Product Updates

Track the evolution of our platform. Filter by release type, product, or timeline to find exactly what you’re looking for.

New April 2026

Insights: Financial Data Mart (FDM)

A centralized data layer standardizes financial reporting across systems, cutting manual reconciliation and giving finance teams faster, more consistent access to revenue and billing data.

Insights Reporting
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New April 2026

Coaching Threshold Notifications

Step in at the right moment, without watching every number yourself. Set threshold alerts so you’re notified automatically the moment a client’s numbers cross a line you care about.

Insights
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