We’ve launched a powerful new cash application tool that automates the reconciliation process using intelligent three-way matching between remittances, bank transactions, and invoices. This streamlines payment processing, reduces manual effort, and accelerates cash posting with unmatched accuracy. 

Whether it's parsing a remittance from an email or matching a bank transaction to a customer, there is full visibility into the reasoning behind an agents actions.

We've partnered with Plaid to streamline connection your bank accounts!

You can now provision a phone number for your organization to receive calls. We have organized this in addition to all your existing call agent settings under 

. In addition to the old voice settings, you can now configure a custom opening line, whether the agent should request consent to record, and enable multilingual calls

We have added a convenient dropdown in the to/cc/bcc fields of your email editor which contains your customer's saved contacts. This should streamline building emails and looping in the correct contacts.

, enabling you to seamlessly sync billing data from your existing SaaSOptics environment. This integration automatically pulls customer records and invoices (supporting multi-currency systems), giving you complete visibility into your billing operations without manual data exports.

stuut changelog

Cash Application