
Balances.ai
Your books, on autopilot
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What's New in Balances.ai
1.4.0
September 13, 2026
• Connect your bank from your phone — tap Connect a bank on the Home screen and pick the accounts you keep books for. • The Inbox shows how many receipts are waiting for review, and you can step from one to the next without leaving the screen. • The Inbox suggests the bank charge a receipt belongs to, so filing it takes one tap. • A receipt opens with the vendor and category already filled in. • The estimates list opens on the ones still waiting on a customer, with Closed and All one tap away. • Credits on the Home screen show as credits, with how much is still unapplied. • Tap a link in the agent chat and it opens the invoice or list it points to. • What you type or choose on a bank transaction stays put while suggestions load and when you move between tabs. • When an invoice cannot be voided, it now says why — for example that a payment is recorded against it.
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