What is live, what is coming, what has to wait

In the product today, in customers’ hands.

• Portal editor with drag and drop, live preview and more than 40 widgets
• AI copilot that builds pages, forms and data sources in conversation
• AI adviser inside the client portal — answers questions about their own data
• Data studio: filters, relations, columns and charts without SQL
• Charts: bar, line, area, pie, KPI, progress, funnel, heatmap
• Design system with colour tokens, custom fonts and breakpoints
• Workflow automation with a graphical editor, approval steps, AI steps and templates
• Connect agent for live data from your own network — no VPN
• Write-back actions: from the portal into your own data source
• Client management with group hierarchies and separated data spaces
• Roles and permissions for teams (owner, admin, designer, adviser)
• Company-account sign-in (SSO) per tenant — Microsoft Entra ID
• Two-factor sign-in for staff and clients, IP allow list, idle sign-out
• Electronic signature (advanced, Art. 26 eIDAS) with seal and evidence chain
• Forms with approvals, protocol PDF and optional signature
• Real-time chat between advisers and clients, with attachments
• Documents with folders, versions, full-text search including text recognition, and links to cases
• Invoices and quotes in the client area (e-invoice import, sevDesk), including payment in the portal
• Catalogues and selections: present options, let clients decide, keep the record
• Client self-booking with two-way sync to Microsoft 365 and Google Calendar, calendar subscription and reminders
• Dashboards for your team: analytics across all clients, in the same editor as the portal
• Admin interface in German and English, selectable per staff member
• Your own mobile app in your own store account — for clients and staff, build and store delivery automated
• Multilingual portals (10 languages, selectable per tenant)
• Custom domains via Cloudflare for SaaS, TLS included
• Public API (v1) with keys, scopes, webhooks and rate limiting; MCP server for AI assistants
• Email templates per tenant, own sender via domain or mail server
• Inbox, notifications and a GDPR audit log

Being built, shipping within the next few months.

• Qualified signature (QES) through a trust service provider — for documents that require statutory written form
• Recognised organisation seal and qualified timestamp
• DATEV connector (master data and documents)
• BiPRO connector (insurance contracts)
• More workflow triggers and steps