What's new

What we've shipped, improved, and fixed.

237 updates · 1,527 improvements shipped since November 2025.

October 2026

October 5, 2026

A Print-Ready Invoice in Your Inbox & More Your AI Agent Can Send

Email yourself a clean invoice PDF. If you print and mail invoices or send them from your own email, check Email me a clean PDF for printing or forwarding on an invoice's Send tab and click Email PDF to me. You get the ordinary invoice PDF, with no preview banner or placeholder message, ready to print or forward. You can also just ask the assistant.
Your AI agent can send more. Claude or ChatGPT connected to Balances can now send estimates, customer statements, payment requests, and teammate invitations, the same way it already emails invoices: it prepares the email, shows you what will go out — “email estimate EST-0007 to Acme Corp’s billing address” — and sends it once you confirm.
“Approve everything” leaves the judgment calls to you. On the assistant feed, Approve everything now holds back anything that looks like a transfer between your own accounts, or a deposit that matches what an open invoice is owed, so you can match it properly. Review treats credit card payments and brokerage transfers as transfers, doesn't offer a category again after you've undone it, and keeps the assistant's low-confidence guesses out of bulk approval.
Clear the lock date in one click. Settings → Books has a Clear lock date button for owners and admins; save, and the field reads “No lock date is set.”
Bank account lists, in order. Every bank account dropdown — Transactions, reconciliation, uploads, matching, and transfers — groups accounts under their type and sorts them alphabetically by bank, name, and last four digits. Matching shows each account's full label, so two accounts at the same bank are easy to tell apart. Tags, jobs, and team-member lists are alphabetized too.
Other improvements. A cash-basis Profit & Loss filtered by a tag loads in under a second. Your first conversation with the assistant offers a single Connect your bank button and two starters: “I have bank statements to upload” and “I'm moving from another app.” The Upload page fits a phone screen, and Past imports has its own Upload button. In a bank transaction's drawer, invoices lead with the customer's name and the Transfer tab explains what will happen in plain words. Pressing Enter in a category or contact picker picks only what you chose, and “Change & approve all” on Review lists every transaction it will change. In chat, Stop answers “Stopped.” and a long catch-up says “Catching up on our conversation…”.

October 4, 2026

Check a Statement Import at a Glance & Unlock a Period From Chat

Confirm a statement import with transactions you recognize. When you upload a bank or card statement, Balances shows up to three of the file's own transactions that raise the balance and three that lower it, and asks “Does this look right?” — with “No, it's the other way round” one click away. Each reading shows what your account balance will be before and after, and the statement's closing balance and date sit right under the question: a balance that matches settles it, and one that doesn't makes Balances ask you to choose rather than guess. Importing through the assistant or a connected AI agent asks the same question as the Upload page.
Unlock a locked period from chat. If a change you ask for falls inside your lock date, the assistant tells you where the lock date lives (Settings → Books → Lock date) and who can change it. Owners and admins can have the assistant unlock the period right there: it asks first, and records your reason in the activity log.
The assistant keeps what it read. Ask about a PDF or photo days later and the assistant answers from the figures it read the first time, so a repayment schedule's principal and fees stay the same across the conversation. Tell it a reading is wrong and it reads the file again. And if one step of a longer request doesn't go through, it finishes the rest and tells you which step to do yourself.
Search transactions by amount. Type 12 in the Transactions search and a $1,250.00 charge shows up; keep typing 125 and the list narrows, with the tab counts following along. Description now leads the table, and bank accounts show on one quiet line (Business Checking x0000), with the full account and bank on hover.
Find your imports in one click. Transactions in the left nav now has Imports, where you can review, flip, or re-import a statement. A bank transaction's drawer names the import it came from and links to it, the Upload page has a Past imports button, and ⌘K finds imports when you type “imports”, “csv”, or “flip”.
Activity History you can act on. Each entry in Review → Activity links to the account, invoice, bill, or transaction it describes, a payment and the document it paid show as one card, and you can filter by account or payment and search the whole history. Moving the lock date in Settings → Books now asks why, and Activity records who moved it, the old and new dates, and the reason.
Wave imports respect your year-end closes. If you closed past years by hand in Wave with year-end journals, the importer recognizes them and leaves them out, so each closed year keeps its own profit and loss, and the Done step lists what it left out. Wave's ordinary Income accounts map to Service Sales on your P&L, and pending card charges stay visible after an import. When you confirm, the importer checks that nothing in your Wave data changed since you previewed it, and tells you what did if it can't go ahead.
Other improvements. Opening invoices, bills, and credit notes can be edited and voided from the document drawer like any other document. Every credit memo gets a sequential CN- number (CN-0001, CN-0002) when you create, save, or approve it. A category you create from the inline picker on Review or Transactions stays selected while it saves. Contacts, Payments, and an invoice's Payments tab fold their columns on narrower screens instead of hiding them. An invitation to a workspace shows the right next step — Create your account, Sign in and join, or simply Accept — and the sign-up form says exactly which field is missing. The assistant proposes bank-row changes during a reconciliation one at a time, so you confirm each before it moves on, and creating a category from an account picker selects it and closes the list.

October 3, 2026

All Your Businesses on One Page, Clone Any Document & a Full Data Export

All your businesses on one page. If you run more than one workspace — say Acme Plumbing, the LLC that holds the building and trucks, and your personal books — Your businesses (Account → Businesses, or from the workspace switcher) shows each one's cash in the bank, profit this year, and transactions waiting for review, with totals per currency.
Clone any document. Expenses, deposits, and customer and vendor credits now have the same Clone action as invoices and bills, making an editable draft from an existing record, so this month's rent or a repeat job takes seconds. The draft never posts on its own, and the original is untouched. Row menus and document drawers now offer the same actions.
Export your complete books. Settings → Data Export now covers everything in 20 CSV files: every document type with its lines, payments and what they paid, contacts, and every ledger posting, with IDs that join the files to each other. Enough for you or your accountant to rebuild the books in another program.
A cleaner app on every screen. About 35 pages, from Transactions and Invoices to Reports, Chart of Accounts, and Settings, scale smoothly from phone to desktop, and the open chat panel no longer crowds them. Buttons, tabs, and titles read in sentence case. The left nav gains an Accounting section for Chart of Accounts and Journal Entries, Settings is a single row, and Books Health shows every check on one page. On a phone, lists show stacked rows with every column, filters open in a bottom sheet, and the chat panel opens only when you tap it. Every drawer has the same footer with the main action on the right, and error pages, expired links, and failed connections always offer a next step, like “Try again” or “Text us for a new link.”
More for connected AI agents. Claude or ChatGPT connected to Balances can set a contact's address, tax number, and website, add tax and a service item to invoice lines, email an invoice after you confirm, and decline a waiting change when you say no. The full tool list is also published at a public URL, so an agent can see what Balances can do before you connect it.
The assistant, sharper. During longer tasks it tells you what it found and what's still pending. When a payment processor kept a fee, it marks the invoice paid in full and books the fee to your Processing Fees account. For a statement file it shows the opening and closing balance under each reading and imports only the one you confirm. It can attach a document it just read to a reimbursement, and if a statement came in reversed it can flip the whole import as a change you approve, showing the balance before and after.
Books Health: “This is fine — stop flagging.” Some vendors really do belong in two categories. Approve the split once and that vendor leaves the Inconsistent categories list; a charge to a third category brings it back, and Flag again restores it any time.
Other improvements. Bulk approvals of contact or bank-row edits handle up to 480 records at once, up from 66, and the app no longer pauses for a few seconds under load. When a part-payment of a foreign-currency invoice implies an unusual exchange rate, Balances shows it beside the booked rate and asks you to confirm. Reviewing a receipt whose bank charge hasn't arrived yet says “No matching charge yet.” New bills default to due 30 days after the bill date. A PDF statement with balances but no transactions imports as an empty statement. A money field that can't accept a pasted value keeps your amount and explains why, and a pasted confirmation code like “123 456” keeps all six digits. Tax rates, services, and trade names can be archived and restored.

October 1, 2026

Contact Filters, a Reference Field & Create a Firm Anytime

Filter more lists by contact. Payments gains a Contact picker, like Invoices and Bills: pick Acme Corp to see every payment applied to its invoices or bills, and the status-tab counts follow the filter. Recurring Invoices gains a Customer picker, and when nothing matches it says so with a Clear filters button. On Reimbursements, approvers and admins can now filter by vendor, which lists every reimbursement with a line from that vendor.
A Reference field on contacts. Keep your own ID for a customer or vendor — a client number, a vendor code, or the ID from another system — on the contact page, below Phone. Each reference belongs to one active contact, and if you reuse one Balances tells you which contact already holds it. The assistant, integrations, and connected AI agents can set it and look a contact up by its exact reference, so a sync that runs twice finds Acme Corp under CL-1001 instead of adding it again.
The assistant records card payments as transfers straight away. If you pay your credit card from checking, the assistant offers to record those payments as transfers right away, even when the card account has no transactions yet; each one waits in transit until the card's side arrives. Ask why the card account is empty and it checks the card's bank connection and points you to Connect bank, rather than asking for a file import.
Set up a firm from any workspace. The workspace switcher (⌘E) now has Create New Firm under Create New Workspace, so a bookkeeper who signed up as a business owner, or who already works in a client's workspace, can set up a firm without going back through onboarding. If your email isn't confirmed when you invite a client, you can confirm it inside the Invite Client drawer and send the invite without losing what you've typed. Client Name is now required on the invitation.
Other improvements. With Accept email from anyone turned on, receipts and bills forwarded to your Inbox from outside addresses — a supplier, or your personal email — are read and sent to review like everything else. Reusing an invoice number that already exists in your workspace gets a message that says exactly that.

September 2026

September 30, 2026

Accepted Estimates Start Jobs & Simpler Texting

Accepting an estimate starts the job. When your customer accepts an estimate — from the share link, in the app, on iPhone, or through the assistant — Balances creates its job in the same step. The job shows how much is left to bill (the contract amount minus what you've invoiced), and Create invoice copies the estimate's lines. Invoices carry one Job field for the whole document; choose Split by job when lines belong to different jobs. Acme Kitchens accepts “Kitchen refit” at $12,000.00 and the job opens with $12,000.00 left to bill.
Text Balances: just text. A connected phone no longer needs a confirm code on each message. “Switch to” now also takes a workspace name — or “switch to demo” — and every reply names the workspace it came from. If a late reply from the workspace you just left arrives, Balances holds your next text and explains, rather than acting on it in the wrong place.
The assistant runs on Claude Sonnet 5.5. The chat assistant and the readers that pull in bank statements, receipts, and documents now run on Sonnet 5.5, Anthropic's latest Sonnet model — in personal workspaces too.
Delete your account from the iPhone app. Account → Delete account shows which workspaces go with it, asks you to re-verify with your password, authenticator code, passkey, or an emailed code, and schedules deletion with a 30-day grace period you can cancel. During that window the deletion banner on the web has an Export data button, so you can take a full export first.
Status tabs on every transaction list. Journal Entries, Payments, Credit Memos, Vendor Credits, Recurring Invoices, Recurring Journal Entries, and Estimates show status tabs with counts in the page header — Draft, Posted, Voided, and All on Journal Entries — the same as the Transactions page.
Other improvements. Ask the assistant where to forward receipts and, if your workspace has no forwarding address yet, it links you straight to the setup form. Voiding a journal entry imported from Wave sends its bank lines back to For Review, and the void dialog tells you first. Negative account balances show as a plain minus sign without a red badge. Tag filters show the value field once you pick a tag group, and the first field in a dialog keeps its label fully visible under the title.

September 29, 2026

Balances for Bookkeepers: Client List & Task Queue

Bookkeepers and accountants can sign up directly. Onboarding offers a third choice, “I'm a bookkeeper or accountant,” which sets up your firm. When you sign in you land on your client list instead of the demo company, and Set up a new client creates a workspace for a client who's new to Balances — business name, country, currency, and optionally the owner's email — and adds it to your list.
A client list that shows what needs doing. Each client row shows three counts — To review, Overdue tasks, and Waiting on client — and each one links straight to that work. Clients that need attention sort to the top, and a search box filters by name. Acme Plumbing sorts first with 14 to review, one overdue statement request, and one task waiting on the owner; a client that's caught up sorts last.
One task queue across all your clients. A new Tasks tab lists every open task across the clients you can see, earliest due first, with overdue tasks flagged in red. Filter by client, Mine, or Overdue only, or group by client. Click any task — here or on a workspace's Tasks page — to open a drawer where you can read the conversation, reply, reassign, change the due date, resolve, or cancel, without opening the client's workspace.
Smoother client invitations and firm settings. A client invited to your firm who doesn't have a Balances workspace yet can create one right from the invitation and accept it, or decline. Firm settings open in the same style as the client list, and admins can remove a teammate.
Search by account number. Type an account's last four digits — 0000 or x0000, as shown beside the account name — into the Transactions search to see that account's transactions, and combine it with other words: “hardware 0000” finds hardware purchases on that card. The assistant's transaction search matches the same way.
Direct instructions now cover contacts and tags too. “Add Acme Supply as a supplier” or “rename the Location tag to Region” now happens in the same message, with a receipt, instead of a “Shall I go ahead?” first. Editing an existing contact or tagging transactions still waits for your OK. And “approve all of those” accepts every ready suggestion in one step, then tells you how many transactions went to each category.
Other improvements. Click Log in on balances.ai while you're already signed in and you go straight into the app.

