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InvoiceParser Pro
InvoiceParser Pro

Invoice capture with the math checked

Changelog

Product changelog

The latest features and improvements to InvoiceParser Pro.

New

Construction job-cost allocation preparation

  • •For enabled workspaces, set up a versioned job and cost-code register, then assign saved invoice or credit amounts to a whole document or its current source lines and residual. Allocations preserve signed source totals and keep their source and revision history.
  • •Choose a date range and explicitly include or exclude every current candidate, with a reason for exclusions. Review the current cohort before downloading a ZIP with a workbook, source CSV, exceptions, and a manifest fingerprint. Changed source or allocation data requires a fresh preview.
  • •This is preparation for a manual accounting handoff. IPP does not post to accounting software, verify job ownership for workspace-unassigned invoices, change source invoices, or calculate tax recovery, budgets, WIP, retainage, payroll, progress billing, or project profitability. Existing invoice, accounting setup, and export permissions apply.
Improved

Client names and clearer batch downloads

  • •Rename an active client from Clients while keeping existing invoices linked to the same client. If another user changes the name while you are editing, reload the current name before saving.
  • •Export Batches shows current review counts and missing or unusable currency notices. Processing complete does not mean approved. Unavailable review status is shown explicitly, and these notices do not add an approval gate to existing Excel downloads.
  • •Download renamed original PDFs for current invoice documents directly from a batch. Filenames use your workspace naming pattern and current saved invoice fields. Existing source PDFs are preserved; photo uploads use IPP’s existing PDF conversion. Unavailable originals are listed in the ZIP manifest with included and skipped counts.
  • •Batches with more than 200 current eligible invoice documents are refused rather than silently truncated. Existing client-edit permission governs renaming, invoice-view permission governs review notices, and export-download permission governs the ZIP.
Improved

Supplier-statement evidence tied to the reviewed workbook

  • •Workspaces with existing supplier-statement access can open the private original beside the comparison. Evidence separates printed currency and period from the chosen or inferred comparison scope, and records the source hash, reader and matcher versions, exact checks, source rows and scoped eligible or rejected bills.
  • •A known printed currency that conflicts with the selected records blocks comparison, confirmation, decisions and workbook export. Selecting a comparison currency does not rewrite the source. Credit, payment and other statement rows stay separate from the bill-only To pay list; rejected bill evidence remains visible and cannot enter that list.
  • •Review the current comparison and saved decisions before downloading its six-sheet preparation workbook. Unsaved, saving or failed local edits block export even when a Ref filter hides their row. The download is bound to the reviewed comparison version; changed source, bill evidence or decisions require a refreshed comparison and review. Unavailable mandatory evidence refuses the file rather than becoming an empty result.
  • •Exact monetary text stays authoritative, including accepted amounts beyond two decimal places. Workbook numeric convenience cells are used only where they preserve the accepted value; a blank numeric cell is not zero. Missing in the IPP scope does not prove an invoice is unpaid or absent from the accounting ledger, and the workbook does not pay, settle, post or apply credits.
  • •Existing supplier-statement reader access, statement-view and management permissions, export-download permission, reading quotas and provider limits remain. This hardens the existing gated workflow; broader reader availability and supported-layout claims remain gated.
New

Selected-load preparation with source reconciliation

  • •Loads now offers a preparation worksheet for explicitly selected load numbers and source documents. Declare a date range or all dates, state each load’s recorded revenue VAT basis, and review tagged sources plus unallocated payables that may be omissions. Include documents explicitly or exclude them with a reason; tags do not automatically select the cohort.
  • •The preview checks selected source totals, current line allocations, credit signs, review and hold evidence, recorded revenue and required billing exchange rates. All unallocated payables remain candidates, including those outside the date range, so exclusions are explicit. Overlaps, residual amounts, missing values and other exceptions stay visible with links to existing review and load controls. An unavailable contribution stays blank rather than counting missing information as zero.
  • •Reporting figures use 0.01 half-even rounding after exact values are summed. Separate display adjustments explain the arithmetic between rounded bills, credits, net costs, revenue and contribution. Every load exposes its exact basis, including subcent values when a displayed adjustment is 0.00. This does not change source amounts or accounting currency rules.
  • •Review the current preview before downloading the seven-sheet workbook. A worksheet with exceptions is labelled draft; changed source, allocation, review, revenue or billing-FX data requires a fresh preview. This is selected-source preparation, not a completed accounting close, payment settlement, period lock, VAT normalization, full net profit or proof that every expense was uploaded.
  • •Existing Loads view and financial permissions govern the inventory and preview; export-download permission additionally governs workbook downloads. Existing operational tags, invoice approvals, intake quotas and provider behavior remain in place.
New

