Now

Your Business in Your Pocket

Cat is now on WhatsApp. Ask it anything you'd ask in the app — check your revenue, look up a customer, create an invoice — and get a reply in seconds. No login, no dashboard, just a message.

Snap and Upload

Send a photo of a receipt, a contract, or any document — Cat downloads it, stores it in your vault, and can answer follow-up questions about it. Add a caption to tell Cat what to do with it.

Stay in the Loop

Invoice paid? You'll know immediately. Invoice overdue? Same. WhatsApp notifications keep you updated without needing to check the app. Connect your number in Settings → Integrations → WhatsApp.

Full Workspace Access

Previously, Cat could only work with invoices, customers, and time entries. Now it has access to everything — transactions, projects, documents, recurring invoices, tasks, journal entries, bank accounts, categories, team members, and financial metrics. Ask it anything about your business and it can look it up or take action.

More Reliable

We rebuilt how Cat calls tools behind the scenes. It now uses structured parameter types instead of free-text fields, which means fewer misunderstandings and faster responses. When something does go wrong, it recovers silently instead of visibly retrying.

Cleaner UI

When Cat is working through multiple steps — like searching for a customer, then creating an invoice — you'll see a single summary line instead of watching each step individually. Results from searches appear as clickable chips that take you straight to the relevant page.

Cross-Currency Matching

A $20 USD subscription might show up as €17.77 on your EUR bank statement. Previously, the difference between market exchange rates and your bank's rate could prevent a match. Now, Expensicat accounts for bank FX markups — so cross-currency invoices match correctly without manual intervention.

Reference Matching

Invoices with a reference number (e.g., INV-2026-0042) now match automatically. Expensicat scans your bank transactions for the reference and matches with high confidence when found — no scoring needed.

Smarter Over Time

For vendors you pay regularly — like Cursor, AWS, or Slack — Expensicat uses your past confirmed matches to improve future ones. The more you match, the better it gets at recognizing the same vendor across transactions.

Automatic Currency Setup

When you import transactions for the first time, Expensicat now automatically sets your team's currency from the import file. Every transaction gets proper currency conversion from the start — no manual setup needed.

Imported Accounts in Settings

Imported bank accounts now appear under Settings > Bank Connections with an "Imported" label. When you're ready to connect to your real bank, just hit the "Connect" button to link them up.

Smarter Search

We've upgraded search across the board. Find transactions, invoices, and entries by meaning — not just exact keywords. Search results are more relevant, and the experience is cleaner.

Refreshed Task Management

The tasks page got a visual overhaul with a redesigned header, date range filtering, and full mobile support.

Import Bank Exports

Upload a CSV or XLSX file exported from your bank. Expensicat uses AI to automatically map your file's columns to transaction fields — date, amount, currency, description, and more. Review the mapping with a live preview, adjust if needed, then hit import.

Smart Account Matching

Each unique IBAN in your import gets its own bank account. If that IBAN already exists from a bank connection, transactions go straight into the existing account. On repeat imports of the same IBAN, the account is reused — no duplicates, no orphaned accounts.

Full Processing Pipeline

Imported transactions aren't second-class citizens. They go through the same enrichment, embedding generation, and match suggestion pipeline as synced transactions — so they show up in analytics, get merchant logos, and match against your entries.

Background Import with Progress

Large files import in the background. A progress bar shows how many transactions have been processed, how many duplicates were skipped, and which stage the import is in. Close the dialog and the import continues — you'll get a toast when it's done.

Plan Your Week

The new planner gives you a bird's-eye view of your week. Each day shows tasks color-coded by priority, along with tracked time summaries. Drag tasks onto any day to reschedule — multi-day tasks preserve their duration automatically.

Subtasks & Checklists

Break work into subtasks and reorder them with drag-and-drop. Complete a parent task to close all its subtasks at once. Notes support inline checklists with progress that updates as items are checked off.

Time Tracking Built In

Every task has a play/pause timer. Open a task to see total tracked time broken down per team member, so you always know where the hours went.

File Attachments

Drag files onto a task to attach PDFs, images, or documents. Up to 10 files at 10 MB each.

Automatic Tasks

Expensicat creates tasks for you when action is needed — a follow-up when an invoice goes overdue, and a reminder when a bank connection is about to expire.

Pinned Columns

The transactions table now pins the checkbox and date columns to the left edge. As you scroll horizontally through sender, description, amount, and category — the date always stays in view.

Scroll Navigation

Scroll arrows appear in the date header when the table overflows, so you can navigate wide tables without a trackpad or horizontal scroll gesture.

Unified Table Architecture

All four data tables — transactions, invoices, customers, and projects — now share a single composable table system. This means consistent borders, hover states, selection behavior, and empty states everywhere.

Mobile-Friendly Tables

On smaller screens, tables scroll horizontally with pinned columns staying put. No more losing context when viewing your data on a tablet or narrow window.

Recurring Transactions

Expensicat now automatically detects recurring transactions from your bank feeds. Each transaction is classified as recurring or one-time — giving you instant visibility into your fixed costs and subscriptions.

Mobile Experience

The notification center now uses a responsive popover that adapts to your screen. The mobile menu has been refined with proper icon alignment and a sticky onboarding CTA.

AI Assistant

Ask the assistant about your totals, trends, or breakdowns across any time period — "What did I spend on software last quarter?" just works.

Performance & Optimizations

Pages load faster, navigation feels snappier, and bank data refreshes more quickly. We made sweeping improvements under the hood so the whole app feels lighter.

Developer Platform

This release transforms Expensicat into a developer platform. Third-party apps and AI assistants can now securely access your financial data through a standards-based integration layer.

OAuth2 Authorization

Expensicat now acts as a full OAuth2 authorization server. Third-party applications request access through a consent screen where you control exactly which scopes to grant.

• Granular scopes — read transactions, manage invoices, view projects, and more
• Consent screen — review and optionally deselect scopes before authorizing
• Short-lived tokens — access tokens with automatic refresh for security

MCP Server

Connect AI assistants like Claude Desktop directly to your Expensicat workspace via the Model Context Protocol.

Once authorized, AI tools get access to:

• Query expenses — search and filter your transactions
• Create invoices — generate and send invoices through natural language
• View metrics — pull revenue, expense, and cash flow data
• Manage accounts — list bank accounts and balances

REST API & SDK

A comprehensive REST API now covers every resource in Expensicat. Use the first-party SDK for type-safe programmatic access, or build your own integration against the documented endpoints.

Organizations & MFA

A new organization model supporting invitations, approvals, and role-based access. Multi-factor authentication adds an extra layer of security to your account.

Create and manage multiple invoice templates, each with its own branding, labels, and settings.

How it works

1. Create templates — Click the template dropdown in the invoice editor footer and select "New Template" to create a new template
2. Customize settings — Use the settings cog to customize labels, tax settings, currency, and formatting for each template
3. Switch instantly — Select any template from the dropdown to apply its settings to your current invoice

Each template remembers its own configuration:

• Custom title and labels (Invoice, Factura, Rechnung, etc.)
• Tax type and rate
• Currency
• Date format
• Number format and prefix

Templates are perfect for businesses that invoice in multiple languages, currencies, or with different branding for different clients.