September 28, 2026

Faster Bulk Categorization & Quicker Changes in Chat

Say what you want and it's done. Give the assistant a direct instruction — “Exclude the twelve Acme Coffee rows, they're personal” — and it applies it and shows a receipt in the same message, rather than asking “Shall I apply this?” first. It still shows its plan and waits for your OK when it chose the categories itself, when you're changing something it already proposed, or when the action deletes, voids, or emails a client.
Bulk categorization is about four times faster. Categorizing many bank transactions at once — from the Categorize button, accepting suggestions in Review, or approving an assistant plan — now takes under 2 seconds for a batch that used to take 8.

September 27, 2026

Aging Reports Separate Current From Overdue & a Cleaner Inbox Match

“Current” now means not yet due. The Accounts Receivable and Accounts Payable aging reports gain a 1–30 days overdue column, so invoices past their due date no longer sit under Current alongside those still on time. Excel exports and the customer statements you share follow the same layout — the one QuickBooks Online users will recognize.
A cleaner bank match in the Inbox. A receipt that matches a bank charge shows a compact Bank match pill with the amount and account on one line. The review card asks one question — where the receipt goes — instead of three, and View charge opens the transaction right there rather than in a new tab.
Other improvements. The assistant corrects the tax format on an invoice line on its next try, and personal workspaces keep longer conversations before the assistant summarizes older messages.

September 26, 2026

Cleaner Report Exports & a 2026 1099-NEC Threshold

Report exports read like the report. Profit & Loss, Balance Sheet, and comparison exports print nested accounts as a label with indented children and a total row, with a narrower Code column.
1099-NEC defaults to the 2026 threshold. The 1099-NEC report now starts at $2,000 for 2026, and the dashboard compares whole months.
Other improvements. Splitting a transaction on the Categorize tab fills the second line with the unallocated amount. The Inbox Review tab loads faster and keeps the Match & file bar on screen. Tell the assistant “never mind” and it sets the change aside the first time and confirms it; ask how to back up your data and it points you to Settings → Data Export; and a conversation too long to continue now says so.

September 25, 2026

Stripe Payouts Split Across Deposits Settle Themselves & Clearer Bank Account Sharing

Split Stripe payouts settle automatically. When Stripe splits a payout into several bank deposits, Balances finds them and records them against the payout, or you can record each one by hand. If a deposit was already categorized elsewhere, Needs attention names it and links you to undo it.
See where a bank account is already connected. Sign in to the same bank from a second workspace and the account picker shows which accounts are connected elsewhere (“Already connected in Acme Plumbing”) and leaves them unticked; Add it here too adds one on purpose. An account feeding two workspaces says so on the bank accounts list, with a link to disconnect it here.
“Never reconciled” when you haven't yet. If you set an opening balance but haven't reconciled a statement, the Banking dashboard says so and prompts you to start.
The assistant names the checks it ran. Ask whether your books are ready and it lists the specific checks and dates — “both accounts reconcile to their December statements at 12/31” — and leaves tax treatment and filing readiness to your accountant. You can also send a feature suggestion through chat: review the card and it emails the Balances team for you.
Other improvements. The disconnect dialog confirms that other accounts on the same bank login keep syncing. Set up email in the Inbox opens its dialog in one click. Buttons that pair an icon with a label now have a visible border. Setting up accounts before importing transactions no longer reprocesses your approved suggestions a few minutes later.

September 24, 2026

Set the Paid-From Account in Bulk, More QuickBooks Import & Cross-Currency Transfers

Set “Paid from” or “Received into” for many at once. Select expenses or deposits and choose the account for all of them from the selection bar; bank-matched rows are noted and skipped. The assistant can set the payment account on a group of expenses too.
Cross-currency transfers between your own accounts are suggested as matches. Move money from a USD account to a CAD one and the categorization drawer offers the pair as a transfer, labeled in each account's currency.
More from a QuickBooks import. Invoices and bills carry the due date QuickBooks recorded. Credit memos applied across several invoices, multi-line credit memos with tax, and invoices with deposits come over as proper documents. Choose a start date and earlier activity arrives as opening balances. Businesses outside the US can bring over bills and expenses that carry GST, HST, or VAT. (Rolling out gradually.)
The bank picker explains what it can't connect. Investment, brokerage, and loan accounts without a transaction feed say why instead of simply being grayed out; if a login has only those, a clear message and a Close button take you back.
Other improvements. Deactivating a workspace now explains that bank feeds, scheduled work, and incoming email stop while billing continues. The reconciliation reminder now sits inside the relevant account card. The assistant tells you when a name you searched for is an account rather than a contact, and reports a zero backlog as zero.

September 23, 2026

Exclude an Overlapping Bank Import in One Action

Exclude an entire bank import at once. If you uploaded statements that overlap what your bank feed already delivered, exclude the whole import from Banking → Imports with Exclude import, or ask the assistant. Rows you've already categorized, matched, or reconciled stay as they are; only untouched duplicates are excluded, and each exclusion can be reversed.
Upload into a bank-fed account and Balances checks the dates first. Before writing anything, it shows which of the file's dates the bank has already sent, which are still on their way, and which are older than the bank will send — then lets you decide.
A feed you disconnected on purpose stays quiet. The row shows a calm Disconnected chip with a Reconnect button, without a red alert or a reminder to reconnect.

September 22, 2026

A Tax Summary That Reads Like Your Return & a Nudge for Unfinished Bank Connections

Your GST/HST position, in the terms you file. The Tax Summary now shows tax collected and owing, input tax credits, and net tax on your books — the figures you need for the return — instead of ledger labels like “credits posted.”
Left a bank connection half-finished? We'll nudge you. If you start connecting a bank and don't finish choosing accounts, Balances emails you within about 30 minutes with a link to pick up where you left off — one click, no bank sign-in again. Didn't mean to connect? Ignore it; unfinished connections still clear after 7 days.
New connections say older transactions are on their way. A notice on your accounts list, account details, and the Upload Transactions page tells you history is still loading, so you don't upload a statement for a period about to arrive on its own. It clears when everything is in.
Cross-currency payment choice on iPhone. Choose full or partial payment for an invoice in another currency from the mobile app.
Other improvements. The assistant asks for the vendor up front when turning a receipt capture into an expense, and finishes the steps it completed and tells you what happened if a reply is interrupted. Settings → Tags explains that Job tag options come from the Jobs feature and points you there. Phone-connect texts now say the link is good for 15 minutes, and an expired one explains how to get a fresh link. Asking the assistant to exclude hundreds of duplicate bank transactions now completes in about a second, and the Tax Report writes GST/HST, VAT, and GST in capitals.

September 20, 2026

Cross-Currency Payments Ask How Much You're Paying & the Assistant Takes Large Requests

Cross-currency matches ask, rather than guess. Reconciling a bank transaction in one currency against an invoice or bill in another now asks whether the payment covers the full balance or a partial amount, and books exactly what you say — in the reconciliation drawer, Add Payment, Record Payment, and the assistant. The difference panel shows the shortfall in the currency the money moved in (“€200.00 short”) with your base-currency equivalent beneath, and two transactions in the same foreign currency are compared in that currency.
Batches of any size from chat. Ask the assistant to create more than 20 records — a list of estimates, say — and it batches the work across steps and finishes the whole request. Actions that send email still go one at a time.
Faster history for new bank connections. Connect an account with years of history and recent transactions arrive right away while the rest loads in the background over the next hour. A large backfill on one account no longer delays updates for your other accounts.
Same-day voids stay out of your reports. A transaction voided the day it was posted moves no balance, so those zero-net pairs are hidden from report drilldowns, the General Ledger, Transaction Detail, and Account Activity. Voids on a later date still appear in their own period, and the document itself still reads Voided.
Other improvements. Wave exports that write payments in a single Amount column now close their invoices on import.

September 18, 2026

Create Estimates From a Pasted List, Five More Reports in Chat & Ask the Team for Help

Paste a list, get draft estimates. Drop a list of jobs — dates, amounts, clients — into chat and the assistant drafts an estimate for each, creating any customers not yet on file in the same step. Nothing posts until you're ready.
Five more reports in conversation. Activity by Contact, Statement of Changes in Equity, FX Gain/Loss, Billable Expenses, and Unmatched Expenses & Deposits now come straight from the assistant, using the same calculations as the web reports.
Ask the team for help without leaving chat. When the assistant can't resolve something, ask it to contact Balances for you. After you confirm, it sends your conversation reference to support and tells you once the request is on its way.
Online payments per recurring schedule. Ask the assistant to turn online payments on or off for a single recurring schedule rather than the whole workspace.
Review contact names during Wave and QuickBooks imports. When a name in your export matches a contact already in Balances, the import asks first: confirm it's the same business, rename it as a different one, or (for QuickBooks) leave it out. Wave exports that list the same name as both customer and vendor come in as one contact, with the combined names shown in the preview, and QuickBooks Setup points you to an existing contact rather than creating a near-duplicate.
Other improvements. Type an account back the way the assistant prints it (“Travel (6499)”) and it's recognized. The assistant finds recurring journal schedules by name however many you have, keeps track of one whose frequency you change mid-conversation, explains Stripe processing fees by distinguishing today's settings from what applied to past payments, and no longer re-sends its list of questions when you restate what you need. Wave imports create the tax rate most recently in use when a rate changed during the export period. Nightly books-health checks run faster on large workspaces.

September 17, 2026

See What a Change Does to Your Balances Before You Approve It

Balances before and after, on every proposal. When the assistant proposes an expense, deposit, journal entry, or other transaction, it shows each affected account's balance before and after — computed from your books, not estimated. After you approve, it confirms the posted balances and flags any difference from the projection.
Bulk banking actions are faster. Bulk exclude, categorize, and accept on the For Review list are quicker: on a 30-row selection, each row processes about 40% faster.
Faster edits on long histories. Un-reconciling and recategorizing transactions with long histories is now much faster.
Text Balances across workspaces. If your phone is linked to more than one workspace, text workspaces to see them and switch to @handle to change which one you're working in. Each request is scoped to one workspace, so a delayed reply can't approve work in another.
Merged and archived contacts keep their history together. New activity for a merged contact books against the one that holds the history, and an archived contact comes back with its activity intact.
Wave imports handle combined taxes. Multiple tax names on a single line (County Levy and State Levy, say) each keep their exact amount, and a partially completed import resumes without duplicating what already landed.
Other improvements. Approve a change hours after staging it and “yes” commits immediately. Hyphenated document numbers stay on one line in statement drilldowns, with the full number on hover. Sales by Item opens the contributing invoices from item names and figures as well as the count, and report dates stay fully visible without wrapping.

September 16, 2026

Bank Feed Errors That Tell You What to Do

A stopped feed now explains itself. When your bank feed stops because of a problem at the bank — a locked login, a required sign-in — you get an email saying what happened and exactly where to fix it. If your bank locked the login, you're told to sign in there; if a reconnect timed out or a security code didn't go through, you're told to reconnect in Balances. Each message matches the actual problem.
Add another account from a bank login you already have. If your workspace holds a bank login and you want a second account from it, choose “Add another account” in the Add account drawer or on the account's row menu. It joins the existing connection with no second bank sign-in, and a reconnect that comes back sharing a new account offers to add it on the spot.
Your message to the assistant is saved the moment you send it. A message waiting for the assistant is now answered even if your connection drops, or you close the tab or refresh.

