Rize Release Notes

This is probably our biggest release ever, and each part of it has its own changelog post, linked at the end of this one. This post covers what you will notice before any of that: Rize has a brand new design.

WHY WE DID IT

We heard from a lot of you that Rize was confusing and a little overwhelming. Rize tracks your day in fine detail, so there is a lot of information, and the old interface put most of it on screen at once. We wanted Rize to be easier to process, less cluttered, and simpler to use. We were inspired by the tools we love using every day, like Attio, Linear, Claude, and ChatGPT, and rebuilt the app in that direction.

NEW

A new theme in light and dark

Every page has a new color scheme. Light mode is cleaner, and dark mode surfaces are tinted with the classic Rize purple instead of flat gray. Clients, projects, labels, and other records use one color recipe everywhere, so a client's color on the calendar matches its chip in a table.

Consistent components on every page

We revisited every component in the app. Every page now sits on the same grid, with the title, date controls, and actions in the same place. The date pickers are the same everywhere. Every dialog was rebuilt on one kit, so the dozens of modals that each looked a little different now look the same. Settings is a full page instead of a modal, so you can link to a settings page and come back to it.

Table-based views

The pages where you look at data are now tables: Clients, Projects, Tasks, Profitability, Reports, Routines, and the new Tracked Time view. Tables hold more information in less space and are easier to scan than the cards they replace. Clients is a clear example: every client with its teams, contracts, time spent, revenue, cost, and margin in one row, and the same layout carries across Profitability, Reports, and Routines.

Records open in a side sheet

Click a client, project, or task anywhere and its record slides out from the right, with its details, contracts, and tracked time. You can read it and close it without leaving the page you were on. If you have used Attio, it will feel familiar.

A reorganized sidebar and a Resources page

The sidebar is grouped by what you are doing: Agent holds Home, Routines, and Focus; Track holds Calendar, My Timesheet, Meetings, and Apps; Analyze holds Tracked Time, Resourcing, Profitability, Productivity, Reports, and Dashboards; then Work and Admin. Timer is now Focus, Activity is now Apps, and the dashboards you favorite sit under Dashboards so they are one click away. The book icon at the bottom of the sidebar opens a new Resources page with the changelog, upcoming workshops, release videos, the docs, and support in one place.

EVERYTHING IN THIS RELEASE

Each part of the release has its own post with a short walkthrough video:

• Tracked Time, Dashboards, and AI Reports: build any view of your time, save it as a dashboard, and run AI analysis on it on a schedule.
• Routines: run the Rize AI agent on a schedule, with a page for every routine and its runs.
• Meetings with Transcripts (Beta): calendar events, detected meetings, attendance, and transcripts from Fathom and Granola.
• The New Focus Page and Silent Mode: the focus timer, Distraction Blocker, and a quiet mode for days you only want tracking.
• @Mentions in Rize AI Chat and the Web App: mention any client, project, dashboard, or person, and open any page in the browser.
• Workspace Defaults: set up tracking, notifications, and time entry settings for your whole team at once.
• Unlimited Labels and Auto-apply: as many labels as you need, with you choosing which ones the AI assigns.

The first time you sign in after the update, a short tour walks through the highlights, and it stays on the Resources page after that.

We built this release from your feedback, and we are still shipping every week. Let us know what you think from support chat in the app or by email at [email protected].

Reporting was the area we heard about most: Rize was confusing to use and it was hard to get the data you wanted. This release rebuilds it. Tracked Time replaces Time Entries, any view can be saved as a dashboard, and any dashboard can run an AI report on a schedule.

TRACKED TIME

Time Entries is now Tracked Time, under Analyze in the sidebar, and it works like a pivot table you do not have to build. Rows by and Columns by are the two controls, and each offers Date, Teams, Members, Clients, Projects, Tasks, Labels, Titles, and Departments. Rows by client, columns by week. Rows by label, columns by member. Change either one and the table rebuilds. Date switches between day, week, and month. Filters narrow the view by team, client, project, task, member, label, title, department, or billable.

Every layout has three views. Tables is the grid, with busier cells shaded darker so heavy days stand out, and a toggle between hours and percent of the row. Charts shows the same data as a bar or pie chart, grouped and stacked by the same fields. Log lists the underlying entries, where admins and team members can add an entry with Add time entry and edit or delete the ones they are allowed to. The four tiles at the top show time spent, entries logged, active members, and daily average per member, each compared with the previous period, and each can be switched to billable or non-billable time. If your workspace uses Resourcing, a Planned tab shows planned hours beside tracked.

