Feature releases
What's new in The Analyst.
See what has shipped for advisors and their clients, month by month.
THE ANALYSTDEEP INTELLIGENCE
Advisor questionWhat changed for advisors?
What goes in
- Advisor workflow
- Connected client evidence
- Product feedback
What comes out
- New capabilities
- Workflow improvements
- Resolved issues
Illustrative workflow · Advisor judgement stays in the loop
Latest releases
The work keeps moving.
Monthly updates on reports, meetings, integrations and the ways teams share intelligence.
October 2026Presentations, Messages & Your Brand16 updates
- 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 in both portals, a how-it-works card for invited investors, and a client portal that matches the advisor's
- Pictures on meeting notes: a whiteboard or a screenshot, placed at the moment it came up and shared with the client
- Clients see the meetings booked with them, and their dashboard lists what they still have to do
- Ask The Analyst to edit a customised report you are reviewing; nothing changes until you apply it
- Voice interviews start on the questions written from each client's answers
- Ask The Analyst, in chat or by voice, for a table, chart, short document or a few slides: it appears on screen and downloads as Excel, CSV, PDF, Word or PowerPoint
- Share a table, chart, document or presentation with the people at your client you choose: they see it in their portal or get it as a PDF
- Ask for a table, chart, document or presentation and it is made after the answer, with time of its own; when an answer would work better as one, The Analyst offers to make it
- Private teams: clients only that team and your firm's owner can see
- A meeting you open but do not start no longer blocks the next one, and a meeting that cannot start says why
- A client's goals have their own tab in Setup, beside the starting figures you type in until their accounts are connected
September 2026Customised Reports & Questionnaires6 updates
- 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
August 2026NetSuite & Forecasts4 updates
- 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
July 2026Financials & Inventory8 updates
- 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
- Standalone valuation analysis
- Analyse each entity on its own or as a consolidated group, with forecasts at both levels
- Xero sync retries after rate limits and refreshes connections more reliably
- Larger client forecasts load without the previous timeout
June 2026Plans, Meetings & Financial Analysis8 updates
- Generate an editable one-page strategic plan from the analysis and share a read-only view with the client
- Ask The Analyst across your advisory book in chat or voice, with access to client facts, financials and forecasts
- Schedule and manage one-off or recurring client meetings, with recording, transcription and structured minutes
- Send confirmed meeting actions into the Action Tracker and ask The Analyst questions during meetings
- Compare profit and loss, balance sheet and cash flow by month, quarter or year, including prior-period variances
- See customer acquisition cost, payback period and lifetime value to acquisition cost where client data supports them
- Download a 60-month, three-statement forecast as CSV
- Clearer Xero connection errors explain the issue and offer reauthorisation when access has lapsed
May 2026Dashboards, Actions & Xero4 updates
- Interactive dashboards show client performance and progress as the situation changes
- Action Tracker turns analysis into objectives, projects and tasks, with progress visible over time
- Connect Xero to import and regularly sync financials, customers, suppliers and payables
- Ask The Analyst in chat or voice to explore client context and quick what-if scenarios across conversations
April 2026Deal Room1 update
- Secure fundraising and M&A deal room with investor access, NDA controls, shared documents, interviews and document-grounded Q&A
March 2026Tailored Reports & Reliability6 updates
- Generate a report of about 50 pages that distils the full strategy report into a focused format
- Review and fix issues across all sections of a strategy report in one pass
- Executive briefs have clearer formatting and more concise summaries
- Report generation is more reliable, with clearer handling of errors and validation progress
- Client invitations no longer lead to a login redirect loop
- Section dividers and subsection listings show correct page numbers
February 2026Documents & Charts3 updates
- Upload financial, legal, strategy and sales documents for structured data extraction
- Explore 24 interactive charts covering advanced simulations, valuation, risk and strategy
- More consistent bullets, numbered lists and text formatting across reports
January 2026Client Portal & Presentations3 updates
- Clients can complete questionnaires and view shared reports in their own portal
- Create and download PowerPoint presentations from strategy reports
- Firm and advisor administration controls are available to system administrators