September 14, 2026

Shared Bank Logins That Explain Themselves & Bulk Requests in One Proposal

Bring a bank into another workspace and see exactly what's there. Choose “Use a bank you already connected” and each login card names the workspace it's connected in and lists its accounts; accounts already feeding another workspace are grayed out with that workspace's name. The second workspace gets a suggested opening balance for those accounts, just like a directly connected bank — recomputed as history grows, and nothing booked without your confirmation.
Connection status that tells you what to do. A workspace borrowing a shared bank login shows Connected when the feed is healthy, and when the login needs reconnecting it names the workspace that can fix it. A connection sharing no accounts says “No accounts shared” with an explanation, and connecting a bank without selecting any accounts is refused up front.
Reconnect a bank with a login that already works. If a bank account disconnects and the same login is healthy in another of your workspaces, click Reconnect and choose to reuse it — no second sign-in at your bank, and no interruption to the other workspace's feed at banks that allow only one active connection. Reconnect now marks only the accounts your bank actually shared as restored, and a login that never delivered transactions shows an amber Never delivered indicator.
Clear a stranded opening balance. If a bank account with a guessed opening balance was deleted, you can now remove the leftover entry yourself — or ask the assistant to.
Create a job from chat. Ask the assistant to create a job and review the details before confirming, the same way invoices work.
Several changes, one proposal. Ask the assistant to make a batch of changes — adding multiple contacts, say — and it stages them as a single proposal rather than asking you to confirm each one, then tells you exactly what it created.
Ask about recurring journal entries in chat. “Show me my monthly equipment allocation” returns the schedule's status, cadence, next run date, and template lines in the conversation. Screenshots and PDFs you share in chat are read directly, and if a page can't be read the assistant says so rather than returning blank results.
Other improvements. The reconciliation page puts the account selector and balance at the top, so you see which account you're working with before it asks for an opening balance (and the selector fits on a phone). Books Health now lives under Review → Books, keeping the sidebar shorter. The bank-account row menu is grouped into transaction work, connection management, and account settings. If the assistant is momentarily busy, your message waits in line with a visible indicator, and the assistant stays in its lane — it explains your books and runs the numbers, and points you to your accountant for tax, lending, or investment advice.

September 13, 2026

Balances 1.4.0 for iPhone, Edit a Sent Quote & Preview the Ledger Before You Post

Balances 1.4.0 is on the App Store. Connect your bank from your phone — tap Connect a bank on the Home screen and pick the accounts you keep books for. The Inbox shows how many receipts are waiting, lets you step from one to the next without leaving the screen, and suggests the bank charge each receipt belongs to so filing takes one tap; a receipt opens with vendor and category already filled in. The estimates list opens on the ones still waiting on a customer, credits on the Home screen show as credits with the unapplied amount, links in the assistant chat open the invoice or list they point to, what you type on a bank transaction stays put while suggestions load, and an invoice that can't be voided says why.
Link your phone with a text, not a code. Connecting your phone to Balances is now text-first: send a text to the Balances number, tap the link you get back, and you're connected. New iPhone users get a Home screen card that links the phone and connects a bank in one tap.
Correct a quote you've already sent. A sent estimate can now be edited on the web or in chat without creating a new one — it keeps its number, its status, and its public link. Accepted, declined, and voided estimates stay locked.
See the ledger entries before you post. Bills, expenses, deposits, and credit notes gain a Preview tab showing exactly which entries will be created, so you can check the accounting impact first. When the assistant stages a journal entry, its balance preview follows your workspace's basis — cash or accrual — and says which.
Attach a receipt to a purchase that's already booked. A receipt that arrives after its expense was recorded can be attached to the existing transaction from the Inbox or from chat — search by merchant, description, amount, or date, with the vendor and a likely date range pre-filled — instead of becoming a second entry. Inbox rows show which bank charge a receipt matched, with a Not this receipt to dismiss a wrong one.
Bring your whole Wave history. Every workspace admin migrating from Wave can now import the entire transaction history and choose any past switch date.
A cleaner page for your customer to pay on. The amount owed and the Pay button sit in a band above the invoice; on phones it stays visible while scrolling, and on desktop the button is sized to fit. Download PDF is a smaller link beneath.
Every accounting form works the same way. Invoices, estimates, bills, expenses, deposits, credits, and journal entries share the same Items, Preview, and Files tab order, with record-wide fields above the tabs, inline tooltips instead of standing instructions, and shorter labels. Estimates gain Preview and Files tabs, and an invoice preview stays visible while you edit a partially paid one.
Settings split into Workspace and Books. Business identity, link, and name live on Workspace; accounting basis, currency, and fiscal year live on Books. The workspace link is an editable inline field that shows the Inbox email it creates.
Emails from your trade name. Milestone payment requests and invoice reminders now send from the trade name you chose, with your legal name in the required disclosure. Emailed documents keep the email subject as the PDF filename (“Invoice for Acme & Co.” stays exactly that), and every platform email replies to help@balances.ai.
The assistant works through several changes one at a time. Ask for multiple changes in one message and it takes them in sequence, explaining each as it goes. After it posts a journal entry, its confirmation shows the posted balances straight from the ledger. It can reactivate an archived customer or supplier on request, and confirms an account's current status before saying it was closed or reopened.
A steadier Match Document panel. Ticking a candidate invoice no longer shifts the rows beneath it. Each document shows its date and customer name, and the Balance column shows what's outstanding with the original total noted underneath when a document is partially paid.
Delete a bank account and its opening balance goes with it. If a completed reconciliation or lock date would prevent the reversal, the delete dialog tells you before you confirm. The books-start date check now tells you up front whether the change will go through.
Overpay a foreign-currency invoice and the extra is yours to see. When a customer pays more than a foreign-currency invoice, the excess is recorded as a deposit you can view and manage, and the invoice closes as paid in full.
Other improvements. An archived tag option in Settings → Tags restores with one click. Ask the assistant for a person and it gives you the support address and your conversation number; ask it to preview an invoice by number and it finds it. The Getting set up card gains a “Customize invoices” step that links to Invoice Setup. Explanatory text in Invoice Setup and billing settings uses the full card width, and routine subscription renewals no longer appear in your activity history as plan changes. A reminder scheduled during evening quiet hours goes out the next morning. A bank that needs re-authentication shows a clear reconnect message on Sync rather than an error page. Error messages across the app include a one-click email to support (your customers' public pages don't show it). A withdrawn payment-request link says it's no longer active, a cross-currency refund whose bank amount doesn't reasonably match the credit note asks you to split it, the dashboard greets you by your local time of day, the workspace selector shows it can be clicked, and the Tags page and cookie banner are fully labeled for screen readers.

September 11, 2026

Renumber a Posted Invoice From Chat & Compact Forms Everywhere

Change a posted invoice's number from chat. Ask the assistant to renumber a posted invoice and it checks the number is free, stages the edit for your approval, and confirms the saved number. If a customer is mid-payment on that invoice, it tells you before you approve.
The compact layout reaches every accounting form. Estimates, bills, expenses, deposits, credits, manual journal entries, and reimbursements now share the tighter header and field density that invoices got yesterday, so your line items fit on screen.
Archived tags stay visible to the assistant. Ask about a tag, tag option, or contact you've archived and the assistant sees it, labels it archived, and offers to restore it rather than creating a new one. Settings → Tags now names its archived options instead of only counting them, and archiving no longer reads as permanent — restoring has always been a click away.
Notification emails say what's settled. A payment email now shows a recorded payment and a pending bank payment as separate entries, with the pending one labeled and kept out of the total until it clears.
Other improvements. Billing an estimate now tells you it will also start a job, a pair of same-date in-transit transfers can be completed in one approved change, and assistant proposals that were never completed expire on their own so your conversation history stays clean, and when a change can't be confirmed the assistant explains exactly what happened and asks you to check the affected records before trying again.

September 10, 2026

Time-Limited Team Access, Assistant Replies That Stream Live & One-Click Receipt Matches

Give a teammate access that expires on its own. When you invite someone, set an “Access expires after” duration and their access ends when the period is up — no reminder to remove them later. Owners aren't subject to expiry.
Watch the assistant answer as it thinks. Replies now stream in live, active steps stay visibly working, and the activity panel holds still while the assistant moves through multiple steps — no flicker, no jumping, and the view scrolls smoothly to follow along.
Approve a single receipt match right from Review. When a bank charge has exactly one waiting receipt, approve it in place; inline edits you make on the row carry into the drawer if you open it.
Journal entry suggestions check your books first. When the assistant proposes offsetting entries, it looks at what you've already posted and proposes only what's missing.
The assistant keeps the whole conversation. It holds your full thread in context rather than summarizing earlier messages, so follow-ups and corrections land where you meant them. Narrow a request (“just review the January invoices”) and it stays inside that scope. It pages through long result sets and long suggestion lists instead of stopping at the first batch, reads every page of a multi-page PDF, and distinguishes ledger balance from available balance when it reports on a cash account.
Open the assistant from the setup card. The Getting set up card links straight to the assistant and shows its shortcut: ⌘I on Mac, Ctrl+I on Windows.
A compact invoice form. Line items fit on screen without scrolling, and the approval guidance tucks into a tooltip instead of taking permanent space.
A focused workspace for employees. Team members with the employee role see Dashboard, Assistant, and Reimbursements — just what they use — and can submit an expense without picking an account code. Welcome and verification emails describe only the features their role includes.
Other improvements. Realized FX gain and loss lines on payments use one descriptive format (“Realized FX loss on payment of Invoice #41”), an interrupted bank sync retries on the next refresh, large bulk reimbursement approvals and recategorizations report their progress instead of appearing to hang, and the AI connections page (private beta) gets clearer contrast, hover states, and keyboard navigation in both themes.

September 9, 2026

Text Your Books, Hide Account Numbers & Reports From the Assistant

Text your books. Send receipts, bills, and questions to Balances from your phone. Open the Inbox, tap Set up texting, and text the code shown to the Balances number. From then on a photo of a receipt lands in your Inbox, and a question gets an answer back by text.
Hide account numbers across your workspace. A new toggle in workspace settings hides chart-of-accounts numbers from screens, pickers, and downloaded reports. Your codes are kept and stay editable under Advanced account details.
Choose the right receipt without leaving Review. When a bank charge has several possible receipts, compare them side by side, dismiss the ones that don't match, and approve the right one in place.
Click into Sales by Item. Click an invoice count on the report to see exactly which invoices and credit memos make up that line, with your date, customer, and tag filters applied. Rows with no linked service are labeled as such.
One “Needs you” card on the dashboard. Review and Inbox now share a single card with a combined count, so everything waiting on you sits in one place.
A “Getting set up” card that finishes itself. Beside it, a checklist of what's left to set up: connect a bank, invite your teammates or accountant, get the iPhone app, take card payments via Stripe, turn on invoice reminders, forward receipts to your Inbox by email. A step you complete anywhere in the product ticks itself off, you can dismiss any line you don't want, and the card retires once everything is done.
The Inbox starts with uploads. File uploads sit front and center, email setup is marked optional, and the “Email in” popover now carries address setup and the outside-senders switch — no separate settings page.
Personal workspaces speak personal. Income and Spending pages say “Income” and “Spending” — not “Deposits” and “Expenses” — in headings, buttons, filters, form fields, and empty states, and notification settings show only the events a personal workspace can produce.
One way to confirm anything you can't undo. Deleting a document, voiding a reimbursement, disconnecting a bank feed, removing a recurring schedule, deleting a contact, tag, service, trade name, inbox item, or assistant conversation, and about twenty settings, workspace, and team actions now ask the same way: a red button that names the action, one plain sentence saying what happens, and a dialog that stays open while the change saves.
Get a report straight from the assistant. Ask for a report and it hands you a secure download link on the spot — no waiting for an email. Links are personal to you and expire on their own.
The assistant reads your documents. It can open an invoice, receipt, or statement in your workspace and answer questions about what it says.
Record why you voided. Voiding a payment or undoing a bank match now takes a reason, which lands in the reversal memo and the activity history.
Connect ChatGPT or Claude (private beta). The AI connections page walks you through setup for ChatGPT and Claude Desktop step by step, with your workspace's connection details ready to copy. Get in touch if you'd like access.
Card surcharges, clearly bounded. If you accept cards through Stripe, a notice explains that debit and prepaid cards generally can't be surcharged even though Stripe still charges its processing fee. With a surcharge on, the payment page declines debit and prepaid cards up front and enforces the per-country caps (3% in the US, 2.4% in Canada). The assistant can also tell you whether an invoice accepts online payment (and whether that's set on the invoice or inherited) and read your saved surcharge rate.
The assistant sees your whole chart. Ask for a chart-of-accounts review and it returns hierarchy, classification, system status, balances, and transaction counts together, including inactive accounts and large charts. It finds archived accounts when you ask for them, includes them in balance breakdowns with their status labeled, and keeps only the durable preferences and business context you share. “Needed more detail” steps show as a quiet gray line that disappears once it gets past them, and it won't ask for your name or working style unless you bring it up.
Other improvements. Copy link on invoices and estimates confirms with “Link copied” (and hands you the link if your browser blocks the clipboard). Transaction Detail downloads are named for their actual date range and basis (“Jan 2025 to Dec 2025 – Accrual”), long date-preset labels wrap instead of truncating, and category, contact, and tax-rate dropdowns in a drilldown drawer now sit above it. Settings shortcuts are grouped into Personal, Bookkeeping, and Sales cards. Matching drafts and typed amounts survive tab changes, a cleared Job on a receipt stays cleared, a Job picked on a receipt carries to every document filed from it, and edits you make while a receipt is still being read are kept. A completed Wave import shows its final report when you revisit Settings → Migrate. Report drilldown drawers use the full height with the total row pinned at the bottom, the reimbursement review drawer lays out amounts and approval actions properly on a phone, “Leave workspace” is grayed out with an explanation when you're the only owner, attaching a statement PDF to a reconciliation marks its Inbox item as processed, and bank reconnection nudges arrive within ten days of the deadline rather than weeks early.

