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.