Changelog

What's new in TripleBooks

New features, improvements, and platform updates.

August 2026

Cap table vesting & certificatesMercury statement PDF importHistorical vendor bill importThird-entry close coveragePayroll payout previewCRM sales analyticsPress room & careers

Cap table and governance

  • Create vesting schedules, attach them to issuances (including retroactively), and accelerate grants from Cap Table
  • Issue share certificates, manage equity plans, and review RSA grants with clearer grant detail and distributions search
  • Check S-corp eligibility from Cap Table tools, and move holdings with Luca-driven transfer workflows
  • See Governance–Compliance overlap warnings, sync mark-filed filings into the minute book, and hide compliance-tracked deadlines from the unified calendar when they already live in Compliance

Bank feed and statements

  • Import bank and card activity from Mercury statement PDFs, with a fast path for Mercury layouts and hybrid parsing when the PDF needs extra help
  • Accept a bank-feed row and post matching siblings in one step, with source-aware postability and compact Source and Confidence controls on the date row
  • Match check deposits to existing undeposited-funds clearances, allow redeposit after a second reversal, and keep bill payments from double-counting against the feed
  • Let saved card-payment rules auto-post for sole-card Mercury pays, and generate prior fiscal year accounting periods when you need historical close structure

Purchasing, payroll, and close

  • Import historical PAID vendor bills already matched to posted payments, open the source PDF on the bill, and remove mistaken historical imports
  • Stage historical bill proposals for Accept preview, split bank and card payment journals by bill line expense accounts, and improve vendor fuzzy match for common legal suffixes
  • Preview payroll payouts before sending funds, store employee ACH for direct deposit, and feed wage withholding into Tax from payroll runs
  • Embed third-entry coverage on period close seals, gate hard close when subledger controls drift, and collapse historical periods on Open Books so the active seal stays easy to find

Luca, CRM, and operations

  • Pick Luca models and AI budgets through OpenRouter, read library and camera receipt JPEGs during filing, and save Accounting → Rules match patterns from chat
  • Keep the Luca composer responsive while typing, create fundraising pipeline entries and expense-report deletes from MCP and Cortex, and fail filing honestly when credits run out
  • Review CRM sales analytics charts on the dashboard, and track Disqualified as a stage outside win-rate math
  • Link Maintenance equipment to fixed assets, export the equipment list as CSV, XLSX, or PDF, and reopen completed Strategy objectives with a clearer list and settings surface

Deal Readiness, billing, and product site

  • Review Deal Readiness SDE add-backs at the journal line, and export Deal Readiness packs with clearer receiving-account context
  • Purchase prepaid credits with a saved card in-app, and post Stripe credit payments with accurate cash and actor attribution
  • Browse a press room with live close-certificate releases, apply for roles on careers pages with a resume-capable form, and see customer logos on the homepage
  • Publish open-source ledger rule packs under Apache-2.0 for teams that want the same posting taxonomy outside the hosted app

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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