Roadmap
What we are building, in the order we expect to ship it. No dates, no vapor: items move to the changelog when they are live.
Now
Being built4AI bank statement parsing
Upload statement PDFs and get monthly revenue, average daily balance, NSFs, negative days and existing positions filled in for you.
Send submissions from your own mailbox
Connect Gmail or Outlook, send packages from your own address, and pull lender replies and offers back onto the deal.
One-click Centrex import
A preset that maps a Centrex export straight onto leads, merchants and deals, so switching takes minutes.
E-sign
Send applications and contracts for signature (DocuSign, PandaDoc and similar) and track them on the deal.
Next
Up after that7Click-to-call dialer
Call from the browser with automatic call logging and recordings on the timeline.
SMS
Two-way texting with consent tracking, opt-outs and quiet hours built in.
Email blasts and drip campaigns
Campaigns to leads and merchants, including renewal outreach when a merchant becomes eligible.
Bank connect
Send merchants a link to connect their business bank account instead of uploading statements.
Merchant application portal
A branded link where merchants fill in the application and upload their documents.
Compliance pack
State disclosure tracking, a broker licence registry and consent audits.
Self-serve billing
Pick a plan, add seats and manage your subscription in the app.
Later
Planned6API access and webhooks
API keys and webhooks to connect your own tools.
Lender API network
Submit to lenders that accept deals by API and get decisions back automatically.
AI assistant
Deal summaries, drafted emails and suggested next steps.
Underwriting scorecards
Score deals your way before they go out.
White-label portal
Your brand on everything merchants and partners see.
Servicing and syndication
ACH collections and participation tracking for shops that also fund.
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