✨ What's New: Workflow Upgrades
Automatic Client Reminders You can now automatically send friendly email reminders to your clients before or after an invoice is due, helping you get paid faster without the awkward manual follow-up. We also added automated expiry alerts for your estimates to keep your proposals top of mind and help you close deals faster. [learn more]
Expense Splitting You can now define exactly what percentage of an expense is for personal use versus business use. Unlock valuable insights about your spending behaviour and make better decisions, both at work and at home. [learn more]
Cash Flow Projections You can generate 30, 60, or 90-day cash flow forecasts based on your current balances and upcoming unpaid bills or invoices. Run up to three different forecasting scenarios simultaneously, and make operational decisions for your next monthly or quarterly cycle with total confidence.
Upgraded Business Dashboard We have overhauled the Dashboard page to prioritize the most critical insights for managing your daily operations. New features include month-to-month comparisons, visually distinct colors, progress bars, and a recent transaction summary, all presented on a single page for easy access to key business highlights.
🛡️ Fixes & Updates: Settings Redesign
New Settings Menu: We completely revamped the Settings section to make managing your core business information, subscriptions, and user permissions easier than ever. This clear, easy-to-navigate redesign helps you quickly adjust your workspace and bank feeds without digging through complex menus.
Display Theme Settings You can now personalize your workspace with Light, Dark, or System color schemes to perfectly match your environment and reduce eye strain. This sleek new update ensures your screen is always comfortable to read, whether you are working late into the night or in a brightly lit office. [learn more]