Export respects the layout. Whatever rows, columns, and filters are on screen is what the CSV or PDF contains. You name the file, and a large export is emailed to you instead of downloaded.

SAVE A VIEW AS A DASHBOARD

If you keep coming back to the same breakdown, say clients by team, save it. Click Save, name it, pick an icon and color, and it is added to your favorites and pinned in your sidebar. The dashboard keeps its filters, grouping, and range, and the range rolls forward, so a dashboard saved on "this week" opens on the current week every time. Change a saved dashboard and an Unsaved changes strip offers Update or Save as new.

There is a new Dashboards page that lists every saved dashboard, with your favorites as live preview cards at the top and tabs for Just Me, Team, and Workspace. A dashboard starts private. Its owner can open it up from the visibility chip under the title: Team shares it with that team's admins, Workspace with workspace admins. Preset dashboards are starting to arrive too: Timesheets is available now, with Task Velocity, Capacity, Project Health, Client Health, Billable Time, Label Analysis, and Personal Productivity coming soon.

AI REPORTS ON A DASHBOARD

Any dashboard can be linked to a report. From the dashboard, click Create Report in the strip under the title, or start a new report with Run analysis on dashboard. Pick the dashboard and a cadence, and Rize runs an AI analysis of exactly that view. Dashboard reports default to weekdays at 8 PM, and each run can cover the dashboard's own range.

This matters because of how the agent used to work. For a bigger team with a lot of data, the hardest part of any analysis was that the agent first had to build the view itself through our MCP, then analyze it. Now the view is already saved and already available to the agent, so the analysis is faster and the insights are more accurate.

The same is true in chat. Click Chat on any dashboard, or type @ in the agent and mention it, then ask for the details or an analysis. The agent reads the saved view instead of guessing what you meant.

THE NEW REPORTS PAGE

Reports has a new layout, with its own place under Analyze in the sidebar. The list shows what each report runs for, its schedule, format, linked dashboard, and last and next run. Click into a report and its runs are listed down the left, the selected run's analysis is in the middle with the summary and insight cards, and Settings is a tab on the same page. Run now, edit it, or Chat with any individual run's output, as you always could.

API AND MCP

Every dashboard is available through the Rize MCP. Claude, ChatGPT, or Cursor can read a saved dashboard, and can create and edit dashboards as well. Reports linked to dashboards run on the same saved views.

A Routine runs the Rize agent on a set schedule for a specific task. Use one to review your day before it starts, get your tasks in order, review what happened yesterday, or create tasks from what you tracked. Anything you would ask the agent to do every morning or every Monday can be a Routine.

WHAT IS IT?

The Rize agent is the same one you reach from chat and from the Rize MCP. A Routine is that agent with a prompt, a schedule, and a scope. It runs on its own, the output lands on your Home page and in your inbox, and you can ask follow-up questions on any run.

NEW

Templates to start from

Click New routine and pick a template: Start of day, Midday check-in, End of day, Tag review, Config review, or Start from scratch. Each one prefills the prompt and schedule, and both stay editable. Cadence runs from on-demand through daily, weekdays, weekly, and monthly, and the brief can arrive in-app, by email, or in Slack. You can @mention clients, projects, teams, people, and dashboards in the prompt, so "summarize @Acme's week" runs against that client's data every time.

Run it for yourself, a team, or the workspace

Each routine has a Runs for setting. Just Me runs it on your own time. Team, available to team admins, runs it separately for every member of that team. Workspace, available to workspace admins, runs it for everyone in the organization. The scope is fixed once the routine is created, so a member can set up personal routines and an admin can set up one for the whole team.

A page for every routine

Click into a routine and you get its full history. Runs are listed down the left with a preview line of each one's output, Settings is a tab on the same page, and the selected run shows the full conversation: exactly what ran and why. Ask a follow-up question right there, the same as any chat. Run now and an Active/Paused switch sit in the header. For team and workspace routines, each member sees the run that ran for them.

WHAT'S NEXT

More improvements are coming here, but this is the way to start automating your workflows in Rize. If there is a routine you want and cannot build yet, tell us from support chat in the app.

Detecting meetings accurately has been hard for Rize for a long time. Most tracking runs off the active window, and a call can look like a dozen different apps. This release adds a Meetings page, attendance confirmation, and transcript import from your meeting recorder, so Rize knows what the call was about and tags the time accordingly. It is in beta today, with a general rollout soon.

HOW TO TURN IT ON

Open Settings, then Meetings and turn on Meetings Beta, or open Meetings under Track in the sidebar and click Enable Meetings Beta. Calendars and meeting recorders are linked from the gear menu on the Meetings page.