Reviewed bank-statement packets for manual accounting import

  • •Bank statements now keep the original reading beside a saved import review. Confirm the deposit account, currency and period, compare every included source row, and record corrections or exclusions with a reason. Editing figures does not create new proof of the printed balances.
  • •Choose QuickBooks Online or Xero and an explicit day/month/year or month/day/year date format. A saved ready review downloads a versioned ZIP with the target CSV, reviewed rows, source/version evidence and import instructions. Current profiles support deposit accounts and two-decimal amounts; incomplete source coverage and unresolved review issues stay blocked.
  • •Check previous imports yourself and explain any excluded or retained boundary rows. IPP cannot see transactions already in your accounting system and does not automatically remove equal-looking source transactions. Complete the manual import, field/date mapping and reconciliation in your accounting system; a packet download does not post transactions or mark them imported.
  • •Bank-view permission reads the review and downloads a saved ready packet; bank-upload permission changes it. Existing statement quotas, reader-plan limits and source warnings remain in place.
Improved

Bills and credit notes, with a clearer accounting handoff

  • •Choose supplier bill, credit note or debit memo in review, and keep an optional original-invoice reference separate from the document’s own number. Changing a document between bill and credit withdraws an existing approval; a negative total still takes priority as a credit.
  • •Workspace review CSV and Excel downloads use saved fields and line items. Printed amounts stay intact; Document Type, Signed Total and Original Invoice Reference identify the document effect separately. Unsupported signed amounts stay blank for review, not zero. Unsaved identity changes block the accounting download.
  • •Creating a QuickBooks Vendor Credit or Xero credit note does not apply it to a bill or record a refund. Complete that step in your accounting system. Direct credit-note push to Zoho Books remains unavailable; its import ZIP separates credits and explains the handoff.
Fixed

Duplicate checks respect invoice currencies

  • •New-upload duplicate checks and review warnings separate invoices with different known currencies.
  • •Duplicates groups apply the currency check to existing match links. An unclear currency cannot connect groups in different known currencies. Review warnings can remain when currency is unknown or an older signal is stored. Nothing is removed automatically.
New

A clearer path from setup to your first useful result

  • •Setup & health gives new and existing workspaces one next action. Choose a download, an approved invoice or a bill in your accounting company; saved work counts immediately. A fictional practice invoice lets you learn without using your allowance or posting a bill.
  • •Search & guides helps you find permitted tools and historical documents. My work brings review warnings, processing problems and unsettled exports together, and rule previews show recent matches before a rule is enabled.
  • •Confirm your bookkeeping currency, usual invoice currency, regional number/date format and business timezone. Currency reporting compares approved invoices with explicitly dated, sourced rates and labels missing-rate exclusions; original amounts and accounting exports keep their invoice currency.
  • •Core sign-in, setup, discovery and reporting are available in English, Spanish, French, Portuguese and German. Existing settings and source documents are preserved.
  • •Approved automatic exports use a durable queue. Posting follows verified invoice coding, then the contact default, then the workspace default, with account, tax and currency checks before each write.
New

Eight roles, and two-factor sign-in for the whole workspace

  • •Eight roles replace Owner, Admin, Member and Read-only: Owner, Admin, Finance manager, AP clerk, Approver, Operations, Viewer and Uploader. Each person can also have switches for bank statements; revenue, margins and insights; sending to the accounting system; downloads and exports; and deleting invoices. Finance managers and approvers can carry an approval limit.
  • •The Team page shows each person's role, their switches and any approval limit. Change access shows the roles side by side, with a preview of the sidebar that person will see. Permissions are enforced by the API, not only hidden on screen.
  • •Someone who opens a page their role does not include is told whom to ask, instead of seeing an error.
  • •An owner can require two-factor sign-in for everyone in the workspace. Members who have not set it up are signed out until they do, and only the owner can turn the rule off.
Improved

Approval before every push, and VAT on QuickBooks tax codes

  • •Nothing reaches QuickBooks Online, Xero or Zoho Books without an approval: single pushes, bulk pushes and auto-export alike. Editing an amount on an approved invoice withdraws the approval until someone approves it again.
  • •For VAT-registered workspaces, QuickBooks Online bills can carry VAT on your own QuickBooks tax codes instead of booking it to the expense account. Map each VAT rate once in Settings; a bill with an unmapped rate waits until you map it. The QuickBooks CSV carries a VAT code per line too.
  • •Xero and Zoho Books bills still book VAT to the expense account, and a VAT-registered workspace is asked to confirm before such a bill is pushed.
  • •Invoices printed in two currencies now take the total from the amount you actually pay, in that currency.
New

