March 17, 2026
Work Hub, Banking, and Reporting Foundations
Section titled “Work Hub, Banking, and Reporting Foundations”- Added a more action-oriented dashboard with next steps and contextual quick actions.
- Expanded Work Hub task coverage for approvals and bank reconciliation so forwarded-email approvals, approval queues, in-progress reconciliations, and old unreconciled bank activity appear beside bank review, bills, tax, and integration work.
- Reworked notifications into an operational alert center focused on actionable accounting follow-up instead of routine update noise.
- Expanded global search so teams can jump into journal entries, recurring transactions, and payments from one place.
- Added deeper drill-through links between reports, search results, and banking workflows.
- Expanded account register and reconciliation workflows to support day-to-day bookkeeping reviews.
Changed
Section titled “Changed”- Reworked core banking, settings, integrations, and reporting foundations around cleaner organization-scoped behavior.
- Tightened onboarding and workspace setup flows so new organizations land in the right operational path faster.
- Improved banking page structure and navigation so review work is easier to scan and complete.
- Resolved Plaid sync failures and CSRF retry issues that could interrupt bank transaction review.
- Fixed several transaction rendering, loading-state, and type-safety issues across banking surfaces.
- Closed a number of launch-readiness issues in tax, inbox, search, and dashboard flows.
Why It Matters
Section titled “Why It Matters”This release made the core bookkeeping loop feel more connected. Teams can move from signal to action faster, with fewer dead ends between dashboard insights, reports, and bank review work.