Changelog

One line per release, newest first. Live on real clients since October 2026.

1. Release 36
   · Nov 5, 2026

   Bank feeds for personal finance.

2. Release 35
   · Nov 5, 2026

   The Google reviews scorecard feed.

3. Release 34
   · Nov 4, 2026

   Faster HubSpot and Besty feed editors.

4. Release 33
   · Nov 4, 2026

   A faster Track feed editor, and pending bank lines kept out of the P&L.

5. Release 32
   · Nov 4, 2026

   Bank feeds through Plaid.

6. Release 31
   · Oct 31, 2026

   Proposals, letters and signature pages on the practice's letterhead.

7. Release 30
   · Oct 29, 2026

   The signed PDF shown right on the signing page.

8. Release 29
   · Oct 29, 2026

   E-signature, and a welcome letter queued when a proposal is signed.

9. Release 28
   · Oct 29, 2026

   Several mailboxes per practice, a Mail tab on contacts and companies, and a starter scorecard for the practice.

10. Release 27
    · Oct 29, 2026

    The Besty scorecard feed.

11. Release 26
    · Oct 28, 2026

    Scorecard feeds that read the open period, and sheet feeds by row.

12. Release 25
    · Oct 27, 2026

    Microsoft 365 mail and sign-in, OneDrive notes, calendars, one-click unsubscribe, and KPI readings from meetings.

13. Release 24
    · Oct 27, 2026

    The HubSpot scorecard feed, and browser notifications.

14. Release 23
    · Oct 26, 2026

    Stage rules that offer the next follow-up, the Google Sheet scorecard feed, and a phone top bar.

15. Release 22
    · Oct 23, 2026

    Bonus plans on the scorecard.

16. Release 21
    · Oct 22, 2026

    Billing for practices, the template library, and client scorecards.

17. Release 20
    · Oct 21, 2026

    Referrals coming in, tracked from their source.

18. Release 19
    · Oct 20, 2026

    Promises made in meetings become marked tasks; American spelling throughout.

19. Release 18
    · Oct 20, 2026

    Campaign test sends, and a first-name fallback in mail.

20. Release 17
    · Oct 20, 2026

    Personal finance for the practice owner, and campaign follow-through.

21. Release 14
    · Oct 15, 2026

    The strategy map as a Word download, and a better invoice window.

22. Release 13
    · Oct 15, 2026

    Client team permission levels, and a new company page.

23. Release 12
    · Oct 14, 2026

    Client teams, payment terms on invoices, and statement import from OFX, QFX, QBO and PDF.

24. Release 11
    · Oct 14, 2026

    A 13-week cash forecast.

25. Release 10
    · Oct 11, 2026

    Bank reconciliation, month close, and the CPA worksheet export.

26. Release 9
    · Oct 8, 2026

    Strategy map rows written by hand, and call notes as context for Claude's drafts.

27. Release 8
    · Oct 8, 2026

    Client invoicing, the practice's books, CSV import with 1099 payees, and strategy session sections.

28. Release 7
    · Oct 8, 2026

    A digest schedule, portal invitations, goal ordering, and goals proposed by clients.

29. Release 6
    · Oct 5, 2026

    Clearer sign-in, the practice's address, Mark as a client, and a chosen day and time for digests.

30. Release 5
    · Oct 5, 2026

    A new pipeline board, clickable rows, a notes grid, and new settings and profile screens.

31. Release 4
    · Oct 3, 2026

    Strategy session templates you build and edit yourself.

32. Release 3
    · Oct 3, 2026

    Three fixes from the first days of real use.

33. Release 2
    · Oct 3, 2026

    Opened to more than one practice, each with its own branding and words.

34. Release 1
    · Sep 30, 2026

    Execs NOW HQ goes live on its own servers, running the first practice.