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Updates, news, and what we're working on.

US Banks

Connect a US bank account through Stripe Financial Connections, and Expensicat brings in its last 90 days of transactions and new ones every day after that.

New4
  • Banking
    • Owners and admins can connect a US bank account through Stripe Financial Connections, from Settings → Bank accounts → Connect bank or the bank step in onboarding
    • Choose United States as the country and Connect a US bank opens Stripe's window, where you find your bank, sign in and pick accounts (saving them with Link is optional)
    • Back in Expensicat, the account picker shows the linked accounts with their balances, and any you leave out are disconnected at Stripe right away
    • Connecting brings in the last 90 days of posted transactions, and new ones arrive when Stripe refreshes the account each day and on Expensicat's sync twice a day
Improvements4
  • Banking
    • Transactions from a US bank get everything Expensicat already does with bank transactions, including categories, receipt and bill matching, recurring payments, suppliers and notifications
    • A US connection shows Connection expired and notifies the workspace owner when the bank stops sharing data, and comes back by itself if Stripe regains access
    • Reconnect on an expired US connection links the bank again as new accounts, while the expired accounts keep their history
    • Disconnecting a US bank ends Stripe's access, whether you keep its history or remove the connection
API1
  • Banking
    • Activating accounts on a bank connection with POST /v1/bank/connections/{id}/accounts now takes the provider from the connection, and the provider field in the request is ignored
Read the update

VAT, Checked

Expensicat now reads the VAT on your receipts and invoices rate by rate, plus the details for paying them, and stores the VAT only after checking that it adds up to the printed totals.

New3
  • Inbox
    • Expensicat reads the VAT on receipts and invoices rate by rate, including the rate on each line (on receipts that use tax codes like A and B, the rate each code stands for), the VAT summary and the net and VAT totals
    • It also reads the payment details, such as the IBAN, BIC and reference to quote on an invoice, or that a receipt was paid by card
  • Assistant
    • Ask Cat about any receipt or invoice and it can tell you the VAT at each rate, the account to pay and whether the figures checked out
Improvements5
  • Inbox
    • Expensicat stores VAT on a receipt or invoice only after its lines and VAT summary add up to the printed totals under one of the common rounding methods, whether or not the line prices include VAT
    • Expensicat stores a bank account or payment reference only when its check digits are valid
    • Expensicat recognizes receipts that print gross sales per VAT rate, as Polish fiscal receipts do, and checks their VAT too
    • Expensicat reads your existing documents again in the background after this update and fills in VAT and payment details on receipts and invoices that have none, as long as the figures check out and the amount and currency still match the document
    • For e-invoices you receive, Expensicat stores the VAT breakdown and payment details exactly as the e-invoice states them
Read the update

Pick Your Parts

Expensicat now asks which parts you'll use, lets each person order and hide the items in their own sidebar, and keeps whatever you hide a search away.

New3
  • Workspace
    • Onboarding asks what you'll use Expensicat for, and skips connecting a bank if you leave out bank transactions and setting up your inbox if you leave out receipts and bills
    • Edit sidebar, under your sidebar's items or in the menu at the bottom, lets you drag items into your own order and hide the ones you don't use, while search still opens what you hide
    • The overview has an Unbilled time figure with the billable time you've tracked but not invoiced yet, and what it's worth when those projects all bill in one currency
Improvements4
  • Workspace
    • Your sidebar changes only for you in that workspace, so teammates keep their own and anyone can edit theirs without an admin
    • Your overview follows your sidebar, so Cash, Money in, Money out, the money chart and latest transactions show only while Transactions is in it, Unpaid invoices only while Invoices is, and Unbilled time only while Tracker is
    • Your sidebar loads in your order right away, and hidden items don't flash up when you reload
  • Inbox
    • Expensicat stops asking for missing receipts from anyone who hid the Inbox from their sidebar, and requests already open to them get no more reminders and expire
Fixes2
  • Workspace
    • The daily attention summary now arrives only when something needs your attention, where workspaces without a connected bank used to get one every morning saying they were incomplete
    • The summary's title reads Financial source needs attention only when something is blocked
MCP server1
  • Banking
    • The new create-transaction tool records a bank or cash transaction on one of your bank accounts, with money out as a negative amount and an optional idempotency key so a retry doesn't record it twice
Read the update

Bill Reminders

Expensicat now tells you, in the app and by email, when a bill hasn't been paid in the time you usually take to pay that supplier, and clears the reminder once the payment reaches your bank.

New3
  • Inbox
    • Expensicat flags a bill as not paid yet once it goes two working days past your usual time to pay that supplier, and as overdue once it's also two working days past its due date
  • Workspace
    • Bills not paid yet appear in To do on your dashboard and on the bill itself, with the reasoning and a Dismiss button
    • Owners and admins get one notification when a bill is late and one more if it becomes overdue, in the app and by email, and can turn off either channel under Account → Notifications
Improvements2
  • Reconciliation
    • A reminder clears on its own once the payment reaches your bank and matches the bill, or as soon as matching finds a payment for you to confirm
  • Inbox
    • You're no longer asked how a bill was paid when that bill already has a reminder
Fixes2
  • Workspace
    • Notifications about paid and overdue invoices, approvals, ending recurring series and questions now open the record they're about, where before some opened the bare list or nothing at all
    • A notification email that gets retried after a hiccup now arrives only once
Read the update

Suppliers and Contacts

Expensicat now matches your bills and receipts to the supplier who sent them, shows what you spent with each one, and keeps your customers and suppliers in one contact list.

