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

Recurring Invoices & AI-Powered Line Items

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

New3
  • Invoicing
    • Recurring invoice schedules with flexible frequencies
    • Product Intelligence for smart line item descriptions
    • AI settings page for recurring invoice configuration
Improvements5
  • Invoicing
    • Invoice prefix now supports custom formats (INV-, QB/, etc.)
    • Visual timeline showing past and upcoming invoices in a series
    • Invoice template now stores the 'notes' field as well, and it carries into recurring invoice generation
    • Notify/Remind now takes into account if a created invoice email was sent or not and will behave accordingly
  • Workspace
    • The 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.

New3
  • Assistant
    • AI Assistant for financial insights, invoicing, and time tracking
  • Invoicing
    • Upload up to 5 attachments per invoice (10MB each)
  • Workspace
    • Global search across all your data with ⌘K
Improvements2
  • Reconciliation
    • Smarter transaction matching using semantic search
  • Inbox
    • Smart Intake powered by Resend for receipt forwarding
Read the update