Help inside the app

  • •Help in the sidebar opens New request and My requests. On a document, Report a problem with this reading sends a request about that document, and error messages carry a Report this link.
  • •We reply by email, usually within one working day.
Improved

Loads and bank statements

  • •Record a load now keeps the truck, the customer's reference, and loaded, empty and total kilometres. In a freight workspace, Loads sit in the Freight section of the sidebar.
  • •Bank statements are read row by row, and every row is checked against the running balance printed on the statement, so a misread amount shows up as a break in the chain instead of a quiet error. Only people the owner allows can see statements.
Improved

A clearer way to evaluate IPP

  • •Explore a guided invoice review with fictional data, including a mismatch, trip allocation and a downloadable sample CSV. Or upload your own document for real extraction.
  • •Compare plans using invoice volume, team size and workflow needs. Estimate time and labor value with review time, setup effort and subscription cost included.
  • •Read the Lombard International customer story, prepare a walkthrough brief, and see how the accounting handoff works. Pricing and security disclosures distinguish available controls from planned capabilities.
Improved

Namibian Dollar Detection, Security Hardening, and Export Accuracy

  • •Invoices written in Namibian dollars (NAD) now detect correctly. A bare "$" with a Namibian address or a Standard Bank Namibia SWIFT BIC resolves to NAD, while "$" with a European address such as Brussels still returns USD.
  • •New SWIFT BIC layer: if a bank SWIFT code appears anywhere on the invoice — in a structured field or buried in payment instructions — it pins the currency country. Works for all 8- and 11-character BIC formats, including dash-separated variants.
  • •Dual-currency invoices are now handled properly. When a vendor prints USD line items with a ZAR grand total at the bottom, both are captured separately. The Excel export includes a Secondary Total and Secondary Currency column for these.
  • •Excel and CSV exports use the same corrected values you see on the dashboard.
  • •Credit memos (negative amounts) appear in exports as Vendor Credit rows with a clear label.
  • •When a batch mixes currencies, the Excel summary row reads "Multi-currency — see rows" rather than adding amounts in different currencies.
  • •2FA brute-force protection: entering wrong 2FA codes too many times now locks the pending login session for 10 minutes, matching the same lockout behavior already in place for passwords.
  • •ZIP uploads now cap total decompressed size at 500 MB, preventing ZIP-bomb denial-of-service on the batch upload endpoint.
New

Approval Chains, Out-of-Office Cover, and Aging Timers

  • •Approval rules can now require more than one sign-off, in order — admin first, then owner, up to five steps. Each step holds the invoice until the right person clears it, and the inbox and Review page show "Step 2 of 3" so nobody wonders where a bill is stuck. A rejection at any step stops the chain.
  • •Going on vacation? Set an out-of-office delegation and approvals meant for you route to a teammate for exactly the dates you choose. The record keeps both names — who it was meant for and who actually acted — so the audit trail stays honest.
  • •Pending approvals now show how long they've been waiting — the badge turns amber at 24 hours and red at 72. The inbox sorts oldest-first and calls out anything waiting more than 3 days, so a bill can't quietly age past its due date.
New

Comment on Invoices, Mention Your Team

  • •Every invoice now has a comments thread on its Review page. Ask "is this the right GL code?" next to the document itself instead of in a side channel that loses the context.
  • •Type @ to mention a teammate — anyone on your firm can weigh in. Mentions are checked against your team list, and every comment lands in the invoice's activity history.
  • •You can remove your own comments; admins and owners can tidy up any thread.
Improved

Xero and Zoho Books Tell Us When a Bill Changes Too

  • •The push-status webhook that shipped for QuickBooks on June 7 now covers all three accounting systems. If a bill you pushed is voided or deleted in Xero or Zoho Books, InvoiceParser Pro notices, marks the invoice un-synced, and lets you push it again.
  • •Every remote change is recorded on the invoice's history, so IPP and your accounting system can't quietly drift apart. That closes out the "Xero and Zoho to follow" note from the QuickBooks release.
Improved

A Tamper-Evident Activity Log

  • •Every new entry in your firm's activity log is now cryptographically chained to the one before it. Changing or deleting a historical entry breaks the chain — so your audit trail isn't just complete, it's provable.
  • •Admins and owners can run an integrity check on demand. It walks the whole chain and reports exactly what's intact and where anything is off — a direct answer when an auditor asks "how do you know this log is real?"
Improved