New9
  • Inbox
    • Expensicat matches the invoices, receipts and credit notes you receive to a contact you already have by tax number, Peppol address, website or name, and creates a new supplier only when nothing matches
    • The Suppliers page sits under Customers and lists everyone who bills you, with what you spent with each over the past 12 months, how many bills they sent and when the last one came
    • Every bill and receipt in your inbox has a Supplier field, and choosing a different supplier sends the next bill from that seller to the one you chose
    • A supplier's sheet shows what you spent with them over the past 12 months, how many bills they sent, their latest bills marked Paid or Unpaid, and their latest payments
  • Banking
    • Outgoing transactions have a Supplier field, filled from the bills they paid, and later charges with the same bank description and no supplier yet get the same one
    • Automatic matching never changes a supplier you picked or cleared on a transaction
  • Invoicing
    • Merge two contacts with Merge into on the contact's edit panel, which moves invoices, quotes, projects, bills, transactions and documents to the one you keep and deletes the other
    • Contacts that look like the same company show under Possible duplicate on the contact's sheet, and Merge here asks you to confirm before it merges them
  • Workspace
    • Search lists suppliers in their own group and has a Suppliers action that opens the page
Improvements4
  • Invoicing
    • Customers and suppliers share one contact list, so a company you invoice that also bills you is one contact with both roles
    • When one bill matches a contact by tax number or Peppol address and another by website or name, Expensicat merges the second into the first if it's a supplier with no tax number, and never merges a customer this way
  • Workspace
    • Members who can edit bills and transactions but not contacts, such as the Accounting role, can still set a supplier, but only people who can edit contacts change where future bills and charges go
  • Inbox
    • Documents filed before Expensicat started writing titles and summaries get them too
API4
  • Invoicing
    • Integrations that call /v1/customers need updating, because those paths are gone and contacts now live at /v1/contacts and /v1/contacts/{id}, with a roles field and a role filter
  • Developers
    • The customers:read and customers:write scopes are now contacts:read and contacts:write, and Expensicat switched your existing API keys, OAuth apps and custom roles to the new names
    • The expensicat customer commands in the CLI are now expensicat contact, and the old commands are gone
  • Inbox
    • Inbox items take and return supplier_id
MCP server2
  • Invoicing
    • The customer tools are now list-contacts, create-contact and update-contact, and the old tool names are gone
  • Inbox
    • Inbox tools take supplierId in place of vendorId
Read the update

Stripe and Peppol

Take card payments on your invoices through your own Stripe account, turn every Stripe payment into an invoice without Stripe's invoicing fee, and send and receive on Peppol in early access.

New15
  • Invoicing
    • Owners and admins can connect one or more Stripe accounts from Settings → Integrations → Stripe, on any workspace, each set to the business that invoices its payments
    • Test-mode accounts connect too, labelled Test, and their payments never produce live invoices
    • Choose card payment on a template, as a business's default, or on a single invoice, and the PDF carries a Pay online link and QR code in place of your bank details
    • Your customer pays on Stripe's checkout page, straight into your Stripe account, and Expensicat takes no cut of the payment
    • When the payment lands, the invoice is marked paid, your customer gets the paid copy by email as a receipt, and your team gets notified
    • Every payment you take in Stripe, through Checkout, Payment Links or a payment form built on Stripe, can become an invoice dated the day it was paid
    • Choose Off, Review or Automatic for each account, and in Review, the default, each payment prepares a draft you issue or skip
    • The invoice total always equals what your customer paid, to the cent, and a payment that can't be invoiced correctly is held with the reason in plain words
    • Invoices from Stripe payments go out on the channel the law requires for that seller and buyer, whether that's a PDF by email, Factur-X or Peppol
    • A full or partial refund in Stripe becomes a credit note for the refunded amount, sent the same way the invoice was
    • Send and receive invoices on Peppol, in early access and switched on per workspace
    • Setup registers your business on the Peppol network, and tells you if your Peppol ID is already registered with another provider instead of failing silently
    • Check a customer's Peppol address from the customer sheet with Verify on Peppol, which asks the network whether they can receive invoices
  • Compliance
    • Invoices use Stripe Tax's rate when Stripe calculated the tax, and otherwise Expensicat works it out from both countries and whether the buyer gave a VAT number
  • Inbox
    • Invoices sent to you on Peppol arrive in your inbox marked Received via Peppol, with a readable PDF and the original file attached
Improvements5
  • Invoicing
    • The shared invoice page is drawn by the same components as the editor, so your customer sees what you built, with line items as cards on a phone and a table when there's room
    • One bar at the bottom of the shared page holds Pay with the amount, download and copy link, and shows how long ago your customer viewed the invoice
    • Credit notes have their own detail view and read as credit notes everywhere, marked Issued instead of Unpaid, with no Mark as paid and no reminders
    • An invoice that was credited says so and links to its credit note, in the invoice list, the details and its history
    • Invoice emails switched to a light design, because Gmail on phones inverted the dark ones and made them hard to read
Fixes1
  • Compliance
    • Invoices to Belgian consumers go out as a PDF by email instead of being refused for lacking a Peppol address, and Polish consumers got the same fix because KSeF also covers businesses only
Read the update

