What's New - April 2026

April's roadmap was focused on automation, documents, and bringing more of the workflow into Prosaic.

We’ve introduced transaction rules to automate repeat work, added a files email inbox and smart matching to bank transaction, launched a new Expenses app, and made it easier to standardise fixed assets across your practice.

Here’s what’s new this month 👇

🤖 Rules: automate repeat work

We’ve shipped the first version of transaction rules. Offering even more granular automation in complement with our AI, unlike any other ledger, Prosaic rules can be set across the entire workspace - write one rule, for all clients, instantly!

You can now:

Create rules using AI from natural language
Set rules at the bank, entity, chart template or workspace level
Apply a rule across all clients from one place
Preview matches before applying
Create rules that include split logic - so you can instantly gross up bank transactions

This gives you a much more scalable way to standardise coding across your firm - while still keeping full control over how automation is applied.

Learn more about rules in Prosaic

📄 Files inbox + smarter file matching

Documents are now much more deeply integrated into your workflow.

We’ve introduced a new files email inbox and improved how files match and attach to bank transactions:

Upload, preview, and organise files more easily
Each entity now has its own email inbox to automatically capture invoices and receipts sent via email (find this on each entity settings page)
Automatically surface file matches during reconciliation, using amount, date, and bank signals
Search inside documents (PDF + scanned images), not just filenames.

This reduces time spent chasing documents and makes reconciliation faster and more reliable.

Learn more about files in Prosaic

💼 Expenses app

We’ve launched a new Expenses app — replacing our original Home Office product.

From any client connected bank account, you or your clients can now

Quickly create and and share expense reports (CSV, Excel, PDF)
Use AI to scan personal bank transactions to suggest claimable expenses (like home office)
Let clients set their own default claim rates (including home office , motor vehicle)
Work through cleaner review, claiming, and finalisation flows
Generate consistent outputs for reporting and journals

This is a much more complete workflow for managing expense worksheets like home office and motor vehicle end-to-end, keeping personal bank accounts separate from trading entities.

Try it out at https://expenses.prosaic.works/

🏢 Workspace fixed assets

We’ve introduced workspace-level defaults to standardise fixed asset setup.

You can now:

Define asset types, depreciation settings, and account mappings once
Assign them to chart of accounts templates
Automatically create and apply them to every new entity that uses this chart template
Keep setups consistent across your client base

This makes fixed assets much easier to manage at scale and reduces manual setup for each new client.

✨ Other Improvements

See more context behind AI suggestions, file matches, and rules
Passkey sign-in for faster, passwordless login
Improved GST workflows with better status handling and return history

🔮 Coming Soon

We’re continuing to build toward a fully automated compliance workflow, including GST filing with IRD and client payments

More updates coming soon.