Our latest updates
New features, improvements, updates, and critical bug resolutions.
Q1 2026 covers OAuth account management, Gotenberg-based PDF generation, consolidated financial statements, CSV/Excel data import, and OTP-only authentication. The largest changes are to the integration data feed, financial statement views, and the sign-in flow.
Q4 2025 adds side-by-side company comparison, a portfolio scatter visualization, custom labels, real-time in-app notifications, and an MCP server for AI-assistant access to financial data. This quarter also includes Stripe billing integration and reliability fixes across portfolio tools, authentication, and data accuracy.
No action required. All changes are applied automatically.
Q3 2025 includes six security patches, new portfolio and chart of accounts tooling, and fixes for KPI accuracy, filtering, and chart rendering. Three of the security patches address auth and session vulnerabilities.
No action required. All changes are applied automatically.
We’ve made a huge change to our infrastructure. We've moved onto Google Cloud Platform to handle our backend services. This is a huge update.
We’ve made major strides this month to improve performance, security, and usability as part of our Private Beta rollout.
Here’s what’s new:
We’re proud to announce the Closed Beta release of Levelup, the Financial Intelligence Platform built for advisors, investors, and multi-entity SMB operators who need transparency, comparability, and actionable insights across their financial data.
Levelup brings together clean general ledger data and valuation-centered analytics into one platform — offering standardization without sacrificing nuance, and automation that respects accounting complexity.
Core Platform Capabilities
Portfolio Tools and Navigation
Sharing, Permissions, and Organizational Management
Data Integrations and Sync Architecture
Advanced Navigation & Usability
Organization and Admin Management
Availability
Know your portfolio
Purpose-built insights. Deep analysis. Relentless attention to details.
