We released a new billing feature this past week: save variable billing rates by client! 🙌

In the new section on a client's tab, you can now save a role with a specific team member, service item, and rate, with the option to override the service item's rate for that client.

When that team member starts a timer for the client, we fill in the service item and rate automatically, meaning that your staff no longer needs to remember what service item or billing rate to choose for each client.

If your team member has multiple roles on the same client, they'll have the option to choose role they're currently tracking time as.

As a heads up, you'll need both the and permissions to view and manage .

This week, we released an AI tool to help with managing client files. Introducing: the AI File Routing agent! ✨

When a client uploads a file to a , AI reads the file and that client's existing folders, then suggests the best folder for a copy. You can accept, edit, or reject each suggestion. If you'd prefer the tool to just automatically make the copy, you can swap to on the page.

AI File Routing is available on all plans and is on by default in for accounts with AI Agents enabled. If needed, you can adjust your AI settings anytime in .

This last week, we release the SharePoint integration, meaning you can now connect Financial Cents directly to your SharePoint!

Once linked, files and folders in your sync automatically in both directions, so changes made in FC appear in SharePoint and changes made in SharePoint appear in FC. When you choose a folder, your SharePoint are listed right alongside your drives, so you can drill into a site and pick exactly where a client's files live. Learn how it works here!

One thing to know before you start: someone with admin access to your SharePoint instance will need to grant consent on behalf of your organization.

We released several new features this past week:

You can now organize your invoices by Class, the same way you do in QuickBooks Online!

Head to to create and manage your Classes. From there, assign a Class to any invoice from the invoice slide-out, and that Class carries over when the invoice syncs to QuickBooks Online.

You can filter by Class on your list, the report, and the report, which now includes a Class column.

Please note: won't appear unless you have that feature enabled via QuickBooks Online.

Syncing invoices to QuickBooks Online can now be done in bulk!

Select any number of invoices on your list, click , and we'll queue them all up at once. A confirmation message in the bottom right corner lets you know how many went through so you can spot anything that needs a second look. One note: draft invoices in your selection are skipped, since those sync automatically once they're sent.

We also expanded our API so that you can now create, update, and delete time entries in Financial Cents. For more information, see our API documentation here!

We released several new features and improvements this past week:

You can now connect Financial Cents directly to your OneDrive!

Once linked, files and folders in your sync automatically in both directions, meaning changes made in FC appear in OneDrive, and changes made in OneDrive appear in FC. Learn how it works here!

See every client who's holding unused credit with you, all in one place.

The new report under lists each client with at least one credit memo alongside their total unused credit, largest balances first. Click on to go straight to the client's tab for the full breakdown. Additionally, you can issue new credit right from the report using the button, making it easy to quickly add credit memos to a client.

We added some additional information to the popover on the dashboard on the column!

Now each section in the popover shows a , , or badge, along with a bell icon indicating whether Auto-Reminders are on or off for that request. If a project has several client task requests, each section reflects its own status, so you can spot the one that never got sent without leaving the projects view.

We've updated the layout on the project pills in the of the page.

Each pill shows the project name on the first line in bold with the client name below it in smaller text, so a long client name no longer pushes the project name out of view. Hovering over a pill expands it to reveal the full project and client names whenever either one is cut off so that you can quickly see the full text without having to click.

The , , , and characters are welcome in your file and folder names again. 🎉

We originally restricted them to meet the requirements of the OneDrive and Google Drive integrations. Now that those are built, we went back and did the work to reintroduce them, so you can name your files the way you actually want to. This applies to every firm, whether or not you use a cloud storage integration.

We released a couple of improvements this past week:

You can now control whether clients can start their own chat topics!

Under , you have a new option to turn off . By disabling the option, client chat topics can be created by your team members, giving your firm more control over topic creation (and thus which team members are assigned to each topic).

We've extended the easy-access feature to Month End Close reports on the page!

