v0.12026-04-30 new
Private beta launch
- Connect Xero with one OAuth click — pulls active contacts and current-period bank transactions
- Magic-link client portal: SMB clients drop receipts and statements with no login
- AI extraction pipeline: Mindee for structured receipts + Claude vision for everything else
- Auto-categorization against the client's chart of accounts, with vendor memory for repeat transactions
- Chase orchestrator: friendly first email, polite reminder, firm warning, escalation. Stops automatically when client uploads.
- Review queue for low-confidence extractions; high-confidence auto-pushes to Xero
- Dashboard with three-column Ready-to-Close view + recent activity feed
- 14-day free trial on every plan, no credit card