Release 11 — Ask your documents

New

  • Company documents chatbot. Ask a question, get an answer from that company’s own files.
  • Access and roles, completely reworked. A clearer model, a clearer screen.
  • The ledger editor assistant becomes a drawer.
  • A decision add wizard.
  • HTML editing for drafts and templates.
  • Comments on the operation drafting view, with a unified comments experience across the product.

Improved

  • Organization settings gain tabs.
  • The operations hub gets an empty state, new icons and a better documents section.
  • Billing moves to the organization level, with automatic migration.
  • 2025 EDI file format support.
  • Annual account deposit fixes.
  • Inline nested conditions.
  • Person categories become optional; the persons sidebar is resizable.