September 8, 2026

Balances 1.3.0 for iPhone, Reports on Your Fiscal Year & P&L Comparisons You Can Export

Report shortcuts that follow your financial year. If your year ends in June, “Fiscal YTD” and “Last fiscal year” now mean exactly that; the calendar shortcuts keep their dates. Profit & Loss comparisons show each period, the dollar change, and the percentage change — and both periods download together as PDF or Excel.
Balances 1.3.0 is on the App Store. Attach the PDF when you send an invoice or estimate from your phone, send yourself a preview first, and check delivery afterwards. See whether an estimate was sent and whether your customer opened it. Add a receipt to a bank transaction and see the receipts already filed on it. An employee you invite gets a Home screen built for them — their own reimbursements and the button to file a new one. Confirm your email from your phone, and the chat box sits on the keyboard while you type.
Your customer can keep reading the invoice after they pay. The online invoice keeps its recipient, dates, status, amount due, and line items in the same layout as the PDF throughout payment, and the email button reads “View and pay invoice online” or “View invoice online” depending on what's available. Estimates print with readable quantities, a branded header, and your business name.
Quotes show their tax before anyone accepts. A shared estimate now lists Subtotal, Tax, Discount, and Total the same way a public invoice does, with each line's amount as quantity times unit price — so your customer can check the arithmetic. The PDF and the share email read the same figures.
The estimates list opens on what's waiting. Open Estimates and you land on the quotes still waiting on a customer, not the whole history.
Preview before the assistant voids or deletes. Ask it to void a reimbursement or estimate, delete a draft, or deactivate a contact and it stages the change with the amount and what reverses, plus Apply and Not this one — the same flow as voiding an invoice. Anything that can't happen (already voided, already converted, a contact still on a live recurring invoice) is explained up front. When it stages a batch, it lists each row by date, amount, and target, and its Done reply names each row it saved.
More the assistant can do with documents. It can recode a line on a posted credit memo or vendor credit (the credit reposts; an applied credit stays applied), and attach an uploaded bank statement to an existing reconciliation — reading it first and showing any mismatch before filing it. Reimbursements gain a Files tab for supporting documents.
Bank opening balances are always as of your books start date. The Set Opening Balance dialog now asks for one figure — the balance on the day your books begin — and tells an owner whose account opened later to leave it unset and book the first deposit as a transfer or owner contribution.
QuickBooks import setup: tax, items, contacts, and terms. Before history imports, review how sales tax codes become tax rates, items become products, and customers and vendors carry over, with anything that can't be brought across named and explained. (Rolling out gradually.)
Other improvements. A cross-currency match shows the FX gain or loss amount it will post, right above the Match button. Inbox items on the home page are clickable, an Inbox card opens with the category its matched bank charge suggests, and receipt matches in the Review feed are compact. The void dialog pre-selects the earliest date the void reaches, eligible accounts come first in the payment account picker, and a wrong-account Stripe reconnect has a way out. Wave imports explain the accounting consequence of each account choice and match source-linked transfers. On a phone, the menu opens on the page you're on, drawer titles stay readable, and amount, role, debit, credit, and running balance stay on screen at narrow widths.

September 7, 2026

Fix a Line on a Written-Off Invoice or Posted Reimbursement

Edit categories on a written-off invoice. Correct a line's category or description on an invoice you've written off. Amounts, tax, dates, contact, and the write-off itself stay locked — the same model as a paid invoice.
Change one line's category on a posted reimbursement. Fix a miscoded line without voiding the whole reimbursement. Money, dates, and repayment state are untouched.
The assistant warns before an edit cancels a payment in progress. Ask it to edit an invoice a customer is actively paying and it tells you the payment will be canceled and asks before proceeding.
Receipt-waiting notices are easier to scan. Store name, amount, and date share one row, View receipt is pinned to the right edge, and long memos tuck below.
Other improvements. Starting a Stripe or QuickBooks connection in one tab and finishing in another returns you to the workspace where you began, a blocked Stripe test-account verification gives a short explanation and a next step, and deleting a matched transaction names the unmatch action to take first.

September 6, 2026

Email Yourself a Report, Duplicate an Estimate & Date Your Payment Voids

Choose when a payment void takes effect. Voiding a payment now offers the same choice invoices and journal entries already have: as of the payment date, or as of today — so the reversal lands in the period you intend.
See what a vendor rule will match before you save it. Ask the assistant for a new rule and it shows how many transactions the rule would affect, and checks with you before saving one that matches nothing.
The Review card names each waiting receipt. Every receipt waiting for your attention is listed by name on the Review card, and opens without leaving the feed.
Watch the assistant work step by step. The “Working on it” panel now ticks off each step as it completes, so you can see exactly where the assistant is.
Email yourself a report from the assistant. Say “email me this month's P&L” and a Profit & Loss, Balance Sheet, Cash Flow, or Trial Balance arrives at your signed-in address as a PDF or Excel file.
Duplicate an estimate. A Duplicate button on any estimate creates an independent draft with the same customer, line items, pricing, and tax rates, dated today — or ask the assistant to do it.
Hand over a workspace without losing it. Settings → Team now lets an owner transfer ownership to another admin and step down; the workspace keeps its records and membership history. Invitations gain a choice of link expiry, shown in Team and in the email.
Sales tax on one line of a split. Change the tax on a single line of a split bank transaction from the categorization drawer, without redoing the split. Foreign-currency charges that carry sales tax can be split across categories too.
Ask about spending by category and tag. “How much did I spend on advertising for Project X?” now returns the line-item total for that combination.
Leave a workspace from Settings, too. Workspace settings now offers the same Leave option as the Team page.
Reports say “Category change,” not “Adjustment.” When a line is reclassified, reports now call it what it is. A voided invoice or bill appears as a single $0.00 Voided line in the General Ledger and exports.
Other improvements. Success and error toasts carry an action where one helps (“View contact” after creating one, “Retry” after a failed invitation), the Activity tab spells out a recategorization (“Recategorized bill BILL-0042: Office Supplies → Software”), a reconciled statement says exactly what it locks and how to release it safely, a refused change tells you why, a bank that can't connect says so instead of asking you to sign in again, and a connected QuickBooks company can be checked before its history is imported (rolling out gradually). Bank register lookups by the assistant now include merchant names and coverage dates, the assistant checks your books fresh each time rather than memorizing claims that could go stale, the duplicate-bank-account detector asks for corroborating evidence before it flags, payment previews keep the exchange rate you entered and show the effective payment date, and a blocked save tells you which document number conflicts.

September 5, 2026

Apply-or-Decline Chips, Category History on Reports & QuickBooks Chart Import

Apply or decline a suggestion with one click. When the assistant suggests a transaction or categorization, Apply and Not this one chips sit right on the suggestion — no typed reply, no ambiguity.
Import your chart of accounts from QuickBooks. A workspace connected to QuickBooks can now import its accounts from Settings → Connectors — review each one, create it, link it to an existing account, or leave it out. Running the import again finds the same accounts rather than creating duplicates. (Rolling out gradually.)
Category history on report rows. Report drilldowns now show how many times a transaction's category has changed, with a link to the full history in the Activity tab.
Edited transactions show once in more places. The one-row view, with a note of what it was changed from, now also covers the tag-filtered General Ledger, tax-account drilldown, and Transaction Detail Excel export. Full exports still carry every posting row.
The void dialog says what each option does. “Void as of the original date” and “Reverse as of today” name the months they affect, and if the original date is locked the dialog explains why and what to do instead. Reversal rows on reports read “Reversal of [description] ([original date])”.
Error messages that tell you what to do. A date before your lock date names the lock date and your two options. A document number already in use is called out with the field highlighted. And bank-matched expenses can have their category changed freely — only an amount change asks you to unmatch first.
Clearer labels on AI matches. Bank transaction matches now read AI matched or AI reviewed, and assistant bug reports describe exactly what happened without guessing at a cause, so support gets accurate information.

September 4, 2026

PO Numbers Everywhere, Receipts That File on the Expense & Forwarding Alerts

Purchase order numbers on jobs, estimates, and invoices. Record your customer's PO number on any job, estimate, or invoice — it carries forward when you convert an estimate, prints on the PDF where their AP team expects it, and the assistant can add or update it on request, even after the document has been sent.
Receipts file on the expense, not the bank line. Attach a receipt from the Categorize tab, photograph one from a bank charge on your phone, or ask the assistant — it lands on the expense or bill itself, where you and your accountant will look for it. An uncategorized charge sends the receipt to your Inbox with that charge suggested.
Know when email forwarding goes quiet. Balances learns the cadence of your forwarded email and shows a notice in Settings and the Inbox if it stops arriving.
Invoice numbers are assigned on save. Opening the invoice form no longer reserves the next number — it reads “Assigned on save” until you enter one or hit Save, so closing a draft never leaves a gap. Canceling a draft on the phone works the same way.
PDF bank statements are checked against themselves. Imports now verify that rows tie to the statement's opening and closing balances, import once when a statement lists each transaction in both a summary and a detail section, and re-read the source with more context when the first pass doesn't add up — accepting the result only when the numbers independently tie.
Leave a workspace on your own. Team members can leave from the Team page without asking the owner. The last remaining owner is kept in place.
An assistant that knows when to stop and how to report. It asks what you actually need before offering to release a bank reconciliation (most edits don't require it), reports how many records a bulk operation examined, succeeded on, and left remaining, retires an earlier suggestion the moment you ask for a revision, ends every reply with a plain status line, stops after two attempts on a blocked action and says what's blocking it, and lets you name a recurring schedule, tag, or trade name instead of hunting for an ID. Its error messages now explain what happened and what to do next in plain language.
Other improvements. Recategorize a transaction and your General Ledger, Account Activity, and Transaction Detail reports show one clean row with a note of the prior category, a category you've since deactivated still shows its name (marked inactive) on posted transactions, and account-type suggestions are limited to what fits a business or personal workspace.

September 3, 2026

"CC Me" on Quotes, Bulk Estimate-to-Job & an Assistant That Reports What Actually Happened

"CC me" now covers quotes. If you CC yourself on invoices, your quotes copy you too — with a per-send toggle when you want an exception.
Accept estimates and start jobs in bulk. The assistant can now accept a batch of estimates and open their jobs in a single step, instead of working through them one at a time.
The assistant reports what actually happened. When an action partially completes or is still waiting on approval, the assistant's reply says exactly that — a clear summary of what went through and what's pending, never a premature "Done!"
Jurisdiction-aware tax guidance. Ask the assistant about booking an asset or expense and it asks about your jurisdiction and depreciation policy first, rather than assuming one country's rules.
Receipts show on your phone. A receipt uploaded to a bank transaction now appears by name and size when you return to that transaction in the iPhone app.
Sharper categorization suggestions. The Review queue keeps unrelated transactions apart rather than grouping them under one merchant or category, and categorization memory asks for stronger evidence before suggesting the same category across look-alike transactions.
Other improvements. A quote always keeps its number when you save, editing a bank-reconciled expense now shows the bank amount beside your line total so you can see exactly what to adjust, customer search in quotes and jobs keeps what you've typed while results load, the transactions page loads faster — with the totals bar and tab counts always drawn from the same data — and the tag filter's "Pick group first" hint fits its space.

September 2, 2026

Sharper Document Reading, Faster Everything & Jobs in the Side Drawer

Document reading upgraded. Receipt photos, PDF invoices, and CSV imports are now read by a newer, more capable AI model — better accuracy on amounts, dates, and vendor names.
Faster where you'll feel it. The home dashboard's six-month profit summary loads in roughly half the time (most noticeable on cash-basis and multi-currency books), and invoice, bill, expense, and deposit lists load faster.
Jobs live in a side drawer. Creating or editing a job now happens in a side panel beside the list — the same pattern as invoices and estimates — keeping your filters and scroll position while you work.
Connect QuickBooks from your workspace (rolling out gradually). Connect your own QuickBooks company directly from Settings > Connectors — no firm required.
Accessibility across the app. Every filter dropdown now announces its label to screen readers, and every page carries a proper top-level heading so assistive technology can jump straight to it.
Other improvements. Approving two assistant proposals at once applies both, recategorization works on transactions carrying legacy adjustments (the old adjustment is cleaned up automatically), the onboarding welcome appears exactly once, CSV column-mapping dropdowns name the field they fill, mobile errors explain what happened and offer a specific next step, review cards on phones label category and contact clearly, credit-note requests for retainer refunds check how the retainer was originally booked, and new demo companies use the same numbering you'd see in real books.

