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!

We released several new features and improvements recently:

We've rolled out the of our feature!

The tool will automatically rename files your clients upload to match your firm's filing naming convention, so everything in your account stays organized and standardized.

You can enable the current beta build of the feature by going to . More information on how to setup this feature here!

When you select a client, we now automatically pull in the first client contact's billing address under on invoices.

You can still edit it whenever you need to, and switching clients updates the address to match. It's a small change that saves a few clicks on every new invoice.

You can now capture more details when recording a manual payment.

When you mark an invoice as paid manually, you can specify the payment type (Cash, Check, or Other), and set the . This improves the accuracy of your manual payment records in FC.

Adding retainers to your invoices, proposals, and time tracking entries should now be a bit easier!

The dropdown now has separate and tabs, so you can spot retainer items at a glance instead of digging through one long list.

Additionally, when you add a retainer to an invoice, you can hover over the "retainer" icon to see the available balance and can click to apply it to the invoice.

Now you can give team members visibility into proposals without handing over edit access. We added a new permission under that lets users open and review proposal details, while create, edit, send, and delete stay reserved for those with . Anyone who already has Manage Proposals automatically gets view access too, so there's nothing to reconfigure.

Accidentally deleted a document under ? You can now bring it back!

The now supports restoring deleted client files, in addition to the Projects, Tasks, Clients, and Client Task Documents you could already recover. That means an easy way to get back files you didn't mean to remove.

We also expanded our API so that you can now manage project sections and tasks programmatically, including listing and creating sections, adding tasks and client tasks, viewing a section's details, and updating or deleting tasks. For more information, see our API documentation here!

We released several new features this past week:

Now you'll know the moment a client has actually seen your message!

When you send a message in , a read receipt appears below it once a client contact has viewed it. Hover over the receipt to see exactly when it was read. If more than one client is on the chat, you'll see a count you can hover to view each person's name and timestamp.

See how much work is waiting before you ever open an MEC report.

Every link on your task rows now shows a count of items needing action which helps you to size up the workload across an entire close at a glance (vs. having to look into each report).

Lastly, we added a option to the quick date selector in your Month End Close reports.

That way, you can filter transactions to just those for this year with a click of a button!

We released several new features and improvements this past week:

We've released this highly anticipated feature!

Now, from a client's profile, click the new eye icon next to any contact to launch a read-only session and experience the just as they would.

Everything stays scoped to your own firm-side permissions, so you only ever see what you're already allowed to. When you're done, hit exit and you'll land right back where you started!

We've added some more sticky filters!

On the report, the header and footer now stay locked in place as you scroll through your list, so your search, filters, and export actions are always within reach. This applies to both the and tabs.

We added a filter to your list.

That way, you can instantly spot which invoices are Not Synced, Pending, or Synced. You can select more than one status at a time and stack it with your other filters to zero in on exactly the invoices that need your attention.

We also released an update to our API so that non-owners can now retrieve tasks through the Tasks API, returning the tasks each user has permission to view. For more information, see our API documentation here!

We released several improvements last week:

No more second-guessing your running timer!

The in the top bar now shows the client name you're tracking against, so you can confirm you're on the right work at a glance.

We also added the client and project to the tracker dropdown as well as made it more clear that the last option in the dropdown ("Today") is a clickable button that takes you to your Time Tracking entries filtered for today.

This should make it much easier to know exactly who you're currently tracking time for.

You can now select from the date filter picker across projects and tasks.

This gives you a quick way to surface everything that's both due today as well as overdue. No more manually setting an end date every time you want a current-and-past view.

The modal now shows a total alongside the dollar amount when you check entries.

You can verify both the hours and the value before adding them to an invoice, so there are no surprises when you hit send.

We've toned down the Financial Cents footer across all client-facing emails.

It's now smaller and less visually prominent, so your clients stay focused on your firm's communication rather than the platform behind it.