🛠 CHANGELOG

Built in public. Shipped weekly.

Every feature, polish pass, and fix we ship to Clarity Books AI, most recent first.

Current: v1.9.0│Status: ● operational
v1.9.0
MILESTONE
July 7, 2026

Meet your guided tour. And books that heal themselves.

New accounts now get a warm 16-step walkthrough of the whole money loop, and two classes of bookkeeping drift now fix themselves without you lifting a finger.

  • NEWGuided tour: 16 steps across 8 pages, from the dashboard to reports. Auto-starts once for new accounts; replay any time from Settings, under Help.
  • NEWSelf-healing transfers: when one half of a card payment was filed as a contribution before its pair imported, the books now correct it overnight.
  • FIXInvoice badges tell the truth: “Processing” shows only while a payment is actually processing, and abandoned checkout attempts clear on their own.
  • FIXMarked an invoice paid yourself? When the real bank deposit lands, it claims that income instead of counting it twice.
  • CHANGEStripe invoice payments now book to a dedicated “Invoice Payment” account in your chart, and refunds reverse against the right account, even on older invoices.
v1.8.0
TAX
July 6, 2026

Built for S-Corps, partnerships, and product businesses too.

Clarity now understands your business structure end to end: the chart of accounts, the tax summary, quarterly reminders, and the year-end CPA packet all adapt.

  • NEWPer-structure tax summary: officer compensation, distributions, guaranteed payments, and the March 15 deadline where they apply.
  • NEWQuarterly tax reminders tailored to your structure, including the C-Corp December estimate.
  • NEWYear-end CPA packet per structure, with a Schedule L heads-up at $250k receipts and a one-field year-end inventory for product businesses.
  • NEWCost of Goods Sold in every starter chart, plus one-click chart alignment when your structure changes.
  • NEW1099 payee classification: corporations exempt, attorneys and medical reportable.
  • POLISHRule confirmations now show the actual transactions they would automate, with the bank account, and read like plain English.
v1.7.0
ONBOARDING
July 3, 2026

Connect every account. Keep personal out of the P&L.

Onboarding now walks you through connecting all of your banks, late-added banks announce themselves when their history lands, and a monthly one-tap sweep keeps personal spending out of your business books.

  • NEWConnect-all-banks loop in onboarding: see every connected institution, add another, and confirm when you’re done.
  • NEWAdd a bank later and we’ll notify you when its history finishes importing, with a count of what needs review.
  • NEWMonthly personal-or-business sweep: flag a personal charge and it becomes Owner’s Draw, off your P&L, in one tap.
  • POLISHThe monthly reconcile reminder now says exactly what to do, listing each account that needs a statement.
  • POLISHThe web review screen reached full parity with the app, statements included.
v1.6.0
RECONCILE
June 29, 2026

Statement catch-up: reconciliation you can actually finish.

Upload each month’s bank or card statement and Clarity diffs it against what was imported, then adds anything missing in one tap. The old checkbox reconcile is retired.

  • NEWOCR statement matching: we read the statement, compare it to your books, and show exactly what’s missing.
  • NEWOne-tap add for missing charges, plus a Redo button that reopens a month if you need a do-over.
  • NEWA dashboard banner tracks every past month until it’s caught up, and never nags about the current month.
  • NEWThe mobile app gets the same flow inside the review tab.
  • POLISHAdding a second business now mirrors the full onboarding wizard, with resume and AI assist.
v1.5.0
AI
June 26, 2026

Not sure what a transaction was? Just say so.

Describe a transaction in plain English and the AI recommends the right account, or creates the right one for you. Plus an integrity pass that guarantees every auto-post lands in your real chart.

  • NEW“Not sure?” assist on review cards and onboarding: type what it was for, get one clear recommendation with a plain-English reason.
  • NEWMoney-in and money-out indicators on every review card, so direction is never a guess.
  • FIXEvery automatic categorization is now validated against your chart of accounts; near-miss names route to review instead of posting.
  • POLISHReview answers persist if you leave and come back, and new categories can be created inline.
v1.4.0
INVOICING
June 24, 2026

Recurring invoices that behave like you’d expect.

Scheduling a recurring invoice now sends the first one immediately, keeps due dates rolling forward, and finally fires reminders. Bank connections pull the full current year.

  • NEWRecurring invoices: invoice #1 sends on save, the schedule drives the rest, and the due date rolls forward each cycle.
  • NEWFull current-year transaction history on every new bank connection, with an automatic backfill when banks deliver it late.
  • NEW1099 matching got sharper: match contractors by business name or bank-account last-4, with a payroll toggle.
  • FIXDay-of-month drift on monthly schedules is gone (the 30th stays the 30th).
v1.3.0
PAYMENTS
June 15, 2026

Get paid: invoices now take cards and bank transfers.

Invoicing went end to end. Send an invoice, your client pays by card or ACH on a hosted page, and the books write themselves: gross income, processing-fee expense, payout marked as a transfer. No double counting.

