Roadmap

Copilot reconcile can leave chosen items outstanding

Tell the Copilot which items to leave uncleared when it reconciles, and they wait for the next statement.

Sub-customers

Group a client's jobs or locations under one parent customer.

Choose how often transaction chat emails go out

Send the questions you leave on transactions in one email a day or a week, instead of one email each time.

Time or amount-based categorization rules

One rule that files the same vendor by how much and when: Exxon under $10 is food, under $200 is gas, $200 and up is diesel.

Scheduled transactions keep their splits

A scheduled transaction carries its category and splits, so it posts with nothing left to fix.

Reusable Journal Entry Templates

Save a journal entry once and start the next one from it, filling in only the amounts

Match the feed to recurring entries

When the bank reports a payment a recurring journal entry or a recorded bill payment already put in your books, the Inbox says so and matches it in one click.

Recurring journal entries

Set up a journal entry once and it posts on every date. A loan's statement can then adjust that month's entry to what it charged, in one click.

Record loan interest in one click

Upload a loan or home equity line of credit statement and record its interest in one click. Your payments stay on the loan, so the rest of each payment is principal.

Attach receipts to invoices

Attach receipts and other files to an invoice, from your device or from Receipts and Drive, and they go out with the emailed invoice.

Bring QuickBooks attachments across

Files attached to your QuickBooks transactions come across and stay with the entries they explain.

Invoice workflow improvements

Search invoices, reorder lines, save or print without emailing, and ship to a different address.

Show vendor names in the General Ledger

The General Ledger shows the vendor or customer name on each row when one is known.

Link receipts to existing transactions

Attach receipts to transactions already in your books, including QuickBooks imports and refunds.

Correct or undo a reconciliation

Undo a finished reconciliation, or change an open one's statement date and balance, then reconcile it correctly.

Mobile receipt capture

Photograph a receipt on your phone and have it match itself to the bank line.

Type dates in report date ranges

Type the start and end dates of a report range instead of clicking through the calendar month by month.

Keep receipts when OCR cannot read them

When BooksGPT cannot read a receipt, the file stays, so you can retry the read or attach it yourself.

Copilot gets hands

Copilot stops explaining the work and starts doing it, with your approval on every change.

Pay an invoice by ACH bank transfer

Customers pay an emailed invoice straight from their bank account, and the payment lands on the invoice.

Select several receipts at once and delete them

Tick boxes on the receipts list so a batch of stray uploads goes to the trash in one go.

Find receipts that need linking

Focus on receipts that still need a transaction match.

Sort accounts by reconciliation date

Find accounts needing attention by sorting and filtering their reconciled-through dates.

Run a Trial Balance for any year, not just the last one

A year picker on the Trial Balance, so tying ten years of history is one click each.

Match statements to completed reconciliations

Attach matching statements to reconciliation history and flag anything that needs review.

Find reconciliation amounts faster

Sort payments and deposits by amount and filter for the figures you need.

Explore unreconciled transactions

Open an account’s outstanding count to review and export its unreconciled transactions.

Edit reconciliation details

Correct the statement balance or ending date without restarting your reconciliation.

Delete or merge Chart of Accounts accounts

Move an account's history safely, then retire the mistaken account.

Correct a journal entry without losing the trail

Edit or reverse a posted journal entry, with the full history of what changed and who changed it.

Match a bank feed line to an entry you already recorded

Record the entry when it happens, then match the bank feed to it instead of getting the transaction twice.

QuickBooks import cleanup

Better mapping, duplicate detection and reconciliation notes when books come across from QuickBooks.

Print and manage vendor checks

Create, print, number, void, and match vendor checks from bills and expenses.

Classes, locations, and tags (reporting dimensions)

Tag a transaction by class or location and report on any slice of the books.

Sort and filter invoice and bill tables

Sort invoice and bill tables by clicking a column, with clear Unpaid and Balance Due filters.

Print any report as a PDF, or email it to a client

Every report prints as a clean PDF or goes straight to the client by email.

Invoice line items with a name and a details note

Each invoice line gets a bold name with a smaller details note underneath.

Archive a client and stop the charge

Freeze the books, free the seat and stop the billing, with the reports still readable.

Subtotal line item on invoices

Text-only lines and subtotal lines on invoices that never change the total.

Up to two years of bank history

A second way to connect banks, reaching more of them and pulling deeper history.

Custom reports

Print one account and its sub-accounts as their own report, and leave accounts out of a Profit and Loss.

Smarter bank rules

Correct a category once and BooksGPT offers you the rule, with the rows it would catch.

Faster loading for very long account registers

Long account registers load in pages, so they open quickly however many years they hold.

Set cash or accrual as your default for reports

Pick the basis once in Settings and every report opens on it.

Sort the account register by clicking a column header

Click a column header to sort the register by it.

Scheduled transactions and a forward-looking balance

See what the balance becomes once the payments you know about have landed.

Splits as one line, categories underneath

One bank line, its splits nested under it, instead of rows that look like duplicates.

Set up a bill once and let it repeat every month

Rent, insurance and subscriptions arrive as drafts instead of being keyed in again.

Delete a client workspace permanently

Remove a company you are finished with for good, backup first, billing stopped the same day.

Receipt OCR inbox

Email or drop a receipt and it arrives read, matched and attached to its transaction.

Support for 1099 MISC, INT, DIV

1099 preparation beyond NEC, covering MISC, INT and DIV.

Match transaction to invoice

Apply a bank deposit to the invoice it paid instead of booking the money twice.

Invoices arrive from your business name

Invoices, estimates, statements and payment reminders now arrive from your business name instead of ours.

Add a transaction by hand

Add a deposit or withdrawal on Transactions, on a bank or card account or one such as Petty Cash or Due to Owner.

Spending by category in a personal workspace

See where the money went by category on Cash flow.

An income account on each product or service

A product or service carries its income account, so an invoice line posts there instead of Uncategorized Income.

Choose what your invoice header shows

Turn each business detail on or off in Invoice settings, such as only your name and website.

Two address lines, a country, and several invoice recipients

Customers and vendors take a second street line and a country, and an invoice can go to several people with Cc.

Set aside receipts that will never link

Move old receipts out of Needs linking and keep the files, such as ones from a QuickBooks import.

Corporate returns (Form 1120) in Tax returns

Prepare a Form 1120 draft from the books for a C corporation, with Schedules L, M-1 and M-2.

See where your request is on the roadmap

Your requests shows the stage of the card each request became: Up next, Working on it, Buttoning up or Shipped.

Rename a workspace

Change a business workspace's name any time in Settings, under Business profile.

Every bill's file in Drive

A bill read from the Bill Inbox keeps View original, and a copy is filed in Drive under Bills, searchable.

Upload or email a bill and BooksGPT reads it

Drop a bill on the Bill Inbox or email it in, and it becomes a draft bill to check and save.

Deposits count in Income by customer

A deposit filed to income with a customer set, or a split line with its own customer, shows under that customer.

Inactive accounts stay out of the way

Category pickers hide inactive accounts, and reports show one only while it still holds money in the period.