Product Updates

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Improvements

• Allow setting a custom session_timeout for magic-link sessions
• Improvements to categoriation pipeline
• Allow linking the same plaid institution multiple times
• Improvements to document processing pipeline

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Improvements

• Improvements to bulk categorization
• Improvements to opening balances calculation
• Improvements to transaction filtering to better search for positive/negative amounts
• Improvements to AI categorization engine

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Improvements

• Improvements to categorization similarity engine
• Improvements to external account deletion
• Navigation improvements in accounting app

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New permissions system

• Granular access controls to Tenants and Businesses

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Improvements

• Improved financial reports to show when Ledgers have entries regardless of balance
• Added support for additional file extensions including JPEG, PNG, HEIC, CSV, PDF and XLS
• Improvements to task descriptions for better readability
• UI improvements for a better mobile vs desktop experience

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Improvements

• UI improvements for Journal Entry management
• UI improvements for better categorization
• Categorization pipeline improvements for better accuracy
• Security improvements

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Improvements

• Improvements to the default Chart of Accounts for wider Business support
• Improvements to feature flags system to improve our release experience and A/B testing
• Improvements to document uploads and processing for better document tracking
• UI improvements for bulk categorization
• UI improvements to financial reports for better period breakdowns

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Improvements

• Improvements to opening balances calculation
• Improvements to Business creation flow to collect additional information for onboarding
• UI improvements to show positive/negative signs based on user or Bookkeeper interactions
• UI improvements for faster categorization

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Accounts payable

• Ingest bills and convert them to proper accounting primitives
• Automatically match bill payments to bills
• Manage vendors
• Introduce new aged payables report

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Improvements

• OpenAPI spec improvements
• Facilitate magic link creation using a Business’ external ID
• Infrastructure improvements
• Improvements to task management
• Navigation improvements
• UI improvements for faster categorization and reconciliation