Changelog

Follow up on the latest improvements and updates.

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improved

Project Dashboards

Project Dashboard Performance Boost

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:
  • High-Volume Accounts:
    Users with hundreds of projects will see a major speed boost when navigating the dashboard.
  • Small Accounts:
    For accounts with only a few projects, the dashboard should now load instantaneously.
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.
Global Transaction Report
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.
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Project Transaction Report
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.
How It Works
You can find these new reports in two locations:
  • Global Transactions:
    Go to the Global Accounting Reports section.
  • Project Transactions:
    Go to the Accounting tab within any project and select Project Reports.
Both reports include filters at the top to help you drill down by Financial Account (Bank/Credit Card), Date Range, and Company.
Why Reconciliation Matters
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.

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improved

Task Manager

New Task Template Editor!

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.
What’s New:
  • Direct Template Editing
    : Modify task names, descriptions, and structures instantly within your Workspace Settings.
  • Subtasks Support:
    Templates now support our new Subtasks feature for multi-level checklist organization.
  • Multi-Template Loading:
    Save time by selecting and loading multiple templates into a project simultaneously.
  • Cleaner Workflows:
    Keep your library up-to-date and organized without repetitive "save-as" workarounds.
How to Get Started:
  1. Navigate to the Workspace Settings (the gear icon in the upper right corner).
  2. Click on Task List Templates.
  3. Select the template you want to rework, add your tasks or subtasks, and hit save.
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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.
How it works:
  • Add Subtasks:
    Within any task, look for the new Subtask option at the bottom. Simply click the "Add Subtask" button to build your checklist.
  • Reorder:
    Use the drag-and-drop handles to reorder your subtasks as needed.
  • Templates:
    Subtasks are automatically saved when you create or update a Task Template, so your checklists are ready to go for every new project.
Subtasks
From Feedback to Launch in 36 Hours
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
Transaction Grouping
filter to the Expense Tracker to help you verify totals instantly and stay organized.
💳 Simplify Your Reconciliation
The new Transaction Grouping view bundles individual expense items under a single Transaction header. This allows you to:
  • Match Totals Instantly:
    Compare the "Total w/ Tax" for a group of expenses directly against your bank statement or receipt total.-
  • Reduce Clutter:
    Toggle between a bird's-eye view of transactions and a granular view of detailed expenses.
  • Audit Faster:
    Quickly verify that a multi-item transaction from a Vendor matches your actual out-of-pocket spend. Easily search
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🔍 Search Transactions by Amount
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.
Transaction Search
🛠️ Custom Grouping Options
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:
  • Month:
    See your spending trends over the life of the project.
  • Invoice #:
    Quickly pull up all costs associated with a specific billing reference.
  • Account:
    Reconcile spending across different credit cards or bank accounts.
  • Company:
    Track exactly how much you are paying specific contractors or vendors.
  • Category & Class:
    Analyze where your money is going (e.g., Demolition vs. Plumbing).
Expense Grouping GIF
The Bottom Line
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.

