What is live, what is coming, what has to wait
Under “Now” we only list what you can buy and use today. No “coming soon”, no feature that only works in a demo.
Now
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 and approval steps
- 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 — Entra, Okta, Keycloak
- Two-factor sign-in, 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 versions, full-text search and links to cases
- Invoices and quotes in the client area, including payment in the portal
- Catalogues and selections: present options, let clients decide, keep the record
- Appointments with an availability calendar and client self-booking
- A dedicated mobile app per client — 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, webhooks and rate limiting
- Email templates per tenant, own sender via domain or mail server
- Inbox, notifications and a GDPR audit log
Next
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
- Admin interface in English, further languages after that
Later
Further out — order follows demand.
- Zapier and Make (1,000+ apps)
- Salesforce connector
- Marketplace for templates and widgets
- SOC 2 certification
Why this page stays honest
A roadmap that promises finished work falls apart in the first meeting. So we would rather move an entry from “Now” back to “Next” than leave it up too early — and if you need something listed under “Later”, say so: the order follows demand.
Missing something you need?
Tell us what your process requires. We are small enough that one conversation can change the order.