PRODUCT

Changelog

0.3.0May 2, 2026
Nango OAuth integration — secure connect for QuickBooks, HubSpot, Google Workspace via Nango Connect sessions with SDK preloading and popup fallback
Stripe Embedded Checkout — inline payment form with client_secret, no redirect to Stripe.com
CRM system — contacts, deals/pipeline, and interaction tracking per client
Invoices — generate invoices from work sessions, track status (Draft → Sent → Paid → Overdue), print-friendly HTML export
Client Portal — share read-only engagement progress with clients via secure expiring links
Demo Data Seeding — one-click "Load Demo Data" button to populate the dashboard with 5 sample clients across all roles
Role KPI Values table — cached KPI data for overview cards without needing live integrations
Enhanced Integration Marketplace — error display for Nango SDK issues, Stripe Restricted key support with multi-endpoint testing
Complete Documentation & Help Center — 11 documentation sections and 23 FAQ answers across 6 categories
0.2.0April 24, 2026
Direct integrations — QuickBooks, HubSpot, Stripe, Slack, Asana, Linear, Notion, ClickUp, Datadog, Google Workspace
Role-specific dashboard customization — toggle KPIs and quick actions per client
Deliverable templates — pre-built for CFO, CMO, COO, CTO, CHRO
Integration marketplace with search and filtering
API key flow for Stripe, Linear, Notion, ClickUp, Datadog
0.1.0April 2026
Initial release
Multi-client dashboard with health scores
Passive time tracking
AI-powered client reports via Claude
Deliverable tracker with one-click status cycling
Marketing site with features, pricing, about