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AI Assistant, Invoice Attachments & More

Assistant
What's my profit this month?
Your profit this month is $9,170 with a 74% margin. I've pulled up the breakdown.
This Month
Revenue$12,450
Expenses$3,280
Profit$9,170
74% profit margin
Quick actions

AI assistant

Meet your new AI-powered financial assistant. Ask questions about your finances, create invoices, track time, and get insights on spending, profit and loss, and runway, all through natural conversation.

Invoice attachments

You can now attach files directly to your invoices. Contracts, receipts, and supporting documents all stay with the invoice.

  • Upload up to 5 attachments per invoice
  • Maximum 10MB per file
  • Attachments are included when sharing invoices with clients

Global search

Find anything instantly with ⌘K. Search across transactions, invoices, customers, projects, and more from anywhere in the app.

Smarter transaction matching

We've upgraded our matching engine to use semantic search. You'll get better suggestions when matching receipts and inbox items to your bank transactions.

Smart Intake

We've upgraded our email forwarding system to use Resend Intake. Forward receipts and invoices to your dedicated email address and they'll appear in your inbox automatically.

  • 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
  • MatchingSmarter transaction matching using semantic search
  • IntakeSmart Intake powered by Resend for receipt forwarding