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Feature Release History

A chronological archive of public feature updates linked back to their related support content.

05/14/2026

Ledger Feed

Ledger Feed / Overview

Ledger Feed lets teams review GL-sourced deposits and expenses, use AI categorization, adjust accounting fields, and sync updates back to the ledger when a direct bank feed is not available.

05/07/2026

Schedule workpapers from Workpaper Agent

Workpaper Agent / Schedules

Workpaper Agent now supports one-time, weekly, and monthly schedules with linked checklist tasks and schedule detail tracking.

05/05/2026

Push Studio workbooks to SharePoint

Workpaper Agent / Storage

Finished Studio workbooks can now be exported from Workpaper Agent back to a connected SharePoint destination.

05/04/2026

Select Google Drive files in Studio

Workpaper Agent / Storage

Workpaper Agent can now browse connected Google Drive storage and attach selected files directly to a Studio run.

05/04/2026

Select SharePoint files in Studio

Workpaper Agent / Storage

Workpaper Agent can now browse a configured SharePoint root folder and use selected files in a Studio workflow.

05/01/2026

Roll Studio workpapers into the next period

Workpaper Agent / Studio

Studio runs can now be rolled forward with new period inputs while keeping the prior SOP and workbook structure available for recurring close work.

04/29/2026

Review assigned workpapers in context

Workpaper Agent / Review

Reviewers can now open assigned workpapers, leave workbook comments, and mark the review complete or request changes from the review flow.

04/28/2026

Assign a reviewer to your workpaper

Workpaper Agent / Review

Preparers can now send workpapers for review, assign reviewers, and track checklist status changes from the Studio review flow.

04/25/2026

Start Studio workpapers from uploaded files

Workpaper Agent / Studio

Workpaper Agent can now create a new workbook and SOP from uploaded source files and user instructions when no reusable template exists yet.

04/14/2026

Fully posted batches now lock the workpaper status

Workpaper Agent / Journal Entries

When a draft-journal-entry batch finishes posting successfully, the source workpaper now moves to Posted and checklist status controls are locked for that run.

02/20/2026

Post Journal Entries through clearing accounts

Workpaper Agent / Deposit Reconciliation

Workpaper Agent output can now move through Deposit Reconciliation so high-volume transactions can be reviewed and posted through mapped clearing accounts.

02/17/2026

Get started with Workpaper agent

Workpaper Agent / Overview

Edit workpapers in real-time with the new Studio experience. Use the results to generate SOPs and export for future rollovers via prepare.