now
public demo
// resources
The near-term product direction focuses on onboarding, operating depth, integrations, and eventually advisor workflows.
Improve demo-to-enabled onboarding, seed richer review queues, and tighten public documentation around each workspace.
Continue strengthening cash-flow projection, monthly close workflows, tax review, trading analytics, and debt cascade decisions.
Deepen Plaid and Schwab coverage while keeping imports reviewable and reversible before they affect operating views.
Advisor-facing workflows are a later expansion after the single-user operating system is mature.