Find the $1,250.00 Invoice — Amount Search in the Vault

  • •The Vault now finds documents by amount. Type $1,250.00 — or 1250, or 1,250.00 — and you get the invoices whose total matches, alongside the usual filename, vendor, invoice-number, and PO-number results.
  • •Numeric searches still match text fields too, so an invoice literally numbered 1250 shows up either way. This delivers the "amount search is on the way" note from the Vault launch.
New

See What's Due — a Cash-Flow View

  • •A new Cash Flow card on your Overview answers "what do I owe, and when" from the bills you've already processed — grouped into due this week, 30, 60, and 90 days, and broken out by currency. No spreadsheet, no manual tally.
  • •It counts what's genuinely still on your plate: bills already pushed and paid drop off, so the number reflects real outstanding spend rather than everything you've ever uploaded.
  • •Your Invoices list now shows what's active by default, with due-date filters that jump straight to the same buckets. Everything finished moves to the archive, so a long history never gets in the way of today's work.
New

Document Vault — Search Every Document

  • •Every document you've sent through InvoiceParser Pro is now searchable in one place. The new Vault tab finds a bill by filename, vendor, invoice number, or PO number.
  • •Open any document and see its full history — uploaded, edited, approved, pushed, who did what and when — right next to the file.
  • •Read-only and scoped to your firm. Amount search and more document types are on the way.
Improved

QuickBooks Tells Us When a Bill Changes

  • •If a bill you pushed gets deleted in QuickBooks, InvoiceParser Pro now notices and reflects it — the invoice is marked un-synced and can be pushed again.
  • •The change is recorded on the invoice's history so the two systems can't quietly drift apart. QuickBooks first; Xero and Zoho to follow.
Improved

Approval Workflows: an Inbox, Banners, and a Rule Editor

  • •The approval workflows we shipped in May now have a home. A new Approvals inbox lists everything waiting on you, with the rule and the amount, so you can clear sign-offs without hunting through the queue. Each held invoice also shows a banner on its Review page naming why it's waiting and who can act.
  • •You can now build and edit approval rules yourself in the Automation tab — set the condition (over $5,000, low confidence, and so on), choose who signs off, and require a note on the decision — instead of asking us to configure them.
Improved

A More Auditable Activity Log

  • •The activity log now spells out every action in plain language — approvals, ERP pushes, role changes, deletions, field edits — instead of labeling most of them a generic "Activity." Field edits show the before and the after.
  • •Filter by date range, search, and load more history on demand, so reconstructing what happened to an invoice — or who changed what — is straightforward.
Fixed

Safer Auto-Approve, No Double-Pushed Bills

  • •Possible duplicates are always held for a person, even when an invoice extracts cleanly and auto-approve is on.
  • •Re-pushing an approved batch skips bills that are already synced, on QuickBooks Online, Xero and Zoho Books.
Fixed

Billing and Usage That Counts Right

  • •Converting a trial to a paid plan starts your billing cycle and monthly usage from the conversion date, and your quota resets with your billing date.
  • •Usage counting is now exact under load: a burst of uploads can't slip past your plan limit, and a retried batch never double-counts invoices already processed.
  • •Team invites are honored when you sign up by magic link, so you join the team's workspace.
New

Handwritten Document Extraction — A Second Product

  • •InvoiceParser Pro now reads handwritten documents, not just printed invoices. Upload a handwritten fuel sheet, delivery log, or field form (PDF or photo) and get back a clean table of headers and rows you can download as CSV or JSON. A new Handwritten tab keeps these separate from your invoice workflow.
  • •The pipeline auto-classifies the document and routes known formats (starting with fuel sheets) through a tuned prompt for tighter accuracy; everything else uses a general table reader. Header confidence is surfaced per document so you know when to double-check the column names.
  • •Built on Azure's prebuilt-layout model for structure detection plus GPT-4o vision for the handwriting itself.
  • •On every plan, with its own monthly allowance separate from your invoice quota. Works best on clear, well-lit, straight-on photos, and a quality tip on the tab says so.
Improved

Learns From GL Edits You Make Inside QuickBooks

  • •When you re-code a bill's GL account directly in QuickBooks Online — not in IPP — InvoiceParser Pro now notices and learns from it. A scheduled poll reads back recently-pushed bills, compares the account to what IPP sent, and when you've changed it, updates that vendor's default rule so the next invoice codes the way you actually want.
  • •Vendor learning also picks up corrections made in QuickBooks, so it works whether you fix the coding here or there.
  • •Split bills (multiple GL accounts on one bill) are detected and skipped so a partial signal never overwrites a good rule. Any rule learned this way is labeled and can be undone by any team member.
Improved

