September 2026 Product Release

Beta Launch: Introduced the new unified Accounts Page to replace SmartConnect, the standalone Auto Bank Rec overview, and scattered AI account setup screens. Consolidates bank feed connection management, statement uploads, reconciliation history, and account-level AI settings into a single centralized hub - allowing users to verify account status without navigating across multiple tabs.

UX Update | Enhanced Payee Search & Selection: Removed pagination constraints on payee lists. Payees now fully load upon opening the dropdown, complete with improved sorting, grouping, and instant search capabilities.
UX Update | Inline Payee Creation: Upgraded inline payee creation to automatically select newly added payees immediately upon creation.
Performance | High-Volume Class Lists: Resolved rendering bottlenecks when fetching and scrolling through exceptionally large class lists.
UI Update | Pending Automation Indicator: Added a visual status icon next to categories in the Categorize tab to clearly identify transactions pending processing.
UI Update | Transaction Tab Counts & Metrics: Added total transaction counts to the Match, Categorize, and Processed tabs. The Categorize tab now features a metrics breakdown of pending vs. processed transactions.
Bug Fix | Model Training Status Display: Fixed a visual bug where active AI models falsely displayed an "awaiting training" status instead of their valid training timestamp.
Bug Fix | Xero Hierarchical Tracking Categories: Fixed nested formatting bugs to correctly render hierarchical tracking categories within the class list for Xero clients.

Performance | Engine Optimization & Historical Expansion: Accelerated Auto Bank Reconciliation page loading speeds while broadening system access to historical reconciliation data pipelines.
Validation | Prior Period Reconciliation Warning: Implemented a safeguard prompt when attempting to complete a reconciliation while a prior period remains unreconciled, allowing users to pause or intentionally override.

Performance | Bot Review Exception Reports: Optimized database query handling to increase responsiveness and decrease report generation load times.
Performance | Statement Automation Acceleration: Fixed backend processing bottlenecks to accelerate statement transaction ingestion timelines.
Reliability | AutoPush Pipeline Fixes: Resolved underlying queue issues to eliminate processing delays across AutoPush workflows.

UX Update | Unified AI Configuration Wizard: Standardized all platform AI preference touch points to open the new AI Configuration Settings Wizard.
Performance | Initial Client Setup Reliability: Enhanced initial onboarding wizard load speeds, ensuring client Charts of Accounts render reliably on first launch.
Workflow | Streamlined GL Onboarding: Deprecated standalone "Connect to GL" tasks; General Ledger setup is now fully native to the standard client onboarding wizard.

UI Update | Filtered Views for Inactive Profiles: Inactive users and terminated clients are now hidden from management tables by default to reduce visual clutter. Added an explicit display toggle to view archived entries at any time.

We listened and we took action. Here are the updates as of September 10, 2026.