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Activity Log

New Activity Log Filtering

We’ve made a quick improvement to the Workspace and Project Activity Logs to help you find information faster.
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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:
  • Filter by User:
    See exactly who performed which action.
  • Filter by Activity:
    Drill down into specific types of updates (e.g., specific edits or additions).
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.
⚖️ How Adjustments Work
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.
🚩 Visual Transparency
We’ve added automatic yellow highlighting to specific line items to give you a "heads-up" to verify the data:
  • Adjustments:
    Easily spot when the AI had to reconcile a math gap.
  • Discounts:
    Quickly verify that savings were applied correctly.
  • Shipping & Delivery Fees:
    Ensure these overhead costs are categorized exactly where you want them.
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The Result:
Better financial visibility and zero guesswork in your Expense Tracker.
We’ve overhauled our AI Receipt Analyzer engine, making it faster and more accurate than ever.
🚀 Massive Speed Gains
Waiting for receipts to process is officially a thing of the past. We are seeing performance improvements of 50% to 70% across the board.
  • Standard Receipts:
    What used to take 20+ seconds now finishes in 5 to 10 seconds.
  • The "Mega-Receipt" Test:
    We tested a massive 5-page receipt with 57 individual line items. The AI processed and itemized the entire thing in just 15 seconds.
By comparison, manually itemizing that same receipt would take a human nearly an hour. FlipperForce did it in seconds.
🛠️ Smarter Data, Better Accuracy
We didn't just make it faster; we made it smarter. Our updated engine includes several logic improvements to ensure your accounting stays precise:
  • High-Clarity Scanning:
    We now auto-enhance receipt images before they are read, making it easier for the AI to scan even messy or faded receipts.
  • Cleaner Data Extraction:
    Improved logic for identifying dates and automatically filtering out "noise" like $0.00 line items.
  • Retailer-Specific Logic:
    Added specialized tweaks for stores like Home Depot to ensure better categorization of your materials and supplies.
📈 Why This Matters: Better Data, Less Effort
This update is about more than just speed; it's about giving you better visibility into your project's financial health:
  • Eliminate Data Entry:
    Save hours of manual typing by letting the AI handle the heavy lifting.
  • Granular Tracking:
    Easily categorize every expense down to the line item so you can see exactly where your money is going.
  • Stay Under Budget:
    By making it easier to log expenses instantly, you’ll always know if you’re over budget in real-time, rather than waiting until the end of the project to find out.
A few months ago, we launched the Receipts Inbox to help you ditch the physical shoebox and go paperless. It was a great first step, but we knew we could make the process even faster. Today, we’re evolving that workflow with the AI Receipt Analyzer.
This powerful new tool doesn't just store your receipts—it reads, itemizes, and categorizes them for you, turning crumpled paper into organized project expenses in seconds.
How it Works: From Snap to Expenses
We’ve integrated our new AI engine directly into your existing workflow. It’s a seamless 3-step process:
  1. Bulk Upload:
    Use the mobile app or desktop to bulk upload receipts into the project Receipts Inbox.
  2. Analyze with AI:
    Open any receipt and click the new "Analyze Receipt" button. In about 10 to 20 seconds, our AI engine reads the document, transcribes the transaction data, itemizes and categorizes the expenses with incredible accuracy!
  3. Verify & Sync:
    Review the automatically populated data and click "Save" to instantly sync the data with your Expense Tracker and Project Budget!
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Powerful New Receipt Analyzer Features
  • Automatic Line-Item Itemization:
    Stop manually splitting long invoices. Our AI reads every single line—from "2x4 Lumber" to "LED Recessed Lights", and automatically breaks down complex receipts into individual expense items in seconds.
  • Smart Category Mapping:
    The AI automatically suggests the correct Project Category and Class for every item, keeping your expenses organized without you lifting a finger.
  • Proactive Math Checker:
    Eliminate "fat-finger" typos. The AI performs an instant triple-check on every receipt, verifying that sub-totals and sales tax add up to the grand total.
  • High-Fidelity Digital Records
    : Every analyzed receipt is transformed into a digitized record attached directly to the transaction. You'll be 100% audit-ready, making tax season and lender draws a breeze.
Why It Matters
Manual bookkeeping is a "profit leak." Every hour you spend typing in hardware store runs is an hour you aren't finding new deals. By turning 15 minutes of manual entry into 15 seconds of automation, we are giving you your nights back and the confidence that your numbers are 100% accurate.
Ready to see the magic in action?
Head over to your Receipts Inbox & Expense Tracker to get started!
With the Monday, February 2, 2026 1099 Filing deadline approaching, we’ve upgraded our Vendor 1099 Report to help you stay compliant and eliminate manual data entry.
Since 1099 reporting requires looking at your entire business, our report does the heavy lifting by aggregating every project expense into one view, filtering by the IRS $600 threshold, and ensuring your recipient data is complete before you export for filing.
Screenshot of revamped Vendor 1099 Report:
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What’s New:
  • Eligibility Filters:
    Instantly filter for vendors marked as "1099 Eligible" who were paid more than $600 in 2025.
  • CSV Export for E-Filing:
    Export your data to a CSV file to easily bulk upload your information to the IRS or your preferred e-file platform.
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  • Edit Info on the Fly:
    Spot a missing Tax ID or address? Use the new pop-up window to edit company details directly from the report without leaving the page.
  • Verify with "View Expenses":
    Click the new link for any vendor to open the Global Vendor Expense Report. This shows a line-by-line list of every transaction across every project that makes up their yearly total.
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How to Access This Report
Because 1099s require data from your entire business, this is a Global Report. To find it, log into your FlipperForce account and:
  1. Navigate to the Accounting area in the Project sidebar.
  2. Select Global Reports from the menu.
  3. Click on the Vendor 1099 Report.
Struggling with the rules?
Check out our Complete Guide to 1099s for House Flippers for a deep dive into IRS guidelines and requirements
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