What's new — May 2026
· One min read
May was our biggest month of the year — a guided bulk-import experience, the Neo AI assistant, and the first release of DealFlow sharing.
Release notes · May 2026
Import faster, ask Neo, share the deal.
Headline releases
- Guided bulk import — one simple way to import items, leads, enquiries, expenses and quotations, with checks and lookups as you go.
- Neo, the AI assistant, arrives in your chat: draft a document from the conversation, mention
@neo, and let it read an uploaded invoice for you. You review and confirm everything before it's created. - DealFlow document sharing — share a document with a partner and convert a received order into your own purchase order.
Also this month
- Sign-in redesign — PIN sign-in, remembered email and trusted devices, plus signup with an email code.
- Support ticketing with an SLA time estimate.
- Modernized document tabs and navbar, and a refreshed "My Biz" dashboard with a monthly target gauge.