What changed, and when. Entries cover behaviour a person or an assistant can verify on the product, not internal work.
2026-09-11: Documentation and measured benchmarks
- Documentation section at /docs covering scanning, PDF, statements, receipts, invoices, duplicates, categorization, reconciliation, confidence and review, insights, reports, exports, API, agent tools, security and privacy
- Machine readable capability document at /api/public/v1/capabilities
- Measured processing quality published on /benchmarks and at /api/public/v1/quality, alongside the fixture run
- Five further read only agent tools: duplicates, recurring charges, insights, cash flow forecast and report summary
2026-09-10: Reporting, alerts and accountant workspace
- Eight report types with PDF and CSV output
- Recurring charge detection with price increase tracking
- Financial health score with an explanation behind every component
- Daily brief and configurable alerts with anti spam limits
- Accountant workspace, document requests, comments and full change history
- Configurable retention policy per organization
2026-09-09: Extraction pipeline
- Native PDF text extraction first, OCR only when the text layer is missing or unusable
- Image preprocessing for photographed and scanned pages
- Document classification with confirmation below 0.7 confidence
- Statement reconciliation against the statement's own balances
- Separate confidence at document, transaction and field level
- Side by side review with source highlighting, and retryable processing