Changelog

The biggest Fastbooks release yet — meet your AI Accountant, manage subscriptions with Stripe, send documents by email, automate recurring invoices, and much more.

• AI Accountant — Chat with an AI assistant powered by Claude that understands your books, answers questions, and helps with day-to-day accounting tasks
• Conversation history — Your AI Accountant remembers previous conversations so you can pick up where you left off
• Organisation switcher — Switch between organisations without logging out
• Email documents — Send invoices and quotes directly to your contacts by email
• Public share links — Generate a shareable link so clients can view invoices or quotes in their browser
• Convert quote to invoice — Turn an accepted quote into an invoice with one click
• Recurring invoices — Set up repeating invoices with flexible schedules and let Fastbooks create them automatically
• Bill OCR — Upload a bill and let Claude extract the details automatically
• Bulk upload — Import multiple bills or documents at once
• Inbox — A central place to review and process incoming documents
• 10 standard reports — Profit & Loss, Balance Sheet, Aged Receivables, and seven more — all ready to run
• Keyboard shortcuts — Press g then a key to jump between sections instantly
• Contact activity logs — See a full timeline of interactions on every contact’s page
• Fastbooks Academy — 22 free bookkeeping lessons to help you learn the fundamentals
• Features page — A complete product tour showcasing everything Fastbooks can do

Introducing the Products module — manage your product catalogue and link items directly to invoices and quotes for faster, more accurate billing.

• Product catalogue — Create and manage products with SKU, name, description, price, and status
• Photo uploads — Add product images with a thumbnail preview
• Product picker — Search and select products when adding line items to invoices or quotes — description and price fill in automatically
• Product insights — See which invoices and quotes include a product, along with total quantity sold and revenue
• Flexible line items — Products are optional — you can still type custom descriptions for one-off items
• Display name — Update your display name from the account settings page

Attach receipts to your bills and find exactly what you’re looking for with powerful new filtering tools.

• Receipt uploads — Attach photos or scanned documents directly to your bills for easy record-keeping
• Advanced invoice filters — Filter invoices by contact, status, date range, and invoice number all at once
• Unpaid invoice filter — One-click filter to show all outstanding invoices
• Date range filtering — Narrow down records to a specific time period
• Filter reset — Clear all active filters with a single click

Work faster with bulk operations. Select multiple invoices and take action in one click — no more repetitive manual work.

• Bulk status updates — Select multiple invoices and change their status (draft, sent, paid, void) in one action
• Bulk PDF download — Download selected invoices as individual PDFs or as a ZIP archive
• Bulk CSV export — Export filtered invoice data to CSV for external reporting
• Bulk delete — Remove multiple invoices at once with confirmation
• Selection management — Select all, select page, or cherry-pick individual records
• Invoice duplication — Duplicate existing invoices as a starting point for new ones

See how your business is doing at a glance. This release brings interactive charts to your dashboard and professional financial reports you can run anytime.

• Interactive dashboard — Visual charts showing your income, expenses, and net profit over time
• Profit & Loss report — Generate a professional P&L statement for any date range
• Accounts Receivable report — See exactly how much your customers owe you
• Invoice Summary report — Get an overview of all invoice activity and totals
• Overdue invoice alerts — Your dashboard now highlights overdue invoices so nothing slips through

Speed matters. This release makes Fastbooks noticeably faster — pages now load almost instantly, so you spend less time waiting and more time working.

• Instant page loads — Previously visited pages appear immediately while fresh data syncs in the background
• Faster navigation — Switching between invoices, contacts, and reports feels snappy and responsive
• Quicker image loading — Your company logo and other images load faster across the app

We’ve completely refreshed the interface with a cleaner, more modern design — and added full dark mode support for those late-night bookkeeping sessions.

• Redesigned interface — A polished, consistent look and feel across every page
• Dark mode — Switch to a dark theme that’s easier on the eyes
• New sidebar navigation — Collapsible sidebar that keeps everything organised and easy to find
• Improved readability — Switched to the Inter typeface for a sharper, more legible experience
• Journal Entries — View all your accounting journal entries with pagination

This release brings quoting, payment tracking, and proper double-entry accounting to Fastbooks — making it a complete bookkeeping solution.

• Quotes module — Create, send, and manage quotes with full line item support, then convert accepted quotes into invoices
• Payment recording — Record payments against invoices with automatic balance and status updates
• Double-entry accounting — Every invoice and bill now generates proper journal entries behind the scenes
• Invoice PDF generation — Download professional PDF invoices with your company branding
• Quick-add contacts — Add new contacts inline while creating an invoice or quote without leaving the form

A big step forward for security and organisation management. Your account and data are now fully secured with a new login system, and every organisation’s data is completely isolated.

• Secure sign-up and login — Create an account with email and password, with full session management
• Organisation isolation — Your business data is private and completely separated from other accounts
• Chart of Accounts — Set up your accounts to categorise income, expenses, assets, and liabilities
• Tax management — Configure tax rates that automatically apply to your invoices and bills
• Settings page — Manage your business details, preferences, and configuration in one place

The very first release of Fastbooks. We launched with a core set of bookkeeping tools designed to make accounting simple for small businesses and freelancers.

• Contacts management — Create and manage your customers and vendors with full contact details
• Bills — Track your expenses with line items, search, filtering, and sorting
• Basic invoicing — Create and send professional invoices to your clients
• Multi-currency support — Work with multiple currencies out of the box