October 2, 2025

📊 New: AI Executive Summary Notes for Deeper Client Insights

Clients want more than just numbers - they want to know what those numbers mean. Our new AI Executive Summary Notes help you deliver deeper insights without adding more to your plate.

Now available for customers on our Plus tier, this feature drafts a high-level narrative based on your client’s last 12 months of financials, including vendor-level spend and year-over-year comparisons. It’s the easiest way to add thoughtful analysis and a personal touch to your monthly reporting.

✨ How it helps:

Auto-generates summary notes that highlight trends, variances, and areas to watch
Gives you flexible prompt options (professional or casual) that you can edit or customize per client
Saves your favorite prompts so you can reuse what works
Helps you deliver high-value insights—without spending hours writing them

👉 To access AI financial summaries and learn more about our Plus plan, check out this article.

Accruals Updates

Made improvements to the accruals bulk import upload file
Added multi-user sign offs to Accruals tasks
Enabled sorting of columns in schedule preview

Other Improvements

CC internal team members on vendor requests for easier tracking and accountability
Added flexibility for sign offs to include more user types (see practice settings)
Row highlight for completed closes is now customizable (see options in practice settings)
Added preview mode to Organizer templates
Added filter for transactions above capitalization policy in Bank Feeds
Added matching for sales receipts and sales tax payments in Bank Feeds
Added option to auto-create new closes on 1st of month for clients where the most recent close was completed (enable in practice settings)
Automated month-end close creation reflected in activity log
Preview final e-signed document by clicking on document icon
Improved date filters on transaction review reports to reflect Year -> month
Firm analytics tables can now be collapsed for easier scanning and viewing
Updated Timers table for a more modern, user-friendly experience
Added option to bulk move custom tasks between sections in the task list
Added Budget vs. Actuals reports to Templates

Bug Fixes

Fixed a bug where emails showed inconsistently in the Portal Email History.
Fixed a bug where alias emails were set up successfully but emails were not sending from the alias.
Fixed a bug where the QBO attachable endpoint errored out on quick view of the vendor requests column on the client list.
Fixed a bug where cached emails in client activity required the same email to be present in from, to, cc, and bcc.
Fixed a bug where practice phone number receipts were not showing up in the Portal.
Fixed a bug where selected receipt entries cleared when entering receipt info.
Fixed a bug where the timer total did not update with filtered dates.
Fixed a bug where exporting timers to CSV only allowed 100 timers per export.
Fixed a bug where filtering for a custom property on the client list did not yield results.
Fixed a bug where changing the page size caused the UI to flicker in the Timers Table.
Fixed a bug where filter options rendered incorrectly in the Timers Table.
Fixed a bug where management reports errored when attempting to print and had formatting issues.
Fixed a bug where the new management report executive summary had inconsistent formatting.
Fixed a bug where file upload slides in Organizers were not uploading correctly.
Fixed a bug where property filters did not work in the Timers Table.