Changelog

What's new, and what got better.

Every release, dated and grouped. No marketing spin — these are the actual notes the team writes when they ship.

v1.7.02026-05-21

Marketing site refresh + CPA Hub

  • Feature

    New CPA Hub at /cpa-hub — partner playbooks, training library, certification program, and the three-tier partner program.

  • Feature

    Press room at /press — boilerplate, fact sheet, downloadable brand assets, and direct media contact.

  • Feature

    Careers page at /careers with four open roles, hiring values, and benefits.

  • Improvement

    About page rewritten: paired Mission + Vision cards, six Core Values cards, "What we're NOT building" candor section.

  • Improvement

    Tighter section spacing across the marketing site — ~30% less vertical air between sections.

v1.6.02026-05-20

Standalone marketing site + brand sweep

  • Feature

    Marketing site split into a standalone Next.js project at finxteam.com (was previously rendered by Web_Portal on app.finxteam.com).

  • Feature

    Brand sweep: BookdAI / Advetfly references retired; finXteam AI is the canonical name everywhere.

  • Improvement

    New favicons, Apple touch icons, and Open Graph / Twitter cards for richer link previews.

  • Improvement

    404 page redesigned with marketing chrome and a Lottie-ready animation slot.

v1.5.02026-05-08

AutoFile reaches all 50 states

  • Feature

    Sales-tax AutoFile now supports every US state and DC. The Sales-Tax Agent files, settles, and stores the receipt automatically.

  • Improvement

    Nexus dashboard surfaces thresholds approaching exposure, not just thresholds already tripped.

  • Fix

    Edge case where marketplace-facilitated transactions in WA and TX double-counted in the nexus calculator.

v1.4.02026-04-15

CPA Portal v2 — review threads + tax package export

  • Feature

    CPAs can now comment on any transaction, proposal, or statement. Threads notify the client by email and surface in the dashboard.

  • Feature

    One-click year-end packet: M-1 worksheet, depreciation schedules, 1099s, fixed-asset register, audit trail — bundled and exportable.

  • Security

    Per-client role permissions for CPA firm staff. Senior partners get full access; juniors are limited to their assigned clients.

v1.3.02026-03-26

Forecasting Agent goes live

  • Feature

    New Forecasting Agent — projects cash, revenue, and tax liability 13 weeks forward using real transaction velocity (not averages).

  • Feature

    Payroll warning: flags if projected cash dips below required payroll runway 5+ weeks out.

  • Improvement

    Bookkeeping confidence threshold tunable per-business (default 0.85, range 0.7–0.99).

v1.2.02026-03-04

Receipt OCR + matching

  • Feature

    Photograph a receipt → the OCR + matching agent pairs it with the right card transaction within seconds.

  • Improvement

    Reconciliation Agent now tolerates same-day duplicates (Stripe refunds, ACH retries) without flagging.

  • Fix

    Fixed an off-by-one in the fiscal-year selector that caused Q4 transactions to show in the wrong year for non-calendar fiscal years.

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