April 23, 2026

AI Transactions: Completely Redesigned
We've rebuilt AI Transactions from the ground up. Instead of starting with a blank text box, you can chat with an intelligent agent, trained in posting various transaction types.
Open the chat, tell the agent what you need in plain language, reference a transaction you've already posted in QBO, pull up a previously saved prompt, or apply a skill you've already built. The agent handles the mapping and asks clarifying questions along the way.
Once the transaction is drafted, the agent offers to save your instructions as a reusable skill - so the next time a similar file comes in, you're one click away from done. Client-specific preferences are saved to memory automatically, so the agent gets smarter with every interaction.
And if something isn't quite right, you don't start over. Reopen the chat, continue the conversation, and the agent updates both the transaction and the skill based on your feedback.
This redesign is now released in beta for clients on the Scale plan. To get access, fill out this form.
General Improvements
Added a new merge tag for email templates to include notifications and reminders for organizers, e-signatures & bank feed connections. 
Budgeted hours by client can now be pulled into the client list dashboard.
Implemented SSO login for Chrome extension.
Design updates related to refreshed comments view.
Updated the pdf viewer in Receipts & AI Transactions to increase document width.
Allow bulk selection + scanning of files in the Uploads inbox.
Added the option to clear/remove Customer/Project from a transaction.
Improved navigation when creating new organizers in the Tax Suite.
Bug Fixes
Fixed overlapping vendor labels in the bank feeds auto-classification table, making vendor names easier to read.
Fixed an issue where validation errors persisted in the Quick Add and Client Uploads transaction forms after closing and reopening the modal.
Fixed a bug where the Close tab only pulled the schedule balance from one accrual schedule when multiple schedules shared the same accumulated depreciation account, causing a mismatch with the Accruals tab.
Improved the User Management table to clearly display Accruals permissions for each user.
Fixed a bug where the Chrome extension showed an "unable to login" error even when credentials were valid.
Fixed a bug where disabling and re-enabling a column in the client list placed it in the wrong position.
Fixed a bug where a user was unable to cancel a scheduled email because the preview and cancel option did not appear.
Fixed a bug where edits to a saved view in Firm Tasks (such as sort order) were not being saved.