Billing details and actions sit below the introduction, so they remain readable on phones and desktops.
Prepared Pro+ upgrades keep the original checkout linked correctly for later payment updates. Cancellation keeps paid access until the paid period ends, then returns the account to Starter with saved work kept.
Live billing and paid reporting still require separate activation.
While you record, the pill shows the Sumlino name, a timer, Stop and Discard.
Once you start speaking, the name folds into the Sumlino S and thin bars follow your voice.
After you release, it opens into a small card for the draft or the saved note. It follows your computer’s dark mode.
Pinning a client no longer reloads its figures or resets the Updated time. The trend dialog only offers Open month for months the period bar can reach.
The health card names the size of a net loss, the equity drill-down says when draws exceed net income, and the aging note counts its rows correctly.
Dates on the Overview and in Reminders follow your device’s format and show the year when it differs. Counts read “1 expense” and “1 customer” instead of plurals. Settings no longer offers Pro+ to someone already on it, and an empty Reports list says how to start.
Largest customer balance now looks at every customer, not only the most overdue ones. The health card’s change from last month compares the same ratios in both months. Cash gap matches the two figures above it, interest cover reads the same wherever interest is filed, and the funding bar’s shares add up when equity is negative.
Reports: approved and sent versions are read-only in the builder, only completed months can be chosen, a note whose figures no longer match the books says so, and marking a report sent reloads it with the receipt. The step guide and page count read correctly.
The PDF compares each statement with the month before in one table, the sign-off page shows readable dates, the preparer’s name and the status, and a short next-steps list shares its page with the appendix.
Switching on Pause motion during the walkthrough’s voice note finishes it at once instead of letting the transcript keep moving.
How it works step 3 shows the same month as the rest of the page.
Walkthrough text, chapter tabs, the pricing “Save yearly” tag and the sign-in footnotes are at least 12px, and the muted grays meet the contrast guideline. Straight apostrophes and British spellings in this changelog are corrected.
The Voice notes row and the walkthrough’s voice step now show the same slim recorder as the extension, with no character in it.
The walkthrough’s voice buttons use the Sumlino blue.
The home page FAQ marks voice notes as a pilot and Advisor as part of Pro.
Each tool on a QuickBooks page is one slim bar with the Sumlino mark. Bars that sit together, like bank-feed review and selected totals, join into one card.
Quick access is now a Shortcuts menu inside that bar, with arrow-key navigation. It also appears on Chart of accounts, Invoices, Expenses and Audit log.
Selected bank-feed totals and journal totals have a Copy totals button.
The side tab is smaller and can be dragged up or down, or moved with Alt and an arrow key. QuickBooks no longer animates its page width when Sumlino opens.
Nothing in QuickBooks is selected, categorized or posted by these tools.
Search finds a setting by its name or a related word.
Sections sit in three groups: Account, Preferences and Workspace. On phones, Settings opens on a list of sections.
Export personal work now lives in Privacy and data.
Amounts can blur after 5, 15 or 30 minutes without activity.
Single-key shortcuts can be turned off for screen readers and voice control. Ctrl K still opens the client picker.
The “Get the extension” card can be shown again from Settings › Extension. These choices stay in this browser.
Side panel Settings shows how many helpers are on in each group.
Bank feed, reconciliation and journal entries each have one switch for the group, and Workspace can reset every switch.
At a glance opens on a score out of 100 across profitability, liquidity, debt, collections and growth, with last month drawn behind it. Each area opens its weakest ratio.
Ratios shows one ratio at a time with a 12-month chart, its guide lines, the high, low and average, and the figures behind each month.
Pick a ratio from the list or the dropdown. Figures are read from QuickBooks and never written back.
The client list on the Overview shows each client’s open to-dos, overdue items and client requests. Clients that need attention move up the list and get a dot in the client picker.
The saved count also shows how many clients are archived.
These counts come from Sumlino to-dos and requests, not from the books.
Cash cover on the Overview now uses average monthly costs over 12 months, as Advisor does, so both pages show the same number. Watch under 3 months, review under 1.
Overview flags use Advisor’s words: Watch for worth a look, Review for deal with it before close.
Margins show one decimal and ratios show ×, on both pages.
Prepare account mapping before generating reports.
Prepared access for one personal client supports an explicit month and accounting basis, saved drafts, review and approval.
Refreshing the books clears approval for fresh review. Client or access changes discard late responses.
This test remains off until separately activated. PDF, sending and other report types remain unavailable.
Prepared reporting-test access opens Targets and Account mapping for one approved personal client, independently of PDF generation.
The client picker shows only that client during the test. Settings lock again when access expires; report generation and company branding retain their own access checks.
Production activation still requires the reporting storage and connection checks. No subscription or accounting entry is created.
Prepared account-mapping suggestions show the account names and types behind each candidate. Confirmed assignments stay protected, and unclear or mixed payroll stays unassigned.
Select candidates to add to an unsaved draft, review the categories, then explicitly save. Changed account catalogs or mapping versions require fresh review.
This source batch uses deterministic rules without AI or a provider. It is prepared for review and has not been deployed.
Account-loading timeouts offer a clear retry instead of a browser error.
If a mapped account changes classification, its selection stays visible for review. Remove or move it, then save the correction.
Prepared report reads now check the same client and connection throughout generation. A changed connection stops the draft instead of mixing source versions.
Prepared detailed mapping now separates direct and indirect payroll, taxes, benefits and common overhead. Advisors review account assignments; new reports retain category evidence and mapping coverage without changing book totals.
Prepared client-specific consent checks reserve each company before exchanging its authorization code. Concurrent callbacks cannot replace an existing company connection; late credentials remain available for recovery.
Prepared account mapping can read the full chart, including accounts without recent activity. Account paths distinguish same-name subaccounts, and unavailable selections stay visible for explicit repair.
Prepared Connections now checks and confirms a QuickBooks company for the selected saved client. Disconnect review names that client, and switching clients clears the confirmation.
Production report activation and live QuickBooks testing remain separate approval steps.
Changing report type cannot abandon a pending action or bypass the history check after an interrupted draft creation.
Expense highlights include decreases to zero and credit balances. A failed Advisor trend shows as unavailable while successful figures remain visible.
Prepared client settings now preserve saved targets and reviewed account mapping. New reports can use mapped materials, labor and maintenance revenue, with a 16-measure scorecard; missing source amounts stay unavailable. Existing saved reports retain their original figures.
These changes are prepared for review. Production report activation and database installation remain separate.
Seven pages of the new landscape monthly report arrive closed on the cover, then fold out as the section scrolls into view. Point at a page to lift it and see its name. On phones the pages sit in one stack; tap the top page to bring up the next.
Open any page for a closer look. The cover shows in full; later pages show their top half, with the rest blurred for the full report. Figures are fictional and Pro+ reporting is still coming soon.
The sample is prepared by Waterford, and its dates follow your computer’s clock: it always covers last month.
Reduced motion and the page’s Pause motion switch show the pages without the fan-out.
Advisor starts on an Overview of the month: revenue, net profit, cash and bank and working capital, then net margin and the current, quick and cash ratios, each against the month before, with twelve months of net profit. It uses the same read-only QuickBooks reads as Overview and replaces the Analysis sample.
Reports lists every saved report for the client with its period, status and last change. Generate report opens a picker with sample pages of each report, where you choose the month and basis.
A report opens on its own page in the builder, with All reports to go back.
The monthly report is now called the Month-end report.
Settings › Reports can hold each client’s targets: at least, at most or a range. New month-end reports start with them, and a range counts as on track inside it. Saving targets needs a new table that has not been applied yet.
Settings › Reports also has Account mapping: choose which of a client’s QuickBooks accounts hold materials, technician labor, subcontractors and maintenance plan revenue, with name matches suggested. It shows as not connected until its backend is built.
Book figures stay read-only, approvals stay human, and Valuation and Cash and forecast remain previews.
Advisor areas sit in one slim bar. Client reports shows where the open report stands, the previews carry a small tag, and switching areas uses the same motion as the rest of the dashboard.
The report builder follows the month-end flow: choose the client and month, complete what the books cannot supply, review and approve, then download. Each step says what is left and jumps to it.
Missing results are cards that say whether they will show as unavailable or as advisor supplied. Saved versions and the Report pages list share one rail that stays beside the report as you scroll.
The report month uses a month picker in the same style as the other dropdowns, and every expandable section opens and closes smoothly.
Book figures stay read-only, approvals stay human, and Valuation and Cash and forecast remain previews.
Monthly reviews and financial statements are landscape, presentation-style pages. They start with a cover showing your firm, the client, the period and the client goal.
Each section opens on one plain-language headline, a few large numbers and one chart, including a KPI wheel for the scorecard, target bars on each priority KPI and a ranked list of the largest expense accounts. Where you set a target, a one-line takeaway says whether it was met. The full tables follow on quieter detail pages, and source evidence and sign-off are in the appendix.
Every figure still comes from the saved report. Nothing is estimated or benchmarked for the PDF.
Advisor opens Reports first, with Monthly review and Financial statements together. Analysis, Valuation and Forecast remain clearly labeled previews.
Your explicit tab choice is remembered. Preparing reports from Overview still carries the selected client, month and accounting basis into Monthly review, while protecting unsaved work.
This navigation improvement does not activate production reporting or QuickBooks reads.
The prepared personal-work download includes saved reports, their revisions, valuation evidence, company branding and reporting-company assignments when those records are installed.
This data download remains available independently of paid access and includes retained work for archived clients. It does not generate a PDF, read QuickBooks or change a report’s approval.
Production reporting and its storage activation remain separate launch steps. The download is not a complete account export or a database backup.
The proposed Pro+ plan includes Pro, monthly reviews and financial statements for five reporting companies at $99 monthly or $948 yearly. Pricing distinguishes reporting slots from ordinary client workspaces.
Save a firm name, preparer and uploaded logo for new reports. Approved reports retain their original branding. Reporting access is checked on the server; unpaid upgrades do not unlock it, and scheduled cancellation preserves access until the paid term ends.
Eligible existing reporting promises use reviewed evidence. Billing, production reports and the new database changes remain unavailable until their separate launch approvals.
Choose an earlier monthly report and copy its goal and priority KPI selections into the current draft. Review the wording for this month, then save it for review.
Existing edits are protected. Financial figures, targets and approvals are not copied, and the source must belong to the same client and QuickBooks company. Production reporting remains off.
The circular connection indicator stays visible for at least 1.2 seconds, including when connections are unavailable. Slower checks add no extra pause; connection data and error details appear immediately.
Switching clients cancels the old result. Reduced motion keeps the indicator still with the same readable interval. No connection or read settings change.
Carry the selected client, month and accounting basis from Overview into Advisor. Preparing a report does not certify that the books are closed.
Choose a client goal and up to six priority KPIs for the opening page. Profit, cash, growth and exit-planning starting points select measures without inventing results or targets; the full scorecard remains available.
The prepared PDF uses compact cards, visible target status and charts drawn from the report’s saved evidence. Review and approval still apply to each exact version. Production reporting and QuickBooks reads remain off.
The prepared valuation area accepts a documented earnings figure, value definition and individual adjustments for the selected personal client. Saved workpapers retain their sources and version history, with an explicit evidence review.
Unsaved entries stay in place when you try to change clients or report types. Switching your signed-in account or workspace clears the previous evidence.
This is evidence preparation, not a calculated or publishable valuation report. Production workpapers, valuation methods and distribution still require their separate launch work.
The prepared PDF opens with six key figures, a score based on supplied targets, commentary and risks. The full scorecard, current and prior statements, cash bridge, aging and source notes follow.
Long statements and source notes continue onto additional pages. Missing evidence stays unavailable; accountant-entered indicative ranges are labeled separately from book figures.
A repeatable fictional example exercises the report service, review, approval and PDF download. Production reporting still requires its separate launch checks.
The prepared monthly form separates figures from the books, missing results and optional inputs. Targets and indicative ranges stay tucked away until needed.
