Now

Zero wait

You send a receipt, Cat reads it. Amount, vendor, date, and line items are extracted and confirmed immediately. There's no background queue and no "processing..." spinner, and it runs at the same speed on WhatsApp, in the app, and through MCP.

Bring your files

Drop a PDF, an image, or a spreadsheet, and Cat takes it from there. Files live inside your conversation so you can ask follow-up questions about them. "How much did I spend at this restaurant?" "Split this invoice by category."

Pick up where you left off

Close the tab mid-conversation and your chat is exactly where you left it, tools running and context intact. You don't have to re-explain anything or start over.

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. You don't need to log in or open a dashboard.

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

You'll know as soon as an invoice is paid or goes overdue. 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 and 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 it finds one, without needing to score the pair.

Smarter over time

For vendors you pay regularly (Cursor, AWS, 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 sets your team's currency from the import file. Every transaction gets proper currency conversion from the start, with no manual setup.

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, hit the "Connect" button to link them up.

Smarter search

We've upgraded search across the board. Find transactions, invoices, and entries by meaning as well as exact keywords. 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 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, so you get no duplicates and 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 view of the whole 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 and 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 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. That 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 detects recurring transactions from your bank feeds automatically. Each transaction is classified as recurring or one-time, so your fixed costs and subscriptions are visible at a glance.

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

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

Expensicat is now a developer platform. Third-party apps and AI assistants can 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 and 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 and MFA

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