Clearer Zoho Books Push Errors

  • •When Zoho Books rejects a bill on push, you now get a specific, structured reason — Zoho's error code, message, and details — instead of a generic failure, so you can fix the bill and re-push without guesswork.
  • •Duplicate-bill detection now scans the full Zoho response, not a truncated preview, so "already exists" rejections are caught reliably.
  • •Multi-rate VAT invoices — the most common cause of Zoho "TB" push errors — now get a preflight warning naming the likely cause before the push goes out.
New

Approval Workflows

  • •Firms can now require sign-off before an invoice is finalized or pushed to your accounting system. Define rules — for example "invoices over $5,000 require owner approval" or "low-confidence invoices need admin review" — and matching invoices are held until the right person approves.
  • •The gate is enforced everywhere it matters: a pending approval blocks both terminal approval and ERP push, including automation and bulk paths, so nothing slips through a side door.
  • •Each held invoice carries the rule name and the role that needs to clear it, so reviewers see exactly why something is waiting and who can act. Available on Team and Scale plans.
New

Cycle-Time Analytics

  • •A new view shows how fast invoices move through your pipeline — median (p50) and worst-case (p95) time from upload to approved, and from approved to pushed to your accounting system.
  • •See at a glance where invoices pile up: slow approvals versus slow pushes. Filter by 7, 30, or 90 days.
  • •Built on your real review timestamps — no extra tracking, no configuration.
Improved

Per-Field Confidence on Exports

  • •Full-detail Excel and CSV exports now include two compact columns flagging which fields came back low- or medium-confidence on each invoice — so a reviewer scanning the spreadsheet knows exactly which cells to double-check.
  • •Standard exports and the QuickBooks / Zoho / Xero provider formats are unchanged, byte-for-byte. The confidence columns appear only in full-detail mode.
Improved

PO Number as a First-Class Review Field

  • •The purchase-order number is now a first-class field on the Review page — visible, editable, and exported — instead of buried in the raw extraction. Useful for matching invoices to POs in your ERP.
  • •Detection was tightened so "PO" is recognized as a purchase-order reference without false-firing on words like "deposit", "transport", or "important".
Improved

Multi-Rate VAT Breakdown

  • •Invoices with more than one tax rate now show a clean per-rate breakdown panel on the Review page — each rate, its base, and its amount — instead of just a single tax total. Makes multi-rate VAT and CGST/SGST/IGST invoices easy to verify at a glance.
  • •Read-only on the Review page for now; the full taxes[] breakdown has been available via the API since February.
New

Cross-Firm Duplicate Detection

  • •Duplicate detection now runs a multi-layer check across your firm's history — exact match (vendor + number + total + date), fuzzy vendor matching, and amount/date proximity — and flags likely duplicates right in the Review page with the matching invoice called out.
  • •When a flagged invoice reaches an ERP push, you get a warning before it goes through, so the same vendor bill can't be pushed to QuickBooks, Zoho, or Xero twice.
  • •The dashboard and drawer read the same stored duplicate signal, so what's flagged in review is what's flagged everywhere.
Improved

Vendor Learning That Suggests as You Go

  • •When you correct a field or GL code on an invoice, IPP records it as a vendor pattern — and once a correction repeats, it surfaces as a one-click suggestion on the next invoice from that vendor.
  • •Suggestions appear as a small pill on the Review page: accept to apply, dismiss to ignore. Learning is firm-wide — a correction by any team member helps everyone.
  • •The corrections toast shows how many patterns have been learned, so the system's memory is visible rather than a black box.
Improved

Per-Field Confidence in the Invoice Drawer

  • •The invoice drawer now shows confidence at the individual-field level — each extracted value carries its own indicator, so you can see exactly which fields the model was sure about and which need a look, without opening the full Review page.
Improved

SLA Aging on Pending Invoices

  • •Pending invoices now show an aging badge — how long they've been waiting for review — so nothing sits forgotten in the queue. The badge escalates in tone as an invoice gets older.
Improved

PII Redaction on Export

  • •A new option strips personally-identifiable details — names and addresses — from client CSV exports, for when you're sharing data with a third party or working in a privacy-sensitive context.
Improved

Vendor Details Auto-Fill in Your Accounting System

  • •When IPP creates a new vendor in QuickBooks, Zoho Books, or Xero during a push, it now fills in the extracted vendor details — address and contact info — instead of a bare name-only record. Less cleanup on your side.
Improved

