We have added a new bulk import tool to the Companies & Contacts feature to help you get your business data into the platform faster. Instead of entering vendors one by one, you can now upload a list and let our AI handle the data entry.

We have made the workflow simple so you can upload an unstructured list of your companies, and our AI will handle the formatting to ensure you have a smooth import.

Importing your companies and contractors is the first step to streamlining your project workflow. Once they are in your Company catalog, you can immediately:

Up next, we will be revamping our Expense Importer with a similar AI-powered workflow, making it even easier to bulk import and categorize your project costs.

We’ve rolled out a small, but impactful update to the way you categorize and track your project spending.

To streamline your data entry, we’ve replaced the standard selection menus with a new "Type-to-Search" dropdown system.

When you are recording expenses or managing transactions, you’ll notice a more responsive experience in the Account, Company, and Project Category fields. This improvement is available both within the Create Transaction modal and directly inside the Expense Table.

This update is designed to reduce friction in your daily bookkeeping, keeping your data organized with less effort.

Based on your feedback, we've rolled out new Date Range filters across the Expense Tracker and core Accounting Reports, giving you total control over how you view and manage your project spending.

The Expense Tracker now features a versatile date range selector (shown above). Instantly filter your data by:

To streamline your reporting, we’ve integrated these filters into several key areas:

We’ve refactored the Main Project Dashboards to significantly improve loading speeds.

As many of our users have scaled to hundreds (or even thousands) of projects, the dashboards were becoming slow due to the volume of data being processed. This update optimizes how that data is handled:

This update ensures FlipperForce remains fast and responsive, regardless of how many deals you are managing.

We’ve launched two new reports to make reconciling your FlipperForce data against your bank and credit card statements seamless.

This report consolidates every transaction across your entire portfolio into a single master list. It is particularly useful if you use one business bank account or credit card to pay for expenses across multiple projects. By using the Account Filter, you can match your charges line-by-line against your bank statement without having to jump between individual project screens.

This provides a high-level view of all financial activity for a single project. It is the quickest way to audit a specific project's health and ensure every expense is accounted for.

You can find these new reports in two locations:

Both reports include filters at the top to help you drill down by Financial Account (Bank/Credit Card), Date Range, and Company.

Reconciliation is the only way to ensure your Final Profit Statement is 100% accurate. By matching FlipperForce expenses to your actual bank activity, you catch duplicate charges, identify missing receipts, and ensure your books are 100% accurate for tax season and business partners.

We have introduced a centralized area to manage and edit your Task List Templates. Previously, templates could only be edited by loading them into a project and resaving. Now, users can modify existing templates directly within the Workspace Settings.

Whether you're a Solo user or scaling a Team, this update ensures your Task workflows are as streamlined as your projects.

We’ve added a new Subtask feature to the Task Manager to help you organize granular project details without cluttering your main task list.

You can now create checklists within any individual task to manage smaller to-dos and "boots on the ground" details in one place.

This feature is a direct result of a recent conversation with one of our users. They mentioned that their Task Manager was getting a bit too cluttered with minor details, so we got to work immediately. Our team was able to move from that initial feedback to a live, working feature in less than 36 hours.

We love collaborating with our community to build tools that solve real-world problems, so keep the feedback coming!

Reconciling receipts against your actual bank transactions can be a tedious manual process. We’ve introduced a new filter to the Expense Tracker to help you verify totals instantly and stay organized.

The new Transaction Grouping view bundles individual expense items under a single Transaction header. This allows you to:

To further speed up your workflow, we've optimized the Search feature. If you see a specific charge on your bank statement, you can now simply type that Transaction Amount into the search bar to instantly pull up the matching record in FlipperForce. No more scrolling through endless lists to find that one specific transaction.

While Transaction grouping is the primary use case, we’ve added several other "Group By" filters to give you total control over your data. You can now group your expenses by:

These updates are designed to turn a tedious bookkeeping chore into a quick, effortless task. By grouping your expenses and making them searchable by dollar amount, we’re helping you ensure your project accounting is 100% accurate and audit-ready.

We’ve made a quick improvement to the Workspace and Project Activity Logs to help you find information faster.

For those on Teams and Business plans that have access to the Activity Log feature, you can now use two new filters to sort through your activity history:

This update is designed to give you a bit more precision when reviewing team actions and project history without having to scroll through the entire feed.

We’ve added a new safeguard to our AI Receipt Analyzer to help ensure your project totals match your actual spending, even when a receipt is messy or incomplete.

Sometimes the math doesn't add up due to a missing page or a rounding discrepancy. To keep your books square, the AI now performs a final check:

If the itemized lines don't match the Grand Total, the AI adds an "Adjustment" line item to reconcile the difference. This ensures your FlipperForce total matches your actual bank charge.

We’ve added automatic yellow highlighting to specific line items to give you a "heads-up" to verify the data:

Better financial visibility and zero guesswork in your Expense Tracker.