SaaSy
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Changelog

New features, improvements, and fixes.

v1.10.0

Payroll End-to-End: Direct Deposit & W-2s, Financial Statements, and Connect Your AI Assistant

  • NewPayroll, end-to-end — run payroll in-house and get direct-deposit (NACHA) bank files, printable paystubs, W-2 and Form 941 preparation, and automatic general-ledger posting.
  • NewUnion payroll deductions — dues, fringe, and benefit deductions calculated and applied automatically on every payroll run.
  • NewFinancial statements — Profit & Loss, Balance Sheet, and Cash Flow reports straight from your books, plus GAAP chart-of-accounts templates matched to your entity type.
  • NewConnect your AI assistant — SaaSy is now an MCP server, so Claude or any MCP-compatible assistant can work with your CRM, projects, notes, and tasks over a secure OAuth or API-key connection.
  • NewRun multiple businesses under one login — switch between the companies you belong to without signing out.
  • NewA sidebar that fits your business — navigation modules adapt to your industry with sensible presets, and you can customize which modules appear.
  • NewNew connections — Google Ads, Meta Ads, and Gusto, each with guided setup.
  • NewReady-to-use document templates — MSA, NDA, invoice, estimate, and common tax forms available in every workspace.
  • NewScheduling links now let invitees cancel or reschedule their own bookings.
  • NewMeeting attendees become CRM contacts automatically — created and de-duplicated from your calendar activity.
  • ImprovedEmail templates — send a test to yourself before a campaign, and see per-template send analytics on the templates list.
  • ImprovedHonest numbers everywhere — customer health, churn risk, and billing show only real data now; anything we can't compute yet is labeled "not scored" instead of a placeholder value.
  • ImprovedAsk SaaSy renders tables, streams responses faster, and reliably keeps context across long conversations.
  • ImprovedA more polished, living interface — subtle motion and atmosphere across the portal, with WCAG AA contrast in both light and dark themes.
  • Improved2026 tax accuracy — updated federal W-4 Step 2 withholding, Social Security wage-cap handling, and state unemployment rates.
  • FixedPassword-reset emails now open a working reset page, and a failed sign-in shows an inline error instead of redirecting you away.
  • FixedSigning in with a Microsoft or Google account now completes reliably end-to-end.
  • FixedSecurity hardening across every service — tighter tenant isolation, expanded audit logging for MFA and password changes, and rate limits on public endpoints.
v1.9.0

Built for Contractors: Construction Billing, Payroll & Government Contracting

  • NewConstruction billing & job costing — AIA-style pay applications, job-level P&L, vendor bills, and general ledger for contractors running project work.
  • NewNative payroll engine — run payroll in-house with W-4 handling, per-employee calculations, and certified-payroll support for prevailing-wage jobs.
  • NewUnion & labor compliance — certified payroll with per-fund Taft-Hartley fringe remittance and an OLMS LM-2 financial-reports connector.
  • NewGovernment contracting — a SAM.gov bid board for federal opportunities, plus automatic screening of vendors and AP against the federal debarment (exclusions) list.
  • NewPeople & Talent — a full HR lifecycle module that connects to payroll: hiring, onboarding, records, and reviews in one place.
  • NewProactive Actions — SaaSy now surfaces a live feed of recommended actions and acts on the ones you approve, instead of waiting to be asked.
  • NewAI CFO now tracks federal tax deadlines in your weekly executive brief.
  • NewMulti-account connections — link more than one account per provider and set per-user ownership, so teammates only see what they connected.
  • ImprovedOnboarding carries your signup details straight into your business profile, with an industry picker that tailors your setup from the first screen.
  • ImprovedBroader out-of-the-box coverage — sales-tax rates and nexus thresholds for all 50 states + DC, NAICS 2022 industry data, HIPAA and PCI DSS control libraries, and a public-holiday calendar.
  • ImprovedContact Sales now captures real leads and confirms delivery, and email change/verification links work even when you're signed out.
  • FixedDashboards and workflow stats now show real counts from your data — the last fabricated placeholder metrics are gone.
  • FixedVerification, welcome, and password-reset emails now dispatch reliably; sign-in no longer gets stuck in a session-expired redirect loop.
v1.8.0

Guided Execution, SOPs & Always-Closed Books

  • NewGuided journey across your whole business — next-best-step recommendations from formation through launch, operations, and scale
  • NewAsk SaaSy in context — get advice on any step or screen, now with cited sources and a clear professional-advice boundary
  • NewMy Work — one unified task list across all your businesses and connected tools
  • NewSOP library — author standard operating procedures with AI and collect employee sign-off
  • NewAI document drafting — proposals and business docs rendered on branded, letterhead PDFs
  • NewContinuous-close accounting keeps your books always up to date
  • NewProactive regulatory monitoring with alerts when rules that affect you change
  • NewWhat-if business simulation to model decisions before you make them
  • ImprovedIndustry-aware onboarding auto-configures your workspace and chart of accounts
  • ImprovedAutomatic sales-tax nexus detection across states
  • FixedResolved several dashboard crashes (customers, payroll runs, and insights pages)
v1.7.0

AI CFO, Benchmarking & CRM Projects

  • NewAI CFO — a weekly executive brief, with a short branded video, that reads your numbers and tells you what to do next
  • NewAnonymous peer benchmarking — see how your key metrics compare against similar businesses
  • NewCRM Projects — manage delivery with tasks, notes, files, and an AI project health score
  • NewResearch Agent — live company, market, and competitor intelligence grounded in real-time web data
  • ImprovedOutcome Ledger — every recommendation now tracks its measured dollar impact in a Value Delivered report
  • ImprovedCSV export for contacts, companies, projects, and invoices
v1.6.0

Single Sign-On & Connected Accounts

  • NewSign in with Google or Microsoft (SSO)
  • NewConnect Google and Microsoft email & calendar with two-way sync
  • NewNew connectors — Slack, Square, DocuSign, Calendly, QuickBooks, FreshBooks, and Gusto
  • NewAutomatic company enrichment during onboarding from public registry and web signals
  • ImprovedAudit log viewer with filters, per-event detail, and CSV export
  • ImprovedSelf-service GDPR data export, anonymization, and account deletion
v1.5.0

Account Security

  • NewTwo-factor authentication (2FA) with trusted-device skip
  • NewActive sessions page to review and revoke signed-in devices
  • ImprovedStep-up verification before sensitive account changes
  • ImprovedIP allowlist and blocklist controls in Security settings
v1.4.0

ROI Calculator & International Support

  • NewROI savings calculator on pricing page
  • NewCountry selector in onboarding with US/Canada state/province support
  • ImprovedReduced signup form from 6 fields to 4
  • ImprovedOrganization ID remembered between login sessions
  • FixedAdded Content Security Policy headers
v1.3.0

Command Palette & Health Scoring

  • NewCmd+K command palette for quick navigation
  • NewCustomer health scoring with churn prediction
  • ImprovedDashboard daily briefing with AI recommendations
v1.2.0

Stripe Billing & Onboarding Wizard

  • NewStripe-powered billing with annual/monthly toggle
  • New3-step onboarding wizard with stage detection
  • ImprovedhttpOnly cookie auth replacing localStorage tokens