Product Roadmap

Where Charter Vision is heading

Our product roadmap is driven by the needs of charter school boards. See what we're building, what's shipped, and what's on the horizon.

In Progress2 items

50-State Regulatory Coverage

Expanding the AI knowledge base to cover charter school regulations in all 47 states with charter school laws.

  • State-specific training requirements and deadlines
  • Authorizer reporting templates by state
  • Open meetings law guidance per state
  • Charter renewal preparation checklists

AI Governance Assistant v2

Enhanced AI assistant with conversation memory, multi-document comparison, and improved citation accuracy.

  • Conversation memory across sessions
  • Multi-document comparison for policy reviews
  • Improved citation accuracy with chunk-level source linking
  • Support for follow-up questions with context awareness
Planned2 items

Payments & Billing

Stripe-powered subscription management with self-service billing, invoices, and plan upgrades.

  • Self-service plan management and upgrades
  • Automatic invoice generation
  • Usage-based billing for Organization tier
  • Payment history and receipts

Email Campaign Engine

Built-in email campaigns for board communications, meeting reminders, and training notifications.

Exploring1 item

Ambassador Program

A referral and ambassador program for charter school board members who champion governance excellence.

Shipped2 items

Financial Dashboard v2

Budget vs Actual reports, Cash Flow analysis, Balance Sheet views, and monthly financial notes with AI insights.

  • Interactive Budget vs Actual variance reports
  • Cash Flow Statement with multi-period comparison
  • Balance Sheet view with asset/liability tracking
  • Monthly financial notes with AI-generated analysis
  • Gap report highlighting missing data periods

Academic Assessor

Track proficiency, enrollment, growth data with state and district benchmarks. CSV upload and automated data ingestion.

  • Multi-year proficiency trends with benchmark comparison
  • Grade-level enrollment tracking with ADM trends
  • School performance grade history
  • CSV template upload for school-specific data
  • Automated federal/state data ingestion (admin-managed)