What's new in Finaxis

Account statement emails list the open invoices

When you attach an account statement to a message, the email names each of the customer's open invoices, the same ones the statement shows. Each template decides whether their PDFs go out too.

The Insert menu in account statements

The subject and message of an account statement are written with the Insert menu, like a message template.

QuickBooks journal entries are synced

A journal entry that touches accounts receivable in QuickBooks reaches Finaxis, on the account of the customer it concerns. A credit reduces what they owe, and a charge is added as an amount due.

Delete a Finaxis template, and restore it

A Finaxis template your team doesn't use can be deleted from your list and from the composer. It can be restored later exactly as it was, your edits included.

Import your email signature

The signature of a Gmail or Google Workspace mailbox is imported automatically. For Outlook and Microsoft 365, as for a signature built in a signature tool, Import a signature takes the HTML signature as it is, layout and images included. Signature images go out embedded in the email.

Sign a message with the sender's name

The My full name field puts the name of the user who sends the message into an email, a text or an account statement. The contact's field is now called Contact full name.

Track postdated cheques

A postdated cheque is recorded with its date, its amount and the invoices it pays. Reminders for those invoices are paused until its date, and on the day, a notification reminds you to cash it.

Date an internal note or a call

An internal note is added and edited in a window, with an editable Note date, and the profile sorts notes by that date. The call brief also has a Call date, so a call is logged at the time it took place.

View an invoice's details without leaving the customer profile

Clicking an invoice or a credit opens its details: status, total, paid and balance due, dates and terms, with Payments, Reminders and History tabs. From there you can also copy the payment link, open the PDF or send a reminder.

Follow everything that happened on a customer account

In the customer profile, Activity opens on three tabs: History, Communications and Internal notes. History lists, newest first, the invoices and credits issued, payments, emails, texts and calls, notes and payment promise due dates, in a Compact or Detailed view.

An Insert menu in the message editor

In the email and SMS editor, the Insert button, after the styling tools, groups the fields, the For each invoice loop and its fields. The menu explains what the loop does.

Edit a customer without leaving their profile

Edit client opens inside the profile, full width and on two columns on a large screen. Account managers read as a list: a star marks the primary one, and Add a manager searches the other users.

Record a payment promise

A payment promise is recorded with the amount and date agreed with the customer, on a call or by hand. Automatic reminders follow it on their own: paused while the promise is pending, they resume if the invoices are still open.

A disconnected QuickBooks company stays archived for 30 days

Disconnecting QuickBooks asks for confirmation, and the company's data is archived for 30 days. Reconnecting the same company in that time restores its customers, contacts, invoices and payments, with their assignments. Actions and reminders are not restored.

Search for a customer from any page

In the top bar, Search customers or pages shows matching customers from the second character, with their overdue invoices and risk level, along with the menu's pages. Empty, it offers your recent customers, and ⌘K or Ctrl K puts the cursor in it.

See which company is connected to QuickBooks and Acomba

The QuickBooks connector page names the connected company, and the last company connected once the connector is disconnected. The Acomba page names the synced company and its company folder, with Acomba agent 1.4.0 or later.

Find customers by what their notes say

In the Customers list, the Note contains filter keeps the customers whose internal notes or profile Notes field contain every word you type, regardless of case or accents. Billie can also find customers through their notes.

A customer's activity log, in their profile

In a customer's profile, Activity log shows the operations that targeted them and the bulk sends that reached them, without leaving the profile. It is available to instance administrators.

A report on new HubSpot contacts

On the HubSpot connector page, the New contacts report runs daily, weekly or monthly. It counts the contacts linked to a customer and those without a match, and opens the Customer matching section.

Connect Billie to the instance you work in

When your Slack, Teams or Google Chat account answers for another instance, Profile › Notifications names it and offers “Connect Billie to this instance”. That instance's notifications then reach your chat.

Total overdue and two payment columns in a customer's invoices

In the customer profile, the invoice table adds a Total overdue tile, the sum of the overdue buckets per currency. Two columns can be switched on from the gear: Last payment date and Total paid.

Get notified when customers are assigned to you

The bell announces the customers assigned to you and who assigned them, in one notification per assignment. A click opens the list filtered on your accounts, or the customer's profile when there is only one.