September 1, 2026

Sales by Item, QuickBooks for Firms & Sticky Drawer Tabs

Sales by Item report. See how many hours or units you billed, broken down by item, with totals and invoice counts — under Reports.
QuickBooks clients, in your firm's one list. Firms can now connect a client's QuickBooks company and see every client — Balances and QuickBooks alike — together on the firm dashboard.
Estimates keep catching up. Preview how a quote looks before you save it (and correct its number), and create or edit estimates in the same side drawer as invoices without leaving the page.
Copy a link instead of sending an email. Invoice payment links and estimate approval links can now be copied directly — for texting, chat, or however your customers prefer to receive things.
Drawer tabs stay put. Tabs on every record drawer — invoices, bills, expenses, journal entries — stay pinned as you scroll, with action buttons in a fixed footer, so nothing you need drifts off screen.
Edit and delete jobs. Change a job's name, number, customer, contract value, dates, and notes after creating it; a job with nothing recorded against it can be deleted entirely. Jobs that already carry documents keep their customer fixed to protect your records — and emptying an optional field now clears it properly.
Bank-derived opening balances. For bank-connected accounts, the reconciliation banner now offers the bank's own opening-balance figure directly.
Send reminders reaches every invoice. The dashboard's "Send reminders" button now covers every outstanding invoice, not just the ones visible on the card.
Other improvements. Draft expenses and deposits appear separately (clearly labeled) in Waiting to Match, old transactions on a closed bank account can be recategorized, changing your password keeps you signed in, page titles are back on every list page, drawers respect the sidebar on narrow screens, the assistant's chat box on mobile sits right on the keyboard, and imports match contacts regardless of capitalization — asking you to pick when a name is genuinely ambiguous.

August 2026

August 31, 2026

Estimates That Send Like Invoices, Direct Stripe Sales on Autopilot & a Calmer Design System

Estimates now send with the full invoice toolkit. Send an estimate and you get delivery tracking on the estimate itself, a Send me a preview button that puts the exact email in your own inbox first, a choice of whether the PDF rides along, BCC, a downloadable PDF, and the ability to revoke an emailed link. Sends that don't go through retry in the background, just like invoices.
See whether your customer opened the quote. The estimate list and detail view now show Sent, Viewed, or Sent · viewed at a glance, with view counts and dates in the detail view — so you know whether to follow up before you pick up the phone.
Book direct Stripe sales to an income account automatically. If you take card or bank payments outside of Balances invoices, you can now pick one income account on the Stripe connector and let unclaimed charges book themselves during sync — gross revenue to your chosen account, processing fees to expense, net cash to Stripe clearing. Leave it empty and everything keeps landing in Review as before; anything the connector can't book confidently stays in Review rather than guessing.
Record an expense you paid from your own pocket. Expenses can now be paid from the owner's personal or owner's funds — in the app, through Zapier, and via the assistant, which now recognizes when an out-of-pocket expense belongs to a personal or owner's account rather than guessing.
Wave migrations explain themselves. The importer now verifies each imported month against your Wave export before it finishes, stops with an explanation rather than completing quietly if any bank entry would end up invisible on your bank pages, and lists on the completion screen exactly which transactions were routed through the adjustments account or recorded as journal entries, and why. It also handles numbered bank refunds natively, mixed-sign bills and zero-total invoices, and ordinary mixed deposits that combine an invoice payment, an extra sale, and a card fee.
Books Health, in plain English. Unmatched expenses and deposits are now a tab inside Books Health, every check description says what it found and what to do about it in ordinary language, and clicking an outlier row opens the transaction drawer right there.
One visual language across the app. Buttons share a single style, chips share one size and shape, text and icon sizes follow one consistent scale, and every dialog shares one design. Bills and credit cards drop the red treatment in favor of one document-type color map, paragraphs wrap at a readable line length instead of at the container edge, and browser-level banners read like every other notice in both light and dark mode.
Confirm your email wherever you are. Confirm by clicking the button in the email or by typing the code — and if your address isn't confirmed yet, the mobile dashboard shows a banner that takes you straight to code entry, no computer required. Sending an invoice or estimate from your phone now reports the delivery outcome and tells you what to do if it didn't land.
Receipts and matches where you're already looking. When a receipt is waiting in your Inbox for a bank charge, View receipt opens the image or PDF without leaving the transaction. The Match Document tab fits rows on one or two lines with details on hover, mutes 0% scores so real matches stand out, and adapts its columns to a narrow panel.
Faster where it counts. Long transaction lists now appear noticeably quicker.
Connect any MCP client (private beta). The Settings → MCP page now presents the server URL as the primary path and names ChatGPT, Cursor, and VS Code alongside Claude — any MCP client can connect. Get in touch if you'd like access.
Other improvements. The Cash chart's floor is zero, so a drop reads as the size it actually is. A matched deposit or expense opens on its line items rather than a bank transaction card. Reconciliation no longer waits on an opening balance — an account without one is treated as starting at $0.00. The Job dropdown on invoices explains when a customer has no jobs and links you to create one, and it appears without a reload when you come back. The activity feed speaks your language, its filters work, and long feeds load more. The reconciled-statements notice on Opening Balances moved inline to the account row it applies to, the bank reconciliation register has even row spacing, the Reconcile button sits beside the reconciliation date, historical duplicate contacts can be merged, a billable expense can be recoded without touching the invoice that billed it, and fields the interface offers to save — vendor reference, receipt preview, credit note reason — now persist.

August 29, 2026

A Calmer, More Consistent Interface

One card design everywhere. Cards and panels across dashboards, insights, banking, payments, settings, and reports now share a single look — a thin border with softly rounded corners, no shadows, no movement on hover.
Notices that don't shout. Warning, error, and info messages now sit on a neutral background with normal text, with only the icon carrying the severity color — so a routine notice stops reading like a hazard sign.
A friendlier reconciliation prompt. When your bank and books balances differ, the button beside the books balance now reads Reconcile rather than “Fix discrepancy.” A difference usually just means there's reconciling still to do.
Truncated lists say so. When there are more validation errors, CSV upload problems, or contact conflicts than fit on screen, you now see “+N more” rather than a quiet cutoff — and the invoice reminders log and recurring journal entry preview tell you when there are more entries than shown.
Clearer banking badge. The badge beside an unposted opening balance now reads Draft opening balance instead of the abbreviation “Draft OB”.

August 28, 2026

Estimate Expiry & the Full Estimate Lifecycle on iPhone

Estimates expire on their own. A sent estimate past its expiry date now wears an Expired badge automatically — no manual status change — and accepting an expired estimate asks you to confirm first.
The full estimate lifecycle, on your phone. Edit drafts, void or delete, and convert an estimate to an invoice or a job — all from the iPhone app. Converted estimates show which invoices they created, with direct links to each.
Dates follow your workspace's calendar. Every "today" default — now on payments and filters too, not just invoices and reports — uses your workspace's timezone rather than UTC, so working near midnight never nudges a date into tomorrow.
Find a transaction by who it was booked to. The transactions list gains a Contact dropdown on the Categorized and All tabs, and the search bar now matches contact names directly — so you can pull up everything for one customer or vendor without scrolling.
Account pickers you can type into. Choosing a payment account or destination now filters as you type, with accounts sorted by code and grouped by section, instead of scrolling the full list.
“Unsettled Allocations” is now “Waiting to Match.” The report gets a plain-language name, clearer column headers, and descriptions that say at a glance which transactions are still waiting.
Other improvements. The mobile account picker groups accounts by Balance Sheet and P&L with search (matching the web), the mobile tab formerly labeled "Invoices" is now Sales to reflect estimates living there too. Invoices, Bills, Expenses, Deposits, Reimbursements, and the Inbox use their status tabs as the page header for more room, dashboard cards size to their content rather than stretching into whitespace, balance figures stay aligned next to status badges, the Inbox review card puts the bank-match decision beside the category and amount it affects, and recategorizing a transaction is noticeably faster in larger workspaces.

August 27, 2026

Recurring Invoices On Demand, a Four-Step Wizard & a Command Palette That Reaches Everything

Issue a recurring invoice right now. An automatic schedule gains an "Issue now" button that posts the invoice and emails your customer immediately — exactly what the nightly run would do, on your schedule instead. Draft schedules show "Create draft now."
A guided recurring-invoice wizard. Creating a schedule now walks through four steps — Items, Schedule, Sending, Review — with validation at each, so you see exactly what you're setting up before it goes live.
Estimate decisions are reversible. An accepted or declined estimate can be reverted to its previous status (back to Sent if it was emailed, Draft otherwise), converted estimates show a badge with their invoice count on web and iPhone, and you can now also accept or decline from the mobile app.
Recategorize without disturbing a payment. Tell the assistant "that payment was for travel" on a bank row that settled a bill, and it changes what the bill was for — the payment, the match, and the amounts owed are untouched. Applied credit notes can be recategorized the same way, with amounts, dates, contacts, and applications staying locked.
Collapse a split to one category. When every line of a split transaction belongs on the same category, you (or the assistant) can merge them back into a single line, total intact.
⌘K reaches everything. The command palette now finds every page the sidebar can — Recurring Invoices, Jobs, Reports, and about thirty more — and can start a new recurring invoice, estimate, or job directly.
Other improvements. The reminders tab says "Eastern Time" instead of "America/New_York" and links each setting to where you change it, Stripe payment-method toggles respond instantly with country-correct fee descriptions, and archived connectors collapse into a summary row.

August 26, 2026

Edit What a Paid Bill Was For & Estimates Decided Offline

Edit what a paid bill or invoice was for. Change the category and description on a fully paid document without touching the payment. Amounts, tax, date, and contact stay locked while it's paid — your payment history and aging are unaffected; only where the expense or income appears on reports moves. (Partially-paid documents gained editing in July; this completes the set.)
Record estimate decisions made offline. If a customer accepted or declined by phone or in person, mark it directly from the estimate drawer — no need to send it through Balances first.
Fair treatment when a card payment fails. A declined subscription card doesn't lock your workspace — Balances keeps retrying, emails you on each attempt with the actual reason from your bank ("Your card has expired," "Insufficient funds"), and goes read-only only if the payment can't be collected at all.
Recurring schedules show what they'll bill. The Items tab now displays Subtotal, Discount, Tax, and Total, so you see the exact amount before activating a schedule.
The assistant asks before undoing a payment match. Recategorizing a bank transaction that settles a bill now comes with an explanation of the consequence and waits for your approval. It can also take the sales tax off a receipt on request — tax comes off, total stays.
Batches finish what they can. When one item in a batch operation hits an error, the rest go through and you're told exactly which item needs attention.
Other improvements. Invoice settings (Reminders, Stripe Payments) open their full panel in one click — the switch, what your customer sees, and where the value came from — attempting to deactivate a system account now explains why Balances relies on it, and the receipts address label now reads "Send receipts to."

August 25, 2026

Fair Billing on Cancellation, Drilldowns in Drawers & Smarter Sending

Cancel and keep what you paid for. Canceling your subscription mid-period keeps the workspace active until the end of the time you've already paid for, and checkout lands you on the workspace with your new plan visible.
Report drilldowns open in drawers. Clicking a figure on a report slides the underlying transactions out in a drawer instead of a popup — and the browser's Back and Forward buttons walk through each layer.
Locked actions explain themselves. On a categorized bank transaction, the Match, Transfer, and Recharge tabs now say why they're locked and offer to uncategorize and continue in one step.
Sending remembers new addresses. Type a new email while sending an invoice or estimate and Balances offers to save it to the customer's record; recurring invoices now copy the addresses marked "copy by default."
Estimates on iPhone, reviewed and sent. View, review, and send estimates directly from the mobile app.
Guided bank-account disconnection. Disconnecting a bank-linked account now asks what to do with its uncategorized transactions — review now, leave for later, or exclude — in one step.
Duplicate contacts, prevented politely. Creating or renaming a contact into an existing name offers to open that contact or merge duplicates instead of quietly making a second one.
Other improvements. Currency symbols now also follow your business in notification emails and reconciliation messages (foreign currencies stay disambiguated), and the email-to-Inbox address shows as plain text for easy copying.

