Changelog

What's new in TripleBooks

New features, improvements, and platform updates.

July 2026

Remote MCP for Claude & CursorVerified books & public proofsDeal Readiness valuationTax provision & estimatesSmarter bank feed reviewSelf-serve payroll NACHAE-sign from AI clients

MCP and AI clients

  • Connect Claude Desktop, Cursor, and claude.ai to TripleBooks with hosted remote MCP and OAuth — pick an entity, choose propose or direct mutations, and approve staged writes in Settings → MCP
  • Install the open MCP package with npx for local Desktop and Cursor setups, with clear tool titles and read/write hints in the client
  • Approve pending MCP proposals one-by-one or all at once, with toasts when proposals land — or grant direct mutations when your workflow needs it
  • Ask AI clients to update entity profile fields, void invoice payments, run period-close certificate ops, and drive e-sign drafts without leaving the chat

Trust, close, and proofs

  • See verified books status and sealed-period badges that reflect your latest close — with honest trust claims on what is cryptographically proven
  • Browse a public proof directory on the marketing site and verify close certificates without exposing private book detail
  • Hard close stays gated on checklist completion, and closed-period reclassify refuses unsafe replacements

Deal Readiness and fundraising

  • Estimate valuation with an editable multiple, pin trailing twelve-month windows, and export Adjusted EBITDA with clearer Excel formatting
  • Review SDE add-backs and owners compensation on the Deal Readiness surface before you share numbers with buyers or lenders
  • Keep fundraising CRM contacts out of the wrong pipelines with stronger vendor email and fundraising guards

Tax, payroll, and treasury

  • Run tax provision for California and Delaware with §174 / R&D treatment and soft-close awareness, plus a Tax overview dashboard and federal C-Corp estimate preview
  • Bridge payroll to NACHA self-serve so teams can move from approved runs to bank files without a custom integration project
  • Find wallet and attestation settings in Treasury, and get paid seller AR invoices when you purchase prepaid credits with Stripe

Ledger and bank feed

  • Review bank feed with payee directory autocomplete, Autopilot Rules pattern hits in Needs review, and rematch after reclassify or void
  • Refuse ambiguous same-amount check deposit matches, require an explicit payment method, and keep invoice PAID tied to a real ledger payment event
  • Keep Trial Balance and account register filters in the URL, surface newest journals in Recent, and attribute ledger events to the acting user
  • Post multiline QuickBooks Online invoice revenue correctly, with backfill for historical lines

CRM, email, and documents

  • Draft and send CRM email with Documents attached, preserve draft attachments in compose, and sync Gmail drafts on the unified outbound path
  • Reply in the Gmail inbox with Luca drafting help, and reuse fielded e-sign drafts across signature requests
  • Import Google Places prospects with business names on proposal cards, and keep succession scan in settings instead of crowding the CRM sidebar

Backlog, mobile, and product site

  • Work lives at /backlog with sprint assignment on create, editable sprint dates, and reliable issue detail after mobile resume
  • Mobile WebView sessions restore after backgrounding, and passkeys are scoped to triplebooks.com
  • Marketing site leads with an agent-first story, MCP positioning, Deal Readiness screenshots, and a single triplebooks.com domain story

May 2026

Strategy moduleBacklog teams and sprintsUnified Help CenterFinanceable receivablesHousehold hubDesktop appLuca tool registry

Strategy

  • New Strategy module for company, team, and individual objectives with measurable key results
  • Alignment tree connects goals to initiatives and delivery work in Projects and Backlog
  • Check-ins and confidence tracking on key results, with board-visible objectives for Governance

Backlog

  • Backlog home dashboard with team context and sprint-aware kanban
  • Per-team issues list, sprint planning, and shared status badges across board and backlog views
  • Issue keys, priority filters, GitHub branch linking, and interactive checklists on tickets
  • Typeahead linking between internal Backlog items and client Projects jobs

Help Center and Support

  • Helpdesk Support Articles now publish to a unified Help Center backed by the product KB
  • Marketing site adds a Support hub at /support with Help Center articles and contact routing
  • Public KB index API powers SEO-friendly article pages, sitemap entries, and shared markdown rendering

Projects and delivery automation

  • Cursor agent launch gated per project with webhook notifications when linked PRs are ready for review
  • Refreshed Sales and Projects detail pages for clearer milestone and delivery context
  • Project time timer FAB with RBAC-aware logging from any project surface

Financeable receivables

  • Receivables exchange proofs, buyer acknowledgment in send flows, and lender verify portal
  • Portfolio visibility and pledge lifecycle tooling for financeable AR workflows
  • Dedicated /solutions/lenders page for asset-based lending and receivables finance teams

Household hub

  • Personal household home with Money inbox, Plaid sync, and Documents (same module as org entities) separate from household Admin
  • Settings → Household for personal scope, with onboarding fork for sole-prop and personal entities
  • Mobile demo captions and sync UX polish across household Money flows

Desktop and apps

  • Desktop release builds with Vercel Blob upload pipeline for Windows and macOS
  • Marketing /apps page and refreshed product demo video with Watch demo modal
  • App Store screenshot capture tooling for iPhone and iPad store listings

