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.

Agent Accuracy & Reasoning

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.

Bank Transactions

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

Call Agent Configuration

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 Calls > Call Agent. 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

Email Contact Suggestions

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.

Maxio Legacy (SaasOptions) Integration

We've added support for Maxio's legacy SaaSOptics platform, 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.