07/15/2026
Draft and post selected journal entriesWorkpaper Agent / Journal Entries
Workpaper Agent can now surface uncertain ERP mappings for review and let users post all journal entries or selected entries from the preview page.
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Feature Release History
A chronological archive of public feature updates linked back to their related support content.
06/13/2026
50 MB Workpaper Agent uploadsWorkpaper Agent / Overview
Workpaper Agent now supports 50 MB direct source uploads, connected storage imports, and Slack or Teams instant-message attachments. Email replies remain capped at 25 MB total.
06/08/2026
Email ThreadsWorkpaper Agent / Communication
Email Threads lets teams sync email conversations into Workpaper Agent and add email messages or attachments to agent chat as context.
06/03/2026
Slack ThreadsWorkpaper Agent / Communication
Slack Threads connects Workpaper Agent conversations with Slack so teams can share workbook links, sync thread messages, and add Slack context to agent chat.
05/14/2026
Ledger FeedLedger Feed / Overview
Ledger Feed lets teams review GL-sourced deposits and expenses, use AI categorization, adjust accounting fields, and sync updates back to the ledger when a direct bank feed is not available.
05/07/2026
Schedule workpapers from Workpaper AgentWorkpaper Agent / Schedules
Workpaper Agent now supports one-time, weekly, and monthly schedules with linked checklist tasks and schedule detail tracking.
05/05/2026
Push Studio workbooks to Google DriveWorkpaper Agent / Storage
Finished Studio workbooks can now be exported from Workpaper Agent back to a connected Google Drive destination.
05/05/2026
Push Studio workbooks to SharePointWorkpaper Agent / Storage
Finished Studio workbooks can now be exported from Workpaper Agent back to a connected SharePoint destination.
05/04/2026
Select Google Drive files in StudioWorkpaper Agent / Storage
Workpaper Agent can now browse connected Google Drive storage and attach selected files directly to a Studio run.
05/04/2026
Select SharePoint files in StudioWorkpaper Agent / Storage
Workpaper Agent can now browse a configured SharePoint root folder and use selected files in a Studio workflow.
05/01/2026
Roll Studio workpapers into the next periodWorkpaper Agent / Studio
Studio runs can now be rolled forward with new period inputs while keeping the prior SOP and workbook structure available for recurring close work.
04/29/2026
Review assigned workpapers in contextWorkpaper Agent / Review
Reviewers can now open assigned workpapers, leave workbook comments, and mark the review complete or request changes from the review flow.
04/28/2026
Assign a reviewer to your workpaperWorkpaper Agent / Review
Preparers can now send workpapers for review, assign reviewers, and track checklist status changes from the Studio review flow.
04/25/2026
Start Studio workpapers from uploaded filesWorkpaper Agent / Studio
Workpaper Agent can now create a new workbook and SOP from uploaded source files and user instructions when no reusable template exists yet.
02/20/2026
Post Journal Entries through clearing accountsWorkpaper Agent / Deposit Reconciliation
Workpaper Agent output can now move through Deposit Reconciliation so high-volume transactions can be reviewed and posted through mapped clearing accounts.
02/18/2026
Chat with PDF files directlyWorkpaper Agent / Studio
Ask questions and get answers from your uploaded PDFs.
02/17/2026
Get started with Workpaper agentWorkpaper Agent / Overview
Edit workpapers in real-time with the new Studio experience. Use the results to generate SOPs and export for future rollovers via prepare.