Luca and platform polish

  • Rebuilt Luca tool registry with live catalog and master/detail UI
  • Approvals enrichment, reconciliation recall, and close workflow upgrades
  • Global subnav, iPad hub UX improvements, and Website Studio provisioning flow
  • QuickBooks Online OAuth connect for Intuit production integrations
  • Catalog split from Inventory with deal pricing traceability across Sales quotes and orders

April 2026

Prepaid tenant creditsUnified Companies CRMColumn bankingSubledger frameworkCRM enrichmentLedger import pipeline

Billing

  • Tenant-scoped prepaid USD credits — each organization tops up and meters usage independently
  • Consolidated billing UI with paginated transaction history, auto-recharge, and Stripe payment methods
  • Usage debits align with Luca AI token metering and module activity across the platform

CRM, Sales, and Purchasing

  • Unified Companies model across CRM, Sales, and Purchasing — one counterparty record for customers, vendors, and partners
  • Party addresses with SCD2 history, phones, emails, and tabbed company detail pages
  • Website enrichment with AI classification, multi-address dedup, and E.164 phone normalization
  • Corporate succession graph for renames, M&A, and DBA relationships; subsidiary_of links with effective dates
  • Sites foundation as a shared location primitive for entity HQ and counterparty branches
  • Batch Luca and MCP tools for company, customer, and vendor imports and updates

Banking and treasury

  • Column Financial integration for transfers, linked accounts, and treasury posting
  • Banking dashboard with recent transfers and improved narrow-viewport layout
  • Card payment routing to linked checking GL accounts with treasury payload fixes

Ledger and accounting

  • Review-first import pipeline with NEEDS_REVIEW staging, batch reclassify, and rule pack resilience
  • Layered classification pipeline synced through the ledger bundle
  • Trial balance and aggregate handling for reversals; void UX and opening balance guards
  • Tamper-evident audit log hash chain populated on write
  • Proportional consolidation and connection summary scoped to import domains

Subledgers

  • Unified subledger framework with reconciliation grid and auto-heal paths
  • Module subledgers for Fleet, Manufacturing, Maintenance, Marketing, Projects, and Helpdesk
  • Variance strips on module dashboards tied to control accounts in the chart of accounts

Payroll, HR, and catalog

  • Payroll and tax foundation with Column-aware reference data and pay schedule exports
  • HR employee roster parity with encrypted-safe columns and UI polish
  • Unified item catalog shared across Sales, Purchasing, and Inventory with kind-aware surfaces
  • Inventory CSV and spreadsheet import API with Luca document tooling

Invoicing and Luca

  • Record payment modal, draft invoice editing, and line helper improvements
  • Luca tools consolidated into the platform app with encrypted write paths and RBAC registration
  • Bulk entity import tools via documentId for smaller context footprint in agent sessions

March 2026

Budgeting & variance analysisDashboard chartsCustom report builderData warehouse export APIPO-to-bill matchingXero, Brex, and Ramp connectorsProportional consolidationProject P&L reports

Budgeting & Variance Analysis

  • Create budgets by account and fiscal period with multi-book support
  • Track budget-vs-actual variance in real time across any dimension
  • Copy budgets between fiscal years with one click
  • Dimension-filtered budgets for department, project, and cost center views
  • Budget approval workflows integrated with period management

Dashboard Charts

  • Revenue and expense trend charts on the entity dashboard
  • AR/AP aging breakdown with overdue segmentation
  • Cash position chart with composition by account
  • Configurable date ranges and period comparisons

Custom Report Builder

  • Build reports with flexible account selection, dimension filtering, and grouping
  • Save report configurations as reusable templates
  • Share templates across entities within the same organization
  • Export to CSV, JSON, and PDF
  • Scheduled report delivery via email

Data Warehouse Export API

  • Bulk export financial data to Snowflake, BigQuery, or any warehouse
  • JSON and CSV output formats with configurable schemas
  • Incremental and full-refresh export modes
  • API-driven with authentication and rate limiting

PO-to-Bill Matching

  • Automatically match purchase orders to incoming bills
  • 3-way matching across PO, receipt, and bill
  • Auto-suggestions ranked by confidence score
  • Match status tracking with exception handling

Connectors & Integrations

  • Xero connector — OAuth connect, chart-of-accounts and trial balance migration, bank transaction and invoice sync
  • Brex connector — import corporate card transactions and expenses
  • Ramp connector — import card transactions with category mapping
  • Connector registry framework for building and managing custom adapters

Proportional Consolidation

  • Consolidate joint ventures and partial-interest entities at ownership percentage
  • Configurable ownership percentage per subsidiary
  • Automatic proportional roll-up in consolidated financial statements

Project P&L & Engagement Tracking

  • Project-level P&L reports with revenue, direct costs, and margin breakdown
  • Engagement-linked time tracking with billable hour logging
  • Time entries flow into project P&L and AR invoices automatically
  • Cross-engagement profitability comparison for accounting practices

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