NEW

The Meetings page

Every calendar event and every meeting Rize detects from your activity is listed by day, split into Meetings and All events, with a marker at the current time. Click into one to see the attendees, scheduled versus actual time, and four tabs: Time entries, Summary, Transcript, and Apps & websites. A plain calendar event can be turned into a meeting with one click, once or always for that recurring event. You can also add a meeting Rize did not see with New meeting.

Confirm attendance

If you are skipping a meeting, click Not attending and Rize will not track time to it. It moves to All events, with an undo in case you clicked by mistake. If Rize missed a meeting you were in, Mark as attended records the scheduled window, and Edit meeting lets you set the actual start and end. Rize fills in any part of that window that is not tracked yet and never shortens time you already have.

Connect your meeting recorder

This is the big one. Open Meeting recorders from the gear menu on the Meetings page, or Settings, then Transcription, and connect Fathom or Granola. Rize imports each call's transcript about five minutes after the meeting ends. Zoom, Google Meet, and Fireflies are coming soon.

Transcripts tag the time

Once a transcript is in, Rize creates a time entry for the meeting and tags it to the client, project, and task the conversation was about, not just the app you had open. If you already have an entry covering that time, the transcript details are added to it instead of creating a duplicate. The entry arrives as a suggestion for you to review. Open the meeting to see the summary, the tags Rize chose, and the activity underneath. You can change any tag, and the entry stays linked to the transcript it came from.

WHAT IT CHANGES

Meeting time has been the least accurate part of automatic tracking. With the transcript, Rize has the context it needs, and the time around a call lands on the right work. Enable the beta, connect a recorder, and let us know what you think from support chat in the app.

Two quality-of-life updates that make the agent and the big data views easier to use every day.

MENTIONS

Type @ in the agent and pick anything in Rize: a dashboard, a team, a person, a project, a client, a task, a label, a report, a skill, a meeting, or a transcript. The agent pulls that record's data into the conversation and answers about it directly. "@Clients by Team dashboard, show me highlights" references the saved dashboard. "How is @Acme doing this month" answers about that client. The mention becomes a pill in your message, and typing a word like "people" or "dashboards" lists that type.

Mentions work everywhere you write a prompt, not just chat. Use them in a routine, in a report, and when you create a skill. The mention is embedded in the prompt, so a routine that says "summarize @Acme's week" runs against that client every time.

OPEN IN BROWSER

Rize now has a full web app. It is useful for the big views with a lot of data, like Tracked Time, dashboards, and reports, where a browser tab gives you more room. Every page in the desktop app has an Open in browser button at the top. Click it and the page you are looking at opens in the web app. Sign in once in that browser and you are set. The same link is in the workspace menu.

Tracking still happens in the desktop app. The web app is for viewing and working with your dashboards, reports, routines, and settings from any browser.

ALSO IN CHAT

• Dock up to eight chats in the bottom bar and switch between them. Docked chats survive a reload.
• Escape minimizes the chat panel to its dock chip instead of closing it.
• Send a message while a reply is streaming and it queues until the reply finishes, with Steer, Edit, and Remove on the queued row. Cmd+Enter stops the current reply and sends now.
• Opening chat starts a new conversation instead of resuming the last one.

When you run Rize, or any AI product, across a team, getting the defaults right matters. If one person's minimum time entry is five minutes and another's is thirty, their reports do not line up, and every new hire has to be walked through the same settings. The Members page now has a Defaults tab that fixes this.

NEW

The Defaults tab

Open Members from the sidebar and click the Defaults tab. It has three sections. Preferences sets the language, the time entry size, and the minimum time entry size. Tracking sets the automatic tracking schedule, one row per weekday. Notifications switches break notifications, the distraction blocker, meeting notifications, and focus notifications on or off. Each section has its own Save button, so changing the tracking schedule does not touch anything else.

Apply to everyone, and to everyone who joins

After saving, click Apply to all users to push the defaults to every active member, admins included. It overrides any personal changes they have made to those settings, so Rize asks you to confirm. Anyone who accepts an invitation from now on inherits the defaults automatically, so a new member is set up correctly before their first tracked hour.

Member settings and the members table

Each member's edit sheet has the same notification controls, so an admin can adjust one person without changing the defaults. The members table now shows each member's manager, and Export CSV next to New member downloads the roster with titles, departments, teams, and status. Titles and departments, which shipped last month, are the other half of this: organize people by department and title, then set the defaults once.

WHY IT MATTERS

Consistent settings mean consistent data. Defaults take the setup burden off each member and off whoever onboards them, which is most of the stress of rolling Rize out to a team.

