Quarterly roundup

Q2 2026 — What we shipped

Six headline releases — Xero, on-chain wallets, CSV intelligence, multi-currency display, and practitioner-grade reports — plus partner docs, flexible billing, balance PDFs, and a security hardening pass.

Highlights

  • Xero goes live

    First accounting-software integration with draft journal posting and multi-entity support.

  • On-chain + CSV intelligence

    MetaMask auto-sources and the Coinfig CSV phraser lower the friction for messy exchange exports.

  • Practitioner-ready reports

    Audit sections, completeness scoring, and per-transaction tax detail for accountant review.

  • Partners + billing polish

    Partner integration docs (ChainEx, Idatco, SARS eFiling), once-off annual payments, and historical balance PDF exports.

Quarter in review

Q2 2026 was about closing the gap between accurate FIFO maths and how practitioners actually work — in Xero, in Excel exports, and across on-chain wallets.

Major releases this quarter

Also noteworthy

Beyond the headline releases, Q2 included work that partners and power users feel every day:

  • Partner hub and integration docs — ChainEx, Idatco, and SARS eFiling guides, plus a rebuilt Partners experience in the product app for firms and integrators.
  • Flexible billing — once-off annual subscription payments alongside recurring plans.
  • Historical balance exports — date-range balance queries with PDF download for reconciliation and year-end review.
  • Security and reliability — stronger sign-in reliability, clearer error handling when something goes wrong, and improved account activity logging.

What's next

We add a dated entry here whenever a major feature ships — integrations, report depth, and quarterly roundups like this one. Bookmark /changelog/ or open Release notes from the Help desk to see what landed most recently.