Changelog
What we shipped.
Honest log of every release. Bugs included. Subscribe via email · RSS. We publish weekly even when there's not much.
May 19, 2026v0.4.2
Multi-client batch confirmation modal
- NewPer-client toggle inside the batch modal — opt some books out of an apply.
- NewUndo toast persists for 5.5s after batch posts; ⌘Z rolls everything back.
- ImprovedPace meter now ticks per minute instead of per second (less twitchy).
- FixRecategorize popover positioning broke on narrow viewports.
May 12, 2026v0.4.1
Industry presets, take two
- NewSix additional verticals: Ecommerce, Healthcare clinics, Agencies, Retail, Nonprofit, and an explicit "Mixed / other" preset.
- NewPer-client vertical override (some firms have one outlier book).
- ImprovedFirst-pass acceptance jumped from 88% to 93% after retraining on the new preset data.
May 4, 2026v0.4.0
Settings + Audit log
- NewFull settings shell — Profile, Security, Notifications, Firm, Members, Billing, Books, Banks, AI & policy, Rules, Vendors, Audit log.
- NewPer-firm audit log retained 90 days on Pro, 7 years on Team.
- FixQBO write-back retry on 429 was too aggressive — we were rate-limiting ourselves.
Apr 22, 2026v0.3.8
Vendor merge
- NewSide-by-side merge UI with canonical name picker, retroactive relabeling, 30-day undo.
- NewMerge suggestions — model surfaces vendor pairs that look like duplicates.
- ImprovedVendor history in the detail panel now spans all firm books, not just the active one.
Apr 14, 2026v0.3.7
Receipt OCR + auto-match
- NewForward an email to
receipts@ledgerinbox.comand the OCR'd receipt auto-matches to the bank line within 90 seconds. - NewMobile-phone receipt drop via short-link.
- FixVeryfi vendor name normalization was dropping store numbers (broke per-store rules).
Apr 02, 2026v0.3.5
The ⌘K palette
- NewCommand palette: client switching, filter changes, theme, vertical toggle.
- NewFuzzy recategorize popover (R on a focused row).
- ImprovedKeystroke latency P99 down from 140ms → 86ms.
Mar 18, 2026v0.3.0
Multi-client batch — the moat
- NewPress B on a focused row to apply the same categorization to every uncategorized instance of that vendor across all your books.
- NewMulti-client view (the merged inbox spanning all clients).
Feb 26, 2026v0.2.0
Plaid + QBO write-back
- NewReal-time webhook sync from Plaid (most institutions).
- NewTwo-way QBO sync — accepted categorizations post back as journal entries.
Feb 03, 2026v0.1.0
First design partners
- NewInbox MVP shipped to 8 design partners.
- NewConstruction vertical, hand-tuned with Alvarez & Co.