Rize has had a focus timer, a break timer, automatic focus detection, and a built-in Distraction Blocker for a long time, and they are some of the most used parts of the app. The tab that held them was called Timer. It is now called Focus, and it has a new layout and a set of new controls.

NEW

A large session timer with the controls under it

The timer fills the page, and its color changes with the session type: one color for Focus, one for Break, one for Meeting. Start Focus and Start Break sit directly under it. While a session is running, extend it by 5, 10, 15, or 30 minutes from the same spot, or start a different session type from the menu.

One-click Distraction Blocker

The Distraction Blocker is a compact icon beside the session controls. Click it to enable or disable blocking, and hover for its status. Blocker settings in the title row opens the full settings page.

Auto-detect or Manual when starting a session

The Focus and Meeting dialogs open with two tabs. Auto-detect, the default and the one we recommend, lets Rize work out the client, project, and task from your activity. Manual shows the pickers for when you want to set them yourself. Rize remembers which tab you used last.

A sidebar you can collapse

The sidebar has three tabs and a date picker, so you can look back at any day.

• Overview shows your focus time through the week and your top distractions and apps and websites. Click one to mark it as not a distraction, or edit its tracking rule right there, and the rule updates everywhere.
• Timeline is a compact view of the day's meetings and sessions.
• Current Session shows what you are working on now and the task, project, and client Rize has attached to it. During a break it shows break suggestions.

Upcoming sessions as a floating card

When a session is scheduled, a small card appears near the timer with the session name and a Start now button. Dismiss it if you are not ready.

SILENT MODE

Silent mode is new. Click Silent mode in the Focus title row, or turn it on under Settings, then Notifications. While it is on, Rize pauses focus sessions, break reminders, the Distraction Blocker, and coaching notifications. Automatic focus and break detection stop, planned focus and break sessions do not start, and the session controls hide. Time tracking, work hours, and meeting notifications keep working.

Use it two ways. Leave it on if you want Rize to run quietly and only look at the data. Or turn it on for an afternoon, then turn it off and start sessions again whenever you want. Your focus settings are kept while it is on, so turning it off restores them. It can be switched on in the middle of a running session without ending it, and new accounts are offered it during onboarding.

A SIMPLER BOTTOM BAR

The bottom bar across the rest of the app was pared down to match. Its controls are a row of compact cards: the timer, the music player, and the session controls. Clicking the timer opens the Focus page. The music card shows artwork with Play and Pause, and hides its controls when Silence is selected. When a session is coming up, a pill beside the session controls starts it in one click. Minimized chats dock in the same row.

Record Meeting and Add Note have left the bottom bar. Add Note now lives in the Calendar Time Entries column menu and keeps its keyboard shortcut. Two settings under Settings, then Focus control what the bar shows on this device: Show Music Player in Bottom Bar, on by default, and Show Start Session in Bottom Bar, off by default.

IMPROVEMENTS AND FIXES

• The Start Focus pickers can switch teams
• Planned sessions can start early without moving their schedule
• Upcoming session reminders only show within five minutes of the start
• Shorter rows in Apps & Websites and consistent spacing across timer controls, menus, and cards
• Removed the redundant Focus heading and Jump to Now from the compact timeline

Teams are no longer limited to 30 labels. Each label now has an Auto-apply setting that controls whether the AI assigns it to time entries automatically. Up to 30 labels per team can have Auto-apply on; everything beyond that is still available to pick by hand, assign from the Rize Agent, or set through the API and MCP.

WHAT IS IT?

Labels are the tags Rize puts on time entries so reports, the Agent, and MCP clients can read one consistent thing. Until now every label fed the AI classifier, so the team-wide cap of 30 was there to keep classification accurate. Auto-apply separates the two jobs. A label with Auto-apply on has an AI prompt and is a candidate every time Rize classifies an entry. A label with Auto-apply off is a plain tag: no prompt required, never assigned automatically, but available everywhere you tag by hand.

WHY IS IT IMPORTANT?

Classification gets worse as the list of candidates grows, but a 30-label ceiling was too tight for teams that use labels for billing codes, internal projects, or one-off tags an agent sets explicitly. Now the AI works from a short list you choose, and the rest of your labels stay out of its way without being deleted.

NEW

Auto-apply column and switch

Open Settings, then Labels. The table has a new Auto-apply column between AI Prompt and Status, and the header shows how many of the 30 Auto-apply slots the team is using. The create and edit dialogs have an Auto-apply switch. When it is off, the prompt field is hidden and its value is kept, so turning the label back on later restores the prompt.

