Skip to content

Now

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

Recurring Transactions, Mobile UX & Performance

Automatically spot recurring expenses, a polished mobile experience, and a noticeably faster app.

New 3
  • TransactionsAutomatically detect recurring transactions, so your fixed costs and subscriptions are visible at a glance
  • AIAsk the AI assistant about totals, averages, and trends across any time period
  • DashboardDashboard widgets now show richer insights instead of raw numbers
Improvements 6
  • MobileNotification center adapts to your screen with a responsive popover
  • MobileRefined mobile menu with a sticky onboarding CTA, better icon alignment, and smoother sheet transitions
  • DocumentsImproved document preview experience
  • EmailRefreshed email templates
  • DashboardWidget layouts persist across sessions with smoother drag-and-drop
  • DesignNew Inter Variable font, updated logo, and streamlined sidebar icons
Fixes 4
  • BankingBank sync now correctly populates base amounts and handles connection expiry
  • InvoicingScheduled invoices now deliver reliably
  • GeneralFixed currency persistence, authentication cookies, and invite flow edge cases
  • GeneralFaster page loads and smoother navigation throughout the app
Read the update

Developer Platform: OAuth2, MCP & REST API

Open up your financial data to AI assistants and third-party integrations with OAuth2 authorization, MCP server, and a full REST API.

New 7
  • OAuth2OAuth2 authorization server with consent screen and granular scope management
  • MCPMCP server, so AI assistants like Claude connect directly to your workspace
  • APIFull REST API covering transactions, invoices, customers, projects, bank accounts, categories, time entries, documents, recurring invoices, and more
  • APIFirst-party SDK for programmatic access to all API resources
  • SecurityMulti-factor authentication (MFA)
  • PlatformOrganizations with invitations, approvals, and role-based access
  • PlatformSession and app management with short-lived tokens and automatic refresh
Improvements 2
  • OAuth2Fine-grained consent screen, so you can review and deselect individual scopes before authorizing
  • FilesFile browser UX improvements with better navigation and a document-oriented layout
Fixes 2
  • AuthFixed redirect issues during registration and login
  • GeneralVarious stability and performance improvements
MCP server 3
  • MCPSecure, authenticated MCP server scoped to your organization
  • MCP12+ tools available for expenses, invoices, metrics, bank accounts, and more
  • MCPToken-based access control with scope enforcement
Read the update

Invoice Templates

Create and switch between multiple invoice templates with customizable settings

New 3
  • InvoicingCreate multiple invoice templates with unique settings per template
  • InvoicingTemplate selector dropdown in invoice editor footer
  • InvoicingPer-template customization including labels, tax rates, currency, and formatting
Improvements 3
  • InvoicingSettings menu moved to compact icon button in footer
  • InvoicingNew templates inherit team currency and logo automatically
  • InvoicingSwitching templates will now prompt you before swapping and recalculating invoice sequence number
Read the update

Notification Preferences & Multi-Channel Alerts

Control how you receive notifications with per-channel preferences for in-app and email.

New 4
  • NotificationsNotification preferences with per-channel toggles
  • NotificationsEmail notifications for invoice payments and bank syncs
  • NotificationsSeries ending alerts before recurring invoices expire
  • NotificationsInvoice overdue notifications
Improvements 2
  • NotificationsAll notifications now support both in-app and email delivery
  • SettingsUnified notification settings page
Read the update

Recurring Invoices & AI-Powered Line Items

Set up recurring invoice schedules with intelligent line item updates that automatically adjust date references.

New 3
  • InvoicingRecurring invoice schedules with flexible frequencies
  • AIProduct Intelligence for smart line item descriptions
  • SettingsAI settings page for recurring invoice configuration
Improvements 5
  • InvoicingInvoice prefix now supports custom formats (INV-, QB/, etc.)
  • TimelineVisual timeline showing past and upcoming invoices in a series
  • InvoicingInvoice template now stores the 'notes' field as well, and it carries into recurring invoice generation
  • InvoicingNotify/Remind now takes into account if a created invoice email was sent or not and will behave accordingly
  • SettingsThe design on the settings page has been refreshed to improve usability, accessibility and allow future expansion
Read the update

AI Assistant, Invoice Attachments & More

Your AI-powered financial assistant, invoice attachments, global search, and smarter transaction matching.

New 3
  • AssistantAI Assistant for financial insights, invoicing, and time tracking
  • InvoicingUpload up to 5 attachments per invoice (10MB each)
  • SearchGlobal search across all your data with ⌘K
Improvements 2
  • MatchingSmarter transaction matching using semantic search
  • IntakeSmart Intake powered by Resend for receipt forwarding
Read the update