Advisors can supply a missing result with its source note. Supplied results stay clearly identified and never replace a figure already read from the books. Validation points to the field that needs attention, while unsaved entries remain protected.
Reporting still awaits production activation. No QuickBooks reads, emails or accounting writes are enabled by this change.
Monthly and financial statement reports in Advisor, the report story, and a QuickBooks check in the client picker.
The prepared Financial statements tab builds a read-only pack from full current and prior profit-and-loss and balance-sheet reports. It retains each statement’s period, basis, currency and source evidence; missing prior statements stay unavailable.
The pack has its own saved history and explicit review, approval, PDF download and mark-sent steps. Refreshing the books clears previous approval. It adds no KPI targets, forecast or calculated valuation.
This is local preparation, not a production release. Reporting remains unavailable in production pending its launch checks. Sumlino does not email the pack or change QuickBooks records.
The prepared monthly editor lets you add a target, direction and source note for each KPI. Blank targets stay blank, and missing results remain unavailable.
You can include accountant-entered indicative ranges and an owner goal with their source notes. Sumlino does not calculate or verify these valuation inputs. Changing them requires another review and approval.
A target’s source note stays separate from the evidence for a previously supplied result. Reporting remains unavailable in production until its launch checks are approved.
Advisor’s Reports area now separates Monthly review, Valuation report, Cash and forecast, Financial statements, and History. Monthly review has controls for choosing a personal client, month and accounting basis, inspecting a saved draft, adding commentary and next steps, reviewing and approving the exact version, and downloading a PDF.
Reporting is not live yet. Monthly reports require personal Pro and an available company connection; other report types clearly explain what is still missing. Analysis, Valuation and Forecast remain fictional previews.
Mark sent and download records your chosen recipient and downloads the approved PDF for manual delivery. Sumlino does not email it. A changed or uncertain save requires a fresh read before another action. The report form keeps unsaved edits when you try to change its client, month or basis; save or reload first. Switching your dashboard account or workspace clears the previous report.
The section opens on a raw QuickBooks export (the profit and loss and the balance sheet, loose ends marked), then the first page of the client report Sumlino builds from it fades in section by section: six scores against last month and the targets, what changed, the key risks flagged, and an indicative value with the owner’s goal. On wide screens the page scales to fit the window, so the whole report is in view without scrolling.
A send sheet then rises and the report goes to the owner. It is a preview of where reporting is heading and says so; nothing is sent.
The loop holds while it is off screen, has its own pause button, follows the page’s Pause motion switch, and shows the finished frame under reduced motion. Phones get the same story in one column.
The home page links to a seven-page monthly performance report for a fictional heating and air business, built the way Sumlino will build one from a QuickBooks export: a one-page summary (six scores against last month and the targets, what changed with cause and effect, key risks, an indicative value), then a KPI scorecard of 15 measures with result, target, on track, trend and importance, profitability with the statement and twelve months, a cash bridge from net income to the bank balance, the balance sheet and aging, the value on three methods against the owner’s goal, and next steps with the figures-checked line and KPI definitions.
Client reports are a Pro feature. Page 1 is shown in full; pages 2 to 7 show their headings and first rows, then fade under a labeled “Included in Pro” card that links to the plans. The faded part is inert.
Every date follows the reader’s clock: the report covers the last full month and is prepared today, so the sample reads as this month’s. Every figure reconciles to the export the home page shows, and the report says plainly that it is a sample with fictional figures and that the value is an estimate, not an appraisal.
Choosing a client runs the real connection check and shows it on the tile: a small QuickBooks mark turns green when the company is linked, stays gray when it is not, and the tile’s edge goes amber when the company still needs confirming or red when it needs reconnecting or the check failed. The client’s character smiles for a moment on a good check.
Rows in the list remember what the server last said about each client. A failed check is not remembered, and a refresh or sign-out clears the marks.
With no client chosen, Overview lists your saved clients (recent first, then A to Z); each row opens that client.
Reminders say they are switched off only when the server says so; a storage outage now reads as “couldn’t load” with a way to try again.
The balance sheet legend never adds past 100%: a line too small to round to 1% reads “<1%” and counts against the largest line.
Overview’s Choose a client button steps aside in code, not in a stylesheet, while the client list shows.
The website’s guided side panel preview hides the keyboard Help button again.
Advisor previews you can try, and a round of dashboard fixes.
Valuation has three what-ifs (recurring revenue, largest customer, margin) that move the sample range as you drag, the three methods on one scale, a goal bar, and How this range was made, which walks from pretax income to the range.
Forecast scenarios are a choice: picking one draws its cash line, shades the weeks below the reserve and says how many weeks of runway are left.
Analysis shows a sample target and On track or Watch on each figure; Reports shows the Draft, In review and Approved steps and checks each figure in the owner note against the books.
Everything in Advisor is still made-up sample data for a fictional business, and it says so. Nothing reads your clients’ books yet.
Escape in the client menu on a phone closes the menu first instead of the whole sidebar, and Tab stays inside the open sidebar.
The trend sheet no longer slides sideways on phones, and its fourth figure is called Net margin.
Cleanup no longer says “No expenses” while expenses are still loading; after voiding or deleting invoices, focus stays on the results.
When QuickBooks can’t be read, Overview says so once with Try again instead of calling the client not linked; Books review says what is missing.
At-a-glance figures and Team names no longer cut off beside the sidebar; top-bar buttons and footer links are easier to tap; form fields show the full focus ring.
Personal reminders group into Overdue, Today and Upcoming, with short due times and the time zone only when it differs from yours.
An opened reminder keeps its card while you mark it done or snooze it, says the result beside the buttons, and works with Back and Escape on phones.
Loading, empty and error states each say one thing and offer Try again where it helps. Done reminders slide out of the list as the others close the gap; a history view needs a server update first.
The sidebar is shorter: Overview, Books review, Cleanup, Reminders and Advisor, then your firm’s Inbox and Team. Connections moved into Settings, which is pinned above your account. A Get the extension card waits for the Chrome Web Store listing.
The financial overview sits right under the at-a-glance strip, and its charts go deeper when opened: net margin as a fourth figure, a dashed 3-month average, each month’s change on the one before, the last three months against the three before, Open this month and Download CSV.
On Net profit, Why net profit changed walks last month’s net profit to this month’s: the revenue change, the biggest expense account changes and everything else, adding up exactly.
Below it, Flags this month lists up to four things worth acting on, each with the real figure, the rule behind it and one way in. When nothing passes a threshold it says what was checked.
Hide amounts blurs money on screen for screen sharing, from the top bar or Shift H. Settings adds the page the dashboard opens on, a compact sidebar and a keyboard shortcuts list (press ?).
The welcome plays once per sitting, a little longer, and a click or key skips it.
Advisor is a labeled preview of what comes next: Analysis, Valuation, Forecast and Reports. Every number there is made-up sample data, and nothing reads your clients’ books yet.
The client picker is built for long lists: it ranks names by how well they match, highlights the matched letters, keeps recent clients on top, groups the rest A to Z and opens with Ctrl K or ⌘K.
Moving between pages is quicker: the old page fades out in 80ms and the new one settles in about half a second.
Without a client, Cleanup and Books review show one tinted card or button to choose a client instead of repeating it in the header.
Founder, Pro, Beta and Starter badges in the account menu have their own colours and a short shine. They are labels only and change no access.
The Cleanup customer filter opens with its search focused, closes when you tab away and matches the other dropdowns in dark mode.
Empty-state titles use the dashboard’s own typeface instead of a display serif, so the product reads as one calm system.
Settings is one neutral list grouped into Assistant, Workspace, QuickBooks helpers and More, with a sticky header and quiet sub-pages.
The Inbox is about 40% shorter. Reminders come first, grouped into Overdue, Today and Upcoming, each with a round check to mark it done and quieter Snooze and Cancel. New reminder opens only when you ask, or on its own when you have none.
A reminder you mark done or cancel slides out of the list and the rest close the gap, the same motion as the firm Inbox and the dashboard. A short line says what changed. Done reminders leave the list; a history view needs a server update first.
Recording review opened outside the extension says where to open it instead of showing a script error.
Recording review says why Save is unavailable and when the original client can no longer be used.
The first dashboard row still opens wide on the whole dashboard; the balance sheet and close rows now open already framed on their feature and return there between loops, so the three rows no longer start on the same picture.
Refreshing the home page no longer shows Sign in for a moment before it hides. On wide screens it stays hidden until you scroll, then springs out beside Get Sumlino.
Under the expense cleanup on the home page, a second demo shows invoice cleanup in the same style: choose Void or Delete, pick two customers at once, select four of their invoices and review them.
The paid invoice stays out for individual review, the confirmation word is typed (VOID or DELETE), and the other three settle as verified. One pass voids and the next deletes. Fictional sandbox data, with a play/pause button like the other demos.
The three promises now point at one fictional batch review: the lines that change and the ones that stay, APPLY typed to confirm, and the ledger posting waiting for you. Numbered marks on the batch match the promises beside it.
The changelog, the founder and the Discord community sit on one slim line underneath, and phones get the batch with the promises under it instead of a sliding row.
Before the closing line, a calendar of this month, on your own date with today marked, holds one thing to handle for each of six fictional clients: a bank feed to code, a reconcile gap, a client to chase, a margin to explain, and two Advisor items labeled Preview.
As you scroll, a marker walks through the month a day at a time and handles each item on its day, with a ring and the client list keeping count. The scene takes a longer scroll, so it never rushes past.
Then every client’s character hops off its day into the row of characters under the closing line.
The character from the header stays beside the scroll bar for the whole page and no longer hops into the cleanup demo. At the bottom it joins the end of that row, and steps back out if you scroll up.
Small labels across pricing, the founder page, the changelog and the footer are now at least 11px.
A reminder alert opens its personal Reminders page in the dashboard, separate from your firm’s Inbox. Sign in to view it, read its client and message, then explicitly mark it done or snooze it for ten minutes. Opening an alert does not change the reminder.
Completed reminders can still be opened. Reminders that belong to another account or are no longer available show a clear message. This dashboard workflow is in testing.
The extension’s Inbox has a manual reminder form for a saved client, text and a time. Save is explicit, and a failed confirmation retries the same reminder rather than creating another.
This is prepared for testing. Wider availability is still in testing.
Expense lists and change previews are prepared for a separately approved, time-limited live read test. Accounting writes and AI suggestions remain disabled.
Valid current Profit and Loss totals stay visible if the comparison report is unreadable. A confirmed empty expense section displays zero; unknown amounts stay unavailable. Hosted verification is still required.
The dashboard’s account menu now shows your personal Starter, Pro or Beta plan, with a clear message while it is being checked or cannot load. A Founder badge, when present, is separate from the plan and does not change access.
You can request the extension from the account menu even after adding clients. For now it still comes from us, rather than the Chrome Web Store.
Personal voice notes now check your current plan access before recording or uploading. If access cannot be confirmed, your draft is kept so you can try again. This does not turn on voice processing where it is not enabled.
The client dashboard walkthrough is now three short rows that carry on the left and right rhythm after Voice notes: the month at a glance, the balance sheet opening into its accounts, and what moved before the close. Each is a small film with its own play/pause.
The cursor now waits to land before every click, stays on its target when the window is resized, and stops mid-move when a row is paused. The balance sheet accounts no longer spill out of their card at some widths.
Each row now shows the whole dashboard Overview as it looks in the app (sidebar, close checklist, what needs attention, financial overview, balance sheet and notes), then zooms in on its feature and back out.
Between loops the dashboard rows and the batch cleanup demo now ease back to their start in place, instead of fading to an empty gray window.
A quiet Sign in link sits beside Get Sumlino; on phones it’s at the end of the menu. Signing in from the website always takes you to your dashboard, not back to the homepage.
The home page now plays a short walkthrough of the client dashboard with a fictional client: the month’s figures, a year of trend read month by month, an expense account opened for review, Cash broken into its accounts, and a close checklist step ticked off. The heading says it plainly: connect QuickBooks once and every client’s numbers are one click away. It has its own play/pause and chapters, holds when off screen and follows Pause motion. The Reconcile, Shortcuts and Follow-ups rows below the hero were removed because the walkthrough at the top already shows them. It is sample data; live-company connections are in sandbox preview during the beta.
