What We've Shipped

Presentations, Messages & Your Brand

• Turn a customised report into a presentation, reviewed slide by slide, in your firm's colours with white labelling
• The Analyst Presents: invite an investor, and The Analyst presents the final deck to them by voice
• Messages between advisors and clients, plus team-only threads about each client
• Teams, firm-wide two-factor sign-in, session length and out of office
• Connect QuickBooks, and read stock from NetSuite or QuickBooks as well as Cin7 Core
• Help tips and articles inside the portal, and a client portal that matches the advisor's

Customised Reports & Questionnaires

• Customised reports: the report a client needs, from a brief, with every assumed figure marked
• A 15-minute questionnaire for small businesses, and all thirteen questionnaires rewritten shorter and plainer
• Clients can answer their questionnaires by voice
• Meeting notes drafted from the recording, with the actions you confirm becoming action items
• Group financials: each company's figures and the group they make
• Two-factor sign-in, and a practical week-by-week cash flow

NetSuite & Forecasts

• Connect NetSuite as well as Xero
• Forecasts built from the client's own accounts and balance sheet
• Gross profit per head and per dollar of employment cost
• Inventory ordering report and order lists, with your own reorder levels

Financials & Inventory

• Forward-looking forecasts with a confidence band, for a single business or a group
• Management financials, with commentary you can publish to your client
• Financials, forecast and metrics in the client portal
• Inventory: upload stock or connect Cin7 Core, and see slow, dead and reorder stock
• A standalone indicative valuation report

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

Meetings

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

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

Accounting Integration

• Connect Xero for automatic financial-data import and sync

Deal Room

• Secure fundraising and M&A data room: investor access, NDAs, document Q&A

Mid-Length Report

A new report of about 50 pages that distils the full strategy report into a concise version, more detailed than the executive brief but far more digestible than the full report.

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

Stability & Polish

• Fixed client invite login redirect loop
• Fixed report generation stalling during validation
• Correct page numbering across section dividers

Documents & Charts

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

Client Portal & Presentations

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