We’re thrilled to announce one of our most exciting releases, Release 17.0! This release introduces exciting updates designed to make your day-to-day work faster and easier. New AI tools help automatically capture and process invoice and purchase order details, with simple review and approval steps to help improve accuracy. You can now compare products more quickly with AI insights, collect customer feedback through automated review requests, and offer more flexible payment options like ACH. We’ve also expanded financial tools with new integrations that make it easier to track, match, and reconcile payments—giving you better visibility and control overall.

You can now compare products directly from Product Data by selecting the plus icon next to each item. The AI Compare feature provides a high-level summary of key differences and similarities, helping you quickly evaluate options.

Customer Review makes it easy to collect and share customer feedback. Automatically send review requests by email or text from each location based on a trigger you choose—such as after payment—and deliver them at the perfect time with a customizable delay. Customers can quickly leave reviews on platforms like Yelp or Google, helping you strengthen your online reputation, attract new business, and gain valuable insights with minimal effort.

We’ve added a new payment option using ACH. This gives customers the ability to pay Sales Orders and AR Invoices using ACH, in addition to the existing credit card “Send For Payment” workflow.

Package AI automatically takes your scheduled deliveries and service appointments and keeps your customers informed without extra work from your team. Your system securely sends upcoming order and timing details to Package AI, which then handles customer communications like delivery reminders and updates. This helps ensure customers know when to expect their delivery or service, reduces manual effort, and keeps everything running more smoothly behind the scenes.

Invoices can now be uploaded or captured with key details automatically filled in.

They can then be reviewed, edited, and routed for approval before being finalized. Only approved invoices are created and sent to payment, helping ensure accuracy, consistency, and better visibility across your invoice process.

This feature uses AI to streamline billing from purchase orders by capturing key details and automatically generating billing information. Reduces manual data entry, allows for review and adjustments before finalizing, and helps speed up invoice creation while improving accuracy.

Easily match your recorded payments and deposits with your bank activity to ensure accuracy. Group payments into deposits, track what’s been sent to the bank, and reconcile against bank statements to quickly identify missing payments, duplicates, or errors—giving you a clear and up-to-date view of your cash flow.

This feature extends Plaid integration to support credit card reconciliation within Accounts Payable. A new “Credit Cards” option lets you match Plaid credit card transactions to AP invoices or create new invoices on the fly, then generate a credit card invoice that marks them as paid.