August 24, 2026

Pick Your Stripe Account, Edit Tax In Place & Archivable Schedules

Choose which Stripe account collects invoice payments. With multiple Stripe accounts connected, invoice payments go to the account you select — stated, visible, and consistent.
Edit sales tax without unreconciling. Change the tax rate on a categorized bank transaction directly from its drawer — no unreconcile-first detour.
Date a credit-note application. Applying a credit note to an invoice now lets you pick the application date, which controls when the credit shows in your aging reports.
Archive recurring schedules. Retire a recurring invoice or journal-entry schedule without deleting it — generation stops, history stays.
Your Stripe clearing balance, verified every sync. Each bank sync now checks that your books agree with what Stripe actually holds, and alerts you to any discrepancy — so it isn't something you reconcile by hand.
Other improvements. Bank accounts on mobile display as readable record cards, the Opening Balances review shows credit notes as negative rows so the totals reconcile from what's visible, the currency selector is searchable by code, symbol, or name, dashboard reminder cards consolidate to one "Enable reminders" action, and the recurring-invoice editor sizes its columns properly on smaller screens.

August 23, 2026

Split Receipts Into Multiple Expenses & Recurring Invoices With Discounts and Pay Buttons

Split a receipt into multiple expenses. When one receipt covers several purchases, click "Split…" to break it into separate amounts — each part gets its own review card and can match its own bank charge.
Recurring invoices: per-line discounts and a Pay button toggle. Each line on a recurring schedule now takes a Discount, matching regular invoices. And a Stripe payment toggle controls whether generated invoices carry a Pay button — it inherits your workspace setting, so connecting Stripe later lights up all your schedules automatically, with per-schedule pinning when you want an exception.
"These are separate charges" is a permanent answer. When the duplicate scan flags two charges that really are distinct purchases — same day, same amount — confirm they're separate once and the answer sticks, across devices and future scans, undoable any time.
Other improvements. The Inbox's file list and review pane scroll independently so long cards don't push the list off screen, and a receipt matching an already-booked charge shows one consolidated notice on the charge row.

August 22, 2026

Invitations That Survive Any Sign-In, Clearer Report Labels & a Wave Currency Check

Workspace invitations carry through every sign-in path. Whether you accept an invite by signing in with Google, a magic link, or a resent verification code, the invitation now follows you all the way to acceptance and you land in the workspace you were invited to.
Told up front when an invitation is for another account. Open an invitation while signed in as someone else and the page now names the account it was sent to, with a link to sign in as that person — instead of finding out after you click Accept.
The same names for the same things, everywhere. The General Ledger, tax drilldown, and transaction detail views now share one plain-language vocabulary — "Journal Entry" rather than "JE" — and transfers and opening balances show their type instead of a blank cell.
Wave imports confirm your currency first. The import confirmation screen now states your workspace's base currency and asks you to confirm your Wave business uses the same one, with guidance if it doesn't.
Bank balances fit narrow screens. On phones, the banking dashboard now sizes its columns so account names, balances, and the row menu each get their own space.

August 21, 2026

Estimates on iPhone, an Attach PDF Switch & Plain-Language Report Rows

Create estimates from your phone. Estimates are now in Quick Actions on iOS, with the same line items, tax rates, totals, and customer fields you get on the web.
Attach PDF is a switch, not a dropdown. The Send tab now shows a single Attach PDF toggle beside CC me, with a line telling you whether that came from your workspace default or was set on this invoice. Its info popover explains when a PDF helps, why a secure link is the default, and lets you change the workspace default right there.
Reports read in plain language. Every report row now uses the customer-facing name — "Credit Memo" instead of "Credit Note", "Transfer" instead of "Bank Transfer" — with no internal system names, and the Excel export always matches what's on screen.
Stripe payout records are more descriptive. Instant-payout fees are categorized as processing expenses, and payout cancellations and failures are clearly labeled in your records.
The opening-balance warning only appears when it applies. Settings → Opening Balances now shows its reconciled-statement notice only for accounts that actually have reconciled statements, and it describes what really happens — including the one-click Repair on the account's reconciliation page.
Paste a spreadsheet table into the assistant and get the table. Copying rows out of Numbers or Excel now pastes the actual table into the chat composer, instead of an empty image placeholder.
A retried step no longer looks like a stuck one. When the assistant recovers from a step on its own, that step now folds away as “retried” rather than staying open as a live problem. Steps the assistant is genuinely still stuck on stay visible.

August 20, 2026

One Page for Every Schedule & One-Step Workspace Connections

A Schedules page across all your workspaces. Every recurring invoice, recurring journal entry, and active invoice reminder in one place, each with its sending state. If a subscription change pauses or restores your schedules, you get an email naming exactly what changed.
Connect two workspaces in one step. Setting up recharges between workspaces no longer means switching over to accept your own invite — the connection works straight away. The Connected Workspaces settings page now explains what each connection does and which account recharges post to.
The assistant can clear an Opening Balance Equity residual with you. It traces the residual back to its source and walks you through correcting the opening balance or recording the missing opening document. It also handles a customer who paid before your books start date for an invoice dated after it, recording the opening credit note and the invoice as the pair they are.
Voided documents offer Clone. A voided invoice or bill now gives you a single clear action — Clone it into a fresh draft you can edit — and the wording says “voided” throughout.
Opening-balance dates are validated as you pick them. The calendar stops at the day before your books start date, and Save stays blocked until an out-of-range date is corrected.
Monthly reports stretch further. Reports spanning more than two years — and reports with deeply nested accounts — now lay out comfortably, month by month.
Canadian workspaces show plain dollar signs. A new Canadian workspace now takes its formatting from the country you selected, so amounts read $1,000.00 rather than CA$1,000.00. Currencies with non-standard decimal places, like JPY and KWD, also format correctly in the activity log.
Other improvements. Reminder-email previews are tabs rather than a scroll box inside a scroll box, the invoice drawer on phones keeps its title visible with a full-width section menu and a more compact footer, workspace lists sort alphabetically everywhere, the account picker stays inside the viewport in dialogs, and reimbursement empty states match the tab you're on.

August 19, 2026

Safer Account Archiving & One Card Per Forwarded Order

Parents and sub-accounts archive together. Archiving an account that has sub-accounts now asks you to archive them as a set, and a sub-account can't be reactivated while its parent is still archived — so your chart of accounts stays coherent in both directions.
One review card per order. Forward an email that contains several purchase orders and each order now gets its own card in your Inbox, instead of everything merging into one.
Invoice emails always show who they're from. The Send tab now clearly displays the sender identity and reply-to address — and if your business email isn't set up yet, a link takes you straight to setup. The Reminders toggle opens its setup dialog directly, too.
Other improvements. Editing an expense line's amount leaves its date alone, and the offline banner no longer strands an orange strip on iPad in Split View.

August 18, 2026

Preview Before You Save, an Invoice Reminders Tab & One-Click Import Direction Flip

Preview an invoice before saving it. Open the Preview tab while editing to see the exact PDF your customer will receive — no draft created, no invoice number consumed.
A dedicated Reminders tab. Turning on reminders for an invoice now opens a tab showing each scheduled reminder email, anything blocking it, and your reply-to address and timezone. The first time you enable reminders in a workspace, a short setup step collects the reply-to and timezone.
Sending lives in the drawer. The Send flow is now a tab in the invoice drawer — CC and BCC expand on demand, what you type is preserved when you switch tabs, and a per-send "CC me" checkbox replaces the workspace-wide default. The Stripe payments toggle now shows whether it's pinned to that invoice or inherited from your workspace default, with a one-click reset.
Flip a wrong-direction import in one click. If a CSV import read your transactions backwards — deposits as withdrawals, or vice versa — a new action on the import detail page flips the whole import at once. (It asks you to uncategorize first if anything's already been categorized.) The CSV uploader also now confirms a recognized ending balance and works out the sign convention automatically — no more "Reverse amount signs" checkbox.
Push notifications for refunds and disputes. When a customer's payment is refunded or disputed, your phone tells you — tap the notification to open the invoice directly.
Stripe payouts are your own money. A Stripe payout landing in your bank account is now recognized as a transfer — once the payout settles, its bank row clears from your review queue automatically.
Pending transactions on the web (rolling out gradually). Pending bank transactions appear as grayed-out rows with a separate "pending" total that's never included in your balance.
Recharges show both sides. After recharging a transaction to another workspace, the source shows "Recharged to Acme Corp" and the target shows where it came from — each a link to the other. Wave imports also got friendlier: excluding an account no longer blocks the import (its pre-cutover balance posts to Opening Balance Equity with a clear breakdown), and if an import fails you now get an email with a link back to the wizard — no re-upload needed.
A more helpful assistant. Document search now matches text inside line-item descriptions and shows you the matched text; when results were filtered to outstanding items only, the assistant says so instead of reporting a paid invoice as "not found"; and recoverable hiccups show as amber notices rather than red failures.
Other improvements. Report drill-downs and Excel exports show the original bank memo when it differs from the description, merchant rules flag an archived category and pause until you reactivate it, receipts stay attached to their reimbursement lines through edits, repeat report runs build faster, mobile notification switches are grouped into clear categories, and amounts format in your workspace's locale — with the Turkish lira and Swiss franc symbols rendering correctly.

August 17, 2026

A Redesigned Invoice Page, an Honest Cash Headline & Smoother Partial Payments

The invoice page is one timeline. Delivery status, due date, send history, and payment balance now read as a single timeline instead of three separate summary cards — and reminders are managed from one place in the invoice header and send drawer.
Partial payments are one click closer. When you reconcile a bank transaction for less than the invoice amount, the partial-payment option is preselected and visible — no hunting for the control that makes the numbers work.
A cash headline that means what you think it means. The dashboard's cash total now counts active checking and savings accounts only — investment, debt, and processor-clearing accounts are excluded, matching what most businesses consider operational cash. If an exchange rate is missing for a foreign account, the cash section says so plainly.
Closed accounts keep their history findable. After deactivating a bank account, its past transactions still appear in the Transactions list and search results.
Advice you can follow. The AI assistant now separates what it observed from what it recommends, and explains its reasoning before suggesting an action.
Other improvements. Searching accounts by code puts exact code matches first, and lists and drawers across the app show consistent loading, empty, and error states with retry.

August 16, 2026

Ask the Assistant What Any Contact Owes

Per-contact balances from the assistant. Ask "how much does Acme Corp owe me?" or "how much do I owe Globex Software?" and get a scoped answer drawn from the aging report for that contact alone — not a workspace-wide figure you have to narrow yourself.

August 15, 2026

Invoices Deliver as Secure Links

Invoice emails now send as a secure hosted link by default. Link delivery lands more reliably across email providers than a PDF attachment — and your customer gets the live invoice page, with payment right there. Prefer the attachment? You can still choose PDF per invoice. The activity feed now shows whether each invoice email was delivered, delayed, or failed, so you're never guessing whether it arrived.
The assistant explains, then suggests. When something goes wrong mid-task, the AI assistant now tells you what happened and what to try next in plain language — and account searches that hit a size limit tell you how to see the full list.

August 14, 2026

Reminders Any Day of the Week, Tags on Recurring Invoices & Wider Unsaved-Work Protection

Payment reminders send any day of the week. Reminders now go out on whichever day they're due, within your workspace's quiet hours — and a new "Only send reminders on weekdays" toggle on Customize Invoices keeps them to business days if that's your preference.
Tags on recurring invoice lines. Assign tags to individual line items on a recurring invoice template and every generated invoice carries them automatically. The assistant preserves your tags when editing recurring invoices, and can now show estimate tax and discount amounts — and set a tax rate on estimate lines.
Unsaved-work protection, everywhere. The estimate, journal entry, recurring invoice, recurring journal, reimbursement, and contact forms all now warn before you navigate away from unsaved work — and the reimbursement previous/next buttons check for unsaved approval or coding changes first.
Transfers recognized by card digits. Balances now uses your accounts' last-four digits to identify transfers between your own accounts more reliably.
Other improvements. Refreshing an AI category suggestion returns immediately (the updated suggestion lands in your feed seconds later), comparison reports fit phone screens without clipping, and counts across the app use correct singular and plural forms.

