Skip to content

Now

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

Smarter Assistant

Cat now has full access to everything in your Expensicat workspace (invoices, transactions, time entries, projects, and more) with faster, more reliable tool use.

New2
  • Assistant
    • Cat can now manage your entire workspace, including invoices, customers, projects, time tracking, documents, tasks, bank accounts, categories, and team members
    • Ask Cat to search the web for tax rules, pricing benchmarks, or anything else, and results appear inline
Improvements3
  • Assistant
    • Faster tool calls, because Cat no longer retries when optional fields are left blank
    • Cleaner thinking indicators, so multi-step operations show a summary instead of every individual step
    • Tool results like invoices and customers now appear as clickable chips below the thinking indicator
Read the update

Smarter Entry Matching

Improved matching between invoices, receipts, and bank transactions, with better cross-currency support, reference number matching, and smarter suggestions for recurring vendors.

New2
  • Reconciliation
    • Reference matching, so invoices with reference numbers match automatically against bank transactions
    • Recurring vendor intelligence, so matching improves as the system learns from your confirmed matches
Improvements3
  • Reconciliation
    • Cross-currency matching, so a USD invoice correctly matches its EUR bank charge despite exchange rate differences
    • Higher accuracy across the board, with fewer false positives and more auto-matches for obvious pairs
  • Workspace
    • Hybrid full-text and semantic search for finding transactions
Read the update

Smarter Imports & Search

Automatic currency setup on import, imported accounts in settings, smarter search, and a refreshed task management experience.

New3
  • Workspace
    • Smarter search that matches on meaning as well as the exact words you type
    • Redesigned task page with better overview and date range filtering
    • Full mobile support for task management
Improvements4
  • Reconciliation
    • More accurate transaction-to-invoice matching
    • Clearer match suggestions with improved scoring
  • Workspace
    • Cleaner global search experience with smarter filtering
    • Better page descriptions for search engines
Fixes5
  • Banking
    • Your team's currency is now automatically configured when you first import transactions
    • Imported accounts now show up in Connected Accounts, and you can connect them to a real bank anytime
  • Reconciliation
    • Invoice grouping now requires an exact amount match to avoid false groupings
    • Matched transactions are now highlighted for easier identification
  • Security
    • Login now correctly returns you to where you left off
Read the update

Transaction Import

Import transactions from bank exports. Upload a CSV or XLSX, map columns with AI, and bulk-import with duplicate detection.

New4
  • Banking
    • Import transactions from CSV, XLSX, or XLS bank exports
    • Automatic column mapping, where AI reads your file headers and maps them to the right fields
    • IBAN-scoped import accounts, so each IBAN gets its own account, reused across imports
    • Live preview of mapped data before importing
Improvements5
  • Banking
    • Imported transactions go through the full pipeline of enrichment, embeddings, and match suggestions
    • Base currency conversion at import time using exchange rates
  • Workspace
    • Actionable notifications with deep links to the relevant entity
    • Branded email templates for notification emails
  • Inbox
    • Improved mobile UX for documents browser
Fixes4
  • Banking
    • Duplicate detection prevents re-importing the same transactions twice
    • Corrected GoCardless reconnect redirect URL
  • Reconciliation
    • Extended invoice payment matching window to full lifecycle
  • Workspace
    • Fixed transaction detail sheet scroll on mobile
Read the update

Tasks

Plan, assign, and track work across your team, with a weekly planner, subtasks, time tracking, file attachments, and realtime collaboration.