Sign in now sits beside Get Sumlino as a matching button, with the same size and press. On the home page both wait at the top and spring out together once you scroll.
On phones the menu now fills the screen and slides in from the right edge like a drawer, then slides back out when you close it: big links with the page you are on marked, the community links, Get Sumlino, and three characters peeking in from the edge. The page behind stays put until you close it. Sign in stays on larger screens.
Moving between the website’s pages is smoother: pages cross-fade instead of flashing blank, and the Founder page no longer stalls for a moment as it arrives.
The Founder page reads cleanly on phones: it opens on the introduction, then a short list of facts, the photo in a shorter crop and the narration, without the repeated link card and chips that used to pile up before the story.
The home page’s dashboard films show more of what the dashboard is for. The Overview film opens the overdue invoices: the oldest slice of the aging bar names its age and amount, and the customers with overdue balances open up with what each one owes. The Close film starts with revenue against last month on its trend line, then opens the biggest expense change in a side panel, as the dashboard does, with the month against last month and the bills behind the jump, then ticks off the close checklist. All of it uses a fictional client.
Choosing Pro on Pricing opens Settings → Plan after sign-up, with the monthly or annual review you picked offered first. It only picks the screen: the price still comes from the server, and nothing is charged until you confirm checkout.
A new account’s dashboard says how to get the side panel for now, which comes from us rather than the Chrome Web Store.
Signed out, the side panel now shows one card in the same style as the account page, with separate Sign in and Create an account buttons. Each opens the account page on the right tab.
Prepared for a separately approved billing pilot: eligible accounts can open a payment-method update from Settings. Unconfirmed requests are not automatically retried, and returning from Stripe does not claim an overdue invoice was paid. Live billing remains off.
Prepared for a separately approved read-only pilot: Books scans and invoice previews follow the server’s permissions. Unavailable suggestions and write actions stay disabled. This does not enable live accounting changes or expand company access.
The dashboard loads your saved clients, notes, to-dos and monthly checklist after sign-in, even when the QuickBooks connection service is unavailable. Accounting figures still require an available connection.
In the development beta, Inbox says when a connection problem leaves a save unconfirmed and keeps your draft available. Check the thread before trying the action again.
When a save is confirmed but the refreshed view fails to load, Inbox keeps the saved outcome and offers Try again to reload the view. Teams remains a development preview and is unavailable in production.
A separate development preview adds recording to the extension’s firm composer. Choose an assigned client, record, then use the text in your draft. Review and Confirm and send remain separate actions.
Firm access is checked independently of your personal plan. Recording limits are shared, and failed transcription keeps the recording available to retry or discard. This preview is off by default and unavailable in production.
Settings now offers a personal workspace JSON export, including saved notes and to-dos, on Starter as well as paid plans. Failed downloads can be retried.
This file excludes firm work, QuickBooks records and local recordings. Switching accounts or signing out cancels an unfinished download.
If an older page in Done or Sent fails to load, the items already loaded stay visible beside Try again. Retry when you’re ready to load the missing history.
Development support lets firm owners export retained work while billing needs review. A fresh permission check confirms ownership before offering Export.
This is development preparation; it is not active in production.
Personal Pro pages show a neutral checking message until your plan arrives, with Try again if it can’t load. A later connection failure keeps the last confirmed access in place.
Settings → Plan has its own Try again when your plan can’t load. If your clients can’t load, Overview says so with Try again, and Cleanup explains what is missing instead of asking you to choose a client. A canceled renewal now reads as when Pro access ends, and the Pro card says billing isn’t live yet.
The FAQ explains cancellation and retained personal notes and to-dos, and says that switching monthly and yearly terms isn’t available yet. Billing remains off during the beta.
A server check rejects recordings over the two-minute transcription limit and unsupported audio before transcription. If a recording is rejected, your draft is kept.
This guard is prepared in development. Hosted voice rollout remains inactive.
Pricing and the home page show the fall offer: code FALL20 takes 20% off the first standard Pro or Team payment, through November 30 (Eastern) or 100 redemptions. It doesn’t combine with the founding price.
Checkout isn’t open during the beta, so the code applies only if paid plans open before the offer ends. The card disappears on its own after November 30.
A few leaves drift through the home page hero and past the closing characters until then. They pause with Pause motion and stay still if you prefer reduced motion.
Personal billing shows a Sandbox label beside its buttons, says “Continue to test checkout” in the sandbox and explains a saved request before offering to retry it.
Team billing says “Checking billing…” while it loads, keeps keyboard focus in the card after a request, and its confirmations name the action: Change seats or Cancel at renewal.
A firm’s Overview no longer shows your Personal company when its client list can’t load. It says so and offers Try again.
Firm members with no assigned clients see that, not the Personal welcome. Choosing a firm no longer flashes a cleared page first, and returning to Personal keeps keyboard focus.
If Done or Sent can’t load, that view says so with Try again while your other views keep working. Retrying always needs your click.
Sending a voice note to a teammate now names them on the button (Assign to Sarah, Send to Priya) and summarises the client and firm before you send.
Development checkout support is prepared for first-payment offers on standard Pro and Team plans. Eligible codes are entered on Stripe’s payment page, where the final total is shown before payment. Founding annual pricing is excluded.
No campaign or live billing is active. Team seat reviews also now place keyboard focus on Back when they open.
Personal and Team billing screens check the billing environment before retrying an interrupted request. Team checkout, seat changes and cancellation keep their original request after a refresh, tied to the signed-in owner and firm.
Retries need your click; they never run automatically. If a confirmed change cannot reload its status, the screen asks you to check again before another action. Live billing remains off.
Discard an unwanted recording and draft directly from its review. A short confirmation protects against accidental clicks; saved work and sent tasks stay intact.
Clear Assign, Give and Send commands can open the development team review directly. Check the firm, client and teammate, then choose Send. Unclear destinations still need your choice.
Owners and admins can search and select several firm clients for a teammate, then review grants and removals together. A failed update keeps the remaining changes available to retry.
The development firm workspace now connects Overview to authorized shared QuickBooks reads and shared notes and to-dos. Members see only their allowed clients; financial figures require a shared company and report access.
Inbox loads independently of client settings, with a loading state until messages arrive. The Clients panel no longer flashes during a reload.
This remains a development preview. Live billing and general accounting changes are not enabled.
In the development Teams preview, bookkeepers can mark ordinary assigned to-dos done from the Inbox or Shared work. Owners and admins can mark a task Requires review; those tasks still need an owner, admin or reviewer to approve completion.
Existing tasks keep their review requirement. Completion notifies the sender, and task permissions remain separate from QuickBooks access.
In the development voice preview, the recording popup and side panel can look up your firm together without causing an unnecessary Retry prompt. Sending still requires your confirmation.
Fictional database tests now cover recording, delivery, interrupted-send recovery, archiving notes and completing to-dos. Testing with two signed-in accounts and the installed extension remains pending.
A gated development preview adds firm, client and teammate review to the recorder. With one available firm, Jev can suggest a permitted client before teammate review. Unclear destinations ask for a choice. The controls collapse into a summary with Send and Change destination. Nothing is sent when recording ends.
If confirmation is interrupted, Retry send keeps the same item and recipient. The side panel can recover it even after the original recording page closes, including before you add personal clients. Team voice remains off outside the approved preview. A synthetic recording now passes the provider-to-Inbox test with fictional identities; separate signed-in account acceptance remains pending.
The recording bar is quieter and more compact. Its meter follows your microphone using lightweight motion, with Stop and Cancel always available. Delivery ends with “Sent to your teammate.” A teammate without a display name can still be selected manually by email.
The report and Team plan showcases use browser-driven progress bars instead of updating them on every frame.
The Team plan walkthrough wakes only for its next action or typed letter. Its cursor, chapter controls and pause behavior keep the same sequence. Both tours hold off screen and respect Pause motion and reduced motion; focusing a report still holds that tour.
In the development Teams preview, the owner can download a JSON copy of saved clients, notes, to-dos, replies and company mappings, even when paid collaboration is locked.
Personal work and connection credentials are excluded. This is an export of saved firm work, not a QuickBooks backup. Live billing stays off.
In the sandbox billing preview, a fully ended, paid-up subscription can be reviewed before a new checkout. Previous billing history stays linked, and preparing a restart does not charge or unlock Pro.
If a founding subscription has lapsed, the review explains that the discount has ended. Billing holds and unpaid balances need review first. Personal billing and live charges remain off.
Settings can show a server-verified monthly or annual price before sandbox checkout, with safe retries and a separate cancellation review. Personal billing remains disabled until its sandbox setup is approved; live billing is off.
Sandbox billing now records refunds and disputes for review, with clear messages when paid features are paused. Saved work is kept.
Basic notes and to-dos stay synced on Starter, including after a downgrade. Voice, advanced QuickBooks tools and unlimited clients remain Pro features.
Settings and the client menu use your verified personal plan. If it cannot load, Settings says so instead of showing unrestricted beta access.
Free shortcuts and report totals stay separate from paid comparisons, bank-feed, journal and reconciliation helpers. Existing report drafts remain available after a plan change. A firm seat stays within the firm’s assigned clients and permissions.
These access checks are in development testing. Paid personal billing is not enabled, and existing notes stay saved when a plan changes.
When an account is on Starter, Overview, Books review and Cleanup show the page itself, blurred and labeled as a sample, behind one card: what the page does, four things Pro adds, the Pro prices and a button to the pricing page. The sample is the real Overview, Books review or Cleanup drawn with fictional figures, charts included, so what you see is what Pro opens; nothing in it is read as a figure.
The three pages carry a small Pro tag in the sidebar. Connections, Team, Inbox and Settings are unchanged.
The card sits in the middle of the page and pops in, with the Sumlino face peeking over its top edge, the Pro mark stamped on, and the benefits and their checks following one by one; with reduced motion everything fades. The entrance plays once per page in a session; coming back shows the card as it ends. Under the prices it says that nothing is charged during the beta, and on touch screens its button is a full 44px tall. Nothing here changes QuickBooks.
On Starter, the client menu counts against the limit before you reach it: “2 of 3 saved”.
Settings has a Plan section: the plan the account is on, what Pro and Team add, and where the prices are. Beta access appears only when the server confirms it; an unavailable plan is shown as unavailable.
The welcome card on an empty overview offers firm setup to anyone, where Teams is available on the server.
The upgrade card appears only when the server reports Starter. Explicit beta access keeps the current tools available. The pricing page now lists Books review under Pro, beside the overview and Cleanup.
Inbox shows the list beside the message, with Needs action, Unread and All views grouped by due date or day. Arrow keys or j and k move through it; on a phone it opens one message at a time.
Team keeps People, Billing, Shared work and Client tools in a side list. Client access and financial permissions open beside the list.
Billing says plainly that it is a sandbox and nothing is charged. Client tools are marked as a preview.
From an audit of the branch: the Finish setting up list stays off the Inbox page, the inbox list comes back after a window is widened, the seats field no longer rewrites what you type, focus returns to the row after the side sheets and after a failed save, and Resend says what it did.
A bell in the top bar counts what is waiting for you: unread firm inbox items, invitations, and the latest changelog release, each linking to where it lives. It says "Nothing new right now" when that is true. Sidebar links are a step larger, the account row shows your full name and email, and people without a photo get the same bold portrait the website uses. The People list gains a column header, role pills, an Active chip, a quieter seat meter and, once the server reports it, when each person was last active. The top-left of the sidebar is one tile: your client, with your firm workspaces at the foot of its menu when you have any; on Team and Inbox it is the firm.
Moving between pages, the old page fades out and the new one builds in order: the heading, then each card, then the rows and bars inside them. With reduced motion it is one short fade.
