Changelog

We replaced all our third-party AI models with BBos AI. More speed and security for your data and processes. Fully GDPR compliant.

Now you can check for conflicts in your clients, employees, documents, tasks, Quickbooks, chat, recruitment, forms, onboarding forms and more.

Now you can summarize your files with AI to get useful information from them in the file management system.

Now you can convert candidates to employees with a single click. This feature is available in the Recruitment page.

Create folders and subfolders to organize your files and share them with your clients and employees. Sync with Google Drive and create templates to reuse in your documents.

Use OCR to generate forms from your documents and automatically populate the form fields before sharing them to your clients.

Manage recurring tasks to automate your workflow in your tasks manager.

Now you can serve clients with fixed monthly fee, hourly billing, mixed billing or per project billing.

If you have clients with location restrictions, you can now track the time of your employees at their location.

Extract expenses data with OCR to automatically populate the expense form.

You can now receive notifications for new messages in your mobile devices.

Fixed the time tracker to reconnect after the page is closed and reopened.

Validate the position of the job opening to ensure there aren't team members with the same role and available capacity.

You can now attach hours reports to invoices to allow your clients to see the time they have worked on each project.

New referral program portal to earn commissions for each subscription of your referrals.

You can now connect your Stripe account to the platform to manage payments and send invoices to your clients.

You can now analyze CSV/XLS/XLSX/PDF/TXT files with Ducky to get useful information.

Find employees with free bandwidth hours to assign tasks or new clients.

Added an email open tracking pixel to the platform to allow you to track the opening of emails sent to clients.

Added document templates to the platform to allow you to create reusable document templates for your team.

Advanced reports with win rate analysis, team leaderboards, sales velocity analysis, intelligent follow-up reminders and suggested actions and forecasting tools.

Assign tasks to clients, collect billing information, allow clients to access their Quickbooks and exchange documents with them.

Now you can ask questions in natural language about your Quickbooks data and get answers using our AI assistant.

Added email management to the platform to allow organizations to manage email accounts and create tasks from them and assign them to clients and employees.

Added task templates to the platform to allow you to create reusable task templates for your team.

Added a public job application portal to the platform to allow candidates to apply to jobs at your organization saving HR hours of manual data entry.

Expanded reporting capabilities to deliver comprehensive insights on clients, employees, PTO requests, and team location mapping with detailed analytics and visualization tools.

Added Google Drive integration to the platform to allow employees to access their files directly from BBos.

Connect to your potential clients Quickbooks and generate a proposal for them using our AI calculator.

Added connection to Quickbooks to sync financial data, customers, vendors, items, invoices, bills and payments.

Added new accounting lab to the platform to generate smart accounting reports from bank statements data.

Added automatic reconciliation of bank statements to the platform.

Improved the bank statement data extractor to handle more complex bank statements.

Added employee and client changelogs to the platform.

Added Microsoft login to the platform.

Added automatic backups of your organization's data for disaster recovery and compliance.

Added the ability to add multiple signers to a document, email confirmation and sequential signing.

Give your clients and employees access to the documents they have signed.

Add ACH client enrollment to your organization to manage payments and transactions with your clients.

Give your clients a secure portal to access their invoices, payments, documents and more.

Create invoices for your clients. Send them to your clients by email or download them as PDF. Keep track of their status.

Create custom chatbots and embed them to your website to engage with your visitors, answer their questions and convert them into leads.

Keep track of PC activity – take screenshots within specified time intervals for extra certainty that employees are working. BBos does not record keystrokes nor video records employee screens. Employees must consent to this feature for each time tracking session. Screenshos are deleted after 30 days.

Use this tool to share sensitive information with your team or clients by a one-time link that self-destructs after viewing.

Add gantt charts to your tasks to visualize the project timeline. Create constraints and dependencies between tasks. Drag tasks in the timeline to change their start and end dates.

Create embeddable forms to be used in your website and receive submissions all in one place.

Added sales CRM to manage your sales pipeline and deals.

Improved the tasks page to make it more user-friendly and intuitive.

Create organizational charts to visualize your organization's structure.

Added two-factor authentication to the platform to enhance security. Feature enabled in the Profile page.

Enhanced the cookie policy to provide more information about the cookies we use and how you can manage them.

All data can be downloaded, this data belongs to you, can take it anywhere and process it as you need.

Add internal projects like PMO and back-office tasks. Find this option in the Clients page.

Added a section to record standard operating procedures of your organization or clients.

New Chrome extension for BBos users to summarize and get tips on how to answer their emails within Google Workspace with just one click.

New feature to merge multiple PDF files.

New feature to generate, store and share passwords between your teams.

A new display mode has been added to the time tracking page with dynamic cards that make it easier to view and record time.

Added new visualization modes to the time tracking page, permissions to manage holidays and time off requests as well as other updates requested by our users.

Added a bank statement data extractor tool for accounting teams.

Added document signing functionality to the platform so you can send documents to your clients, providers and employees to sign.

Added document signing functionality to the platform so you can send documents to your clients, providers and employees to sign.

Reviewer rol added.

Complete vulnerability analysis and platform security enhancement.

Translations, responsiveness and styling updated.

Fixed errors submitted by users.

Spanish language added to the platform.

Update our interface to work better on mobile devices.

Added new dashboards and filters to the Reports page.

Added knowledge base and prompt wrapper to the AI chatbot you offer to your team members.

Added AI analysis tool to scan candidates resumes, score them and provide a report along with questions to ask them.

Added custom fields to the Recruitment page.

Added a notification to alert if a user who is about to set as Inactive has received any equipment from the company that they should turn back in.

Released the first version of our AI chatbot connected to OpenAI advanced GPT models to help streamline users work.

Improved the AI transcription feature to analyze user calls and provide highlights of the conversation.

Added a new AI transcription feature to analyze user calls and provide highlights of the conversation.

Added real-time private and multi-user chat with file sharing, bookmarks and whiteboard.

Added dashboards to the Reports page and filters to easily locate employees with free bandwidth.

Added an easy way to forecast your employees holidays and their vacations.

Organization admins can now export their data freely.

Added the ability to create custom fields in any module.

Improved time tracking interface with better project categorization and reporting.

Follow physical equipment you provide to your employees and prevent them from going lost.

Fixed various UI issues and improved error handling across the platform.

Initial version pushed online. This version includes: Clients & Employees management, Task & project management, Time tracking & reporting, Project & resource planning, Real-time reports & analytics.