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Changelog

We ship features in days, not quarters. Here's what's new in the platform.

3.3.0

OAuth Logins & CRM Integrations

April 11, 2026
New Google OAuth login - sign in with your Google account
New Microsoft OAuth login - sign in with your Microsoft account
New Google Contacts connection for CRM - sync contacts from Google
New Microsoft 365 connection for CRM - sync contacts from Outlook/Microsoft 365
3.2.0

Intelligence & Automation Sprint

March 21, 2026
New Cost Savings Tracker - track realized and projected savings per client
New Vendor Scorecard - rate suppliers on performance, pricing, and support
New Renewal Playbook - AI-powered negotiation strategies for upcoming renewals
New Actionable Insights - AI recommendations surfaced on the dashboard
New Contract Timeline - visual Gantt-style view of all contract dates
New Executive PDF Report - one-click export for QBRs and client reviews
New Bulk Invite API - onboard multiple clients at once
New Client Health Dashboard - engagement scoring and churn indicators
New In-app changelog - 'What's New' announcements inside the portal
New Quick Actions FAB - floating action button for common tasks
New Business Metrics dashboard - MRR, growth rate, client churn
New Onboarding Progress tracker - guided setup for new clients
New Email notifications for contract renewals and alerts
Improved Mobile responsive audit across all portal pages
Improved Dark mode polish - consistent theming throughout
Fixed Green button text contrast fixed for accessibility
3.1.0

Network & Security Tools

March 2026
New Network Topology builder - visual drag-and-drop network mapping
New Connectivity Monitor - daily health checks on all circuit IPs
New Network Monitoring dashboard with real-time status
New Help Desk - client-facing service request system
New IP address tracking for connectivity contracts
Improved Contract detail view with circuit ID and account number fields
3.0.0

Ace AI & Document Intelligence

March 2026
New Ace AI assistant - natural language queries across all client data
New AI-powered PDF contract extraction (vendor, pricing, dates, terms)
New Circuit ID and account number auto-extraction from contracts
New Date signed tracking separate from contract start date
New Document management with inline editing and categorization
New Document types: contract, invoice, quote, roadmap, bill, LOA, amendment
Improved Contract categories expanded: cloud, connect, cyber, CX, AI, mobility, managed IT
2.5.0

CRM Pipeline & Commissions

February 2026
New Visual Kanban deal pipeline with drag-and-drop stages
New Commission tracking per deal - upfront, residual, and blended
New Supplier directory with partner program tiers
New Deal source tracking and attribution
New Weighted pipeline forecasting
New Activity timeline and deal history
2.0.0

Spend Analytics & Multi-Location

February 2026
New IT spend dashboard with category breakdowns
New Spend trend charts - monthly, quarterly, annual views
New Interactive donut and bar chart visualizations
New Location-based spend mapping with interactive map
New Vendor concentration analysis
New Multi-location organization support
1.5.0

Contract Management & Projects

January 2026
New Contract management with document upload and storage
New Project tracking with status workflows
New Organization profiles with employee count and industry
New Contact management with role-based profiles
New Dark/light theme toggle
Improved Dashboard cards with real-time data
1.0.0

Platform Launch

January 2026
New Advisor OS platform launched
New Executive dashboard with real-time client metrics
New Role-based access control - admin, advisor, and client roles
New Magic link authentication
New Row-level security across all data
New Invite-only registration model