[LIVE] July 2026 Product Release

Feature | Redesigned Add Client Wizard: Completely overhauled the step-by-step onboarding wizard. The UI now provides clear guidance on how to set up your client automation and understand how it works.
Feature | Continue Client Setup Workflow: Introduced a "Continue Client Setup" entry point. Users can resume incomplete client setups in one click instead of navigating across disparate areas of the platform.
Feature | Self-Serve Licensing & Billing Portal: Partner Admins can adjust active license counts from the Partner Details tab with real-time automatic subscription updates. Access to a localized billing portal has been added for autonomous invoice generation and payment method management.
UI Update | GL Connection Status: Exposed the real-time GL connection status component directly within the primary Client List data table, eliminating sub-page clicks.

Performance | Find A Match Optimization: Optimized query and rendering performance for the "Find a Match" modal, significantly decreasing latency and page lag during high-volume matching.
Bug Fix | Ghost Unreconciled Statuses: Remedied an issue where older transactions falsely flagged as unmatched. The ingestion logic now fetches extended historical data pipelines to validate true ledger status before displaying items as exception errors.

UX Update | Next Run & Model Training Tags: Always know when the next automation run will be as well as when your model will be trained for better visibility into when things will happen.
UX Update | Conditional Bulk Action Bar: Reconstructed the bulk editing panel. Options now dynamically gray out or light up using conditional logic based on transaction origin states (Bank Feed vs. GL).
UI Update | Navigation Tab Rename: Rebranded the "Configurations" tab to "AI Preferences" to better align with user mental models.
Feature | QBD Export: Added local support for exporting curated transaction tables directly into native QBD format.
UX Update | Transaction Review Stepper: Re-ordered priorities inside the review stepper. Matches has been elevated to Tab 1 to mandate potential duplicate audits before moving users into the Categorize tab.
UI Update | Project/Job Field Hierarchy: Refactored the Project/Job selection field to display parent-child relationships identically to native QBO/Xero ledger hierarchies.
Configuration Defaults:
- Shifted default table pagination from 25 rows to 50 rows.
- Removed persistent default filter states for Assignees.
- Extended default transaction lookback from rolling 60 days to a 2-year lookback for items requiring manual attention.

We listened and we took action. Here are the updates as of July 31, 2026.