
  • Overdue alerts & quick-add
  • Work streams & execution tracking

Financial Suite

  • Invoice creation & payment tracking
  • Per-invoice payment methods
  • AI receipt parsing (Gemini)
  • Expense categorization
  • Bank reconciliation
  • P&L, AR aging, cash flow reports
  • Budget planning
  • Journal entries

Contracts & Docs

  • Digital signature requests
  • QR document verification
  • Expiration tracking & alerts
  • SOPs with Google Drive sync
  • Bulk document upload

CRM & Portal

  • Contact & relationship management
  • Client portal v2
  • Entity management
  • Team invitations & roles

Strategy

  • Strategy pages
  • Risk registry
  • Portfolio pruning analysis

Marketing Site

  • Full homepage with 10 sections
  • 7 solution pages
  • 5 industry pages
  • 3 blog posts
  • About, Pricing & Roadmap pages

In Progress

Currently being built

Natural task creation from chat

Parse conversational input to create tasks automatically

Cross-conversation AI memory

AI agents remember context across conversations

Proactive AI suggestions

Daily task suggestions and workload balancing

Google Calendar sync

Two-way sync with Google Calendar for scheduling

Planned

On the roadmap for 2026

Mobile app (PWA)

Progressive web app for mobile access

Time tracking

Track billable hours with automatic invoice generation

Advanced analytics

Team productivity, financial forecasting, project profitability

Slack & Teams integration

Notifications and commands from your chat tools

API & webhooks

Connect external tools and build custom integrations

QuickBooks integration

Sync financial data with QuickBooks

Future Vision

Where we are headed

Automated workflows

Event-triggered automation with AI decision making

Real-time collaboration

Live document editing and shared workspaces

Enterprise SSO

SAML/SSO authentication for large organizations

Custom branding

White-label the platform for your business

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