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22 entries. Two limited private previews. New access requests are not open yet.

Private preview means limited, manually reviewed access. Planned names Phase 1 intent; proposed names later possibilities. Neither promises availability or a release date.

Finance

Phase 0 · Private preview

Invoicing

Create and edit invoices for existing customers with line items and dates. Review invoice status and render PDF previews.

Preview scope and limits
  • Private, one-business-per-installation preview; access is reviewed manually.
  • Requesting access does not create an account or activate a module.
  • No autonomous sending, collections, bank connections, tax advice or filing is offered here.
  • Configured invoice tax rates require owner verification; the assistant is scripted, not live AI.
Phase 0 · Private preview

Expenses

Manually enter expense title, date, amount and category. Edit records with optional reference, note and image attachments.

Preview scope and limits
  • Private, one-business-per-installation preview; access is reviewed manually.
  • Requesting access does not create an account or activate a module.
  • Manual records only; no receipt OCR, bank feed, reconciliation or automated categorization is offered.
Later · Proposed

Accounting

Later direction: structured books, reconciliation, and period-end review after the finance foundations are proven.

Documents

Phase 1 · Planned

PDF editor

Planned: review, edit, combine, and prepare business PDFs in one workspace.

Phase 1 · Planned

E-signature

Planned: send business documents for review and signature with a clear completion record.

Communication

Phase 1 · Planned

Mail

Planned: keep business email conversations connected to the clients and documents they concern.

Later · Proposed

SMS

Proposed: manage business texting with consent, delivery controls, and conversation history.

Sales

Later · Proposed

CRM

Proposed: keep client records, sales conversations, and follow-ups together.

Later · Proposed

Sales

Proposed: manage opportunities and prepare quotes that connect to invoicing.

Later · Proposed

Subscriptions

Proposed: schedule recurring billing and track renewals, invoices, and payment status.

Services

Later · Proposed

Timesheets

Proposed: record time against customers or projects and review approved hours for billing.

Later · Proposed

Appointments

Proposed: manage availability, bookings, changes, and customer reminders.

Later · Proposed

Project

Proposed: track project tasks, owners, milestones, and work ready to bill.

Later · Proposed

Helpdesk

Proposed: organize service requests by owner, status, and resolution.

Supply chain

Later · Proposed

Inventory

Proposed: track products, availability, and stock movements for businesses that sell goods.

Later · Proposed

Purchase

Proposed: manage vendor orders and connect purchasing costs to received goods.

People

Later · Proposed

Employees

Proposed: maintain team profiles and role-based access for small businesses.

Later · Proposed

Attendances

Proposed: record working hours and review attendance for a team.

Later · Proposed

Time off

Proposed: request and review time off with a shared team calendar.

Web

Later · Proposed

Website

Proposed: create and manage a business website. Customer-site visitor tracking is a separate product decision and is not part of the current CEO.cheap usage-analytics scope.

Later · Proposed

eCommerce

Proposed: present products and manage customer orders through a business storefront.

Customization

Later · Proposed

Studio

Proposed: configure forms and business workflows around the way your team works.