Source PDF Attached to ERP Bills (QuickBooks, Zoho & Xero)

  • •Pushing an approved invoice to QuickBooks Online, Zoho Books, or Xero now attaches the original source PDF to the created bill — so the document lives alongside the entry in your accounting system, not just in IPP.
  • •Completes attachment support across all three integrations: no more switching back to IPP to find the paper trail behind a bill your accountant is reviewing.
Improved

GL Coding — Visible Vendor Rule Learning with Undo

  • •When you change the GL account on an invoice in the Review page, a small notification confirms it was saved as the vendor's default rule, with a one-click Undo.
  • •Notification shows the vendor name and the GL code/name that was learned. Auto-dismisses after 6 seconds; Undo button works the entire time.
  • •Undo deletes the rule completely (the row in firm_vendor_rules), so the next invoice from the same vendor goes back to whatever GL it would have had before.
  • •No change to the auto-coding behavior itself — vendor rules still apply on future invoices the same way they always have. This is just visibility + a safety net.
Improved

Bulk Approve from Review Queue

  • •New checkboxes on every pending invoice in the Review queue. Pick rows with the per-row checkbox or "select all visible" in the header, then approve or flag the whole selection from a sticky bottom bar.
  • •Validation gate: invoices with math errors are skipped on bulk approve and called out in the result toast — same gate as auto-approve, so what gets approved in bulk matches what would auto-approve. Open the row individually to override.
  • •Already-reviewed rows can't be selected. Filters/page change clears the selection so you never act on a row that's no longer visible.
Improved

Reject Reason Templates

  • •Rejecting an invoice now opens a small dialog asking why — wrong currency, missing PO number, disputed line item, duplicate invoice, vendor mismatch, unauthorized purchase, incomplete extraction, or other (free text). The reason is kept on the invoice's audit trail.
  • •The chosen reason shows up on the rejected status banner in the Review page and gets logged with the activity entry, so the next reviewer or auditor can see "Rejected — Wrong currency" without digging through notes.
  • •Existing free-text notes are preserved — anything written before this PR keeps showing as plain text. New notes can still be free-form on top of the structured reason.
Improved

SWIFT BIC Currency Disambiguation

  • •A bare "$" on an invoice from a country whose local currency is also written "$" (Namibia, South Africa via "R", and similar) now resolves to the correct local currency when the invoice carries a SWIFT/BIC code. The bank's country code (chars 5-6 of the BIC) is read as the settlement currency.
  • •Direct extraction fields (bank_swift_code / bank_bic / swift_code / swift_bic / bic) are checked first; failing that, payment-instruction blocks and footer text are scanned for BIC-shaped strings.
  • •Unambiguous symbols still win — N$, R$, US$, €, ₹ and explicit currency text override the BIC layer. The override only fires for the bare ambiguous symbols.
  • •Closes the limitation noted in the 2026-04-29 multi-currency release.
New

Per-Client Defaults — Currency and GL Account

  • •Each client now has a default currency and a default GL account. Set them once in the Clients tab via the new defaults editor (sliders icon next to each client row).
  • •Default currency kicks in only when the currency resolver returns "unknown" — an explicit USD on a US-vendor invoice for the same client still wins. Useful for clients in jurisdictions where invoices arrive bare ("$1,234.56" with no currency markings) and you know they should always be NAD or ZAR or whatever.
  • •Default GL account sits BELOW vendor rules — a learned vendor rule still wins first. The default applies when no vendor rule matches yet, so the very first invoice for a new vendor at this client is auto-coded too. Picks the right account for whichever ERP you have connected (QB / Zoho / Xero); switching providers without updating the default flags it as stale.
  • •Per-client defaults show as small pills on the client row: blue for currency, green for GL.
Improved

Synced-to-ERP Badges Everywhere

  • •"Synced — QB / Zoho / Xero" badges now appear on every surface where you might re-push an invoice — not just the dashboard row. The invoice drawer, the Review page, and the per-invoice rows in the Push results all show prior sync state at a glance.
  • •When pushing to QuickBooks, you now see if the invoice was already synced to Zoho or Xero (or vice versa). Helps catch cross-ERP duplicates before they happen, especially for firms running parallel books during a migration.
  • •Hover any badge for the exact sync timestamp.
Improved