At capacity

When all 30 slots are in use, you can still add labels. New ones default to Auto-apply off, with a note explaining why, and you cannot enable Auto-apply on another label until you turn it off, archive, or delete one that has it. Turning it off on a label does not remove it from entries it has already been assigned to.

API and MCP

Labels gain an optional autoLabelEnabled field in the GraphQL API and auto_label_enabled in the MCP label tools. Omitting it on create uses the default, on. The prompt is now optional when Auto-apply is off. Explicit assignment through the API and MCP works with any active label, enabled or not.

WHAT STAYS THE SAME

• Existing labels have Auto-apply on, so nothing changes for your current setup.
• Turning Auto-apply off does not reclassify past entries.
• Manual label pickers show every active label.

You can now organize your workspace by job title and department, then use those groups to explore your team's time. See how much time designers spend on a client, compare departments, or break down billable and non-billable hours by role.

Workspace admins manage titles and departments in Members → Departments. Each title can belong to a department, but the department is optional. Start with titles and add departments whenever you're ready.

Manage workspace titles and their optional departments in Members → Departments.

Create departments

Create departments from the Departments card by entering their names.

1. Open Members → Departments.
2. Click New department on the Departments card.
3. Enter a name, such as Creative or Engineering. Use Add row to create several departments at once.
4. Click Create to save the departments.

Create departments by entering a name in each row.

Add titles with optional departments

Create titles from the Titles card, with an optional department for each title.

1. Click New title.
2. Enter a title name and choose a department, or leave No department selected.
3. Use Add row to add more titles before saving.
4. Click Create. You can change a title's name or department later with Edit title.

Add titles and choose an optional department for each one.

Assign titles to members

Assign a member's title from Edit member in the Members table.

In the General tab, choose a title and save your changes. You can search existing titles or type a new name to create one from the picker. The member's department comes from their title, so you don't need to assign it separately.

Job titles describe the work someone does. Workspace roles, such as Member and Admin, continue to control their access.

Assign a job title from the member’s General tab.

View time by title or department

Use title and department filters in the Time Entries dashboard to focus on the people behind the work.

1. Open Time Entries and choose your team and date range.
2. In the filters, open More and select Titles or Departments.
3. Search for the groups you want to include, select them, and click Done.
4. In the breakdown table below the charts, open More and choose Titles or Departments to group the results.

For example, filter to Creative and group by title to compare tracked hours across its roles. The table shows billable, non-billable, and total tracked hours for each group.

Filter tracked time by department in the Time Entries dashboard.

You can now set a team member's tracking schedule and agent preferences from the Members page. The updated member dialog brings profile details, permissions, AI instructions, and tracking settings into four tabs.

WHAT IS IT?

Member settings bring profile details, team assignments, permissions, agent preferences, and tracking schedules into one editor. Workspace admins and team admins can configure the members they manage directly from the Members page.

WHY IS IT IMPORTANT?

Onboarding someone or changing how their time is recorded shouldn't require walking them through every setting. Admins can now set tracking hours for a member's time zone and tailor AI instructions to their client work. This makes it easier to keep time entry conventions consistent across a team while allowing different schedules and responsibilities.

NEW

Find and manage members

Search by name, email, or title and filter your roster by team, role, or status. Active members have separate Edit member and View profile actions. Workspace admins can reactivate deactivated members directly from the list, while invited and rejected members no longer show edit or profile actions.

Profile and team settings in one place

The General tab brings together profile details and team assignments:

• Profile: Workspace admins can update a member's name, job title, and workspace role.
• Teams: Add or remove team assignments, set a team role, and assign a manager. Team admins can manage assignments for their own teams.
• Billing defaults: Set whether new entries on a team start as billable. Workspace admins can also update bill and cost rates and choose a default team.

Manage permissions

The Permissions tab separates workspace access from team-specific grants. Workspace admins can change the Admin or Member role and grant finance access across the workspace. Team resourcing grants control capacity planning and editing other members' time on that team; team admins manage these grants for their teams.

Configure agent preferences for each member

Workspace admins and admins of a member's active team can customize each section of the Agent tab:

• Time entry preferences: Choose the language, typical entry size, and minimum entry duration for generated time entries.
• Guidance: Add context for the member's chats, reports, routines, and tagging, such as the clients they work with and how they describe their work.
• Tagging instructions: Set rules the AI prioritizes when assigning tags to the member's time entries.
• Activity summaries: Specify how Rize should write entry titles and descriptions.

Use Skills to add reusable instructions, or Expand to open a larger editor.