New7
  • Workspace
    • Create tasks with titles, notes, priority levels, due dates, and assignees
    • Break work into subtasks, reorder them with drag-and-drop, and complete a parent to close all subtasks at once
    • Multi-day tasks, with a start and due date to span work across a range
    • Weekly planner with day columns, drag-and-drop scheduling, and per-day time summaries
    • Attach PDFs, images, and documents to any task, up to 10 files at 10 MB each
    • Tasks widget on the dashboard showing your top open tasks with inline completion
    • Automatic tasks when an invoice goes overdue or a bank connection is about to expire
Improvements5
  • Workspace
    • Start and stop timers directly from any task, and tracked time rolls up per team member
    • Open tasks group by urgency into Overdue, Today, This Week, and Later
    • Checklist progress shows at a glance how many items are done
    • Postpone in one click, rescheduling to tomorrow, later this week, next week, or a date you pick
    • Changes sync live across your team, with no refresh needed
Keyboard shortcuts1
  • Workspace
    • j/k or arrow keys to navigate, Enter to open, c to complete, d to dismiss, r to reopen
Read the update

Table Redesign & Pinned Columns

Redesigned data tables with pinned columns, scroll navigation, and a consistent experience across all views.

New2
  • Workspace
    • Pinned columns keep select and date visible as you scroll horizontally through transactions
    • Scroll navigation arrows in the date header let you pan left and right without a trackpad
Improvements4
  • Workspace
    • Unified table architecture across transactions, invoices, customers, and projects
    • Tables adapt cleanly to narrow viewports with horizontal scrolling and sticky columns
    • Row highlights, hover states, and selection now work consistently across all table views
    • Column visibility toggle lets you show or hide columns to focus on what matters
Fixes2
  • Workspace
    • Fixed column alignment issues on narrow screens where cells could drift apart
    • Green income/entry highlights now render correctly in pinned column mode
Read the update

Recurring Transactions, Mobile UX & Performance

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

New3
  • Banking
    • Automatically detect recurring transactions, so your fixed costs and subscriptions are visible at a glance
  • Assistant
    • Ask the AI assistant about totals, averages, and trends across any time period
  • Workspace
    • Dashboard widgets now show richer insights instead of raw numbers
Improvements6
  • Workspace
    • Notification center adapts to your screen with a responsive popover
    • Refined mobile menu with a sticky onboarding CTA, better icon alignment, and smoother sheet transitions
    • Refreshed email templates
    • Widget layouts persist across sessions with smoother drag-and-drop
    • New Inter Variable font, updated logo, and streamlined sidebar icons
  • Inbox
    • Improved document preview experience
Fixes4
  • Banking
    • Bank sync now correctly populates base amounts and handles connection expiry
  • Invoicing
    • Scheduled invoices now deliver reliably
  • Workspace
    • Fixed currency persistence, authentication cookies, and invite flow edge cases
    • Faster 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.

New7
  • Developers
    • OAuth2 authorization server with consent screen and granular scope management
    • MCP server, so AI assistants like Claude connect directly to your workspace
    • Full REST API covering transactions, invoices, customers, projects, bank accounts, categories, time entries, documents, recurring invoices, and more
    • First-party SDK for programmatic access to all API resources
  • Security
    • Multi-factor authentication (MFA)
    • Session and app management with short-lived tokens and automatic refresh
  • Workspace
    • Organizations with invitations, approvals, and role-based access
Improvements2
  • Developers
    • Fine-grained consent screen, so you can review and deselect individual scopes before authorizing
  • Inbox
    • File browser UX improvements with better navigation and a document-oriented layout
Fixes2
  • Security
    • Fixed redirect issues during registration and login
  • Workspace
    • Various stability and performance improvements
MCP server3
  • Developers
    • Secure, authenticated MCP server scoped to your organization
    • 12+ tools available for expenses, invoices, metrics, bank accounts, and more
    • Token-based access control with scope enforcement
Read the update

Invoice Templates

Create and switch between multiple invoice templates with customizable settings

New3
  • Invoicing
    • Create multiple invoice templates with unique settings per template
    • Template selector dropdown in invoice editor footer
    • Per-template customization including labels, tax rates, currency, and formatting
Improvements3
  • Invoicing
    • Settings menu moved to compact icon button in footer
    • New templates inherit team currency and logo automatically
    • Switching 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.

New4
  • Workspace
    • Notification preferences with per-channel toggles
    • Email notifications for invoice payments and bank syncs
    • Series ending alerts before recurring invoices expire
    • Invoice overdue notifications
Improvements2
  • Workspace
    • All notifications now support both in-app and email delivery
    • Unified notification settings page
Read the update