A profile that separates your account from your instances

My profile groups Information and Security under My account, then Notifications and Mailbox under the open instance. A banner names that instance and lets you switch without leaving the page.

Billie's charts in Slack, Teams and Google Chat

In chat, Billie can answer with a bar, line or pie chart, placed inside its reply as it is in the app.

An in-app notification center

The bell in the header flags your customers' replies to reminders, finished CSV imports, failed syncs, and disconnected connectors or mailboxes. One click opens the page concerned, and the Notifications page keeps the history, with filters by type.

Get your notifications in Slack, Teams or Google Chat

Once your chat account is linked to Billie, the bell's notifications arrive there too, each with a button that opens the page concerned.

Choose which invoice PDFs go with a reminder

In the composer, the Invoices button gives each targeted invoice its own PDF switch. The invoice stays listed in the message, and its PDF is attached only when the switch is on.

Choose where each notification reaches you

In your profile, under Notifications, each type has its own switch for the app, chat and email, for each instance. Sync and disconnection alerts always stay on in the app.

Sticky headers in the Actions tables

In all four Actions tabs, the table header stays visible under the top bar while the page scrolls, as it does in Customers and Accounts receivable.

Export your receivables invoice by invoice

In Settings, the Export portfolio button downloads every open invoice and credit in your portfolio as a CSV.

Export collected invoices to CSV

In Collection history, the Export CSV button in the Collected invoices section exports every invoice for the selected period and account owner, in the table's sort order. A block at the top of the file restates the period, the account owner and the currency.

A Customers list built for large volumes

On a large portfolio, the Customers list opens and responds quickly: it loads one page at a time, while sorting, search and filters cover every customer.

• Search matches every word of the name, in any order, regardless of case and accents
• A new Owes an amount filter keeps the customers who still owe something, net of their credits
• A selection can span several pages for bulk export or deletion, and Clear selection empties it

Help and feedback on every page

The Help and feedback button, at the bottom left, lets you report a problem, ask a question or leave a comment. For a problem, the page is captured and you can annotate it before sending.

• Draw boxes, arrows and text on the capture
• Hide the data you do not want to show
• Capture several pages for the same problem

Add and edit contacts in a dialog

On the customer sheet's Contacts page, Add a contact and each contact's pencil open the same dialog. It also opens from the composer's recipient picker, where the new contact is ticked.

Add Bcc recipients

The composer has a Bcc field next to Cc. In Cc or Bcc, you can copy a member of your team or type an address that is not one of the customer's contacts, such as an external accountant's.

Set a customer's default recipients

On the customer sheet, the Templates page records who receives what you send: a default list, one for automatic account statements and one per message template. Automatic reminders go to the default list, and the composer starts from the chosen template's list.

Brand your account statement

In Settings, under Company, pick a primary colour and an accent colour for the account statement, which also carries your company logo. A preview shows the document with your settings before you save.

Attach the invoices to the account statement

In Settings, under Account statement, choose to send the statement alone or with the PDFs of the invoices it lists, and change that choice customer by customer. The statement shows open or partly paid invoices and the credits still available.

Search for a customer by external ID

The search in the Customers list finds a customer by external ID, such as the customer number from a CSV import. The ID appears under the name on the customer sheet, and an External ID column can be turned on in Table Columns.

Attach every unpaid invoice to a reminder

A reminder can list and attach all of the customer's unpaid invoices, and the composer's Attachments button brings the invoices and the account statement together. If the PDFs are too heavy for the sending mailbox, the composer offers to attach the account statement, and the invoices stay listed in the message.

Set the Acomba connector's language and updates

The Acomba connector displays in French or English, chosen at install. In its settings, you also decide whether its updates install automatically, once you approve them, or only when you check for them.

Choose how the Acomba connector runs

At install, the Acomba connector offers two modes: the Windows service, which syncs around the clock, or the Acomba Sync app, which syncs while the user is signed in, with that user's own network access. The mode can be changed later in the connector's settings.

Ask Billie which customer to start with

Billie ranks your customers by what they owe in the 91+ days bucket, net of their credits, and names the first one to collect with its figures.