ChatGPT

Connect your ChatGPT account and every subscription invoice lands in your document vault on its own, including the ones for months you were billed before you connected.

New6
  • Inbox
    • Connect your ChatGPT account from Settings → Integrations → ChatGPT, and OpenAI's invoices start arriving on their own
    • Expensicat checks twice a day and files new subscription invoices in your vault, so you never download another one by hand
    • The first check works back through your billing history, so invoices for months you already paid for land in the vault too
    • You get OpenAI's original PDF, the same file you would have downloaded yourself
    • If OpenAI signs you out, checks pause and Expensicat asks whoever connected the account to sign in again
  • Security
    • You sign in to OpenAI yourself in a private browser session that closes itself the moment you're through, and Expensicat keeps the session rather than your password
Read the update

Amazon

Connect your Amazon account and every order invoice lands in your document vault on its own, including the ones for orders you placed before you connected.

New7
  • Inbox
    • Connect your Amazon account from Settings → Integrations → Amazon, and order invoices start arriving on their own
    • Expensicat checks Amazon twice a day and files new order invoices in your vault, so you never download another one by hand
    • The first check backfills your order history, so invoices for past orders land in the vault too
    • Expensicat covers Amazon stores in 23 countries, including the US, UK, Germany, Japan, and Australia
    • Connect several stores and keep each one private to the person who set it up, or share it with the team
    • If Amazon signs you out, that store's checks pause and Expensicat asks whoever connected it to sign in again
  • Security
    • You sign in to Amazon yourself in a private browser session that closes itself the moment you're through, and Expensicat keeps the session rather than your password
Read the update

Instant Navigations

Reconciling is a back and forth job, inbox to transaction and back again, over and over. Every one of those hops used to cost you a wait at both ends. Now the page is on screen when you click it and only the numbers arrive late.

Improvements7
  • Workspace
    • The page is on screen when you click it. Working down the inbox, or going from a receipt to its transaction and back, no longer costs you a wait at every hop.
    • Search and filters are ready before the table is, so you can type the vendor you came to find instead of waiting for a full list you were about to narrow anyway.
    • Going back no longer rebuilds the page. You land where you were scrolled to, with anything you had typed still typed.
    • The loading state is the shape of the real table now, so rows appear in place instead of the page resizing under your cursor as they land.
  • Banking
    • You can remove a bank connection. There was no way to before, so an account you had stopped using kept syncing and kept emailing you to renew it.
    • Removing every account under a connection used to hide it from you while it carried on syncing and sending renewal reminders in the background. It now stays on screen until you remove it.
  • Reconciliation
    • Receipts match when the vendor bills under a name your statement doesn't use, like a Meta invoice against a FACEBK charge. Those were the ones landing back on your desk by hand every month.
Fixes3
  • Invoicing
    • Share links in invoice, credit note, and quote emails open again, including the ones already sitting in your customers' inboxes.
  • Inbox
    • File uploads work again.
  • Banking
    • A newly connected account no longer shows as imported until you reload.
Read the update

Invoices That Arrive

E-invoicing is now switched on per business, drafts get checked before an invoice number is spent, and invoices go out by email with the compliant file attached.

Improvements6
  • Compliance
    • E-invoicing is switched on from Settings, under Integrations, one business at a time. Turn it on for the businesses that need it and everything follows from that one place.
    • Issuing validates the invoice before it spends a number, so a missing customer, an empty line, or a field a tax authority would reject comes back to you while it's still a draft.
  • Invoicing
    • Open any invoice and its whole history is there. Created, issued, sent, reminder sent, viewed, and paid, each with who or what did it and when, in your time zone.
    • Sending delivers the invoice by email with the compliant file attached.
    • Credit notes travel the same way as invoices, with the same tracking.
    • Reminders are part of the same send history, so what you see on the invoice is exactly what went out.
API5
  • Invoicing
    • Send an invoice or credit note over the API and get the delivery outcome back.
    • Ask how an invoice would be delivered before you send it.
    • List an invoice's transmissions and where each one stands.
  • Compliance
    • Set the electronic address a business receives on, and create, update, or deactivate its tax registrations, over the API.
    • Set customer routing over the API, including their electronic address, country specifics like an Italian recipient code or PEC address and a German Leitweg-ID, and a preferred delivery channel.
Read the update