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Fix the Finance Inbox staging non-financial emails as ready to post

An unrelated email with an attachment could be mistaken for a real invoice and staged as ready to post to your ledger.

Fix · Operations ·

An unrelated email with an attachment could be mistaken for a real invoice and staged as ready to post to your ledger. The Finance Inbox now recognizes when an email isn't a financial document and files it separately instead of inventing details.

September 2026 · Releases & improvements

Forms can now have a public name separate from their internal name · Multi-select checkboxes look like checkboxes

Operations

Explore every capability · Pricing