Each row now carries one tag in plain words when it has something to say: Needs your review, Overdue, Due today, High priority or Done, with the same words on the opened item. Someone who can’t mark a to-do done sees Send for review as the main button (it was Request review), and e presses whichever button is the main one. A to-do sent for review now leaves Needs action the way a finished one does.
Finished to-dos move to a new Done view, the Inbox’s archive, instead of staying in All. When you mark one done, its icon turns to a check and the row slides off toward Done while the rest close up; Undo or Reopen brings it back. Done by keyboard is instant, and with reduced motion nothing slides. Archiving notes the same way waits for the server.
Respond and Flag a problem are designed and wait for the server: a reply box under the item, addressed to whoever sent it, with Finished, Feedback or Problem, a short reply thread, and a Problem flagged tag. Once a conversation has started, a single quiet Reply line sits under it for the next message, so going back and forth takes one box instead of the full Respond form. They appear only once the server takes replies, and nothing is emailed or pushed; it stays in the Inbox.
Cleanup’s Expenses and Invoices tabs no longer overlap the steps under them.
Books review filters are compact chips with counts. The selection bar stays in view while expenses are selected.
From an audit of the branch: the sparkline fills its card on phones again, glance figures and balance names wrap instead of being cut, the connection pill says Authorized until a read is verified and Not completed for an abandoned authorization, chart colours were darkened to read on their surfaces, net margin and expense amounts use a true minus sign, the sparkline strip answers the up, down and page keys and opens the trend on Enter, and the extension answers firm requests from the Inbox page.
In light mode, cards stand out from the page and labels are darker.
Changing the month slides the twelve-month lines to the new window and moves bars and the balance donut from where they were. New figures come in from the side you moved toward. Amounts are always the real figures, never in-between numbers.
Inbox brings reminders and work from your firm (development preview) together with notification settings.
Reminders load in manageable pages. Background Chrome alerts work through larger queues without downloading reminder text, with up to five alerts per check.
Reconciliation now opens from the QuickBooks reconcile page and from Settings, not from a tab.
The small twelve-month charts under Revenue, Expenses and Net profit take their color from what they show: revenue blue, expenses gray, net profit blue above zero and red below. Point along one, or use the arrow keys, and the card shows that month’s figure and its change from the month before.
Biggest expense changes are one row each: the account, both months, the bar, the change and Review. Review opens a side sheet beside the list with the two months, the largest posted expenses this month and the rows by month. Posted expenses only, read on demand, nothing estimated.
The balance sheet ring is flat, and the overdue bar dims the buckets you are not pointing at.
Each row starts with an icon that says what it is: a note, an open to-do, one awaiting review or one that is done. Then the client with how late or when it arrived, and the ask led by the kind and who sent it. No chips, no guesswork.
The opened item keeps Mark done in a header that stays put, or in a bar at the bottom on a phone. Mark done lets the row leave and the rest close up; Undo stays for eight seconds. New arrivals wait behind an “N new” pill while you are reading instead of moving the list.
On the Team page and in the account menu, people without a photo show one of the Sumlino characters, chosen from their account so it stays the same everywhere, instead of initials. Your own photo still wins. The Inbox stays plain.
Quiet moments, like an empty reading pane, use a serif headline. Figures use tabular numerals so columns line up.
Connections always shows what Sumlino reads, what it can change and what Intuit’s permission allows, with one pill for the connection’s state. Settings links to it.
Each Team role lists what it can’t do. Cleanup’s confirmation names how many expenses, their value and the sandbox company, with “Sandbox only” beside the button.
Creating a firm is two short screens: the firm’s name and time zone, then seats and the billing interval with a summary you can edit. One required field, nothing asked that isn’t kept.
Once the firm exists, a Finish setting up list on the Team page carries the rest as real actions: invite your team, add clients, choose who sees which client, open Billing. Each item ticks off from what the firm actually has.
Team’s sections are People and Clients. Client notes, to-dos and, where enabled, the QuickBooks tools sit together under Clients.
Roles are chosen when you invite someone, with one plain line for each: Owner, Admin, Reviewer, Bookkeeper and Viewer. A seat gives each person every Team tool for the firm’s clients; their personal workspace stays on their own plan. Nothing is sent or charged in this development preview.
The Team plan card’s Join the beta opens sign-up with a note that you’re setting up a firm, and the dashboard opens on Team once you’re in. Where Teams isn’t enabled yet, the Team tab says firm setup opens at launch, lists the steps and points back to Overview.
Joining the beta as an individual now opens the dashboard too, with one card that says what Sumlino is and what to do next: the Chrome extension is early and isn’t on the Chrome Web Store yet.
No firm is created and nothing is charged from the website. Seat billing and invitations still open at launch.
The six-step walkthrough at the top of the home page now plays on its own, at an easy pace, once most of it is on screen. A cursor labeled “You” glides to each control, lands, then clicks: it picks the client’s character, records the practice voice note, opens Why this client?, posts it, finds the Profit and Loss report and works through the review, the reconciliation and the follow-up, while the coach explains each step.
Click anywhere inside it to take over: the cursor steps aside and every step works by hand as before. Pause and Play sit in the window bar, the chapter buttons jump to a step, and it waits while you scroll away, while the tab is hidden and when Pause motion is on. With reduced motion it starts in your hands, as before. It never scrolls the page or moves your keyboard focus.
With a mouse wheel the page now glides for a moment after each notch instead of jumping, so the sections that hold while you scroll move smoothly too. Touch, the keyboard, the scrollbar and links scroll as they always have, and anything that scrolls on its own keeps the wheel. Reduced motion and Pause motion turn the glide off.
On wide screens the walkthrough is a little larger, up to 1,280 pixels across; laptops and phones keep the same layout.
The guide beside the coach now watches the work. It turns its eyes and head toward the You cursor as it glides, and toward your own pointer when you move it. It faces you while it talks and gives a small bounce when the cursor clicks. The cursor leans into each move and its You label trails a moment behind. With reduced motion all of it stays still.
On a first visit, the headline, the buttons and then the walkthrough fade in one after another as the opening characters clear, instead of finishing out of sight underneath them. Skipping the opening shows them at once; return visits get a shorter version, and reduced motion a short fade.
Fixed: on a first visit with the opening, the walkthrough stopped at its first step instead of playing.
Accounts outside the QuickBooks connection pilot no longer wait on “Checking sign-in…” forever: the dashboard says the clients are unavailable and why.
A firm without an active plan opens its Team page instead of an error, and a firm you have just created no longer shows the Create your firm panel above it.
After an action, keyboard focus stays where you were: Mark done, Respond and archive in the Inbox, People actions on Team, Scan and Suggest in Books review, the loads in Cleanup, Check and Disconnect in Connections, the month arrows, and in the side panel every to-do and note save, toggle and undo.
On a phone the Inbox shows “Moved to Done” with Undo where you can see it, Back works after the last item leaves, and the reply box fits at 320 pixels. Row times keep moving on.
The side panel no longer gets wider than the window when a client isn’t the one open in QuickBooks, note dates stay readable, and the reconcile page and client menu meet contrast and text-size floors.
Smaller fixes: a corrected client name is sent on retry, the setup checklist ignores revoked invitations, the skip link stays on the page, the phone menu keeps Tab inside it, and the Overview reads cleanly at 320 pixels.
Pricing: the questions at the bottom open again (each press was being undone), the prices always match the Monthly or Yearly tab, and billing lines say they apply at launch.
Founder: after a tap on a phone, the narration button stops looking busy once paused.
Sign-in: when it fails, the page says so instead of looking like it is still loading.
Legal pages: paragraphs are spaced again and each page names one address for search engines.
A clearer firm inbox and controlled financial reviews.
Inbox has its own sidebar entry, sender context, unread counts, search across loaded messages and a way to load older items. Open a to-do to request review or complete it when your role allows.
In the local sandbox preview, owners can set financial permissions and explicitly share a connected company with a firm client. Personal clients and notes stay separate.
Bookkeepers can prepare expense batch reviews. Another authorized teammate must approve; changes to access or the connection invalidate old reviews. Accounting writes remain disabled in this preview.
Every corner of the dashboard, finished to the same standard.
Financial charts load alongside attention reports. Rapid month changes settle on the latest selection, and the old figures keep their original period until the new read is ready.
Graphs settle gently into place as the figures update. Labels stay steady, and the expanded trend renders its final scale once instead of rebuilding it on every animation frame. Reduced motion uses short fades without movement.
Review opens a dialog with both months’ P&L totals, the change and related posted expenses. Load more without leaving your place.
Whole transaction totals and split expenses are clearly labeled. Bills, journal entries and cash-basis adjustments are not included in the expense list, so it is supporting context rather than a complete reconciliation of the change.
The review is read-only, supports keyboard navigation and reduced motion, and clears when the client or report period changes.
The top of the sidebar says whose work you are in: Personal, or a firm in development preview. Below it, Client is the saved Sumlino client, and the header names its connected QuickBooks company separately, so the three never blur together.
Every dropdown opens and closes the same way, with a search box on long lists, a check on the current choice and full keyboard support. Tab groups share one sliding pill.
A very light color wash sits at the top of the page, behind solid cards, so figures keep their contrast. It never moves.
The firm page leads with the firm, its people as a row of faces, a slim seat meter and one Invite button. Inbox and People are two tabs instead of stacked cards.
Managers now see each teammate’s name, email and photo, taken from that person’s own sign-in account. Anyone without a photo shows their initials. Names never decide who can see what; access is still checked fresh every time.
People is one list of members and invitations: photo or initials, role you can change in place, and a “…” menu for Check delivery, Revoke or Remove from firm, with a confirmation before anyone loses access.
Invite opens a focused dialog: type or paste several emails, fix any that aren’t valid, choose a role, see the seats it reserves, then review before anything is sent. Each person’s result is shown, and a retry never sends twice. Recipients see who invited them when that profile is available. Invitation links now guide recipients through joining and explain how to continue when another account is already signed in. Firm access now loads independently of QuickBooks connection eligibility, and client-access changes refresh the recipient list. Bookkeepers see “Awaiting review” once their task is ready for an owner, admin or reviewer. If access changes during a send, the extension now releases its busy state so you can close the panel and recover your draft.
Firm setup is two short steps, name and timezone, then seats, with a live preview beside it. Setup clearly labels sandbox checkout when enabled; live billing stays off. Progress saves and resumes.
Firm workspaces remain in development testing. Customer invitations and live billing stay off.
Bookkeeping shows counts for each flag (uncategorized, different coding, possible duplicate, split lines) that also filter the list. Each row says why it was flagged. Jev’s suggestions appear on the row, with a “checking” state while it works. Still posted expenses only, not bank-feed items.
Invoices: Void and Delete are two cards, and Delete stays red through the warning and the confirm button. Customers are picked from a searchable list and show as removable chips. A status column, a running total, and a review pane like the expense preview.
Every change is still previewed and needs your typed confirmation. Invoice changes are limited to approved fictional sandbox invoices.
Upload, drop or remove a profile photo. It previews first and saves only when you choose Save, then appears in the sidebar and workspace switcher. Your name saves the same way; email and sign-in methods are shown as they are.
Preferences for this browser: theme, the accounting basis the overview opens on, and a quick or full opening animation.
Notifications says what exists today: the firm inbox in the dashboard. Email and push alerts aren’t available yet.
Settings, Sumlino home and a Sign out link used to sit as separate links under the navigation. Now your photo, name and email form one row that opens a small menu: Settings, What’s new, Sumlino home and Sign out. It opens upward, or beside the narrow sidebar when it is collapsed, and the row stays highlighted while you are in Settings.
Arrow keys move through the menu and Escape closes it and returns you to the row. Signed out, the menu offers Sign in instead.
With no saved clients, the panel used to show an empty client card, a 0 / 0 bar, zero counts and greyed shortcuts. Now one card says “Open a client’s books to begin”, lists three short steps and offers Open QuickBooks. When QuickBooks is already open it asks you to choose a company there, ticks the first step and takes you to that tab.
No text in the panel, Reconcile or Settings is smaller than 11px, and anything you read to decide or click (client status, hints, Save note, Edit, Archive, Delete, Manage) is 12px.