All tasks with a linked Month End Close report now show the "View report (N)" link, like how they appear in the project itself. This makes it easy to act on the MEC reports and also know how much work is left on each task with a quick glance.

We also released a new API so that you can retrieve and download the files attached to your projects, team tasks, and client tasks, including files your clients uploaded through the portal. For more information, see our API documentation here!

We released several new features and updates this past week:

Your clients can now catch their own document mistakes before those files ever reach you.

The AI File Validator checks every file uploaded to against the request itself, the project's accounting period, and client details. If something looks off, like last year's W-2 or a statement from the wrong bank, the client sees clear feedback in the portal and can quickly replace the file.

We only flag a file when we're highly confident, so your clients won't get second-guessed by mistake. As always, you can manage the feature by going to .

Setting up and managing client task notifications now happens in one place, with a live preview of exactly what your client will receive.

The revamped drawer brings recipients, timing, auto-reminder cadence, and your email template together on one screen. Additionally, you can now send clients a text message to notify and remind them of their tasks.

This makes it easier to see exactly what you're sending clients and simplifies the notification setup experience.

We've updated to make it easier to navigate through more complex folder structures.

With this new view, you can see your whole folder hierarchy and jump between folders without losing your place. Each folder shows its item count, and you can drag the divider to widen the tree when your folder names run long. You'll find the new view on both the client and project pages.

Now, you can redirect where your clients land after they sign a proposal.

If you add a redirect URL in the section of your proposal, clients who finish signing will go straight to the page you choose (instead of the default completion screen).

This gives your firm the option to send clients to your own welcome page, an onboarding form, or a scheduling link, letting you better customize the flow whenever a client signs a proposal.

We released several enhancements to existing features this past week:

We extended firm placeholders into the Team Task email templates!

The task automation on Team Tasks now supports the Firm Representative and Firm Name, just like your Client Task email templates. Drop them into a template and they fill in when the email sends.

You can now manually kick off a sync between Google Drive and Financial Cents.

A new button syncs all client files between Financial Cents and the connected folder in Google Drive, so that you can manually kick off a sync, giving you a quick way to catch a client up whenever a sync falls behind, if needed.

You can now remove a client's saved payment method right from their profile.

Each saved card or bank account has a delete action, available to users with the permission.

Deleting removes the method so it can't be used again, and a confirmation step reminds you that any invoices set to collect from it will need a new payment method added manually. This gives your firm a way to retire a card or account that should no longer be on file.

We have some new updates for you this past week:

AI File Renaming is officially out of beta and available to every firm!

If you tried the beta, everything you set up carries right over. Otherwise, if you want to modify your settings further, head to .

With this feature, files your clients upload through or a are automatically renamed to match your firm's convention. Choose to rename on upload or to review each suggestion first, and set different conventions for bookkeeping, tax, and other documents so every file lands with the right name.

Each AI-renamed file is marked with a ✨ and keeps its original name, so nothing is ever lost. More information on this feature can be found here!

Review your clients' financials for month-end close without leaving Financial Cents.

Our new and reports, both in Beta, live right inside your projects and pull live data straight from QuickBooks. Here's what you can do:

You can now rename any file a client uploads to a !

You can rename files at both the project level and the client level, so client task files can stay just as tidy as everything else in your account. Note that this change only applies to files uploaded moving forward, not historical files. 

We released several new features and API updates last week:

You can now preview a project exactly as your client sees it, right from the project itself.

Just click in the project header, and you'll jump straight into the client's view of that specific project.

If more than one contact has access, you'll get a quick picker to choose who to preview as. Lastly, this is only visible to firm users with the permission.

We also released a new API so that you can retrieve a paginated, filterable list of your proposals, including filters for client, status, and date range. This makes it easy to sync proposal data into a CRM, build a sales dashboard, or trigger workflows based on proposal status changes. For more information, see our API documentation here.

We also released a new API so that you can now grab a specific project by its ID, instead of only pulling the full project list. For more information, see our API documentation here!