See the customer's credit before sending a reminder

When the customer has a credit on file, the reminder window shows it under the total balance due, with a banner giving the amount. The credit is not deducted from the balance.

Match your Acomba or QuickBooks aging report

In the Aging Report, an Acomba or QuickBooks preset sets the page to the shape of your accounting software's report in one step. Until you change anything, the page opens on your connector's preset. It sits in the Administration menu.

• Calculate age from the invoice date or the due date
• Split the Current column in two, as QuickBooks does
• Include postdated documents or leave them out

Choose the periods in Accounts receivable

Set the number of periods and the number of days per period. Credits have their own column, between the periods and the total, and three display options control how they read: apply credits to invoices, show customers in credit surplus, show accounts at zero.

The type of each payment on an invoice

On the customer sheet, an invoice's payment history gives the type of each line: payment, credit note, overpayment, deposit, refund or manual payment.

The stages of an Acomba import

A Stage column in the sync history shows where the import is: receiving data, importing customers, invoices, payments, then finalising.

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

Edit your message templates

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

Billie drafts your replies

When a customer replies, the reply window opens on a draft written by Billie. You review it, adjust it if needed and send it.

Delete a contact you created

On the customer sheet, you can delete the contacts created in Finaxis. Those that come from a connected system stay protected.

Follow a sync as it runs

While a sync runs, the Customers, Contacts, Invoices and Payments columns show how many items have been processed out of the total.

One currency per company, with frozen rates

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
• 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 wizard recognises what each file contains, has you confirm it, then guides you through mapping the columns. A review step shows you the result before anything is imported.

• Refused rows come back as a CSV with the reason, ready to fix and re-import
• Warnings are flagged without blocking the import
• A summary appears at the end of every import

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 receivables aged on the invoice date, so your figures match the ones in your accounting system.

Credits on the customer sheet

The customer sheet shows a customer's credits apart from their invoices. In the receivables report, each credit is aged on its own date.

Activity log

A page under Settings retraces the portal's activity: notes, assignments, payments, syncs. Each customer sheet links to its own log.

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 parts, quicker to produce and easier to read. The same analysis reads in French or English.

You set what counts as a risky account

A Risk section in settings. You set the days without payment and the minimum overdue balance that put a customer at the Dangerous level. Warnings follow your settings.

A new Actions page

The Actions page has four tabs: to approve, send queue, sent, trash. A side panel opens an action without leaving the list.

The daily case by email

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 automatically, weekly, monthly or yearly. One setting covers everyone, and any customer can have their own.

A new dashboard

Twelve indicators, each opening its own detail, an account owner selector and six-month trends. When there is nothing to show, it shows 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 mismatched mappings are flagged.

• All of a company's contacts sync
• 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 default reminder mailbox also has a configurable signature, added to manually sent emails.

A status for every QuickBooks sync

The QuickBooks history shows a status per run: waiting, in progress, completed, completed with errors, failed.

QuickBooks changes in near real time

An invoice changed in QuickBooks reaches Finaxis in 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 a word, so nothing is deleted by accident.

Shorter syncs, and a button to redo everything

Finaxis only processes what has changed in QuickBooks, which shortens syncs. A Force full sync button pulls everything again from scratch when you need it.

Billie reads your images

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

Gmail and Outlook: connect first

To add a Gmail or Outlook mailbox, you connect the account first. The email address is taken from the connected account, with nothing to type.

Billie illustrates its answers

The assistant offers charts more often, and its welcome screen shows suggestions as cards.

Switch company and stay on your page

When you move from one portal to another, you stay on the page you were on.

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 attached to the right portal

A customer's reply to an SMS lands in the portal that sent the reminder, even when their number appears in several portals.

Stay signed in while you work

The session renews in the background, and the inactivity window counts from your last action.

Charts inside the conversation

Billie can answer with a chart, shown right in the conversation. It is still there when you reopen it.

A few everyday shortcuts

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

Settings grouped into sections

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 authentication, portal selection, forgotten password, invitations: every entry page has been rebuilt. And if you are already signed in, you go straight 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 redesigned. 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 compares your account owners on a composite score, with each one's detail to expand.

Recommendations

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