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Coming Soon

  • Meeting summaries with action items: Receive concise summaries of meetings with clear next steps automatically captured for you.
  • User Statistics Dashboard: Track how many compliance checks are completed across tenants to support KPI and accountability reporting.
  • Automatic QBR scheduling: Send a scheduling link so clients can pick times that work for them—no more back-and-forth.
  • vCIO and Technician capacity planning: Forecast workload and balance team capacity for upcoming quarters.
  • Client invoice viewing: Allow clients to securely view their invoices in the portal.
  • Projects dashboard: Centralized view of project status, blockers, and owners.
  • Rules to auto-populate your planner: Automatically add planner items for warranty expirations, device end-of-life, or bulk-add an item to all clients with one click.
  • Bulk Ticket Templates with AI: Generate multiple ticket templates in one step using AI suggestions.
  • Public API: Programmatic access for integrations and automation.

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September 26, 2025

  • Custom branding for white-label usage: Upload your branding to fully white-label client-facing views.
  • Instant custom domains: Configure custom domains without waiting. Supports unlimited domains with no need to provision separate SSO apps per domain.
  • Autotask integration: Sync Tickets, Devices, Products, and Companies for a unified view.
  • ConnectWise Asio integration: Ingest Devices, Network Devices, Companies, and Sites with mapping.
  • Bulk creation of Compliance Checks with AI: Create many checks at once from high-level prompts; AI fills details and categories.
Bulk Compliance Creation interface

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September 19, 2025

  • Syncro integration: Sync Tickets, Devices, Products, and Companies.
  • Meeting presentation view (v1): Build a clean agenda combining Budget, Planner items, Tickets, Reports, and custom notes, optimized for on-screen presentation.
  • Fewer clicks for Compliance and Meetings: Streamlined navigation and actions to reduce meeting prep time.
  • Microsoft 365 Secure Score reporting: View Secure Score, push findings into the Planner, and get AI summaries when multiple checks are added.
Microsoft 365 Secure Score dashboard Automated Planner Summaries with Microsoft 365 integration
  • Parent–Child company relationships: Delegate management from a parent company across all child companies.
  • Restricted client visibility: Limit vCIOs and Technicians to only the clients they’re assigned.

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September 12, 2025

  • Meraki integration: Pull device and network insights from Cisco Meraki.
  • Planner Analytics page: Measure plan completion, on-time delivery, and trends.
Planner Analytics dashboard showing completion metrics and trends
  • Net Promoter Score (NPS) surveys: Capture client sentiment with lightweight NPS campaigns.