Admins can now set a team member to read-only for a company, so their AI tools can look but can't make changes in QuickBooks.
Owners and admins can now see who did what in their books, when, in which company and through which AI tool, in Settings under Audit history, and export it as a CSV.
New
You can now pay for DeepLedger yearly and get one month free, and switch between monthly and yearly on the Billing and Pricing pages.
Improved
If you subscribe during your free trial, you keep your remaining free days and your first charge comes when the trial ends.
When you subscribe, your connected companies are already selected and the button shows your total before you confirm.
Fixed
If your AI app was connected but couldn't work in your books because no company was chosen, you can now pick the company when you connect, and it's chosen for you if you only have one.
The deepledger.ai/signup link now opens the sign-up page instead of a page-not-found error.
New
You can now exclude bank lines that should never be recorded, and restore them later.
You can now choose which bank accounts to keep after connecting a bank.
Improved
Adding a bank back now continues its existing card from where it stopped, without duplicate work.
The connection between your AI and QuickBooks now runs on updated software with the latest security fixes.
Fixed
DeepLedger no longer shows a company as connected after you disconnect it inside QuickBooks.
New
You can now subscribe and manage your plan, payment method and invoices through a Stripe billing portal.
Tasks is now an inbox across all your companies, with unread markers, replies and snooze.
You can now sign in with a link sent to your email.
You can now set spending limits on your AI agent and get an alert before you reach them.
Fixed
Your AI no longer reports success when QuickBooks did not save a change.
New
Your AI can now work with QuickBooks projects and custom fields on companies that support them.
Your AI can now create and manage departments and sub-customers.
Improved
Your AI now records only the transactions it is confident about and sends the rest to you for review in the portal.
Every change your AI makes now comes back with the QuickBooks ID of the record it touched.
Support can now trace a failed QuickBooks request faster when you report a problem.
New
Your AI can now turn online payments on or off for each invoice.
Your AI can now see whether online payments are turned on for your company.
New
Your AI can now follow step-by-step guides for reconciliation, financial analysis and audit preparation.
Improved
Your AI now keeps what it learns about your company in four clear sections.
Your AI now notes where each remembered fact came from.