Changelog

What’s new in automate.business.

Product updates, improvements and fixes. We ship calmly and often, and never change how filing works without telling you.

12 Jun 2026
Roadmap

Rules & memory

The agent now proposes coding rules from the patterns it notices, which you can confirm and scope firm-wide.

  • Agent-proposed rules with the evidence behind them
  • Firm-wide vs per-client scope
  • See how often each rule was applied and kept
28 May 2026
Roadmap

Year-end report packs

Generate branded annual report packs from the ledger, with AI-drafted narrative notes, every figure traceable to source.

14 May 2026
In build

Bulk coding confidence routing

Low-confidence transactions now route to your review instead of being auto-coded, with a configurable threshold per skill.

30 Apr 2026
Roadmap

MCP server & developer API

Connect Claude, ChatGPT or your own tools to the ledger, governed by the same autonomy rules as the built-in agent.

16 Apr 2026
Improved

Dark operator-console theme

A calm dark mode across the whole app, with the green accent and semantic status colours preserved.

02 Apr 2026
Fixed

Reconciliation & sync

  • Faster Xero sync for large ledgers
  • Clearer connection-lost recovery with sealed partial work
  • Audit-trail export now includes model + inputs per step

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