Changelog

September 2026

Two-factor authentication — protect your account with authenticator-app codes and one-time backup codes. It is required for workspace owners and administrators, and available to everyone.

One runway number, chosen once — a workspace setting picks how runway is calculated, and every screen now agrees on it instead of showing different figures.

Your full P&L, even from a partial export — we rebuild the income statement from the rows we parse, so a truncated file no longer leaves blank months.

Your client list feeds Sales — upload a customer file and MRR, active customers and ARPU read straight from it, no CRM required.

Board-ready PDF export — turn an AI answer into a board-ready slide deck in one click.

Claim-checked AI — every comparative statement in an AI insight is verified against your own data before it appears on screen.

New comparison pages — see how CEODash compares with Databox, Geckoboard and Klipfolio at /vs/.

Where a number came from — open any headline figure to see the formula behind it and, where the figures come from a file you uploaded, the actual rows.

Deleting an upload deletes the file — the stored original is erased in the same action, and originals you do not delete are erased automatically after 30 days.

An AI answer is limited to what you are allowed to see — pay and bank details are never sent to the model, for anyone.

August 2026

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.

July 2026

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.

June 2026

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.

May 2026

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.

People — an interactive org chart built from your HR upload, with an employee profile behind every card.

April 2026

CEODash went live — the rewritten product replaced the prototype on 18 April 2026.

A command centre, and a simulator beside it — the main site became the working dashboard, and the 90-day CEO training simulator moved to its own address at sim.ceodash.tools.

Upload your financials and get them read — CSV and Excel import with automatic analysis, including a parser that copes with real exports: transposed sheets, non-English headers and multi-sheet workbooks.

The AI CFO — a first analysis of an uploaded P&L in plain language, in a drawer beside your numbers.

Emma learned your actual figures — the AI advisor now answers against the financial data in your workspace instead of generic advice.

Bring the rest of your company — upload tasks, HR and Google exports from Settings → Integrations.

Settings worth using — profile, company and account in one place, an editable profile, a proper change-email flow, and team invitations with job roles.