A finished to-do’s strike now crosses every line of a two-line title.
With no client chosen, the Overview is one calm card with a Choose a client button instead of “Choose a client” in six places. Signed out, the same card offers Sign in.
When some selected invoices can’t be voided or deleted in a batch, the review says how many can, totals only those, and offers “Remove 2 and review again”.
A greyed-out Preview in expense cleanup now says what it is waiting for, the typed confirmation stays pinned in view inside the review, and the Close progress line no longer pushes phones sideways.
A cash-basis balance sheet now notes that receivables and payables are left out, so its ratios aren’t comparable with accrual.
On a 360px panel the first shortcut, note or to-do now starts about 160px higher.
To-do progress moved into the To-dos tab as one reading (“Done 1 / 3”) and hides until a client has a to-do.
When the client you chose is the company open in QuickBooks, its card says so in green, and the separate status line steps aside.
Shortcuts, Notes and To-dos are underline tabs that stay in reach while a long list scrolls, so they no longer look like the Workspace and Reconcile switch.
Save status appears only while saving or when something fails, and the Dashboard tab keeps its words whole on narrow panels.
The Overview reads Close checklist, Needs attention, Financial overview, then Balance sheet, and the at-a-glance strip follows the same order.
The attention tile shows the overdue amount, and the margin tile shows this month’s net margin beside last month’s.
Clearer labels: net margin, expenses including cost of goods sold, Accounts to clear (“90 accounts read, 2 flagged”), Cash (book balance), Liabilities to equity, and a visible Basis switch.
Bookkeeping is now called Books review in the sidebar.
Mark reviewed (or Not a duplicate) clears an expense from this scan’s list, so the count goes down as you work. Marks last until the next scan, sit under Reviewed with Move back, and change nothing in QuickBooks.
Reasons name the vendor’s usual category on the page, or the matching expense for a possible duplicate.
With no linked client, the page says so plainly.
Pending invitations offer Check delivery, which checks the email again and never sends another.
Role descriptions read “Clients you grant”, and the setup checklist, role guide and invite review say that choosing client access arrives with the Team plan.
Each of the three promises carries a small sample: a preview with the line that changes and the line that stays, APPLY typed into a confirmation, and a ledger posting waiting for you. As the section arrives the cards rise in once and each sample plays its moment; with reduced motion or Pause motion it is simply there.
Who builds Sumlino is now one bar of three equal columns with the founder in the middle, instead of three cards where the photo pulled the row to the left. Three small Sumlino characters pop out from behind the photo and peek around it, and lean out a little more under a pointer. On phones the founder leads the list.
On phones the three promises are one row instead of a tall stack, so the section is about 500px shorter. While it is on screen it moves across once, a card about every seven seconds, and stops on the last one. Three short bars show where you are, and each card plays its moment as it slides in. A play and pause button sits before the bars; touching the row or tapping a bar also stops it, and with reduced motion or Pause motion it never moves on its own. The APPLY caret now follows each letter as it is typed.
In the batch cleanup demo and the Team plan film the cursor is larger, every click lands after it arrives, and a press squeezes toward the tip instead of the middle.
In the Team plan film the cursor clicks into the address field, the caret starts at the left edge and follows the letters as they are typed, then the address becomes a chip.
How it works keeps every word sharp and readable while its steps light up as you scroll. Steps you have not reached yet wait with a quieter title and a faded picture, instead of faded, blurred text.
On phones and tablets the header is frosted from the first moment instead of switching to glass a short way down, which made iPhone Safari flash the bar and change the color around the status bar. Only a hairline and a soft shadow appear once the page moves.
The Sumlino character at the top of the home page no longer hops and tilts each time a swipe starts; it scrolls with the page. On wide screens, where it sits in the header’s corner, it still hops.
The header buttons read Get Sumlino again, the hero and closing buttons read Try Sumlino, and the navigation says Teams, with the same arrow as Product, Pricing and Founder.
The yearly saving tag on the pricing switch is easier to read on small phones.
When the sign-off card comes into view, a small pen writes “Nick” in cursive, dots the i, underlines it and lifts away. It plays once and takes about three seconds.
With reduced motion, with the page’s Pause motion switch on, without JavaScript and in print, the finished signature is simply there.
The For firms section plays a short walkthrough with fictional people: invite by email, choose client access, hand off a to-do, and see it done.
It has play/pause and chapter buttons like a video, follows the page’s Pause motion switch, holds while off screen, and shows still chapters with reduced motion.
The logo and button sit in the same place on every page, For firms is in the main navigation, and the legal pages are centered again.
The home page shows Starter, Pro and Team with the pricing page’s prices, and three plain facts: who builds Sumlino, the changelog and the Discord beta community.
Changelog rows lead with what changed; status and area are small labels above.
A new For firms section shows the Team plan’s firm workspace with fictional people: faces, roles and an invite that plays once as you scroll to it. The dialog opens, an address becomes a chip, Send turns to Sent, and the invitation joins the list. With reduced motion it simply shows the finished list.
The dashboard story now mentions the bookkeeping review and invoice void and delete, and the questions cover invoices and firms. The Team plan on the pricing page lists what the firm workspace does, marked At launch.
Under Try Sumlino, the beta note now says “Free during the beta · No card needed”, and the For firms section has a Tell us about your firm button.
Four answers open the page: the close checklist, net profit, what needs attention and cash in the bank. Each one jumps to its section, and on a phone they sit in a two-by-two grid above everything else.
Close progress comes first: the month’s checklist as a ring that fills as items are done, beside overdue to-dos, client requests and open to-dos, then what is left to finish with the most urgent at the top. Finished items are one tap away.
A financial overview with the month and accounting basis in its heading. Revenue, expenses and net profit each show their change from the month before, with a green or red tag that says whether the change is good news. “Where revenue went” shows this month against last on one scale, and the biggest expense changes are drawn as bars with a Review link that opens Cleanup on that account and month.
Each figure has a small line of its last 12 months beneath it. The line, or the chart button beside the figure, opens the full trend. The line draws in, the pointer or the arrow keys read each month, switching between revenue, expenses and net profit moves the line in place, and a table view lists every month. It is read on demand from the linked sandbox company, in one report.
Needs attention shows overdue invoices and bills with how old they are, and the account watchlist with each account and its amount, without clicking. Customer and supplier names are one tap away.
A balance sheet shows what the business owns and what funds it at the month end. A ring with a little depth splits assets, or liabilities and equity, into their main parts, largest first, beside a list with every amount, share and change since the month before. Pointing at a part lifts it. Select a part to break it apart into its accounts, such as the vans, tools and depreciation inside fixed assets or the loans inside long-term liabilities, then go back with Back, Escape or the middle of the ring. Accounts show cents, reductions such as depreciation and draws are listed rather than drawn, and the current ratio, working capital and debt to equity show their inputs and last month’s value.
Pick the month from a small calendar or step with the arrows, switch between Accrual and Cash, and see when the figures were last updated beside Refresh. The chosen month and basis stay in the address, so a reload or a shared link opens the same view.
The collapse button is back inside the sidebar, at the top right, and on the narrow rail it appears where the logo is when you point at it. Each page now opens with the client, its QuickBooks company and one status. The dashboard uses a new typeface, quieter colors and one style of status tag, and the Analytics placeholder has left the navigation.
Checked with the keyboard alone, with reduced motion, in light and dark, and on screens from 320 to 1440 pixels wide. Sandbox only: nothing here changes the books, and previews and typed confirmations work as before.
A short launch when the dashboard opens: the Sumlino character, the name and a sweeping bar while your clients load, then the page rises into place. It lasts a moment, never more than a few seconds, and keeps to a fade with reduced motion.
Clearer structure: the page sits a hair darker than its panels, and each part of the overview is one bordered panel with the same header anatomy, so the eye finds the section it needs.
Close status up front: a stage word (Not started, In progress, Waiting on client or Checklist complete), the checklist count and a thin bar with one segment per item. When client requests are open, one line says how many and how long since the oldest. Overdue stays a red count, and nothing here certifies the books.
Archiving or restoring a note leaves a small “Archived · Undo” row where the note was, for a few seconds, so a slip is one tap to reverse. Archived notes are muted with Restore as the lead action, and note actions are quiet buttons with hover and focus states.
The voice draft says things once: “Save as” with the suggestion marked on the option, the client suggestion as one line with Use or Keep, and no sentence repeating what the button already says.
The one email Sumlino sends, when your account is created, now matches the product: the character and wordmark, a status badge, three things to do first on quiet rows, one button, and a note on where to write. It reads well in dark mode and as plain text.
The character blinks and glances a few times in mail apps that play images, then rests on a still frame; the text rises in once where the app allows and stays still under reduced motion.
Close progress says it once: the stage, the bar and “1 of 4 done” on one row, one line of counts, and the three most urgent items. Badges appear only when they change the work.
Figures are whole dollars with the cents small; the change under each is plain text unless it is bad news. Sparklines read each month under the pointer and no longer stretch a small move into a cliff. The aging bar shows only what is overdue, on a ramp that reads in order in light and dark.
Section titles, the rail and the balance sheet shed repeated lines: the comparison basis is said once, the takeaway is a caption, and the Details card is gone (Manage connection sits in the client header).
Entrances play once per client; a Refresh or a new month moves nothing. Refresh shows it is working, and “Updated” is the oldest read.
The sidebar: labels fade before the edge reaches them on the way in, and follow the edge out one beat apart; its edge is a second toggle for the pointer; rows have a pressed state; a remembered collapsed rail never animates closed on load.
“Where revenue went” is one bar for the month: expenses, then what was kept, with the margin at the right and a small tick where last month’s expenses ended, so the shift reads at a glance.
Until a client’s QuickBooks company is linked, one card says why and what to do (choose a client, confirm the company, or open Connections) instead of three blank sections. The three sections fade in once the company is linked.
When a read fails, that section offers “Try again” where it failed and reruns only that read; Refresh still reruns everything. The chart slots keep their height while the first read is out, so nothing jumps when the bars arrive.
The month, basis and Refresh stay in reach: the period bar holds under the top bar as the page scrolls, with a hairline only while it is holding. Trend buttons appear beside a figure when the pointer is there (always on touch screens).
From a full audit afterwards: switching client clears the previous client’s close items and notes at once; checking a connection keeps the sections in place instead of collapsing them; Refresh shows it is working and ignores a second click while it does; quick month steps cost one read; a failed read’s “Try again” clears when a new read starts and keeps focus in the section; changes under the figures read in whole dollars; the balance drill-down keeps its comparison date and draws three accounts plus the rest in four tones that stay apart in both themes; the close bar and the trend use the brighter chart blue in dark; the section scope fits at 320px.
Choose a close month to track its monthly checklist alongside your client’s notes and open to-dos.
A linked QuickBooks sandbox supplies revenue, expenses and net profit, with Cash or Accrual and a previous-month comparison. Expand receivables, payables and common cleanup balances when needed.
Review an expense account in Cleanup with the client, account and month carried across. No expenses are selected or changed automatically.
Refresh reads the latest available reports. These features are in local sandbox testing; production financial views and reconciled-through syncing are not available yet.
Light and dark themes. The button at the top right offers System, Light and Dark. System follows your device, the choice is saved on this device, and the page opens in the right colors without a flash.
A quieter sidebar: one muted background, a neutral highlight for the current page, and plain Preview and Soon labels instead of badges. The collapse button moved to the top bar. Collapsing to the icon rail is now one smooth motion: the icons stay where they are while the labels fade, so nothing jumps.
Cleaner menus. The client switcher and the theme menu share one look, open quickly and close a little faster, mark the current choice with a check, and only one opens at a time. Escape returns you to the button that opened it; Tab or a click outside closes it. The client search no longer draws a double border, and on the icon rail the menu opens beside the rail instead of over it.
