Changelog

For fractional CFOs — a new page at /for/fractional-cfos for fractional CFOs and accounting firms running several clients at once: per-client workspaces, a board-ready pack, and read-only share links, from one login.

MCP server (preview) — CeoDash now ships a read-only Model Context Protocol server, so you can connect Claude to your workspace and ask about your KPIs and latest financials in chat. It is off by default while we finish longer-lived credentials for MCP clients; see /mcp for what it exposes and how to connect once it is enabled for you.

Read-only dashboard sharing — generate a signed, revocable link to share a snapshot of your key numbers with your board or investors, no account required to view.

Installable app — add CeoDash to your home screen and open it standalone for a quick mobile glance.

Data-freshness badges — every KPI surface now shows when its data was last synced and from which source.

Clearer first run — a persistent "Demo data" badge while you are on the sample company, plus quick burn and runway insights the moment you upload your first P&L.

Financial block upgrade — a CFO-grade financial dashboard, a weekly CEO briefing, and a board-ready export.

Unified pipeline board and calendar fixes — Google Calendar sync, day-detail popups, and a cleaner default view.

Faster, more reliable hosting after our infrastructure migration.

People — consolidated headcount across uploads, more reliable workspace switching, and a stack of dashboard fixes.

Simulator and app parity — the training simulator and the live app now share the same Orders, Team org chart, and Financials experiences.

CRM and Sales module — clients, deals, and pipelines, with HubSpot OAuth.

AI KPI trees — CeoDash generates a five-level KPI tree from your budget so targets cascade from company to individual.

Emma, your AI advisor, now remembers your conversation across refreshes.

Workspaces — invite your team into a shared workspace with role-based access.