This is a big one.
We're officially introducing Betty AI, a new way to interact with BetterTracker β using AI to ask questions, uncover insights, and understand what's happening across your business without digging through screens, tables, and reports.
Betty AI is powered by major upgrades we've been making behind the scenes to BetterTracker's data and AI foundation, and it represents an important step toward a more intelligent, connected BetterTracker experience.
β¨ What's New
π€ Betty AI is here β unlock conversational AI and insights across your BetterTracker data with an eligible upgraded plan.
π§ Expanded guided onboarding β more BetterTracker accounts can now use our guided setup experience.
π₯ MSP Customer onboarding β MSPs can import or add customers with our Onboarding Wizard.
π User 365 Scout usage β You can now view user access log by date and time over time.
β¨ Simplified AI identification β a clearer, consistent way to identify AI-powered products throughout BetterTracker.
β‘ Platform performance improvements β Faster image loading, and continued optimization throughout BetterTracker.
π€ Meet Betty AI
Betty AI is a major step forward for BetterTracker.
Betty brings AI directly into the platform, giving you a completely different way to work with the information already inside your BetterTracker account.
Instead of navigating between dashboards, filtering tables, or manually piecing information together, you can simply ask Betty.
Want to understand what's happening across your technology stack? Ask Betty AI.
Looking for unusual expenses or spending trends? Ask Betty AI.
Need information from your contracts? Ask Betty AI.
Trying to understand application activity across Microsoft 365 or Google Workspace?
Betty AI can help with that too.
Betty AI can work with data across:
π§ NaviStack
π³ My Expenses
π My Contracts
π 365 Scout
π Google Scout
π Multiple areas of BetterTracker
Start with one of Betty's suggested questions or ask your own.
π‘ Your data already knows the answer. Now you can ask it.
BetterTracker contains a tremendous amount of information about your vendors, products, applications, expenses, contracts, users, and customers.
Betty AI helps turn all of that information into something much more useful: answers, insights, and context.
For MSPs, that can mean:
Preparing for a customer conversation in seconds
Spotting unusual application or spending activity
Understanding how technology is actually being used
Finding information buried inside contracts
Connecting data that lives across different parts of BetterTracker
Getting to an answer without hunting through multiple screens
Betty AI isn't just another place to view your data.
It's a new way to use it.
π Don't see Betty AI in your account?
Betty AI must be enabled through an eligible BetterTracker subscription.
If your current plan doesn't include Betty, you'll see the option to upgrade and unlock access.
Upgrading gives your account access to BetterTracker's growing AI experience β starting with Betty today and expanding as we introduce more AI-powered insights, analysis, recommendations, and automation throughout the platform.
π This is only the beginning
Betty's first release is just the starting point.
We're continuing to build AI deeper into BetterTracker, and upcoming capabilities will increasingly use the information across your account to help surface opportunities, identify issues, explain what's changing, and help you make faster decisions.
Accounts with Betty AI enabled will be positioned to take advantage of these new capabilities as they roll out.
π Shoot us a quick email at success@bettertracker.com to get Betty AI unlocked on your account.
π§ Guided onboarding is expanding
Automatically add more data to BetterTracker with our Onboarding Wizard.
We're continuing to improve the way new users get started with BetterTracker.
Our guided onboarding experience is now available to more account types, helping new users configure BetterTracker and begin seeing useful data much faster.
Depending on the BetterTracker features available to your account, onboarding can help you:
π Connect Microsoft 365 or Google Workspace
π³ Connect financial accounts
π Upload contracts
π·οΈ Add the vendors and products you use
π₯ Set up customers
The goal is simple: get BetterTracker working for you as quickly as possible without starting from an empty account.
π₯ Add your customers during onboarding
For MSPs with Customers, we've made it easier to add your customers.
During onboarding, you can now:
π₯ Import customers using CSV
βοΈ Add a new customers
This gives MSPs a much faster path to bringing their customers into BetterTracker and preparing the account for additional customer-level data and integrations.
π Get a clearer picture of application usage in 365 Scout
We've expanded the user application activity information available in 365 Scout.
In addition to seeing the most recent date a user accessed an application, BetterTracker can now show how many sign-ins occurred that day.
That extra context can help distinguish between an application that was simply accessed once and one that's being actively used.
This can help you identify:
Underused applications
Potentially unnecessary licenses
Application adoption
Opportunities to consolidate your stack
Apps that may deserve additional investigation
β¨ A simpler way to identify AI-powered products
We've simplified how AI is identified throughout BetterTracker.
Products are now classified simply as either AI or No AI.
When a product includes AI capabilities, you'll see our purple-to-blue AI badge.
Products without AI capabilities won't display a badge.
We've also updated AI insights within 365 Scout and Google Scout so AI application totals better reflect applications identified as using AI.
As AI adoption continues to grow, this gives you a clearer view of where AI exists across your technology environment β an increasingly important part of security, governance, vendor management, and customer conversations.
β‘ Faster performance across BetterTracker
We've continued optimizing the BetterTracker experience behind the scenes.
This release includes improvements to how images are delivered and loaded throughout the platform, helping pages feel faster and more responsive.
We've also upgraded imagery throughout our BetterTracker content and blogs for a richer visual experience.
π οΈ Additional improvements
A number of smaller improvements are included in this release as well:
π More relevant vendors when creating contracts β vendor suggestions are now better aligned with the vendors associated with your account.
π Improved contract document processing β uploaded files now carry through more reliably when contracts are created.
π More reliable Google Scout reporting β improvements help reports load and display consistently.
π Performance and reliability improvements β continued optimization throughout BetterTracker.
Have a question about anything in this release? Reach out to our team at success@bettertracker.com or your Customer Success Manager anytime. π



