Roadmap

Sign-in and roles

One-click demo accounts for admin, manager, accountant, staff and client.

Access rules

Every query is limited to your organization, and clients to their own company. Covered by automated tests.

Dashboard

Revenue, outstanding and overdue amounts, a 12-month revenue chart and work lists.

Clients, projects and invoices

Searchable tables, a project board, detail pages and CSV export.

Mark invoices paid

Records the payment and writes the audit log in one transaction.

Team, permissions and audit log

Who can do what, and a record of every change.

Client portal

Clients see their own projects, files, comments and invoices, and pay online.

Online payments

A clearly labelled demo checkout today; Stripe test mode switches on when connected.

Comments

For the agency team and clients; staff choose what the client sees.

Nightly demo reset

Restores the sample data and fetches the day's ECB exchange rates.

REST API

Read-only v1 for clients, projects and invoices, with hashed API keys, rate limits and public docs.

Live demo on a hosted database

Connecting the production database so the demo sign-in works on this site.

AI assistant

Built and tested: answers questions about clients, projects and invoices through the same access rules. Goes live once a free-tier model key is added.

File uploads

Built: private storage, type checks and access-checked downloads. Goes live once file storage is connected.

Webhooks and API keys in settings

Signed webhooks for automation tools, and creating or revoking API keys from the app.

Emails and real-time notifications

Invoice emails and live updates when a client comments or pays.

Invoice PDFs

Download any invoice as a PDF.

Preview modules go live

Pipeline first, then time tracking, expenses, HR, support and reports.