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BOOKSAI UPDATES

Better accounting work.
One update at a time.

Product improvements, new connections and the controls behind them. Follow what changes and who can use it.

Released updates include a date and rollout scope. Entries marked Product preview describe workflows and pilots; they are not announcements of a new release.

ReleasedReview, reports and expenses

Clearer financial decisions, from desktop to phone.

Available in the BooksAI web app: clearer bill approval, contained mobile reviews, stronger financial report checks and more explicit expense settings.

  • Bill review keeps the company, currency, amount and posting action together. On narrow screens, switch between details and the source document.
  • Financial detail reports check for monetary columns; empty revenue previews cannot be posted.
  • Expense rates show currency, distance unit and effective dates. Category and card mappings use named QuickBooks accounts.
  • Pricing has readable mobile plans and trial terms. Invitations and draft invoice actions explain what happens next.
Open your workspace
Product previewAccounting workflows

A clearer path from bills to books.

Explore the BooksAI workspace: AI prepares the work, company context supports the decision, and your rules define the boundaries.

BooksAI bill review using fictional data
  • Bring invoices into the work inbox, review proposed coding and inspect the source.
  • Use bill chat, reporting and company booking controls in the same workspace.
  • Intercompany brings account mapping, balance review and approved multi-company entries together.
Explore the product
Product previewConnections & trust

More ways to work with your accounting context.

New feature guides explain the choices, setup and limits behind connected reporting and AI workflows.

  • Google Sheets sync: a private pilot for selected report destinations and refresh schedules.
  • MCP connector: a private pilot for supported questions, drafts and pending-work lists; approval and posting stay in BooksAI.
  • Public security documents describe customer controls, AI and data use, and private vulnerability reporting.
Explore the trust centre

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Release notes & product updates | BooksAI