What's new in Finaxis

One email, several recipients

A reminder can now go to several people at the same customer, with recipients in copy. Every send is tracked person by person, so you can see who received the message and who did not.

• Pick the main and copied recipients from the customer's contacts
• Change the list for as long as the message has not gone out
• The greeting names the right person

Your message templates, managed by you

Reminder templates are edited in Settings, under Message templates. Each portal has its own, and for each one you decide what the email carries: the invoices, the account statement, both or neither.

Replying to a customer starts from a draft

When a customer replies, the reply window opens on a draft Billie has already written. You review instead of writing, and AI rewriting sits right there in the editor.

Delete a contact you created

On the customer sheet, contacts that no external system feeds now carry a delete icon. The ones that come from your accounting system stay protected.

Syncing tells you where it stands

While a sync runs, the Customers, Contacts, Invoices and Payments columns count in x of y. You know how much is left, not just that something is running.

One currency per company, and rates that stop moving

Each portal now works in its own currency, and an invoice's exchange rate is frozen the moment it comes in. Historical Bank of Canada rates have been imported, so a report on last year gives the same figure today as it did then.

• The customer sheet shows one line per currency instead of adding them up
• QuickBooks' own per-transaction rate is taken as is
• Dashboard targets are expressed in the portal's currency

CSV import, rebuilt from scratch

A new import wizard. It works out what each file carries, has you confirm it, then walks you through the files one at a time to map the columns. A review step shows what will be written before anything is.

• Refused rows come back as a CSV with the reason, ready to fix and re-import
• A warning no longer stops an import
• A finished import reports what it did

Prepare your data with an AI

A guide you can hand to ChatGPT, Claude or Gemini to get your files into the right shape before importing them.

New Account aging page

Your receivable book aged on the invoice date, so your figures line up with the ones your accounting system prints.

A credit is a credit

A customer's credits are no longer filed among their invoices. The customer sheet states what the customer holds in credits, and the receivables report puts each credit in the age bracket its own date calls for.

Activity log

A page under Settings that retraces what happened in the portal: notes, assignments, payments, syncs. Each customer sheet links to its own log, and the customer filter searches your list.

Prepare a call with Billie

Before you call a customer, Billie prepares a brief: the state of the file, the points to raise, and material for the usual objections. After the call you log the outcome, a promise to pay included, and the call joins the customer's history.

• Points ticked while preparing prefill the call log
• The brief opens as a side panel, without hiding the customer sheet

The detail behind each account owner

On the dashboard, every row of the per-owner breakdown opens that owner's full 30 day collection history.

The assistant respects your permissions

Billie only sees what your role lets you see. Permissions apply to the assistant's tools the way they apply to the rest of the portal.

Finaxis in Slack, Teams and Google Chat

Three chat gateways for your team. The daily case lands in your channel and the /finaxis command answers in the conversation. These gateways serve your team: reminders to your customers still go out by email and SMS.

• The /language fr or en command sets the bot's language
• The bot answers in the language of the person talking to it
• Each platform has its own install page

A customer's analysis, in seven parts

A customer's analysis is broken into seven independent parts, quicker to produce and easier to read. It reads in French or English without ever being generated twice.

You set what counts as a risky account

A Risk section in settings. You choose the payment activity window to watch and the threshold past which an account turns dangerous. Warnings follow your settings rather than a fixed rule.

Actions, second generation

The Actions page goes from two tabs to four: to approve, send queue, sent, trash. A side panel opens an action without taking you out of the list.

The morning case

A daily email summing up the cases waiting for you, with a link that opens the case without going through the login page. You choose the send window and who receives it.

Recurring account statement

Send your customers an account statement that comes back on its own, weekly, monthly or yearly. One global setting, plus a per customer setting when an account needs its own treatment.

Dashboard, third generation

Twelve indicators, each opening its own detail, an account owner selector and six month trends. When there is nothing to show, it says why: sync in progress, no data, no receivables.

HubSpot connector

HubSpot joins the Finaxis connectors. A four step wizard has you map your fields, choose what syncs and confirm your customers. Fields are grouped by type and flag mappings that do not fit.

• All of a company's contacts sync, not just the primary one
• Records a sync could not import are surfaced to you

Bulk invoices, and a default signature

Select several invoices and download them as a single zip, or delete them in one operation. The reminder mailbox also gets its default signature back, configurable, on manually sent emails.

A sync says how it ended

The QuickBooks history shows a status per run: waiting, in progress, completed, completed with errors, failed. A sync that broke off midway no longer passes for a success.

QuickBooks tells Finaxis

QuickBooks signals Finaxis when something changes on its side. A modified invoice arrives near real time, without waiting for the next sync.

Delete customers in bulk

Select several customers in the list and delete them at once. The confirmation asks you to type the expected word, because a bulk delete should not happen by accident.

Shorter syncs, and a button to redo everything

Finaxis no longer rewrites what has not changed in QuickBooks, which shortens syncs. And when you want everything pulled again from scratch, a Force full sync button is there for it.

Billie reads your images

Attach a screenshot or a photo of a document to your conversation with Billie.

Connecting your mailbox, in the right order

For Gmail and Outlook, the connection happens first and the rest after. No more half created mailbox that never connects.

Billie illustrates its answers

The assistant offers charts more readily, and its welcome screen lays suggestions out as cards rather than a list.

Switch company without losing your page

When you move from one portal to another you stay on the page you were on, instead of landing back on the dashboard.

Your customers' language comes from your system

QuickBooks and Acomba already carry your customers' language. Finaxis reads it and writes in the right one, with nothing to re enter. A default language covers contacts that have none.

Billie, the AI assistant, arrives in the portal

Ask your questions in French or English and Billie answers from your data. Each conversation gets its own address, to bookmark or pick up later.

SMS replies find their file again

A pool of sending numbers makes it unambiguous which portal a customer's SMS reply belongs to.

No more being logged out mid task

The session renews in the background. You stay logged in for as long as you are working, and the inactivity window counts from your last action.

Charts inside the conversation

Billie draws its answers. Charts appear at the exact spot they were produced, and they are still there when you reopen the conversation.

A few irritants gone

A button fills in the full amount when recording a payment. The send time is typed instead of clicked arrow by arrow. The Receivables page has pagination and a header that stays visible. And the side menu has been reorganised.

Settings you can actually find

Settings are grouped into sections: company and goals, users, assignments, email, integrations, security. Data import moves in with them. The user menu brings your profile and your portals together, and takes in your language and theme preferences.

New Customers page

Indicators at the top of the page, saved views and a kanban display. The customer assignment page moves to two columns, with an action bar that follows the scroll and a guard against unsaved changes.

A redesigned sign in journey

Sign in, two factor, portal picking, forgotten password, invitations: every entry page has been rebuilt. And if you are already signed in, you go straight back to the portal you last used.

Acomba connector

Acomba connects to Finaxis: pick the company to sync, manage the workstations that bridge the two, and schedule the syncs.

Customer sheet and action panel rebuilt

The customer sheet has been redrawn. The action panel opens full screen, keeps its toolbars visible while you write, and reply mode cleanly separates the conversation from what you are composing.

Collection history

What was collected over a period, the week by week trend, and the list of invoices behind the figure.

Team performance

A page that places account owners next to one another on a composite score, with each one's detail to unfold.

Recommendations

A guided flow that suggests the next action on an account and walks you through it step by step.