Set tracking hours and time zones

The Tracking tab lets workspace admins and admins of a member's active team set that member's time zone and daily start and end times. It also shows whether tracking is enabled or paused. These settings apply to the member's account, and members can still manually override their schedule.

Open Members and choose Edit member to get started. Click Save changes when you're done; closing the dialog with unsaved edits now prompts you to keep editing or discard them.

Read the member management guide for details on each setting and who can change it.

Rize is deprecating categories.

Labels on time entries take over what categories did for reporting, and App & Website Rules take over what categories did for focus, meeting, idle, and do-not-track behavior. Your tracked time does not change.

WHAT IS IT?

Categories mapped an app or website to a single bucket and drove focus detection, meeting detection, idle detection, the Distraction Blocker, and do-not-track. They were hard to set up and could not tell a YouTube tutorial from YouTube Shorts. Labels are applied to time entries by AI prompts you can edit under Settings, then Labels, so they read the context of the work. Tracking behavior moves onto the app or website itself under Settings, then App & Website Rules.

WHY IS IT IMPORTANT?

Time entries are where your activity and meetings come together, where the AI writes summaries, and where you review and approve. Labels live there too, so reports, the AI agent, and MCP clients all read one thing. Removing categories takes a parallel system out of that path and puts every tracking rule in one place: click the app, see why Rize treated it the way it did.

WHAT CHANGES

• Activity shows the apps and websites you used instead of a category name.
• App & Website Rules replaces the Categories settings page. Mark any app or site as focus, meeting, idle detection, do not track, or blocked.
• Distraction Blocker is configured per app or website. Settings, then Distraction Blocker, then Blocked Apps & Websites lists everything blocked.
• Report emails drop the categories section in favour of top apps and labels. Desktop toasts show top apps and websites.
• Manual sessions no longer have a category picker. Goals and calendar rules that depended on categories are hidden.

The rollout is gradual. If your workspace has not switched yet, you will still see categories for now.

ALSO NEW

External task IDs in CSV exports.

Time entry exports gain Client External ID, Project External ID, Task External ID, and External Source columns. For ClickUp-synced work the Task External ID is the ClickUp task ID; Linear and Asana IDs are included the same way.

Restrict team creation to admins.

Turn on Team creation under Settings, then Workspace Settings, then Manage Features, and only workspace admins can create teams. Members can still be added to existing teams. Off by default.

Client billing details on invoices.

The Bill To block prefills from the client's billing contact and address and saves edits back to the client. Sent invoices keep a frozen snapshot, so changing a client later never rewrites a delivered PDF.

IMPROVEMENTS AND FIXES

• Quick-add durations and Save and add another on the time entry form
• All-day calendar events in their own row above the timeline grid
• Team search when inviting organization members; team switch in the batch time entry panel
• Timesheet assignment quick add, with untagged groups kept visible
• Host labels on timeline events
• Fewer ClickUp API requests during sync
• Summary generation retries on AI request timeouts
• Archived clients skipped during tracking
• Fixed onboarding renaming an organization the user was invited into
• Fixed AI overage billing auto-enabling on paid subscriptions

Read the full announcement

Rize is now an official ChatGPT Partner, with a published app in the ChatGPT directory. Open the Rize app in ChatGPT, click Connect, and ChatGPT can read and update your time data with the same permissions your Rize account has.

That chart took one message: @Rize show my agency's profitability right now. ChatGPT called the Rize profitability trend tool, plotted revenue, cost, and profit for the year, and footnoted that September is month to date.

WHAT IS IT?

The Rize MCP server, listed as a first-party app inside ChatGPT. When we launched Rize MCP in April, connecting it to ChatGPT meant turning on developer mode and pasting a server URL. The directory listing replaces that with a Connect button, ships with example prompts, and puts Rize in the composer's Plugins menu so you can tag it with @Rize in any conversation.

WHY IS IT IMPORTANT?

ChatGPT is where a lot of people already do their thinking. Now the numbers are there too. Ask for last week's hours by client, the pending suggestions worth approving, or the contract that is losing money, and the answer comes from your tracked time instead of a dashboard you had to open first. Every tool runs as you, so a member sees their own time, a manager sees their reports, and an org admin with the Finance grant sees profitability.

NEW

One-click connection

1. Open the Rize app in ChatGPT
2. Click Try in chat, then Connect
3. Sign in to Rize with Google or a magic link and click Approve
4. Type @Rize show my time entries from today

Tag Rize from the composer

Type @Rize or pick Rize under Plugins. ChatGPT calls the tools it needs and lists Rize under Sources on the answer. Because the directory description tells ChatGPT what Rize holds, it can also pick Rize on its own when a question is about time, projects, or profitability.

