Changelog
What Inkome offers today, in one place. This guide documents version 3.0.0 — the release that brought the multi-agent AI assistant, the onboarding wizard, and business-type-aware spaces together. Sign-up is open to everyone; what you can reach beyond the free plan depends on your subscription.
Version 3.0.0 — current
The “AI Chatbot V3 + Onboarding + Business Types” release. At a glance, here’s what the product does today.
AI assistant (multi-agent)
- An operations team of AI agents rather than one chatbot: Inkome Assistant, CFO, Analyst, Sales Director, Accountant, plus Scale Up and Marketing on the top plan.
- Direct @mentions, automatic routing by topic, and agent-to-agent delegation so the right specialist always answers.
- Slot filling for multi-turn requests (create a deal, record a cost) with a confirmation step before anything changes.
- Web search for questions that reach beyond your own data.
- Credits and daily limits keep usage fair; AI-written reports run as separate monthly “deep tasks”.
Spaces & business types
- Spaces isolate each revenue stream, with its own data and its own business type.
- Four business types — Services & Projects, E-commerce & Retail, Digital Products, Subscriptions & SaaS — each reshaping labels, forms, default stages, and dashboard widgets (dynamic terminology; full terminology matrix).
- Industry presets (Consulting, Agency, Construction, Professional Services, Real Estate, Freelance, Content Creator, Manufacturing) auto-generate tailored stages, units, and cost types.
Onboarding
- A multi-step onboarding wizard — pick a business type, optionally an industry, preview the generated setup, then create the space pre-populated.
The triangle: Revenue, Cash, Costs
- Deals & pipeline with stages (categorized active / won / at risk / lost / inactive) and units.
- Collections with Paid / Pending / Overdue statuses, collection plans (planned revenue), and full multi-currency support (TRY, USD, EUR) with date-aware conversion.
- Cost management: costs with periods and frequencies, payment history and bulk payments, and allocation to deals for true per-deal profitability.
- Notes & follow-ups: an append-only journal on deals, costs, and employees, with optional follow-up dates, list indicators, and a cross-record Notes page (Timeline / Follow-ups). The AI assistant can read notes, build a follow-up agenda, and add notes. Due and overdue follow-ups also arrive as notifications, counted per space.
- Clients: your deals rolled up per client — outstanding Overdue, collection rate, and how long each client has been quiet — with sortable columns, filters that recompute rather than hide, saved views and Excel export.
Dashboard & reports
- A dashboard that brings the triangle onto one screen, with widgets that adapt to the business type, plus currency / stage / unit controls.
- Reports, export to Excel / CSV, and saved filter groups — the latter also available across All Spaces, alongside a Spaces filter on every combined list.
Team & organization
- Multiple organizations per user, role-based access (owner / admin / member), and team invitations.
- Email/password sign-in plus Google and GitHub OAuth. See Sign up & authentication.
Settings & integrations
- Currency, custom labels, light/dark theme, integrations (Stripe, Shopify, iyzico), and billing & plans (Free, Maker, Founders Edition).
Recent updates — August 2026
Additions and behaviour corrections since the last revision of this guide. Each is covered in full on its own page.
| What changed | Where |
|---|---|
| The Clients page: sortable columns, deal-level filters that re-aggregate the totals, client-level rate and activity filters, an Overdue column, a last-activity age with 6- and 12-month thresholds, saved views that remember the sort, and Excel export. | Clients |
| All Spaces gained a Spaces filter on every list and its own organization-wide saved filter groups, kept separate from each space’s. | Filters |
| Planned revenue now counts only deals on a collectible stage category and drops excluded ones, so written-off and unsigned work no longer sits in the forecast. | The dashboard |
| The three money cards — Pipeline, Collections, Planned — now measure the same three things in every business type, so All Spaces equals the sum of the spaces it summarizes. Pipeline means unwon work everywhere and follows the year selector; on SaaS the ARR figure moved to the Planned card, which is labelled Total ARR there. | How the summary cards add up |
| A stage’s category is now resolved per space, so the same stage name can mean different things in two spaces without one definition overriding the other in a combined view. | How the summary cards add up |
| Collection stages is now written as stage categories rather than stage names, matching the fact that the setting belongs to the organization. Existing name lists are translated automatically. | Custom labels & terminology |
| Total Pipeline carries a second line, on All Years, saying how much of the open pipeline has a close date in the selected year. | The dashboard |
| Amount by Stage / by Unit with a year selected no longer hide deals that have no collection plan. | The dashboard |
| The Copy from Collection Plan picker now follows the same collectible-stage rule as the New Collection modal. | Collection plans |
| Overdue follow-up notifications are counted per space, name that space, and open it when clicked. | Notes & follow-ups |
How to read versions
This guide is kept in step with the product; the updated date in each page’s frontmatter shows when it was last revised. As features ship or change, this changelog and the affected pages are updated together.