Accounting Insights

Budgets

Set up budgets to track spend and see in real time whether you're on track — for anything from marketing to team events to software, including your AI spend.

Expenses

Our AI categorizes your expenses automatically — vendor, QuickBooks category, and class — so you can review and sync them to QuickBooks in one click.

Accounting Insights

A live CFO view of your cash, burn, revenue, and runway — updated automatically as transactions come in.

Mobile app updates

Transaction categories, auto-receipt capture, the accounting dashboard, card sharing, and the receipt agent are now live on mobile.

Document sharing notifications

Employees now receive an email when a document is shared with them.

Notice of Issuance of Stock added to post-incorporation documents

A Notice of Issuance of Stock is now included automatically in your post-incorporation document set.

Delete a Plaid connection

Remove a stale linked bank account directly from the account popup.

People page shows your actual team

External users are now hidden by default in the People page, so your directory shows your actual team.

Contractor-to-employee conversions in the People page

Contractor-to-employee conversions are now visible in the People page when a contractor converts to full-time.

Card sharing notifications

Team members now receive an email when a card is shared with them.