Analysis, not just numbers

Asked for the team's profitability, ChatGPT read September and August side by side, noticed the current month's margin was inflated because retainers post before the labor does, and pointed at the one contract losing money and the two clients showing revenue with zero delivery hours.

The full toolset

The app exposes every Rize MCP tool: list, create, update, and delete time entries; approve or reject AI suggestions; add work notes; manage clients, projects, tasks, labels, and keywords; list teams and members, invite and update members, and read team time allocation; and report organization, contract, and trend profitability. Claude, Cursor, and every other MCP client keep working through https://mcp.rize.io/mcp exactly as before.

USE IT FOR

• "@Rize Show my tracked time from last week by client and project, and flag any unassigned or unusually long entries"
• "@Rize List my pending AI time entry suggestions from yesterday, group them by project, and recommend which ones to approve or edit"
• "@Rize Show my team's time allocation for this month, split by client, project, and billable vs non-billable time"
• "@Rize Which contracts have revenue but no tracked hours?"
• "@Rize Create a 45 minute time entry for the Acme kickoff call at 2pm"

Included on Team and Enterprise plans. Professional plan users get read-only access to their own time data. Setup for every client is in the AI assistants guide, and the full tool list is on the Rize MCP page. Invoicing is not yet in MCP; tell us if that is what you need next.

Read the full announcement

A few weeks ago we launched the Rize Agent. Today we're shipping the operating data it runs on.

Rize is ready for agencies, accounting firms, consultancies, and teams of 10 or more. Tracked time now feeds profitability, capacity, budgets, invoices, and client work automatically, with no manual timesheets.

Most firms run these numbers in four or five tools stitched together with spreadsheets, and every one of them depends on people remembering to log hours. Rize captures the work in the background, so the numbers below are built from what happened rather than what was submitted.

With this release you can run your agency, firm, or team on Rize:

• See revenue, cost, and margin by client, project, and member, from hourly, retainer, and hybrid contracts.
• Plan capacity, schedule assignments, and compare scheduled hours to tracked hours.
• Invoice clients from tracked time and record payments without leaving Rize.
• Brand new permissions built for teams and organizations. Your agents inherit your permissions too.
• Review time in My Timesheet and Team Timesheets instead of chasing submissions.
• Sync tracked time to Asana tasks automatically.
• Run every one of these workflows from the Rize Agent, the API, and MCP.

WHAT'S NEW

Profitability for agencies and firms

Profitability shows revenue, cost, and profit across your whole organization or a single team. Set up hourly, retainer, or hybrid contracts per client, add cost rates per member, track budgets and expenses, and see the margin on every client and project from time that was captured automatically.

Resourcing: utilization and planning

Resourcing is the planning side of the same data. Schedule assignments per member and week, set working days and holidays, import a plan from CSV, and compare scheduled hours to what was actually tracked so you can see who is over capacity before the month ends.

Invoicing in Rize

Pick a client and a date range and Rize builds the invoice from tracked time. Line items now follow a description format you control, so the invoice reads the way your clients expect. Send the PDF, record full or partial payments, and void mistakes without breaking your numbering.

Teams, members, and permissions

Permissions now separate organization roles, team roles, and two grants. Admins, Managers, Members, and Viewers each see what their job needs. A Finance grant gives someone the numbers across the whole organization without admin power, and a Resourcing grant lets an ops lead plan capacity and edit time on one team.

My Timesheet and Team Timesheets

Timesheets are the review layer. My Timesheet is where each person confirms their own week. Team Timesheets is where admins, managers, and viewers scan daily hours, pending time, and capacity across a team without asking anyone to submit anything.

Asana integration with time tracking

The Asana integration is out of beta. Rize tasks stay in sync with Asana, and time tracked in Rize is written to the matching Asana task as a time tracking entry, updated when the entry changes, and removed when it is deleted.

All of it in the Agent, API, and MCP

Profitability, contracts, expenses, planned allocations, teams, members, and time approvals are available through the Rize API and MCP. Ask Claude or ChatGPT which client had the lowest margin last month, or let an internal agent approve pending time and update a contract.

SOC 2

We've started our SOC 2 process with security-consultant.com.

RUN YOUR AGENCY ON RIZE

Together these let a firm run resourcing, billing, and client reporting from data that was captured, not typed in. The Rize Agent can answer questions about any of it, Routines can deliver the numbers on a schedule, and the API and MCP let your own agents act on them.

If you run a team of 10 or more and want to see how this fits your firm, book a demo.

