FC MCP, Proposals Without a Payment Method, and More!

We released several new features and improvements this past week:
Financial Cents MCP - Initial Release
Send proposals without requesting a payment method
Failed payments in your Daily Payments Summary
 email
Add unbilled time to a paid invoice
Rename files from the file preview
Preview files from the Recent Documents
 widget
Financial Cents MCP
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.
Send Proposals Without Requesting a Payment Method
In the Payments
 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!
Failed Payments in Your Daily Payments Summary
Your Daily Payments Summary
 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.
Add Unbilled Time to a Paid Invoice
You now have another tool to efficiently clean up your Unbilled Report
.
You can now select time entries on the Unbilled Report
, click Add to paid invoice
, 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. 
Rename Files from the File Preview
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. 
Preview Files from Recent Documents
Clicking a file in the Recent Documents
 widget on a client's Dashboard
 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.