What's New - November 2025

Its been a busy few weeks 😅 with some major usability updates to Prosaic — from enhanced bank imports and live balances to file uploads, exports, and more flexible client management.

Here’s a look at what’s new this month 👇

💰 Bank Accounts

You can now do more directly from the Bank Accounts page, with improved visibility and control:

Edit bank names directly from the account list
View statements and running balances to keep track of reconciliations
See client-connected accounts with sync status and activity
Import “Other” bank account statements (non-Akahu feeds) to backfill data
Validate CSV columns when importing bank statements to prevent mapping errors

📁 Files

File management has taken a big leap forward this month:

You can now upload and attach files directly to manual journals and reconciled transactions
A brand new Files Library lets you browse and search uploaded documents

🔄 Transactions

Unreconciled tab

New entity and bank account filters persist across all transaction views, making it easy to toggle between clients, focus on a single client, or reconcile groups of clients together
Statement and ledger balances display when reconciling individual bank accounts and update in real time.
Edit transactions (and split lines) before reconciling to adjust details, description, or attach files

Reconciled tab

Reconciled transactions now display full detail including account, split, and tax rate
Bulk-reverse reconciled transactions with a reason prompt and undo option

👥 Clients

You can now delete clients once all linked entities are removed
Click a client’s name to view more details, including connected bank accounts and last-synced status

📊 Reports

Reporting is now more flexible, exportable, and polished:

GST reports can be printed as PDFs with your firm logo displayed
Entity ledger exports are now available in CSV format for sharing or export to external tax, reporting or excel - full export of filtered by date and account
Trial balance can be exported in a format compatible with Prosaic journal line imports

Tip: If clients run a lot of business spend through personal bank accounts, you can keep these separate from their primary business entity, by setting up a personal entity with simple chart of accounts, eg "Home Office Expenses"

Use bulk coding and splitting to find and claim business share of personal spend, then import these lines into a tax exclusive journal for their main business entity which will automatically add GST and let you allocate the spend to expense codes.

After coding a single period (GST, year end) Prosaic will remember accounts, GST treatment and splits, making it near automatic the next time

📘 Journals

When you set a journal to tax inclusive or exclusive, CSV imports with blank tax settings now automatically apply default tax codes, saving time and avoiding manual fixes

🚀What's coming up

Our team are sprinting hard before the Xmas break, focused on these areas:

Public API: We’ll soon be releasing a public API to enable integration with external practice, tax, reporting, or workflow apps — such as job management, time tracking, invoicing, and payroll systems.
Chart templates: We’re improving chart templates so changes can update any client entities using those charts, as well as offering more entity level flexibility (such as renaming accounts).
Fixed assets: We’ve started early design work on a fixed-assets module — one of our most requested features.
Tracking categories: Still high on the to-do list for entity and reporting flexibility.
Reports: Ongoing improvements to existing reports and new ones to help streamline client review and year end tax calculations (eg IR3R or IR10)