Changelog

What's new

Every release, every improvement — right here.

v1.2.0

March 2026

Feature
  • Per-rule "Run now" button in Categorization Rules
  • Create rule directly from a transaction in Banking
  • EIN auto-formats to XX-XXXXXXX in Settings
  • Subscription plan visible under Settings → Subscription
  • Mobile-responsive sidebar with hamburger menu

v1.1.0

March 2026

Feature
  • Plaid bank feed integration — auto-sync transactions
  • Categorization rules engine
  • Bank reconciliation
  • AI Cash Flow Forecast
  • Receipt OCR scan
  • Multi-business dashboard
  • Accountant / CPA access invitations

v1.0.0

March 2026

Launch
  • Double-entry Chart of Accounts
  • Invoicing with PDF export
  • Bills management
  • P&L, Balance Sheet, Cash Flow reports
  • Customers & Vendors
  • Journal Entries
  • Tax rates
  • Recurring invoices
  • MFA / Two-factor authentication