Multi-Currency Detection (NAD/ZMW/CDF/ZAR) & Synced-to-ERP Badges

  • •Currency detection now disambiguates Namibian Dollar (NAD), Zambian Kwacha (ZMW), Congolese Franc (CDF), and South African Rand (ZAR) from US Dollar. Invoices marked "N$", "ZK", "FC", or just "R" now resolve to their correct currency instead of defaulting to USD.
  • •Context — vendor country, phone country code (+264 / +260 / +243 / +27), email TLD (.na / .zm / .cd / .za), and address keywords (Walvis Bay, Lusaka, Kinshasa, Johannesburg, etc.) — disambiguates the currency when no symbol was extracted, or when the extracted symbol is specific like "N$". A bare "$" short-circuits to USD before any of that context is read; the extraction needs to surface "N$" specifically (it usually does on Namibian docs) for context to take over.
  • •New "Synced — QB / Zoho / Xero" badges on every invoice row in the dashboard. Once an invoice has been pushed to an accounting system, the badge stays put — no more guessing whether you already pushed it and risking a duplicate vendor bill.
  • •Synced-state is timestamped at push time and surfaces immediately on refresh. Hover the badge to see the exact sync timestamp.
Improved

Email Uploads, Zoho Totals & Batch Status

  • •Invoices emailed to your firm inbox appear in the dashboard and can be pushed to your accounting system like any other upload.
  • •Zoho Books and QuickBooks pushes read the same gross line totals, so an NAD or ZAR invoice pushed to Zoho Books carries the same total as the same invoice pushed to QuickBooks.
  • •Invoices emailed from forwarders or role mailboxes (e.g. accounts@yourcompany.com) are accepted: if the sender is not a registered IPP user, the upload is attributed to the firm owner, with the original sender kept in the audit trail.
New

Zoho Books Integration — Full OAuth Push

  • •Zoho Books is now available as a direct integration alongside QuickBooks Online and Xero — completing the three-way accounting integration suite.
  • •Connect your Zoho Books organization via OAuth from the Integrations tab. Tokens are Fernet-encrypted at rest; your Zoho credentials never touch our servers.
  • •Approved invoices push as vendor bills with vendor details, line items and due dates, posted to your default expense account. Zoho Books pushes do not set tax codes.
  • •CGST, SGST and IGST are extracted as separate tax entries.
New

Developer API — Webhooks, Batch Endpoint & Automation Flag

  • •Webhooks: register an HTTPS endpoint and receive a signed push notification the moment a job completes or fails — no polling required. Payloads are signed with HMAC-SHA256 so you can verify authenticity.
  • •Batch API: submit up to 25 invoices in a single POST /api/v1/batches request. Returns per-file results and combined Excel/CSV downloads when complete.
  • •New automation_ready field on every extraction result — true when confidence is HIGH and math validation passes. Use it as a direct gate before posting to your ERP without human review.
  • •include_bounding_boxes param: opt in to receive Azure Document Intelligence polygon coordinates per field alongside the JSON result.
  • •external_id idempotency key: supply your own ID on upload and safely retry on network errors without double-charging credits.
New

Anomaly Detection — Vendor Amount Spikes

  • •InvoiceParser Pro now flags invoices where the total amount is significantly above that vendor's historical average.
  • •Anomaly warnings surface in the review queue so your team can verify before approving unusually large invoices.
  • •Available on Team and Scale plans. Threshold is calculated per-vendor across your invoice history.
  • •Works in conjunction with duplicate detection — both checks run automatically on every invoice at extraction time.
Improved

Vendor Learning — GL Account Auto-Mapping

  • •The vendor learning system now applies GL account auto-mapping across future invoices from the same vendor.
  • •When you approve a line item and correct its account code, InvoiceParser Pro remembers that mapping. The next invoice from the same vendor pre-fills the corrected account code automatically.
  • •Firm-wide learning: corrections made by any team member for any client contribute to the firm's shared vendor knowledge base.
  • •Account mappings are visible and editable in the Vendor Settings panel. You can override or reset any mapping at any time.
Improved

Security Hardening — API Key Hashing & Token Rotation

  • •API keys are hashed with SHA-256 before storage. The plaintext key is shown once at creation time and cannot be retrieved — only rotated.
  • •OAuth tokens for QuickBooks, Xero, and Zoho Books connections now rotate automatically on each use, reducing exposure from any single token compromise.
  • •Added a security event log to the Account Settings page — view API key creation, revocation, and integration connection events with timestamps.
New

API v1 Developer Access — General Availability

  • •The InvoiceParser Pro REST API is now generally available on Scale.
  • •Create and manage API keys from the API Access page. Keys are scoped to your account and can be revoked instantly.
  • •Full endpoint coverage: upload invoices, poll job status, list jobs, download Excel/CSV, and read account info — all via Bearer token auth.
  • •Rate limits: 60 requests/minute for uploads, 120/minute for reads. Confidence, validation status, and all extracted fields returned in the JSON result.
  • •Full API reference available at invoiceparserpro.com/docs/api.
Improved

