Roadmap
What's coming. What we're honest about.
Three horizons: Now (shipping in weeks), Next (this year), and Later (directional). No fake dates. Order shifts based on what design partners ask for first.
Now
shipping next 4–8 weeks
AI variance commentary
The agent auto-writes variance commentary on the top 3 movers, drafted as a board-ready paragraph. Click Post to commit.
Approval workflow on chat writes
Admin-gated review before chat writes commit. The draft sits in a queue; an approver reviews + posts.
Designer (drag-drop dashboards)
Build custom executive dashboards by dragging fields into a canvas. No model-builder team required.
Mobile-responsive product pass
The marketing site is mobile-perfect; the product app gets the same treatment for board-meeting use.
Next
Q3–Q4 2026
NetSuite + QuickBooks connectors
Native bidirectional sync. Pull trial balance and chart of accounts on schedule; push journal drafts back when ready.
Multi-tenant SaaS hosting
Self-serve account creation. Workspace isolation via row-level security. Available alongside the existing self-host option.
SSO (SAML / OIDC)
Required by every enterprise procurement workflow. Ships with the multi-tenant release.
Substitution variables / row-level security
Enterprise governance: hide JP entity numbers from the EU planner who shouldn't see them. Per-role, per-row.
Later
directional · 2027
ML-based anomaly alerts
Train per-account models on history; flag departures from expected ranges. Beyond simple z-score.
Public dashboard share-links
Generate a read-only link with a TTL + watermark. Send it to a board member who shouldn't have full access.
Native mobile app
iOS + Android. The agent in your pocket — same chat, same writes, same audit trail.
Plugin system
Customers + partners can ship their own tools into the agent's tool-call menu. Marketplace later.
Want to influence what ships next?
Design partners get a direct line to the roadmap. We'll build what you need in exchange for early feedback.
Become a design partner