November 15th, 2025
Quick Start Onboarding:
A brand-new Quick Start page helps new users get up and running faster with guided actions right on the page.
Unified Transaction Rule Management:
Accounting, Revenue, and Expenses Managers now join the Banking Manager under “Train Adam” — allowing unified rule setup for transactions across all channels.
Smarter Email Forwarding:
Forward documents or data directly via email with improved support for creating dedicated emails per transaction type.
Advanced Webhooks:
Create unique webhook URLs for each transaction type to seamlessly receive data from external platforms.
Bank Transactions Upgrades:
Add contact details and upload attachments directly to line transactions.
Enjoy a refreshed bank balance reconciliation experience with easier adjustments.
Manually recategorize transactions via simple form inputs.
Manual Journal Entries:
Record journal entries manually using a form — perfect for when you need more control alongside AI-assisted entries.
Credit Usage Tracking:
Monitor your credit usage in real time for better visibility and control.
Editable Email Tags:
Customize or update your business’s email tags anytime.
Chart of Accounts Cleanup:
Instantly detect and merge duplicate chart of accounts entries.
Automated Financial Reports:
Receive weekly and monthly financial performance reports straight to your inbox.