Easier to scan. The overview’s to-dos, notes and cleanup tools sit in single cards with dividers, each item on one line with its date on the right, and long-overdue to-dos show the date they were due. Icons no longer stack above their text, the expense search icon sits inside its field, the filters sit two to a row so their choices are not cut off, and the expense table gives the account and category columns more room.
Each client’s character from the extension now appears in the client menu, on the sidebar button and on the client card, in both themes. The characters stay still on the dashboard, and clients without one keep their initials.
Checked in Chrome and in Safari’s engine, on phones down to 320px wide, with the keyboard alone and with reduced motion. Text in both themes meets the WCAG AA contrast ratio. Sandbox preview only; sign-in, client checks, previews and typed confirmations work exactly as before.
The batch cleanup demo now starts where the dashboard does, by choosing the client. The cursor opens the client menu, where each client wears the character chosen for it in the extension, picks Summit Air & Heat, and its character fills the client card before the filtering begins. The client’s name now shows in full on laptops and phones.
On the sign-in page, hovering the other choice of Sign in or Create account now only tints it, so the current one still reads as chosen, and choosing it slides the white highlight across. The page that opens keeps the card, the characters and the buttons in place and changes only the words, instead of replaying its whole entrance.
How it works now holds for a moment on laptops and desktops. As you keep scrolling, a line draws across the three steps and lights each one in turn, with a small picture of it: the side panel sliding in, the client’s character arriving beside QuickBooks, and a review checking off. The page lets go after the third step, and scrolling back reverses it. On phones each step lights as it comes into view, and with reduced motion all three simply show.
The pricing section on the home page now looks like the rest of the page: a light card with the three prices side by side, free during the beta, $15 a month for founding members and Pro planned at $29, in place of a dark banner with the prices in a paragraph. The small Sumlino mark beside its label draws correctly again.
The shortcuts chapter now reads “Your QuickBooks pages, one click away.” instead of naming a fixed count, since more pages are on the way.
Pricing cards line up: every plan’s title and price share a row at any width, the Planned tag no longer nudges the Team card down, and Starter’s “forever” sits beside its $0.
On phones and tablets, the two characters resting at the edges of the hero now sit in the clear space beside the line under the headline and beside the beta note, so they never touch the headline.
On laptops, text on the right-hand side of the feature rows now stops short of the lane the Sumlino character travels down, so it never sits on a sentence.
Easier to read: timestamps, hints, placeholders and small labels across the side panel, settings and voice review, plus the dashboard’s captions and status pills, were darkened just enough to pass the WCAG AA contrast ratio. Icon-only buttons such as favorite and remove now stand out clearly, and the dashboard character blinks once when it appears instead of every few seconds.
A collapsible sidebar with a searchable client switcher, and a strip at the top of every page that shows the saved Sumlino client beside the authorized QuickBooks company with one status: Linked, Confirm company, Not connected or Different company. Confirming the company is still an explicit click.
Overview opens with a glance at the selected client from its workspace: open to-dos with overdue counts, recent notes and the monthly checklist, plus the cleanup tools.
Cleanup reads as one path: pick the change type, filter, select from a table with the selected total in view, then review. The preview lists every line that would change beside the lines that stay unchanged; deletion reviews look different and show the full value. Applying a confirmed batch shows each expense settle as verified, needing attention or stopped.
Analytics joins the navigation as coming soon, with a clearly labeled sample-data concept. In the extension, the Dashboard entry moved into the tool switcher beside Workspace and Reconcile, and the header keeps one tidy set of controls. Sandbox preview only; live-company changes stay disabled.
The tool switcher now shows Workspace, Reconcile and Dashboard as matching icon-and-label tabs on both extension pages; Dashboard carries a small corner mark because it opens in a new tab. On the dashboard, the sidebar mark is the Sumlino character: its eyes follow the pointer, it smiles on hover and it cheers once, with a small burst from the result, when a batch settles fully verified. Reduced motion keeps all of it still. A review pass tightened the edges: the phone drawer always shows its labels and stays open if the layout flips while you are using it, the cleanup path only reads as finished once a batch has actually settled, and a batch that was prepared but never applied now says so with a Refresh and a Check in QuickBooks action.
An accessibility pass over every page. Small gray captions, footnotes, filters and labels were darkened just enough to meet the WCAG AA contrast ratio. Links and buttons now say what they show, so voice control can find them, and the pricing FAQ and plan comparison are labeled for screen readers.
The pricing and founder pages gain the same Pause motion switch in the footer. The sign-in crew now bobs once and settles instead of moving for as long as the page is open.
The sign-up page has its own title and link preview. On phones, the batch cleanup demo no longer leaves an empty band under its window.
The dashboard cleanup demo now picks its account the way you would: the cursor opens the category menu, drops down to Materials and chooses it, and the filter label changes to match, on phones too.
Motion you can stop: a Pause motion switch under the hero holds the headline, the feature demos, the report tabs and every character’s idle bobbing, and remembers your choice. Each feature demo also has its own play and pause button, like a video, and picks up where it stopped.
Checked in Safari’s engine and on an iPhone: tapping a field in the walkthrough or the dashboard no longer zooms the page, text keeps its size when the phone turns sideways, the header blur works on older Safari, and a reduced-motion setting that Safari was skipping now applies. The closing scene’s star field, missing since an earlier stylesheet slip, is back.
The walkthrough’s spotlight no longer drifts a few pixels off its target on phones.
Scrolling the home page costs a fraction of the main-thread time it did, measured under a 4x slower CPU: the closing scene writes opacity and transform on the elements that paint them instead of restyling the whole scene each frame, the three scroll handlers no longer force extra layout passes, and the headline’s letters move on the compositor.
The headline holds its first phrase longer after the page lands and each phrase a little longer after that, with a slightly quicker hand-off, so the line is readable more of the time; the character still carries every change.
FAQ answers close faster than they open and the question highlights under a fine pointer; small tap targets (the walkthrough’s Skip, the founder link, the wordmark) grew to 44px.
A second pass reviewed the page against Emil Kowalski’s animation standards and Vercel’s interface guidelines: every hover lift now waits for a real pointer, so a tap on a phone no longer nudges links; the walkthrough’s speech-bubble pointer and word highlights move on the compositor instead of repainting; a Skip to content link appears for keyboard users; and taps no longer wait for a possible double-tap.
The QuickBooks helpers gallery gains a fifth chapter showing the dashboard’s batch cleanup with fictional data: choose the client, filter an account, select expenses and review every line. It is labeled a sandbox preview during the beta.
Pricing now shows the planned standard Pro price of $29 a month or $24 a month billed yearly ($288 a year), with the $15 a month founding price kept for beta members while they subscribe. Billing is monthly or yearly; the six-month option is gone. Features are tagged as available, sandbox preview, coming soon or planned, and the Team plan is marked planned. Nothing is sold during the beta.
The home page was rebuilt around what a first-time visitor needs to understand. The headline keeps the month-end close in view and says where it happens: each rotating phrase now ends in “done beside QuickBooks.”, with the one-line “In-browser month-end close assistant for accountants.” beneath it and Try Sumlino as the button.
Right under the hero, three plain promises (preview first, typed confirmation, never posts on its own) and a line about the founder. Then one section, What Sumlino does, with five feature rows: batch cleanup with the cursor-led demo, reconcile and bank feed, voice notes, shortcuts and follow-ups, each with one screenshot, stacked on phones. It replaces the pinned walkthrough and the helpers gallery, which showed the same features twice and held the scroll for several screens. The client characters became a small note under the rows.
The report review now takes turns on its own clock at every size instead of holding the scroll on wide screens, and How it works, a pricing teaser and five common questions follow it. Nothing on the home page holds the scroll any more, and the page is about half its previous length.
The header companion still hops into the cleanup demo and becomes its sidebar mark, then sends a smaller buddy back out as the row climbs; it now glides down to the row’s level first, so a slow scroll never carries it off the top of the screen, and the whole trip reverses with the scroll.
A second pass on that page after review: the feature rows now play their three steps on a quiet loop while they are on screen instead of changing with the scroll, the cleanup demo lights its own steps as the cursor reaches them and the cursor lands squarely on what it clicks, the questions open and close again, and the companion glides back to its gutter spot as the cleanup row leaves instead of jumping.
Open the dashboard from the extension with the saved client selected. Review and confirm the authorized sandbox company before loading its expenses.
Supported QuickBooks account views now offer a Batch shortcut. The dashboard checks the client and company, then confirms account-name matches before filtering.
A local Jev pilot suggests expense matches and destinations for review. Related client notes and an editable follow-up help keep unresolved items moving; retrying a follow-up reuses the same save. AI never applies accounting changes.
Filter loaded expenses by category, payment account, date or text. Select up to 25 for a category-change, payment-account or deletion preview.
Category previews show only the matching split lines. Deletion reviews show the whole expense and its other lines. Switching clients clears the previous selection; expired or changed previews need a fresh review.
Category changes, payment-account changes and deletion now have a confirmed, recorded sandbox execution path with per-expense results and read-only recovery. Live tests used two newly created fictional expenses, which were deleted afterward. The production connection foundation is prepared, but real-company connections are disabled while testing continues with fictional sandbox data. General accounting writes and live batch AI remain disabled.
Quickly changing a client and changing it back now cancels the earlier text animation. The suggested-client row, preview card and Quick post button stay consistent.
On compact screens, the guide outline no longer disappears because of pixel rounding at the edge of the report.
The existing animation and reduced-motion behavior are preserved. This fixes the fictional website walkthrough; it does not change where real notes are saved.
Workspace loading now retains saved note priorities and labels, including after a fresh session.
Manual note and to-do saves now reject archived client destinations consistently with voice saves. A stale editor cannot silently add work to an archived client.
Open Journal entry, Expense or Bank deposit from reconciliation. Bank-feed shortcuts bring Bank rules, Chart of accounts and Receipts close by.
Recognized Undeposited Funds registers offer Bank deposit and Receive payment. Report and journal helpers link to related review pages; More on reports includes QuickBooks’ own reclassification tool for eligible plans.
Links open a new tab, leaving the current screen in place. They do not fill, select or save transactions. The six added destinations are also searchable and can be saved as favorites.
Turn quick access off in Settings → Workspace. Keyboard access, narrow layouts and reduced motion are supported. These additions are in local testing; Sumlino’s planned financial batch executor is not enabled.
Supported financial reports scan readable loaded rows automatically. Comparable periods reveal large account movements; explicit totals can flag a net loss, margin decline, negative working capital or negative operating cash flow.
In Settings → Financial reporting, save a percentage threshold, minimum amount and indicator preferences for each client. Preferences stay in this browser, separately by account and client.
Save a report flag to the client’s Notes or create a to-do without opening the sidebar. Review the captured figures, add a comment, then save. To-dos include a linked source note; retries reuse the same save instead of creating duplicates. Saved report notes show a short summary, with the full evidence under Report reference.
The review bar stays within the report’s width. Scrolling and replaced rows refresh highlights; invalid scan settings clear old flags.
A single-period report can show available indicators. Add a comparison in QuickBooks to review period changes. Flags are prompts to investigate, not confirmed errors; no accounting records are changed.
Typed and spoken to-dos can show a similar open task before saving. Keep the existing item or explicitly create another; your new draft stays available.
Find related saved notes within the same client, from Notes or a report flag. Keyword searches match singular and plural words, such as Loans and Loan Docs, and look through the full note. Search results are suggestions to review, not explanations of an accounting error.
Repeated tasks from three consecutive months can become a reusable monthly checklist after you confirm. Choose a month and add its tasks; retrying keeps existing tasks and their completion state.
Jev matching is being evaluated locally with fictional data. Normal local use has conservative wording matches; production AI is disabled. There are no automatic reminders, scheduled writes, or ledger changes.
Search exact amounts or ranges in the audit events QuickBooks has loaded. See the matching text and locate its row. Coverage is limited to the current page.
Paste spreadsheet or CSV journal lines to compare accounts, debits, credits and optional descriptions with the loaded entry. Missing, extra and differing lines stay visible for review.
Review possible duplicate reconciliation entries, including when the displayed difference is zero. Enter a statement closing date for timing and older-uncleared clues; mark findings reviewed or dismiss them in Sumlino.
