August 7, 2025

📊 Interactive Financials, Now in the Client Portal
Your clients can now view and interact with their P&L, Balance Sheet, and Metrics directly in the portal! The reports are based on the same powerful views you use in your close Final Review, now packaged for client self-service:
🔍 Drill down by vendor: Clients can click into an account (like Subscriptions) and instantly see spend by vendor — no Excel exports or manual pivots required.
📊 Hoverable Metrics: Key financial KPIs are now visual and interactive, helping clients better understand trends in their business.
📥 Download to Excel: Clients can export their P&L and Balance Sheet (including vendor-level totals) for offline analysis.
✅ Published after books are closed: You control when reports go live — only finalized numbers are visible.
This update helps clients engage more deeply with their financials, while reducing the number of follow-up questions you have to field.
AI Bank Feeds Improvements
Added commenting functionality to AI bank feeds; updated comment digest email to include bank feeds comments.
Made improvements to filters, transaction search, and category editing.
For contacts with delegated bank feed credential access, they will now be notified when bank feed connections expire and need to be refreshed.
Bug Fixes
Resolved an error when loading vendor data in the Prepare 1099s report.
Fixed an issue where deleted user names were not reflected in Time Tracking reports.
Fixed an issue where the Client Name merge tag was not working in subject lines.
Resolved a bug where a document marked as signed still showed “Waiting on signatures”.
Corrected issue where resolved email comments did not filter out of the Open tab.
Fixed a bug where deleted users still appeared in the Assignee filter on the task list.
Fixed broken filtering by client name in saved views on the task list.
Fixed broken UI: task list assignee filter did not support deleted users.
Resolved broken PDF downloads when users or contacts were deleted.
Corrected visual bug in Bank Feeds where expanding sections caused an error.
Fixed task list bug: “Saved View > Client Name filter” returned 0 results.
Corrected UI issue where multiple accounts couldn’t be set up concurrently.
Fixed error when syncing with QuickBooks: “Transaction extraction in progress” blocked access.
Fixed issue where attachments on transaction questions did not appear in Client Communication.
Fixed error where some metrics visuals showed all caps variable names.
Fixed blank metrics visuals and missing YTD data in Calendar/Fiscal views.
Corrected behavior: emails in HTML format showed incorrectly in Keeper UI.
Resolved issue where downloading financial reports for May ‘25 was unavailable.
Fixed rule logic not overriding auto-classification results.
Corrected download failures for zipped client files.
Restored enter key functionality when selecting teammates in comments.
Fixed error: posting receipt PDFs showed “unsupported file type” in QBO.