  • NEWHosted pay page with card and ACH, powered by Stripe.
  • NEWRecurring invoices with optional autopay, unified in the Invoices page.
  • NEWPartial payments, balance reminders, refunds, and disputes all book correctly on their own.
  • NEWACH shows an honest “processing” state until the money actually moves.
  • POLISHA daily sweep reconciles invoice statuses against Stripe so nothing gets stuck.
v1.2.0
MOBILE
June 12, 2026

Clarity is on the App Store and Google Play.

The native apps are live: chat-first bookkeeping with push check-ins, receipt capture, and Face ID. And one login can now run several businesses, kept financially separate.

  • NEWiOS and Android apps: your weekly check-in, chat, and receipts in your pocket.
  • NEWFace ID and biometric app lock.
  • NEWMulti-entity: run several businesses under one login, each with its own books, reports, and check-ins.
  • NEWTwo-factor authentication for sign-in.
  • POLISHPush notification taps deep-link straight to the right screen.
v1.1.0
FEATURES
June 5, 2026

Cash, checks, receipts, and straight answers.

The books now cover money that never touches a bank feed, and you can ask questions about your numbers right in chat.

  • NEWCash and check transactions with receipt scanning: snap a photo, attach a PDF, or drop a CSV in chat and it routes itself.
  • NEWBooks Q&A: ask “how did May look?” in chat and get an answer from your actual numbers.
  • NEWA dedicated review screen in the app, with inline category creation.
  • NEWWeekly check-in upgrades: bank-reconnect detection, invoice payment confirmations, rule approvals by reply, and your choice of day and time.
  • CHANGEAge gate at sign-up (18+) and a full forgot-password flow.
v1.0.5
FOUNDATION
May 14, 2026

Push-first notifications, accountants, and cleaner onboarding.

We replaced SMS with rich push notifications, opened the doors to accountants, and committed to cash-basis bookkeeping everywhere, because that is how sole props actually file.

  • NEWNotifications moved from SMS to push, with quiet hours and an email fallback.
  • NEWAccountant role: invite your accountant by email, they sign in with a magic link and manage your books alongside you.
  • NEWTo/From on every transaction, with automatic 1099 contractor tracking.
  • NEWOnboarding grew to 8 steps: contractors, feature toggles, and a smarter flag review.
  • CHANGECash-basis accounting everywhere; accrual removed.
v1.0.0
STABLE
April 23, 2026

Clarity Books AI goes 1.0.

Public launch. Everything below is now in production: banks, AI, push notifications, reports, year-end packets, and the admin impersonation workflow.

  • NEWExpanded landing footer: Product, Resources, Company, Legal, and socials.
  • NEWNew pages: Blog, Help center, Bookkeeping guides, Changelog.
  • POLISHPricing “Start free” CTAs now route to /signup with the correct plan slug.
  • POLISHSecurity section on the landing page scrolls smoothly; back buttons added on sub-pages.
v0.9.4
POLISH
April 14, 2026

Weekly recap + copy pass.

Every client now gets a short weekly recap in the app. We also trimmed balance-sheet and bookkeeper-review copy that was confusing new users.

  • NEWWeekly recap: revenue, top expense categories, pending items.
  • CHANGERemoved “balance sheet” and “bookkeeper review” language from the landing page, out of scope for v1.
  • FIXConsistent 24px spacing between hero and trust bar on /pricing.
v0.9.3
SECURITY
April 5, 2026

Public-page whitelist + proxy hardening.

We fixed a bug where the auth proxy was challenging public pages for a session, occasionally redirecting anonymous visitors to /login.

  • FIXProxy whitelist now includes /, /pricing, /privacy, /terms, /security, /help, /guides, /changelog, /cookies, /dpa.
  • POLISHVisual separation between the Security section and the following section on the landing page.
v0.9.2
INTEGRATION
March 28, 2026

Plaid production questionnaire submitted.

We submitted our production access questionnaire to Plaid. Sandbox remains fully functional while we wait for approval.

  • CHANGEPlaid Link upgraded to production client config; sandbox fallback retained.
  • NEWBank-connection status now shows reconnection hints when Plaid’s item enters login_required.
v0.9.1
AI
March 18, 2026

Learned rules get smarter, quieter.

We tightened the rule-matching logic so the AI fires learned rules more aggressively when confidence is high, and asks more thoughtful questions when it isn’t.

  • NEWLearned rules now key on normalized vendor (strips store numbers, terminals, cities).
  • NEWConfidence display on every transaction: green ≥ 90, amber 60–89, red < 60.
  • FIXPrevented duplicate check-in questions within the same batch.
v0.9.0
MILESTONE
March 1, 2026

Admin “View as client” goes live.

One-click impersonation from the admin dashboard. A purple banner appears at the top so there’s no confusion about whose books you’re inside.

  • NEWAdmin → Clients → “View books” launches impersonation via ?viewAs=[clientId].
  • NEWViewAsClientBanner: purple, sticky, with a one-click exit.
  • CHANGEAll client-zone API routes now verify admin caller before honoring viewAs.

Built for the long haul.

Check back here any time to see what we’re shipping. Have a feature request? Email the founder directly.

brayden@claritybooksai.com
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