Feature Requests

More easily match receipts to transactions. In QBO a user can send receipts to a specific email address where they can match them to specific transactions from a queue.

Ability for firms to onboard with a custom chart of accounts

Custom branding for accounting firm/interface. Would be great to add our colors and own branding (accounting firm request - Kranz)

Data analyzer tool using ChaptGPT - drop in a table and ask for sentences - natural language reports on financial performance