GPT-4o Extraction Upgrade

  • •The enrichment stage of the extraction pipeline has been upgraded to GPT-4o, replacing the previous model.
  • •Measurable improvement on complex layouts: multi-column invoices, non-standard templates, and invoices with dense line item tables.
  • •Higher average confidence scores across the corpus — fewer invoices landing in the manual review queue.
  • •Better handling of foreign-language invoices: vendor country is now inferred from address, phone country code, and email domain TLD.
New

Enterprise Proof-of-Concept Programme

  • •Teams evaluating InvoiceParser Pro at volume can now apply for a time-boxed free trial with a dedicated invoice cap.
  • •POC accounts get full API access, batch processing, and priority support during the evaluation window.
  • •No credit card required for the POC period. Contact us to apply.
New

Xero Integration

  • •Connect Xero and push approved invoices as vendor bills with one click
  • •Automatic vendor matching — contacts are created in Xero if they don't exist
  • •Select your preferred expense account for bill line items
  • •Full support for both personal accounts and multi-user firm workspaces
New

Dashboard Analytics & Activity Feed

  • •New Analytics tab with processing volume trends, approval rates, top vendors, and confidence breakdown
  • •Activity feed showing a full history of approvals, exports, and uploads
  • •Saved views — save your favorite filter combinations and switch between them instantly
New

Duplicate Detection

  • •Invoices are now automatically checked for duplicates based on vendor and invoice number
  • •Duplicate warnings appear during review so you never process the same invoice twice
New

Keyboard Shortcuts

  • •Navigate the document table with J/K or arrow keys, press Enter to open review
  • •Press / to jump to search, X to select rows, and [ ] to switch pages
New

QuickBooks & Zoho Books Integrations

  • •Push approved invoices directly to QuickBooks Online as vendor bills
  • •Export invoices to Zoho Books with your preferred expense account
  • •Built-in safeguards prevent accidental duplicate pushes
  • •Xero support added March 14 — see above
New

Invoice Review Workflow

  • •Review extracted data side-by-side with the original document
  • •Approve, flag, reject, or correct individual fields and line items
  • •Review queue with filtering so you can work through invoices quickly
New

Firms Platform for Accounting Firms

  • •Dedicated workspaces for firms with client management and role-based access
  • •Recurring invoice tracking and anomaly detection across clients
  • •Invite team members and track activity across the firm
New

Multi-Tax Support & Extended Extraction Fields

  • •Multi-tax breakdown: invoices with multiple tax components (e.g. CGST + SGST + IGST) now return a full taxes[] breakdown alongside the single tax total.
  • •Purchase order number extracted and returned when present on the invoice header — useful for matching invoices to POs in your ERP.
  • •Vendor address and ISO country code now extracted — enables geo-routing and country-specific tax rule application downstream.
  • •Bill-to customer name extracted for multi-entity workflows routing invoices by recipient.
  • •Service start and end dates extracted from SaaS, utility, and subscription invoices — enables accurate accrual accounting and prepaid expense recognition.
  • •Payment routing details extracted: IBAN, SWIFT/BIC, bank account number, and BPay reference where present on the invoice.
  • •Payment terms text (e.g. "Net 30", "Due on receipt") now returned alongside the due date.
New

Batch Processing & Export

  • •Upload and process up to 50 invoices at once
  • •Export to Excel and CSV, with accounting-ready formats for QuickBooks and Zoho
  • •Custom export templates — choose exactly which fields to include
  • •A data retention setting that records how long you want original files kept
Improved

Azure Document Intelligence Extraction Engine

  • •Extraction engine upgraded to Azure Document Intelligence prebuilt-invoice model as the primary extraction layer.
  • •Significantly improved accuracy on complex multi-column layouts, handwritten annotations, and scanned documents.
  • •Bounding box overlay in document review: extracted fields are now highlighted directly on the source document at pixel-accurate positions.
  • •Per-field confidence scores — the review UI surfaces low-confidence highlights at field granularity so you know exactly what to check.
  • •Validation engine introduced: math cross-check between subtotal, tax, and total. Invoices that pass validation are marked as automation-ready.
New

InvoiceParser Pro Launch

  • •AI-powered invoice data extraction with full line-item detail
  • •Confidence scoring on every extraction so you know what needs a second look
  • •Support for PDF, JPEG, PNG, TIFF, HEIC, and WebP uploads
  • •Passwordless sign-in — just enter your email and click the link