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

Table Redesign & Pinned Columns

Redesigned data tables with pinned columns, scroll navigation, and a consistent experience across all views.

New2
  • Workspace
    • Pinned columns keep select and date visible as you scroll horizontally through transactions
    • Scroll navigation arrows in the date header let you pan left and right without a trackpad
Improvements4
  • Workspace
    • Unified table architecture across transactions, invoices, customers, and projects
    • Tables adapt cleanly to narrow viewports with horizontal scrolling and sticky columns
    • Row highlights, hover states, and selection now work consistently across all table views
    • Column visibility toggle lets you show or hide columns to focus on what matters
Fixes2
  • Workspace
    • Fixed column alignment issues on narrow screens where cells could drift apart
    • Green income/entry highlights now render correctly in pinned column mode
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Recurring Transactions, Mobile UX & Performance

Automatically spot recurring expenses, a polished mobile experience, and a noticeably faster app.

New3
  • Banking
    • Automatically detect recurring transactions, so your fixed costs and subscriptions are visible at a glance
  • Assistant
    • Ask the AI assistant about totals, averages, and trends across any time period
  • Workspace
    • Dashboard widgets now show richer insights instead of raw numbers
Improvements6
  • Workspace
    • Notification center adapts to your screen with a responsive popover
    • Refined mobile menu with a sticky onboarding CTA, better icon alignment, and smoother sheet transitions
    • Refreshed email templates
    • Widget layouts persist across sessions with smoother drag-and-drop
    • New Inter Variable font, updated logo, and streamlined sidebar icons
  • Inbox
    • Improved document preview experience
Fixes4
  • Banking
    • Bank sync now correctly populates base amounts and handles connection expiry
  • Invoicing
    • Scheduled invoices now deliver reliably
  • Workspace
    • Fixed currency persistence, authentication cookies, and invite flow edge cases
    • Faster page loads and smoother navigation throughout the app
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Developer Platform: OAuth2, MCP & REST API

Open up your financial data to AI assistants and third-party integrations with OAuth2 authorization, MCP server, and a full REST API.

New7
  • Developers
    • OAuth2 authorization server with consent screen and granular scope management
    • MCP server, so AI assistants like Claude connect directly to your workspace
    • Full REST API covering transactions, invoices, customers, projects, bank accounts, categories, time entries, documents, recurring invoices, and more
    • First-party SDK for programmatic access to all API resources
  • Security
    • Multi-factor authentication (MFA)
    • Session and app management with short-lived tokens and automatic refresh
  • Workspace
    • Organizations with invitations, approvals, and role-based access
Improvements2
  • Developers
    • Fine-grained consent screen, so you can review and deselect individual scopes before authorizing
  • Inbox
    • File browser UX improvements with better navigation and a document-oriented layout
Fixes2
  • Security
    • Fixed redirect issues during registration and login
  • Workspace
    • Various stability and performance improvements
MCP server3
  • Developers
    • Secure, authenticated MCP server scoped to your organization
    • 12+ tools available for expenses, invoices, metrics, bank accounts, and more
    • Token-based access control with scope enforcement
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Invoice Templates

Create and switch between multiple invoice templates with customizable settings

New3
  • Invoicing
    • Create multiple invoice templates with unique settings per template
    • Template selector dropdown in invoice editor footer
    • Per-template customization including labels, tax rates, currency, and formatting
Improvements3
  • Invoicing
    • Settings menu moved to compact icon button in footer
    • New templates inherit team currency and logo automatically
    • Switching templates will now prompt you before swapping and recalculating invoice sequence number
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Notification Preferences & Multi-Channel Alerts

Control how you receive notifications with per-channel preferences for in-app and email.

New4
  • Workspace
    • Notification preferences with per-channel toggles
    • Email notifications for invoice payments and bank syncs
    • Series ending alerts before recurring invoices expire
    • Invoice overdue notifications
Improvements2
  • Workspace
    • All notifications now support both in-app and email delivery
    • Unified notification settings page
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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
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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