June 2026 Updates

In May we said June would be about closing the loop: getting paid, reconciling it, and giving everyone the right view of the work. The loop closed. We rebuilt the engine that matches your money to your paperwork, opened a branded portal for your clients, wired a command palette across the whole app, moved every background job onto our own infrastructure, and gave your spending a category system that finally answers where did it go? Here's everything that landed.

Reconciliation, Rebuilt to Be Trusted

This was the marquee promise, and it shipped in two waves. We tore down the engine that matches bank transactions to your invoices and receipts and rebuilt it around a single idea: a match you can't trust is worse than no match at all.

• It learns from you — a vendor auto-matches on its own only once you've confirmed it enough times, so the pairings that need a human eye stay in front of you and the wrong ones drop away
• Close calls are surfaced, not guessed — when two transactions look almost equally likely, Cat puts both in front of you instead of picking one and hoping
• A "Verify" flag catches lookalikes — when the amount and date line up but the name doesn't, you're warned before a similar-looking charge slips through
• No more lookalike fallbacks — if the right transaction is already matched to another receipt, Expensicat marks the one you're looking at as already covered rather than reaching for a different vendor that happened to be a similar amount
• Quiet when it isn't sure — when nothing is a confident fit, you see no suggestion at all, so every match we do surface is worth a look
• Reject once and it's gone — turn down a suggested pairing and that transaction won't come back for the same receipt

Fewer suggestions, more certainty. Exactly what we promised.

A Portal for Your Clients

The other half of getting paid is your clients — and they now have a place of their own. Every customer gets a branded portal where they can see your details, their invoices, and exactly where each one stands. Stripe's hosted portal, but yours.

• Branded as yours — your logo and your name up top, not ours
• No password to manage — customers sign in with a one-time code emailed to them, or click straight through from your message
• Amount due at a glance — every invoice with its status, and a running total that stays correct across currencies
• Plan and usage, if you bill that way — for subscription or usage-based billing, clients see their current plan, upcoming charge, and live usage without having to ask
• One click to open — pull up any customer's portal from their action menu, or share the link and let them sign themselves in

Command Search

Search became a command center. Open it anywhere with ⌘K and reach every corner of your workspace from one box — inbox items, transactions, invoices, credit notes, quotes, customers, entities, projects, documents, and time entries.

• Filter the page you're already on — press Tab to apply your search as a filter on invoices, customers, transactions, and more, instead of retyping it somewhere else
• Ask Cat when a lookup is really a question — press ⌘↵ and "vercel" turns from open the Vercel invoice into what do we spend on Vercel?, with Cat getting the right context automatically
• It understands meaning, not just keywords — a typo or a missing accent no longer hides what you're after, and results rank by how well they actually match

Approvals, Right on Your Dashboard

A new Review Queue widget brings inbox items awaiting a decision straight to your homepage. See how many are waiting, preview the document on hover, and approve or reject inline — no trip to the approvals page. It's opt-in, so add it from Customize whenever you want it.

Outlook

Expensicat already pulled receipts and invoices from Gmail. Now Outlook and Microsoft 365 mailboxes do the same. Connect once and new documents flow straight into your inbox — no forwarding rules, no manual uploads. Pick it during onboarding, or add it anytime from Settings → Integrations, right alongside Gmail.

Categories That Answer "Where Did It Go?"

At tax time the question is simple — where did my money actually go? The old fifteen broad buckets couldn't really say, so a client lunch, a flight, and a new laptop all looked the same. We fixed that.

• A category for almost everything you spend on — software, travel, meals, contractors, taxes — grouped the way you'd actually think about it
• Cat does the filing — new bank transactions land in the right category on their own; you just glance and confirm, and it learns when you change one
• Taxes recognized for what they are — VAT and sales tax payments carry the right treatment, ready when you file
• Transfers stop counting as spending — money you move between your own accounts no longer inflates your expense totals
• Make it yours — add your own categories, tuck them under any group, rename or recolor anything. Everything you'd already categorized carried over on its own

Stacking Panels

Opening one thing used to close another — drill into a customer mid-invoice and your invoice vanished underneath it. Now every side panel stacks. Open a customer while editing an invoice and it slides on top, with a breadcrumb showing exactly how you got there. Create a new customer or project without leaving what you're doing, finish, and land right back where you were with it already filled in. The browser back button steps through your trail, and your open panels survive a refresh. Panels preload as you hover, so going three deep feels as fast as opening one.

Workers, 13× Faster

We moved every background job off Trigger.dev and onto our own self-hosted runners. The result: exporting your inbox went from roughly 19 seconds to about 1.5.

• No cold start — jobs run the instant they're queued, on machines that stay warm and scale up when the backlog grows
• Faster across the board — bank syncs, email and Gmail/Outlook imports, recurring and scheduled invoices, document processing, and reconciliation all run on the new pipeline
• Tighter security on the way through — each job now mints its own key, scoped to exactly the permissions it needs and expiring after five minutes, instead of sharing one long-lived key

Usage-Based Pricing

New Free, Solo, and Team plans, each with a monthly allowance for the things that cost us to run for you — Cat's work and the documents we process. Stay within it and you pay nothing extra; go past it and you're charged only for what you actually used, metered to the document and the token rather than rounded up to the next tier.

• A live usage dashboard in Settings → Billing shows how much of your allowance you've used this period, plus a running estimate of the month's cost — plan, seats, and any overage, added up, so renewal day holds no surprises
• A genuine Free plan — a monthly allowance, no card required, not a countdown
• Free while we're in beta — none of this takes effect until the beta ends, and every workspace then moves into a 14-day trial automatically, so you have time to pick a plan before anything is charged

Everything Else

A busy month under the hood, too:

• Conversations with Cat name themselves as you chat, so your history stays easy to scan
• Interrupted replies recover cleanly — if a reply gets cut off, you get a clear message with a Retry button instead of a stuck, blank bubble
• Stuck receipts get unstuck — a receipt that can't be processed now shows a clear error with a Retry button that reruns the whole pipeline
• The invoice API accepts an idempotency key, so a retried request never creates a duplicate
• We also wrote about why we run a zero-bug policy — and why a tool that touches your money has no business doing anything else
• The usual hundreds of fixes across matching, search, invoicing, and sync

Coming in July

June was about trusting the numbers. July is about opening the doors.

• A billing platform you can build on — the same usage engine that meters Expensicat is being turned outward: define your own meters, stream in your product's usage, and bill your own customers on top of it. The foundation landed in June; the external surface is next.
• Finer-grained access — hide bank transactions from team members while keeping them in full view for admins and your accountant. Your books, your boundaries.

More on all of it next month. For now — go reconcile in peace.