Profitability is where tracked time turns into a number the business cares about. Rize now calculates revenue, cost, and profit across your whole organization, without anyone filling in a timesheet first.

WHAT IS IT?

Profitability combines four inputs: the time Rize captured automatically, each client's billing contract, each member's cost rate, and any expenses or budgets you add. From those it reports revenue, cost, and profit at the client, project, and member level, for one team or for the whole organization.

WHY IS IT IMPORTANT?

Most agencies and firms find out a client is unprofitable at the end of the quarter, after the hours were under-reported and the retainer was over-served. Because Rize captures the work as it happens, the margin is visible while there is still time to change scope, staffing, or price.

NEW

Organization-wide profitability

The organization Profitability page rolls up every team. Org admins and members with the Finance grant can filter by team and date range and see revenue, cost, and profit for every client without opening each team separately.

Hourly, retainer, and hybrid contracts

Each client has a contract that says how revenue is earned. Hourly contracts multiply tracked billable hours by a rate. Retainers recognize a fixed amount across the billing period. Hybrid contracts combine a retainer with an hourly rate for hours beyond the included amount. Contracts have billing periods, so you can see how a retainer is tracking against the hours delivered in the current month.

Cost rates per member

The Costs tab lists every member with their billable rate and cost rate, editable in place. Cost rates are what turn hours into cost, so this is the one setup step that makes every margin number real.

Budgets and expenses

Set a budget per client or project and watch burn against it. Add pass-through and delivery expenses so profit reflects more than labor.

Profitability in the Agent, reports, API, and MCP

Ask the Rize Agent which client had the lowest margin last month, run the client profitability report template on a schedule, or pull the same numbers through the API and MCP with organization_profitability, contract_profitability, and profitability_trend.

USE IT FOR

• Monthly margin review by client
• Spotting over-served retainers before the period closes
• Pricing renewals from real delivery cost
• Giving a finance lead the numbers without admin access
• Feeding profitability into your own reporting through the API

Profitability is available to organization admins and members with the Finance grant. See Profitability Overview in the docs for setup.

Resourcing is the planning side of Rize. It puts scheduled work and tracked work on the same grid, so utilization is measured against a plan instead of guessed.

WHAT IS IT?

Resourcing is a page for each team and for the whole organization where you schedule assignments per member by day and week, set working days and holidays, and see scheduled hours next to the hours Rize tracked automatically. Capacity, allocation, and utilization come from that comparison.

WHY IS IT IMPORTANT?

Planning tools know what was scheduled. Time trackers know what was logged, if anyone logged it. Neither knows what actually happened. Rize captures the work, so the plan is checked against reality every day, and the ops lead can see who is over capacity while there is still time to move work.

NEW

Scheduled assignments by member and week

Add an assignment to a member for a client, project, or task with hours per day and a date range. Drag across days to select a range, edit or resize an assignment in place, assign PTO, and clear a period when the plan changes. Each member row shows allocated hours against capacity, and each day shows its load.

Scheduled versus tracked

Allocation bars on the Resourcing page show scheduled hours and tracked hours side by side per client and project, with a warning when a plan exceeds the budget. The Time Entries report has a

Tracked + Planned

view that charts tracked hours against planned hours and capacity for the period, with scheduled hours and the difference per member.

Working days, public holidays, and company days off

Planning settings define the working week, public holidays, and company days off, so capacity is calculated from days people are actually available.

Import a plan from CSV

Bring an existing schedule in from a spreadsheet or another planning tool. Upload a CSV, preview how each row maps to members and projects, then commit the batch. The same import is available in the public API as

create_planned_time_allocations

.

Planning history

Every change to the plan is recorded, so you can see who moved what and when.

Organization view

The organization Resourcing page shows every team's plan in one place, with a team selector and the same client, project, and task filters as the team page.

Capacity on timesheets

Team Timesheets show capacity signals per member so the same plan is visible where time is reviewed.

Allocation in the Agent, API, and MCP

Ask the Rize Agent who is over capacity next week, or read planned and tracked allocation through the API and MCP with

planned_time_allocations
,

time_allocation
, and

workspace_time_allocation
.

USE IT FOR

• Weekly capacity planning across a delivery team
• Checking a retainer's planned hours against what was delivered
• Moving work off an over-allocated member before the week starts
• Migrating a plan from a spreadsheet or another resourcing tool
• Giving an ops lead planning access on one team with the Resourcing grant

Resourcing is available to organization admins, team admins, and members with the Resourcing grant on that team. See

Teams, Members, and Permissions

for how grants work.