Progress, Release Notes & Roadmap

Built Over Years. Shipped in Months.

The Analyst didn't appear overnight. It's the product of decades of advisory work, years of data, and a deliberate build process that started long before a single line of code was written.

Our Journey

From Research to Product

Pre-2024

The Research

Data mapped and research completed across thousands of SMEs. We set out to answer: "How can we make any small business better?"

33x return on fees
January 2024

Backable Build Begins

Development starts on the Backable platform, the foundation that would eventually power both Backable.ai and The Analyst.

May 2024

First Internal Tool

The first internal tool goes live. Proof that the underlying methodology could be operationalised through technology.

4-6 hours saved per process
June-July 2024

AI Research Begins

Backable AI research kicks off, built on proprietary data tracked over thousands of businesses. The methodology meets machine learning.

November 2024

Backable Product Takes Shape

The Backable product takes shape as a direct-to-market platform for SME owners.

March 2025

Internal Tool Upgrade

Upgraded internal tools validate the approach and fund the next phase of development.

7-9 hours saved per week per staff member
April 2025

The Analyst: First Test

The first Analyst test project kicks off, applying the full methodology through the platform for the first time.

August 2025

Full-Scale Build

Full-scale development of The Analyst platform begins.

September 2025

Focus Group Testing

Focus group testing with real users to validate the Backable experience.

November 2025

First Beta Testers

The first external beta testers begin using Backable.ai.

December 2025

First Fully Automated Report

The first fully automated Analyst report is generated end to end, from questionnaire input through multi-engine analysis to final deliverable. A milestone moment.

January 2026

30 Clients Tested

30 clients tested The Analyst platform, providing real-world validation of the methodology and outputs.

30 clients validated
February 2026

Closed Beta Programmes

Closed beta programme for The Analyst and continued beta for Backable.ai.

March 2026

Final Refinements

Final refinements to both The Analyst and Backable ahead of market launch.

April 2026

Go to Market

Both products launch to market. The Analyst opens to advisory partners. Backable.ai opens to SME owners.

Release Notes

What We've Shipped

v3.5
July 2026

Forecasting & Teams

  • Forward-looking financial forecasts with scenario modelling
  • Practice teams: scope which staff can see which clients
v3.4
June 2026

Strategic Plan & Ask The Analyst

  • One-page strategic plan generated from the analysis, shareable to clients
  • Ask The Analyst: an AI assistant across your whole book, in chat and voice
v3.3
June 2026

Meetings

  • Schedule client meetings and recurring series
  • Auto-generated minutes and board reports, aligned to the strategy
  • Instant answers in-meeting from The Analyst
v3.2
May 2026

Dashboards & Action Tracker

  • Interactive dashboards: a live view of client performance and progress
  • Action tracker: turn a report into a live plan and measure what's working
v3.1
May 2026

Accounting Integration

  • Connect Xero for automatic financial-data import and sync
v3.0
April 2026

Deal Room

  • Secure fundraising and M&A data room: investor access, NDAs, document Q&A
v2.9.0
11 March 2026

Mid-Length Report

A new ~50-page condensed report format that distils the full strategy report into a concise version, more detailed than the executive brief but far more digestible than the full report.

v2.8.0
9 March 2026

AI-Powered Report Review

  • AI can now review and fix issues across all sections in one go
  • Improved executive brief formatting and conciseness
  • Significant improvements to report generation reliability
v2.7.0
3 March 2026

Stability & Polish

  • Fixed client invite login redirect loop
  • Fixed report generation stalling during validation
  • Correct page numbering across section dividers
v2.6.0
February 2026

Documents & Charts

  • Document upload and automatic structured data extraction
  • 24 interactive charts: Monte Carlo, valuation, risk, strategy
  • Improved formatting consistency across all report sections
v2.5.0
January 2026

Client Portal & Presentations

  • Client portal for completing questionnaires and viewing reports
  • Presentation export in PPTX format from strategy reports
  • Enhanced system administration capabilities

Roadmap

What's Next

A snapshot of what we're working on and what's planned. Timelines are estimates and may shift as priorities evolve.

In Progress

White-Label Option

Q4 2026

Custom branding for partner and reseller deployments, present The Analyst under your own brand.

In Testing

Advanced Multi-Agent Analysis

TBD

Next-generation analysis workflows for deeper, more comprehensive business insights.

In Testing

Agentic Actions & Review Meeting Updates

Q4 2026

Autonomous workflows triggered from review meetings, capturing decisions, flagging follow-ups, and updating records.

Parked

Voice Agent V2

Parked to Q4 2026

Enhanced AI-powered voice assistant for conducting client interviews and questionnaire walkthroughs. Paused while we prioritise the testing pipeline above.

Planned

Investment & M&A Report

Q4 2026

A dedicated report format for investment readiness and mergers & acquisitions analysis.

Exploring

Pitch Deck Generator

Under consideration

Automatically generate a polished, investor-ready pitch deck from your Analyst report and business data.

Custom Reports

Under consideration

Build and configure bespoke report formats tailored to specific client needs or advisory use cases.

Portfolio Management

Under consideration

Manage and monitor multiple client engagements from a single portfolio view.

Recently Shipped

Interactive Dashboards

Shipped June 2026

A live, interactive view of client performance and strategic progress. (Previously listed as "Live Dashboard".)

Meetings & Live Meeting Assistant

Shipped June 2026

Schedule meetings, auto-generate minutes and board reports, and get instant answers from The Analyst in the room. (Previously listed as "Live Attendance".)

Accounting Integration

Shipped May 2026

Connect Xero for automatic financial-data import and sync. (Previously listed as "Financial Data Integrations".)

Mid-Length Report

Shipped March 2026

A new ~50-page condensed report format, more concise than the full strategy report but more detailed than the executive brief. Available now to all advisors.

Timelines are estimates and may shift as priorities evolve. Features in the Exploring category are under consideration and not yet committed.

Want to See It for Yourself?

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