Add questions and follow-up actions beside financial-report comparisons, then include them in the copied review summary. These drafts stay in the report tab until you leave.
These tools are read-only and are being tested locally. They do not post entries, clear transactions, or execute bulk accounting changes.
The on-page recorder has one calm design: the Sumlino character reacts to your voice with a live waveform, Getting ready and Putting it into words shimmer while they work, and Thought saved slides away on its own.
Tap the shortcut instead of holding it and the character squints at you: Hold Alt+V to record. Release when you’re done. It always shows the shortcut you actually configured.
Stop, Discard and microphone recovery stay one click away, and nothing opens the sidebar for you.
The voice chapter walks through the real flow: hold to record, Sumlino suggests the client, Note or To-do, priority, labels and a due date, then you confirm and Quick post.
In the guided walkthrough, the practice recording is about a different client than the one open. You watch the words arrive, see “um” and “uh” drop out as the sentence is tidied, then watch each phrase light up with what Sumlino took from it: Ask becomes a to-do, Harbor becomes Harbor Mechanical, missing bank statement becomes Document Needed, tomorrow becomes a due date, and can’t finish the close becomes High priority and Blocked.
Tap any row to see the words behind it and change it: Note or To-do, the client, the labels, the date and the priority. The preview underneath shows exactly what will be filed, and Why this client? opens the match scores for every saved client, counted up as the bars grow. Then Quick post files it into that client’s To-dos.
Record again plays a different practice run each time: five fictional thoughts across three saved clients, including a note that stays with the open client, each tidied, matched and filed its own way.
On a desktop the walkthrough coach docks under the bank feed as a left-to-right pipeline instead of covering the page; on a phone it stacks.
Every suggestion is labeled as one; nothing is saved until you post it, and the microphone stays off on the website.
Choose Note or To-do with one switch. Find the client in a searchable list with their saved character, then check the suggested date, priority and labels before posting.
Spoken deadlines now understand Friday and dates such as November seventh, using the recording’s local calendar. A specific date takes precedence; a differing weekday gets a review notice. Explanations such as urgency or an item blocking the close no longer hide a clear deadline. Edit or clear the date before posting.
Report requests receive clearer Document Needed suggestions, and explicit payment or lease checks get clearer Review labels. Minor priority-score rounding no longer discards valid labels. Suggestions remain editable.
Edit text & details opens smoothly, the due date has a Clear button, and a failed post keeps your draft for Retry post.
Priority, labels and due dates look the same in the full draft editor, in Notes and in To-dos, down to 320px wide.
Review a voice draft beside the recorder, then Quick post to Notes or To-dos without opening the sidebar.
The local pilot recognizes distinctive short client names and suggests priority and labels. Named clients now take focus over an unrelated open client, including requests for approval or documents. If the destination is uncertain, it offers the client open when recording began. Check or change the destination before posting.
Clear spoken deadlines fill the to-do due date. See it before Quick post, then change or remove it in Edit text & details. Date suggestions keep working when optional AI is unavailable.
Writing instead? Choose optional priority and labels when creating a note or to-do. These details stay with the saved entry; interrupted saves keep the draft for retry.
These additions are being tested locally and are not enabled on the hosted service. Reminder scheduling is not part of this update.
Save note on the recorder uses the client selected when recording began, on QuickBooks and other supported webpages.
After a confirmed save, the voice editor closes with a brief “Thought saved” animation. Waiting drafts stay in their folder, and saved notes remain editable in Notes.
If a save confirmation is interrupted, Retry save checks the same note. Repeated clicks do not create extra notes.
The recorder follows its own draft when another recording starts or the page changes its address without reloading.
History recognizes customer and vendor names in QuickBooks’ editable fields and follows rows as they load, scroll, or change.
Empty scrolling spacers no longer trigger an incorrect warning about open transaction edits. You can open History directly from a collapsed row.
Older bank-feed headings and browser back/forward restoration are handled more reliably. Real unsaved transaction edits remain protected.
Open Sumlino, follow a saved shortcut, and keep working in the sidebar on the next QuickBooks page.
Closing the sidebar keeps it closed. New tabs start closed, and this preference resets when you leave QuickBooks or restart the browser.
The sidebar recovers when QuickBooks rebuilds its page, without adding duplicate panels.
A clearer mobile walkthrough, a livelier headline, and a landing page that lines up.
Mobile walkthrough. The first client picture sits beneath the guide. The picture picker uses a compact layout, with its choices and Save action together. The demo keeps a steady frame and scrolls only where longer content needs it. Its focus outline re-aligns when the moving guide lands.
Navigation. Removed the character group beside Get Sumlino. A softer button reveal and quieter links keep the header focused, with a stable brand and menu on phones.
Companions in motion. Feature cards orbit the Sumlino mark on larger screens; on phones they sit in a steady stack beneath a larger mark. The little chart and checklist animate alongside the voice waveform. Pause the motion to take a closer look; reduced-motion preferences are respected.
A gentler arrival. Explore gives the character more time to hop into the story, with reversible scrolling and controls to interrupt the journey.
Every character gets a turn. The rotating headline is led by each Sumlino character in turn, skipping across the tops of the words as they change beneath it. It moves through six phrases and keeps looping, with each phrase held for about three seconds.
No more missing line. The bouncing character and changing letters now share one animation clock. Switching tabs, resizing, or interrupted motion restores a complete phrase without leaving the line blank.
Quieter controls. The headline pause button is gone. Hovering, keyboard focus, scrolling away and reduced-motion preferences still hold the phrase still.
A welcome when you arrive. The home page opens like the first shot of a film, on your first visit in a session and whenever you refresh it from the top. A crowd of small Sumlino characters bursts in from the center and fills the screen, then parts like opening doors as the headline rises through the gap. The whole intro takes under two seconds, plays smoothly while the page is still loading, and never pauses before it starts. A click, key or scroll skips it straight away. It does not replay as you move around the site, when you go back to the page, after a refresh partway down it, or with reduced motion.
The corner is never empty. On larger screens a Sumlino character sits in the top-right corner of the header from the moment the page appears. As you scroll, it hops aside and Get Sumlino takes its place. Get Sumlino no longer flashes in on load.
One column. The header, the interactive demo, every section and the footer now share the same edges. The demo’s chapters sit centred beneath the main actions.
New buttons. Try Sumlino and Explore are a matched pair of rounded buttons. Hover over Try Sumlino and a few characters peek out; press it and the whole crew tumbles out on the way to sign-up. Sign-up still opens if the decorative animation cannot run.
Smoother loading. The header settles in place on refresh instead of sliding into position.
A clearer start. The home page now says what Sumlino is right under the headline: an in-browser month-end close assistant for accountants. The “what’s new” badge is a quiet New tag instead of a dot, section labels use a tiny Sumlino mark, and Pricing, Founder and the changelog show Get Sumlino in the header from the start. Headings no longer leave a single word on its own line.
A bigger Sumlino. The character at the center of “Every number has a story” is larger and sits mid-screen on taller displays, without the empty space beneath it.
Cards that show the work. The orbiting cards are small previews of voice notes, report changes and client follow-ups. They leave the character cleanly, with no specks, and the scene finishes its motion for you once the character is assembled.
Easier reading on phones. Phones show a steady stack of cards under a larger character instead of a small orbit.
One typeface. The site now uses its intended typeface everywhere, so headings and labels render with consistent weights.
A walkthrough that teaches. The interactive walkthrough speaks about your work rather than “sample data”, opens by explaining that Sumlino sits beside QuickBooks on the client you’re working on, and records a voice note right beside the bank transaction it’s about. On phones, all six steps sit in one grid, tabs read clearly as buttons, and the stories scroll about a quarter less.
Smoother moments. The sidebar character glides into the brand scene in one continuous move. The cards around the large character show real moments from one client’s close, and phones get their own compact layout. The footer now links to the Sumlino beta community on Discord alongside X and YouTube, all matching the rest of the site.
The founder page, grown up. Same words, new presentation: the portrait sits in a rounded frame with a Sumlino character peeking over it, the story reads as three numbered chapters with the question Sumlino started with set as a pull quote, a few at-a-glance facts sit under the introduction, and the sign-off is a navy card with the next steps. “More about me” is now a small card with a preview of the personal site, right under the name, so the person behind the product is one tap away.
Pricing, in the open. The pricing page now shows the planned plans: a free Starter, Pro for one accountant at $15 a month billed yearly ($19 month to month, $17 on a 6-month term), and Team for firms per seat. A billing switch re-prices every plan in place, a comparison table lists what is in each, and the FAQ explains the founding price: everything is free during the beta, and members keep the yearly Pro price for as long as they subscribe. Nothing is sold yet.
A guided walkthrough. Each step of the interactive demo now spells out its clicks in order and ticks them off as you go, so after choosing a character you always know what to do next. The highlighted control carries its own “Tap here” or “Hold here” tag and breathes while it waits, steps read “Step 2 of 6”, and on the voice step the recorder is the main action with typing as the quiet alternative. Phones show the one line that matters now. Opening the character picker no longer nudges the page.
A real ending. The home page now closes one client’s month as you scroll. The things that come up in a close pile up from where they really come from: uncategorized lines in the bank feed, a statement that doesn’t match, the same charge posted twice, a jump in repairs on the report, a client who will “send the receipts Friday”, and a note from last month. Then each one is handled and folds down to a line naming the Sumlino tool that did it, the month is marked closed, the lights go down, and the characters rise beneath the closing line while the header fades to the same night sky. Without motion, it shows as a finished month.
A cast that stays. After the opening reveal, a few characters stay behind and drift quietly in the page’s margins, and now and then one peeks out from behind a card or the edge of the screen. The walkthrough’s preview panel now fades in once it is ready instead of briefly showing the plain extension on slow connections.
Voice recording recovery. Startup shows its current step and offers a clear retry when a connection or microphone does not respond. Releasing or dismissing a pending start cancels it safely. The recording indicator stays responsive during account refreshes, and a failed stop request can be retried without discarding the recording.
Record where you work. Shortcut release is also detected in accessible embedded editors. Supported ordinary webpages use the same recorder, draft review and explicit Save note flow as QuickBooks. Existing drafts and typed notes are preserved.
Celebrate the small wins. Checking off a client to-do now gives a short cheer: the row glows, the box pops, and a little Sumlino character springs out. Finishing the last open to-do brings a bigger one. It plays only after a to-do you check yourself is saved. Both system and Sumlino reduced-motion settings are respected, including when you change the setting during a celebration.
The same look as the website. The side panel and settings use Sumlino’s typeface, and main buttons share the website’s rounded design.
A recorder that talks back. While you record, the Sumlino character on the voice screen and the page recorder chats along, then goes quiet as soon as you stop.
Friendlier menus and checks. Client, microphone and currency pickers open as rounded Sumlino menus with a clear check on the current choice, and they work fully with the keyboard. Finished to-dos now ripple and scatter a few bookkeeping marks with the cheer. On the sign-in and sign-up pages, a few Sumlino characters peek over the card.
Nothing else changes. To-dos, notes and saving work exactly as before; this is a visual update in the next extension build.
Microphone setup, better draft recovery, and a more familiar journey through Sumlino.
Settings now opens to focused areas for your workspace, voice notes, keyboard shortcuts, and accounting helpers. Voice notes lets you choose an input, adjust noise reduction, and watch a live level test. Leaving this screen stops the test; it does not record or send audio.
Blocked or disconnected microphones offer a clear next step. Failed attempts with no audio or text no longer fill the draft folder.
Temporary sign-in interruptions keep local voice drafts. Releasing the recording shortcut or closing the recorder stops the microphone even during reconnection. Reconnecting the same account restores access. Failed saves keep their retry identity to prevent duplicate notes.
Voice transcription remains in the development pilot while production setup is prepared.
The guide uses soft surface lighting inspired by the social characters. Shading stays inside the original logo shapes, keeping the stepped opening clear.