August 13, 2026

Tag-Filtered General Ledger, Editable Draft Estimates & Smarter Contact Matching

Filter the General Ledger by tag. The GL joins the P&L as a tag-aware report: filter by tag and the register shows the tagged document lines, with totals that foot to the tag-filtered P&L. A "Not taggable" section discloses money no tag can reach — journal entries, payment fees — so nothing is silently omitted. Every row shows its tags as chips, and a new CSV export sits alongside Excel with flat, self-contained rows ready to pivot.
Edit draft estimates. Open a draft quote, correct prices, quantities, tax rates, or line items, and save — no more delete-and-recreate. Once a quote has been sent, accepted, or converted, it locks.
Contact matching got precise. An extra word in a name now means a different party — "Acme Plumbing East" is not "Acme Plumbing" — while trailing store and terminal numbers (like "ACME DINER 001") still match your existing contact. When two contacts fit equally well, Balances asks you to pick, showing each contact's recent activity and number; a batch approval pauses only the ambiguous item. Typing a payee name that already exists reuses that contact everywhere — invoices, bills, categorization, receipts, and the assistant — regardless of how many contacts your workspace has.
Reminder dates you can see. The Reminders control on an invoice now shows the actual dates your customer will be emailed, and explains plainly when reminders are blocked — a missing due date, business email, or timezone.
Receipts read the way you'd read them. Forwarded receipts extract the total your card was actually charged — tax and shipping included — and pre-fill the category from your past coding for that vendor. A new "Read again" action re-reads a misread document with corrected figures (rolling out gradually).
Attach files in mobile assistant chat. Photos, PDFs, CSVs, and spreadsheets can be attached to messages in the iPhone app's assistant — tap + next to the message field.
Duplicate warnings with specifics. The duplicate-transaction warning now names the specific transactions involved and the dollar amount at stake — and when your bank confirms two same-day, same-amount purchases are distinct (two coffees, say), they're not flagged at all.
A calmer bank-vs-books summary. The reconciliation pane shows one quiet strip — Books balance, Bank balance, items to sort — with the full breakdown behind a chevron. A warning appears only when there's a genuinely unexplained difference.
Rejections that stick, without dead ends. Rejecting an AI categorization suggestion applies to that suggestion — if the AI later proposes something materially different, the transaction returns to Review for a fresh look.
An audit trail on account changes. Deactivating or closing an account now records who, when, and why — the reason is required — and reactivating clears the record.
Your clients never hear from a lapsed workspace. If your subscription expires, Balances stops emailing your customers on your behalf — recurring invoices still generate as drafts so nothing is lost, the page says "Not sending — subscription inactive," and sending resumes automatically when you renew.
Other improvements. Voided rows on the General Ledger wear a "Voided" badge, Products & Services now lives under the Sales menu, Save & Send is the primary action on new invoices (matching the convention QuickBooks users expect, with Save & Approve one click away), enabling auto-send asks for the contact's email right in the form, the reconciliation register is cleaner with neutral amount colors, and several dashboard and navigation links meet contrast standards in dark mode.

August 12, 2026

The Balances iPhone App Is on the App Store

Balances for iPhone is generally available. Your full books, in your pocket — download it from the App Store. Everything below ships in the launch version, synced live with your workspace on the web.
A Home dashboard that reads like a briefing. Open the app to your cash balance and trend, month-to-date income and spending, items waiting on you, and who owes you.
Capture receipts, checks, and PDFs. Snap a photo — or pick a PDF from Files — and AI extraction fills in the amount, date, counterparty, and memo for one-tap filing as an expense, bill, deposit, or invoice payment. iPhone HEIC photos work natively.
Review and approve from anywhere. The Review feed shows transactions, batches, reimbursements, and draft documents that need you, grouped for fast triage — approve, recategorize, match to an invoice, record a transfer, or exclude, right from your phone.
Full invoicing. Create and send invoices with your saved products & services, attach photos and PDFs, and see whether your customer has opened an invoice — with the same engagement detail as the web.
Reports on the go. Step through your Profit & Loss and Balance Sheet month by month; both share the web app's calculation logic, so the numbers match across surfaces.
The AI assistant, in your pocket. Ask about your books in plain English, attach receipts to the conversation, and confirm proposed changes before anything posts.
Expenses for your whole team. Employees snap a receipt and submit an expense with a plain-language category — an approver assigns the real account, and nothing touches your books until it's reviewed.
Secure by default. Sign up and sign in with passkeys and Face ID, optionally require biometrics to reopen the app, and use 1Password, Apple Keychain, or any iOS credential manager to autofill.
Built to feel native. Dark mode throughout, offline support, haptics, Dynamic Type and VoiceOver accessibility, full iPad support, and the iOS 26 Liquid Glass design language.

August 11, 2026

Unsaved-Work Protection, Estimates Catch Up & a Faster App

Closing a drawer can't cost you your edits. If you're editing an invoice, bill, expense, or any other document and press Escape — or hit the close button reaching for something else — Balances now asks before discarding unsaved work. A save that's already in progress is never interrupted.
Estimates catch up to invoices. Estimates now support deleting line items, adding services from your catalog, and charging tax — all working exactly the way they do on invoices.
Draft invoices download as PDFs. You can now download a PDF of an invoice while it's still a draft — useful for a review pass before anything posts. Notes and payment terms also preserve their line breaks on the finished document, and editing a line-item description keeps your cursor where you put it.
Receipts shared in chat stay with their expense. Upload a receipt during an assistant conversation and it now appears on the reimbursement line it belongs to — no re-uploading from the expense screen.
A corrected receipt finds its charge. If you fix a misread receipt total, the corrected amount is now what's used to find and suggest the matching bank charge.
The assistant reads the room. When you respond to a suggested change by continuing the conversation naturally, the assistant now reliably understands whether you're confirming or questioning it. And a completed reply can no longer leave the chat stuck on "Thinking…".
Notifications name the direction of money. Some banks label incoming bonus credits and deposits oddly in their pending data; notifications now show the correct direction and label, so a deposit reads as a deposit.
Faster all around. Approving bank transactions is noticeably quicker for most workspaces, and page loads across the app are snappier — especially document drawers. The Account Type selector on bank accounts also now offers only the types that can actually be applied.

August 9, 2026

Partial Payment Allocation, Clickable Customer Statements & Job Profitability on Your Terms

Split one payment across invoices, your way. The Record Payment composer gains an editable Amount to settle column, so one payment can settle one invoice in full and another in part — and the bank-line Match view has the same control. A $3,000.00 check against a $5,000.00 and a $2,000.00 invoice now does what you'd expect: settles the smaller in full, applies the remainder to the larger, and shows the correct outstanding balance on each.
Job profitability on the basis you choose. A new Basis selector on the Jobs page and job drawer switches between Accrual (invoiced revenue less costs incurred) and Cash (cash collected less cash paid out), so revenue and costs are always measured the same way. Drafts are excluded from both sides.
Customer statements are now interactive. When your customer views their statement online, every open invoice number is a clickable link — they can read line items, download the PDF, and pay without leaving the page. The statement is live, so invoices raised after you sent it appear too. The statement link is the only credential involved; rotate it and access to every invoice is revoked at once.
Stripe charges that are already booked skip Review. When an invoice is paid through Stripe, Balances books the payment automatically — and now recognizes the matching bank-feed charge and marks it settled, so it never shows up asking to be categorized a second time. If a payment is later voided, the charge returns to Review. No action needed; existing charges clean up on your next sync.
Stripe setup is resumable and explains itself. Closed the Stripe authorization page halfway through connecting? A Continue setup button picks up where you left off, keeping your connector settings. And if a connection attempt fails — an expired link, an already-connected account — you now see Stripe's actual explanation instead of a generic retry message.
Discount and Tax on every screen size. The per-line Discount and Tax fields on invoices, bills, expenses, and estimates now appear on tablets, phones, and narrow browser windows — nothing about a line item is hidden by the width of your screen.
The assistant finishes the conversation. If a step keeps failing after the assistant retries it, it now tells you what happened and what still stands, and can pick the work back up when you clarify — no more replies that never arrive. It also lists up to 50 bank accounts with unique identifiers when asking which one you mean.
Receipt review highlights what actually needs you. The receipt review card now leans on its field-level indicators — which flag missing or uncertain fields in red — rather than a single overall percentage score that couldn't tell you what to check.
Other improvements. The banking dashboard's Bank and Books columns gain base-currency subtotal rows. Matching a bank transaction to an invoice that's already fully paid now says so plainly and suggests what to do. And customer statement tables scroll on narrow screens instead of wrapping invoice numbers and dates mid-value.

August 7, 2026

Bank Transfer by Default for New Merchants & an Assistant That Plays by the Books

New merchants collect by bank transfer by default. Newly connected merchants now start with bank transfer (ACH), with cards available the moment you switch them on. Existing merchants are deliberately unchanged: nothing about how you collect today moves without you choosing it, from the toggle on the Connectors page.
Invoice payment links stay live. A payment link now works for as long as the invoice does — resend an invoice months later and the link still resolves, showing whatever the invoice's current state is. Renumbering a posted invoice while a customer is mid-payment now warns you first, since editing re-issues the invoice. And when Stripe needs one more verification detail from you, the "Setup needed" banner names the specific requirement instead of sending you hunting.
Payers who can't find their bank get a path, not a dead end. Stripe's instant bank verification doesn't list every institution. When bank transfer is on offer and a payer's search comes up empty, the payment page now points to manual entry — type the details directly and confirm with one or two small test deposits over 1–2 business days.
The assistant categorizes exactly like the Categorize button. Asking the assistant to categorize a bank transaction now runs through precisely the same posting rules as clicking the button yourself — fee handling, posting logic, all of it. It also answers "who owes me money?" by resolving receivables and payables by account type, so the question works even if you've renamed those accounts to "Trade Debtors" or anything else.
The assistant says no up front. If a requested change can't be made, the assistant tells you while the change is being staged — not after you've reviewed and approved a card. Asked to clean up a duplicate bank feed, it now offers the preview-then-merge flow (the approach that preserves whatever history only one copy holds). And edits to your saved assistant instructions save reliably.
AI categorization retries until it has an answer. If AI categorization doesn't come back with an answer for a transaction, that transaction is queued and picked up again on the next pass automatically — nothing needs your prompting.
Merchant names, everywhere you look. Drilling into a Profit & Loss or Balance Sheet account now shows the actual merchant name or bank memo for bank-reconciled transactions — the same name you approved when categorizing — instead of a generic document reference. And when a bank provides only a merchant name with no memo, that name is what posts to your books.
Reopening a categorized transaction shows its categorization. Reopening a previously categorized bank transaction now always shows the contact and category it was assigned, however many contacts or accounts your workspace has.
Activity by Contact reads at a glance. The report now sorts largest-first, so your biggest vendor or customer is always at the top. When a contact's expense column is negative — a refund, rebate, vendor credit, or reimbursement — a tooltip explains it's a credit against the expense account, and the report carries a brief note whenever such credits are present, so a $10,000.00 reimbursement is never mistaken for $10,000.00 of sales.
Every line item carries a description. Invoices, bills, expenses, and deposits now require a description on each line, with a clear validation message when one's missing — so documents are legible months later. Line-item columns are better aligned too, with amounts right-justified.
Sign-in, smoothed. Pasting an emailed verification code works even when the code is printed with a space in the middle, and the screen shows which account is being verified.
Review keeps you oriented. Rows show both the contact and the category of a suggestion. The full transaction drawer — split, exclude, match, receipts, history — stays reachable while you edit inline. Switching status tabs dims the outgoing rows so a "To Pay" badge never sits above "To Approve" data. A reconciliation that can't start without an opening balance now asks for the opening balance directly. And opening Settings reliably lands on the full settings map.
Approvals feel faster. Accepting a suggestion in Review is about 380ms quicker — the confirmation animation now plays while your approval saves, instead of making you watch it after the work is done.
Protected opening balances explain themselves. Trying to delete an opening-balance invoice or bill that has a payment, credit, or bank match applied now tells you exactly what's blocking the delete and what to do about it.

August 5, 2026

Card Sales Book Gross, Journal Treatment You Choose & a URL for Every Record

Card sales book gross revenue, with the fee as a cost. A $100.00 card sale that arrives in the bank as $97.10 after a $2.90 processor fee now books as exactly that when you categorize it: $100.00 of revenue and a $2.90 processing-fee expense. Your top line reflects what you actually sold, and your processing costs appear on the P&L where they belong.
A charge whose receipt is waiting says so. When a bank charge's receipt is already sitting in your Inbox, the charge now tells you — and categorizing it files the receipt in the same motion. One cost, one document, no stranded receipt to file twice. The review card also names the account and vendor a charge is already coded to, in words you can verify, not an internal number.
Manual journals carry an explicit reporting treatment. The journal editor now asks how each entry should be treated on cash-basis reports — an accrual-only adjustment or one that belongs on both bases — and stores the choice with the entry, so your intent travels with the journal.
Every record has a URL you can send someone. Opening an invoice now puts /invoices/412 in the address bar — a clean link worth pasting into Slack. This completes the set that jobs and estimates started earlier this week, and the address bar now tracks the record you're actually viewing in more places (cloning a journal entry included). Old-format links redirect themselves.
Forwarded receipts file the real attachment. Forward an invoice email to your workspace's inbox address and the attached PDF itself now lands in your Inbox — including on forwards with an empty body.
"You're all caught up." An invoices page with every invoice paid now says so, instead of showing the create-your-first-invoice welcome to a business with a full year of billing behind it. Same on the mobile invoice list.
Review rows name their merchant. Bank rows that arrive without a statement description now show the merchant instead of the bare word "Transaction" — five rows in a column no longer look identical apart from amount and date.
Combining duplicate accounts shows its work at any size. The combine preview now lists every row needing review and names both accounts, however many rows there are — more to adjudicate now means more shown, not less.
Other improvements. Approving an invoice reports everything that needs fixing at once, in one place, in plain language. A 1099-NEC vendor whose tax ID is missing its type is flagged before you export. Duplicate-account suggestions while connecting a bank are scoped to the institution you're actually connecting. And a document list that fails to load now offers Retry right on the failure.

