📅 Released: March 6, 2026

Client Insights, Secure Documents & Responsive Experience

This release gives you visibility into each client relationship, protects your documents with a secure delivery system, and polishes the app on mobile.

✨ New Features

🔍 Client Insights — Know Your Best Clients

Each customer page now has a Client Insights section that gives you a clear picture of the relationship at a glance.

What's New:

• Total revenue earned from that client (all paid invoices)
• Average payment delay — how many days they usually take to pay
• Count of paid vs. overdue invoices

Why It Matters: Not all clients are equal. Some pay on time, every time. Others drag their feet. Now you can see the difference in seconds — before deciding whether to send another invoice, offer a discount, or follow up more aggressively.

🔒 Secure Document Delivery

All PDFs — invoices, receipts, and reports — are now served through a secure private channel.

What's New:

• Invoice and receipt PDFs are no longer stored with publicly guessable links
• Documents are always fresh — no more stale or cached versions
• Consistent and reliable delivery across all devices

Why It Matters: Your business documents contain sensitive financial information. They deserve proper protection — not a generic cloud link anyone with the URL could access.