We recently released several new features and improvements:

Client Organizers are out of beta and available for all accounts! 🎉 A big thank you to everyone who helped us test.

If you missed our beta announcement, organizers help you collect the answers and documents you need for tax prep without chasing clients. Build a reusable template with conditional logic so clients only see what applies to them, add it to any project, and let do the follow-up for you. Ready to get started? Check out our help article!

Getting documents signed is now free and unlimited on every plan. 🙌

Add a signature request to any , place the signature fields on your PDF, and send it along with the rest of the task list. Your client signs right in their portal, and the task completes itself once everyone has signed.

Additionally, we also offer Knowledge-Based Authentication (KBA) as an optional paid add-on to verify a signer's identity before they sign (available for US-based contacts). For more information, read our help article here!

We redesigned the invoice PDF so your firm's address and your client's address show through a standard #10 double-window envelope.

Just print, fold in thirds, and drop it in your envelope. We also made the amount due, due date, and link the most prominent part of the invoice, so your clients know exactly what they owe and how to pay.

We released a couple of new updates this past week:

Our highly anticipated organizer feature is now available for beta testing access!

With this feature, you'll be able to build reusable templates with conditional logic, add an organizer to any project, send it with automatic reminders, and get notified when your client submits it and when your team marks it verified.

Reach out to our support team by chat or email, and we'll enable the feature on your account. Run into a bug or have feedback? Let support know, we'd love to hear it!

Now you can see exactly where an invoice came from.

Invoices generated from a proposal now link back to that proposal right from the page. On the flip side, accepted proposals show links to the invoices they generated on the page, including every invoice created from a recurring schedule.

This makes it easier to understand which invoice is created from which proposal so that it's easier to locate related proposals + invoices.

We released several updates this past week:

Your AI assistant can access billing tools in Financial Cents!

Ask it to create, send, and follow up on proposals, or build invoices and then finalize, send, charge, or void them. It can also set up credit memos, discounts, tax codes, and service items, so you never have to leave the conversation. You can even have it upload files to your clients, projects, and .

The Financial Cents MCP is available on the Scale plan. Check out our MCP guide to get started.

You can now use bulk edit mode inside your , just like you do in live projects!

Select multiple tasks and update their , , or all at once, instead of editing them one by one.

See exactly when your team was working today, right from !

When you click for a team member in the report, the window now shows an column with each entry's start and end time. Running timers show when they started, followed by "Now" so that you can see exactly when your team member started the clock.

We released several new features and improvements this past week:

Bring your firm's data right into your favorite AI assistant! 🎉

Our new MCP (available to all Scale Plans) connects Financial Cents to Claude, ChatGPT, and other AI tools, so you can ask questions like "What's overdue this week?" or "Which invoices are still unpaid?" You can also take action, like logging time or creating tasks.

This is our first version, and we're actively adding more. If you don't see something you need yet, stay tuned! Check out our setup guide here to get connected.

In the step of a proposal, you can now choose whether to request a payment method.

Selecting "Don't request a payment method" allows your clients to skip the payment step entirely, and also allows firms without an active merchant account to send proposals. This gives your firm more control over how your proposals are presented to clients!

Your email now includes a section listing any payments that failed in the last 24 hours.

That way, you can follow up with clients in a timely manner and avoid doing work you haven't yet been paid for. We only include payments that are still failed when the email sends, so successful retries won't show up as false alarms.

You now have another tool to efficiently clean up your .

You can now select time entries on the , click , and choose the invoice they belong to. The entries are linked to that invoice at $0.00 and removed from the report, so your records stay accurate without re-billing your client.

This makes it more efficient to clean up the report as you can clear time entries out all from one screen vs. having to navigate to each individual invoice.

As a small, polish improvement, you can now rename a file right from the file preview.

Just hover over the file name at the top, click the pencil icon, and type the new name. This makes it easier to both see and then immediately rename your files.

Clicking a file in the widget on a client's now opens the file previewer (whereas before, it downloaded the file).

This makes it easy to quickly review, move, and manage tags on recent documents without having to download the file.

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!