August 4, 2026

Edit Together Safely, Repair Banks Without Guesswork & Printouts That Say What They Are

Two people can edit the same document safely. If someone else saves changes to a posted invoice, bill, or expense while you're editing it, your save now flags the conflict and shows you the latest version, so both of you always know whose edit stands. The Activity tab also now shows exactly what changed in each edit.
Back means back. Open a job, estimate, or contact from a filtered or searched list, press the browser's Back button, and you're returned to the list exactly as you left it — search text, filters, and scroll position intact.
Reconnecting a bank asks nothing it already knows. The reconnect and attach flows no longer present an "import from" date box — Balances knows every date it needs to continue your books seamlessly, so the screen just does it.
Cross-currency reconciliation shows you the rate. Settling a foreign-currency document — say a 1,000.00 CAD invoice that the bank clears at a different rate than it was booked at — now shows the exchange rate behind the difference and names the difference as an FX gain or loss, so a currency movement is never mistaken for a shortfall.
Printed reports state their filters. Filter Accounts Receivable to one customer and print it, and the printout now says so — anyone reading the page later knows it's a slice, not the whole ledger.
One Review count, everywhere. The navigation badge, dashboard tile, notification bell, and the Review page itself now agree on the same count of actionable items, with batches and transfer pairs counted consistently.
Approvals in Review are instant. Approving a single review item used to take a couple of seconds to settle on screen; the card now slides away immediately, matching batch approvals, and rapid-fire approvals no longer trip over each other.
Readable in dark mode, measurably. The In/Out chip on bank transactions, payment status labels, reconciliation notices, and the AR/AP summary bands now meet the WCAG AA contrast standard in both light and dark mode.
Fewer false alarms. A brand-new bank connection no longer emails "reconnect your bank" over a momentary blip during setup. Printing a report from a dark-mode session no longer flashes the screen white. And status-tab badges soften while their count refreshes instead of showing a number that's about to change.

August 3, 2026

Printed Reports That Identify Themselves & Receipts That Find Their Charges

Printed reports identify themselves. Every report — Profit & Loss, Balance Sheet, Trial Balance, AR/AP Aging, General Ledger, and the rest — now prints a header with your business name, the report title, the date range or as-of date, the accounting basis, and when the PDF was generated. A folder of saved reports is finally tellable apart. The header appears only on paper; your on-screen view is unchanged.
File a receipt against a charge you've already categorized. Categorize a bank charge, forward the receipt later, and the Inbox's "Match & file" now completes the match: the review card shows that the existing expense already carries its category and vendor, and filing attaches the receipt without posting anything new or creating a duplicate contact.
Jobs, estimates, bank transactions, payments, and contacts get real URLs. Opening a job now puts /jobs/412 in the address bar — a clean, shareable, bookmarkable link. Deep links to payments and contacts now land you on the record. Links shared in the old format keep working and quietly redirect.
Review cards show the document's own dates. Draft invoice and reimbursement cards in Review now display the document's date and the correct due date in every timezone, so the card always agrees with the drawer it opens.
The 1099-NEC worksheet says precisely what it checked. The green chip now reads "Details complete" — vendor TIN, W-9, address, classification, and payments over the threshold — a label that matches exactly what it verifies.

August 2, 2026

Pay Invoices by Bank Transfer, Extend Your Books Back & a Filing-Ready Tax Report

Invoice payers can pay by bank transfer. Invoices paid online through Stripe now offer bank transfer (ACH) on every eligible invoice — USD invoices, whenever the merchant's Stripe account supports bank-transfer payments — with bank transfer listed first and cards alongside whenever you accept them. A payer's explicit choice always wins. Bank transfer is dramatically cheaper for you: processing typically runs 0.8% capped at $5.00, versus 2.9% + 30¢ for cards — on a $10,000.00 invoice, that's $5.00 instead of about $290.
Extend your books back. If Balances holds bank history from before your books start date — a feed that reaches back further, or history fenced off during a migration — you can now extend your books backward. You preview the change first: the held transactions that will lay in, and the starting balance re-derived so everything ties out. Confirm, and the earlier months land in For Review with your start date moved as the consequence. When an extension isn't safe — a lock date in the window, reconciled statements in the way, a foreign-currency account — you get a clear refusal that names the reason and the next step. The move can't be undone, so the preview is the moment to check the figures.
A filing-ready tax report. The Sales Tax / GST / VAT Report's date presets now match how filers actually work: Last Quarter (the default — the completed period you're remitting now), This Quarter, Year-to-Date, Last Year, and Custom. The report also reconciles period activity to the books: opening balance carried in, plus this period's postings, equals the tax-account balance — so migration carry-in reads as what it is instead of looking like a filing mismatch.
Combining duplicate accounts recognizes renamed twins. When you merge two copies of the same real account, the same charge is often described differently by each source — a bank feed's tidy merchant name versus an import's raw "ACME HARDWARE #0123*". The matcher now treats a date, amount, and direction that pair one-to-one across the two copies as the same transaction regardless of wording, reserving your review for genuine ambiguity (say, two same-amount charges on the same day). The preview itemizes every collapsing pair — both descriptions shown — before anything is applied.
Bank connections always ask — never assume. Connecting a bank you already connect to now always shows you the choice: repair the existing connection, deliberately add it as a separate login, or leave things as they are. Nothing happens without an explicit click. And an interrupted connection that was attaching to an existing account can now be finished in one click from the recovery card — onto the account you meant.
Straight answers on money questions. Ask the assistant "how much did I make in Q1?" and the answer now carries its exact resolved date range. Revenue and expenses by contact count only what's on your books — no drafts, no voided documents — and every total sums over exactly the rows shown. If a cash-flow forecast would need more data than the assistant can safely read, it says so and points you to the right report. And when a transaction can't be categorized because it falls inside imported history, the assistant says so — and names the remedy that applies — instead of pointing at your books start date.
Splits are one payee, many categories. Splitting a bank transaction in the Categorize panel now does exactly one thing: spread the amount across categories under a single contact. Genuinely paid two vendors in one swipe? The editor points you to the explicit path: exclude the bank line and record each vendor's document directly.
Reimbursements point you to the right tool. The reimbursement payee picker now explains its rule up front — reimbursements repay team members with a Balances login — and offers a one-click Create a bill path for paying back anyone who isn't on your team. Distinct messages cover a team list that failed to load and permission-limited views, so the guidance always fits your situation.
Reports stay readable. Pinned column headers on the Balance Sheet, Trial Balance, P&L comparison, Equity Statement, and 1099-NEC report now stay opaque while you scroll — no more rows printing through the labels — and the Trial Balance comparison keeps the vertical rules that bind each Debit/Credit pair to its date. Cash Flow's Beginning and Ending Cash Balance always sit inside the table's columns at any width. And color cues carry their meaning in both light and dark mode — the Trial Balance total band is green when your books tie out, callouts have their fills, and the assistant's edit diffs read red-to-green.
Other improvements. Every tab strip in the app now scrolls when it overflows — swipe on a phone, arrows on desktop — so tabs like Files and Activity on a narrow invoice screen are always reachable. Typing a single digit into transaction search matches amounts and descriptions alike. And Add Account now recommends the right structural parent from your chosen detail type (pick Equipment, get Fixed Assets), with account pickers grouped under clean Balance Sheet and Profit & Loss headers.

July 2026

July 26, 2026

Search From the First Keystroke & Recategorize Reimbursements at Any Stage

Search that filters as you type. Every search box — bills, invoices, transactions, reimbursements — now filters from the very first character. Type one digit of an amount or one letter of a vendor and matching results appear immediately; no more minimum-character requirement.
Recategorize reimbursements at any payment state. Re-file a posted reimbursement to a different expense account whether it's unpaid, partially paid, or fully paid. The document, its number, its payment status, and every payment application are preserved — only the expense account changes. This matters most at month-end close and tax prep, when misfiled expenses tend to be discovered. Lock dates are still enforced, and it works from the list page or by asking the assistant.
Clearer batch results on reimbursements. Batch approve, submit, and recategorize now report exactly which items were processed and which need attention — and why, such as a locked period — so you always know where a batch actually landed.
Snappier background syncs. Syncing bank connections and payment processors is much faster — a sync pass that could take minutes now completes in under a second. Fresher bank feeds, faster Stripe payment reconciliation.

July 25, 2026

Statement Reconciliation, Redesigned as One Workspace

One place to reconcile a statement. Reconciliation now opens as a single wide workspace with your statement and your transactions side by side on desktop (tabs on mobile). Your uploaded PDF stays visible while you work — fields Balances read from it are marked with a sparkle — recent statements are listed on the page for quick access, and in-progress work survives a page refresh, right down to which transactions you'd selected.
Re-split a taxed charge, keep the document. Splitting a categorized charge that carries sales tax (say, a $105.00 charge with 5% GST) into multiple categories now keeps the same document — same number, same receipts, same statement reconciliation. The tax rate carries to every new line and the posted tax is spread across them by the rate's own math, so your tax reports stay consistent.
A complete realized-FX picture. The FX Gains & Losses report now includes settlements made through GL payments (journal entries) alongside bank-settled payments.
Cash-basis reports explain themselves. The cash-basis Balance Sheet and Trial Balance gain a "Cash Basis Reconciliation" section showing exactly how much Accounts Receivable and Accounts Payable was excluded and the resulting Retained Earnings offset — in the report and in the PDF and Excel exports.
Transfer matching sees categorized counterparts. AI categorization now recognizes already-categorized transactions as potential transfer matches, showing the current GL booking (account name and type) or Money in Transit status right in the transfer drawer — and an existing categorization always requires your explicit review before being replaced.
Step-up verification for sensitive account changes. Changing your password, sign-in email, two-factor settings, passkeys, or recovery codes now asks you to re-verify with a one-time code — protection for your account even if a device is left unlocked.
Other improvements. Opening balances in Settings display with thousand separators, bank accounts that haven't been reconciled yet say "Never reconciled" plainly, and the Opening Balance row on the reconciliation page appears only once a balance is genuinely established.

July 24, 2026

Explicit Account Currency & Friendlier Multi-Workspace Bank Logins

You choose the currency when the bank doesn't say. If your bank doesn't report an account's currency during a Plaid connection, Balances now asks you to pick it before the account is created — so a USD account in a CAD workspace is created as exactly what it is.
Shared bank logins across workspaces. Groundwork for bookkeepers who use the same bank login in two workspaces — their own books and a client's — so a reconnect on one workspace doesn't disrupt the other's feed. This lands incrementally behind the scenes; no action needed on your part.
Sturdier document forms. Creating or editing an invoice, bill, expense, or deposit now focuses the first invalid field on a failed submission (including the customer field), deleting a line item never disturbs the remaining rows, and reopening a document reliably restores its saved values.

July 23, 2026

Opening Balances on Parent Accounts & Sturdier Everyday Forms

Parent accounts accept opening balances. A parent account that later gained sub-accounts (like Payroll Liabilities) is now fully editable on Settings > Opening Balances, and an expanded parent shows a rolled-up Total row — parent plus all sub-accounts — matching the convention your reports use.
The contact you pick sticks. When categorizing a transaction in Bank Reconciliation or the Review feed, your Contact selection now holds reliably — a background suggestion arriving at just the wrong moment can no longer overwrite it.
Faster workspace switching on Banking. The banking dashboard, reconciliation filters, transaction list, and assistant chat now share your bank account data, so switching pages or opening the assistant doesn't reload what's already there.
Other improvements. Pressing Enter submits the Create Workspace form, contacts created in bulk (e.g. via the assistant) now save their address fields, and the recurring invoice and reimbursement drawers reset cleanly every time they open.

Have questions or feedback? Reach out to us at hello@balances.ai