A gentler tilt keeps the character recognizable as it follows the walkthrough. The existing split-and-return animation, mobile layout, and reduced-motion option remain available.
The side character now follows a path below the story heading in both scroll directions. Explore and the end of the tutorial now scroll through the character’s entrance and assembly. Scroll, touch, or press a navigation key to take over at any point.
The six-step demo keeps one steady frame below the header on desktop and mobile. Longer tasks scroll inside it, with clearer instructions and highlights that follow the active control.
The Founder page now opens the interactive guide correctly. Older demo links still work, and availability wording makes how to get it now and the future public Chrome Web Store release clearer.
Desktop navigation sits beside the logo, with a wordmark that folds into a small character as you scroll. On desktop, three little Sumlinos stay visible while Get Sumlino slides into view. Mobile keeps the full name, a visible Get Sumlino button and a menu in a steady layout. The side character makes small hops as it travels, with no trailing effects. The tutorial character and its prompt travel together beside each action, including character selection and Save. A brighter first scene introduces the client workspace. Public Log in links are removed; extension sign-in stays available. Keyboard focus and reduced-motion preferences are respected.
All updates opens the full history. Choose Software for the extension and workspace, or Landing page for the website and demos. Updates that share a date keep their own category.
A quieter footer brings together Privacy, Terms, Cookies, and Data requests, with a direct contact for account and privacy questions.
The header wordmark folds into the Sumlino symbol as you scroll and returns at the top. The homepage announcement links directly to this changelog.
Small Sumlino companions carry voice notes, report changes, and follow-ups around the main character. Select one to try its step in the guide. On smaller screens they settle into a readable row; motion pauses during focus and respects reduced-motion preferences.
A voice-note pilot, from a thought to a client note. Production rollout is still being prepared.
The blue outline follows the active control as the preview changes, including recording, saving a draft, and filtering shortcuts. It stays clear of the character picker.
The guide character keeps the logo’s two distinct shapes, with lighter shading, a little space between the pieces, and a gentle tilt as you move your pointer. Its bright colors and reduced-motion support are preserved.
A small recorder beside your work. Hold Alt+V on a supported webpage and release to finish. A Sumlino character and live microphone meter show when you’re recording. A quick tap explains how to hold; change the shortcut in Settings.
Your words become a draft. With transcription enabled, your words fill the voice editor in your client’s Notes. Save note on the small recorder saves it without opening the workspace, or choose View draft to review and edit first. Any existing typed draft stays untouched. The client selected when recording starts is preselected. Spoken names do not redirect the note.
Keep your next thought moving. Record another note while an earlier draft is unfinished. Voice drafts are grouped in Notes and kept on this device. Optional playback helps you check a detail; local audio is removed after save, discard, or sign-out. Voice transcription is being tested in an isolated pilot before production activation.
Unavailable transcription now explains the issue and keeps your draft instead of displaying a JSON parsing error. Retrying an uncertain note save uses the same request identity to avoid duplicates.
The local extension and backend now use matching sign-in settings. Sign-in offers a fresh-page retry if the provider handoff stalls.
Voice notes now follow the client picture in the homepage guide and scroll story. Record a sample, see the words appear, and save it to the sample client. The demo uses no microphone or account data. The guide also restores the sample client, clarifies report search, and removes its unnecessary Settings button.
A character-led homepage preview, with clearer focus on each part of the workflow.
Try a connected workflow. Choose and save a client character, search for and save a report shortcut, inspect a fictional month-over-month expense change, explore gross margin, working capital and operating cash flow, review an older outstanding payment, save a client note, and complete a follow-up using the real workspace controls. Report comparisons ask you to confirm matching periods, currency, and accounting basis before showing movements. Review prompts are not error diagnoses. Details open once, then highlight a clear next action.
A character to guide you. A floating Sumlino character travels to each control, with a focused spotlight and short typed prompts. A focused outline highlights the next action without a gray overlay; the guide stays in full color. Its logo halves gently separate and rejoin between quiet pauses; tap the character to say hello. Motion pauses offscreen and respects reduced-motion preferences. Travel continues from the character’s current position when the layout changes. Tap the suggested action or skip a step; skipped actions are never marked complete. Steps wait for you; they never advance while you type.
Made for smaller screens. Mobile shows the relevant report or workspace for each step, with the character and instructions above the active task. Repeated navigation and the unnecessary Help button are removed from this preview, keeping each step compact. Client pictures use the actual character picker, with save and cancel controls. The browser frame now uses a bolder company tab and brighter character artwork. The duplicate lower demo is removed; Explore leads into the scroll story.
A connected journey. On larger screens, the side character glides into the center logo as you scroll. The center stays with its orbiting cards while a smaller character emerges and travels back to the sidebar, clear of the text. The mouth opens slightly as the small character emerges and closes afterward. Scrolling back returns the character through the same opening; the center remains visible with its cards. Arrival eases into place without resetting during layout changes, and fast scrolling keeps the sidebar character available. Longer scroll stages give the arrival, assembly, and orbit more breathing room. Your pace. Keyboard controls and reduced-motion support are included. Demo changes stay in the preview and reset on refresh; they never touch an account or the books.
Financial report review, clearer product guidance, and a character introduction controlled by your scroll.
Report review. Signed-in users can review supported, loaded Profit & Loss reports for gross and net margins, Balance Sheets for working capital and current ratio, and Statements of Cash Flows for readable cash flow totals.
Choose the comparison. Explicitly select comparable period columns before reviewing account movements. Missing or unreadable values stay identified. Measures and prompts support your review; they do not diagnose the business.
Comparison fixes. Changing report columns now clears the earlier comparison confirmation. Removing a comparison also removes its minimum-change validation, so it cannot block the current report measures.
Your control. Turn Report review on or off in Settings. The helper reads the displayed report and does not edit, save, or post accounting records.
Core financial statements. Verified search and saving for Profit & Loss, including Income Statement aliases, Balance Sheet, and Statement of Cash Flows. Favorite these pages for your monthly review; QuickBooks plan and permission limits still apply.
Mobile menu. Navigation items arrive with a short stagger and settle into raised surfaces, with touch feedback and reduced-motion support.
Consistent icons and readable type. Replaced emoji-prone arrows and favorite stars with drawn icons in the website and workspace preview. Adjusted the mobile principles heading’s letter spacing.
Clearer use cases. The homepage now walks through the bank detail, outstanding-item explanation, unfinished journal line, and month-over-month movement behind the review. A shorter opening connects review tools with client context and follow-through. Removed the feature-count row to give mobile readers more space. The headline and browser title now describe the workspace, with current QuickBooks Online compatibility stated separately.
Product guidance. A guided financial-report preview moves through Profit & Loss, Balance Sheet, and Cash Flow examples. Scroll or select a report to explore margins, working capital, and reported cash movements. A soft highlight sweeps behind the full key figure, with corrected alignment and reduced-motion support. An August-versus-July example shows a large account movement in dollars and percent as a prompt to investigate. The homepage connects review helpers with client notes and follow-up.
You set the pace. The S assembles as you scroll, with a quicker release of shortcut, note, and to-do cards from its center. Once revealed, the cards orbit gently on their own and pause on hover.
A little personality. The character responds gently to a mouse pointer. Larger artwork, drawn feature icons, and shorter-screen layouts keep the scene readable on mobile.
Homepage address. Direct visits keep the root website address. The header logo still opens /home, and the browser tab now reads “Sumlino — Your accounting companion.”
Motion preferences. Reduced motion shows the finished mark and labels without the scroll sequence or pointer movement.
Page helpers, more shortcuts, and clearer transaction details.
Outstanding follow-up. Compare previous and current outstanding-item exports inside Reconcile. A compact list shows age and review status; open an item to work on its explanation and next step. Exports and next-close setup live in the review actions menu.
Confirm the connection. Choose which previous item to link before carrying its explanation forward. Changed details and duplicate candidates stay visible. An item missing from a later file is not treated as cleared.
Keep your place. Moving between items preserves typed drafts. Save one explanation at a time; conflicting saves from another window cannot silently overwrite the review.
Continue next month. Resume the latest comparison on this computer. Export a snapshot with explanations for the next close or another computer, or a CSV workpaper for the full review. Imported financial rows stay local; this feature does not cloud-sync.
Workpaper amounts. Negative CSV amounts stay numeric so spreadsheet totals include payments. Text fields retain protection against spreadsheet formulas.
Bank feed. Search loaded transactions, review missing payees, and see the count and net of ticked rows. Available bank descriptions appear inline. History opens QuickBooks’ own categorization history when that action is available.
Journal entries. See the debit and credit difference as you work, review incomplete lines, and total selected lines in Sumlino’s review panel.
Your controls. Turn individual helpers on or off in Settings. Helpers require a connected account and use the data QuickBooks has loaded; incomplete or unavailable data stays labeled. They never categorize, clear, save, or post transactions.
Shortcuts. Expanded the catalog to 23 destinations, with search and category filters. Find page and report shortcuts, including Profit & Loss (Income Statement), Balance Sheet, and aging reports; availability depends on your QuickBooks plan and permissions.
Navigation. The Sumlino tab opens a drawer inside QuickBooks and makes room for the page. On other sites, use the extension button or keyboard shortcut to open your workspace.
Website preview. The reconciliation story now shows the same focused follow-up layout and explains how local snapshots work.
Website. Refined the mobile menu with consistent icons and smoother opening and closing.
Ticked totals. Recognize QuickBooks’ resting and hovered checkbox layouts so selected transactions stay counted as you move the pointer.
History. Switch between available history windows without unnecessary draft warnings. Actual unsaved transaction edits remain protected.
Bank descriptions. Read bank text already loaded into supported description cells, including text that QuickBooks clips from view. Editable transaction memos are left alone.
Start with the remaining difference, then review the details you need.
Reconciliation clues. View the displayed difference, cleared and uncleared counts for loaded QuickBooks rows, and possible amounts to investigate. Unreadable or incomplete page data is identified.
Compare full exports. Import bank and books CSV files, map their columns, and check statement totals before reviewing possible matches, timing differences, and missing amounts. Comparison runs locally and does not change accounting records.
Your review. Choose between ambiguous matches and mark outstanding items yourself. A zero difference does not resolve an uncertain match.
Keep the workpaper. Export findings, decisions, and calculations as CSV. Review choices stay on this computer; reimport the same files and statement settings to resume.
A guided product story and more reliable note controls.
Meet the founder. Read why Nicholas is building Sumlino, or listen to the narration with keyboard-accessible playback and speed controls.
Explore the workspace. Follow the homepage’s shortcuts, notes, and to-do chapters, then try the editable demo using fictional clients. Scrolling the story leaves your demo tabs and drafts alone; reduced-motion visitors can use chapter controls.
Notes stay usable. Restored note actions after archive operations and client changes, while keeping controls inactive until the selected client’s content is ready.
Restorable notes, client characters, and clearer save feedback.
Archive and restore. Move notes out of the Current view without deleting them, then restore them when needed. Archive choices save with your client workspace.
Client characters. Choose from eight Sumlino characters and save an animation preference for each client. Your device’s reduced-motion preference takes priority.
Arrange your shortcuts. Drag shortcuts into your preferred order, with saved favorites and client preferences reflected in the workspace.
Steadier previews. Website previews no longer pull the surrounding page away from your scroll position. The hero preview pauses when hidden or when reduced motion is enabled.
Reliable save messages. A successful save no longer appears to fail because of a later animation error. An outdated extension background process now prompts you to reload the extension.
Client context, notes, and to-dos beside QuickBooks.
Client context. Browse and search saved clients without changing the QuickBooks company you have open. Shortcuts follow the active QuickBooks company.
Notes and to-dos. Create and edit client notes, complete or reopen tasks, and see task progress. Saved content and shortcut preferences belong to your signed-in account.
Draft protection. Keep separate drafts while switching clients in the open panel. Failed saves preserve your input; drafts need an explicit Save before they sync.
Connection feedback. Workspace errors distinguish sign-in, connection, and service problems so you can retry without losing your draft.
