FinOpps0.302 - App Store

Automate operations and financial processing leveraging AI. This App will help small business owners to streamline and manage the business operations, improve efficiency and thereby save critical financial resources.

Version History • New: Customer Analysis — search any customer to see their purchase & payment history (this year, last year, and a side-by-side summary), plus an AI star rating & summary of their behavior. Export it as CSV or PDF.
• Scan a check when adding a payment, just like scanning a receipt — Check #, Amount & Date fill in automatically.
• Tap the new icon on any payment to preview its scanned check photo. 0.302 Oct 4 What's New
- Weekly Business Summary: opt in to a weekly SMS/email recap — revenue collected, invoices sent & paid, new customers, and what's coming up next week
- New "Cancel Estimate" option — instantly mark an estimate expired and notify the customer in one tap
- Estimates now automatically email/text the customer once they've expired
- Added Business Email, Phone, and SMS Number fields to Business Settings 0.301 Sep 25 • Add a brand-new customer without leaving the invoice you're creating — just tap the + next to Customer, fill in their name and phone, and they're ready to use.
• View and edit your business's default Tax and Gratuity percentages under Business Settings, now with more precise (4-decimal) accuracy.
• New keyboard shortcuts for external keyboards: Ctrl+Shift+P to print an invoice, Ctrl+Shift+I / Ctrl+Shift+W to open the Invoice PDF / Work Order PDF, Ctrl+Shift+B to go back.
• Fixed an issue where selecting a Vendor or Category on Expenses and Other Income could save incorrectly if it wasn't chosen from the suggestion list.
• Fixed an issue where Tax and Gratuity changes in Business Settings weren't being saved. 0.300 Sep 2 New: Scan a receipt when adding an expense to auto-fill amount, date, and vendor.
Improved: Invoice Items Report now offers two views, with or without invoice numbers. 0.299 Aug 27 - View, add, and edit an employee's recurring pay elements right from their profile
- Pay stubs now open in a quick preview with a clearer layout and a Current vs. Year-to-Date summary
- Payroll runs now process in the background with live progress, so larger runs no longer time out
- Refreshed the look of the Items and Incomes screens for a cleaner, more consistent experience
- Various stability improvements and bug fixes
- Refreshed the look and feel across most of the app for a cleaner, more consistent experience
- Improved dark mode support in several screens
- Fixed a few minor mobile display issues 0.295 Aug 19 Income entries now support tax rate, tax amount, and platform fees with auto-calculated net
Sales tax reports include both invoice tax and other income tax
Tax auto-calculates in real time as you type
Dashboard and Tax Analysis tiles now display correctly in dark mode 0.294 Aug 12 What's New
Manage multiple businesses with FinOpps!

New in this release:
Switch between businesses from the side menu.
Configure each business independently with the new Business Configuration Editor.
Customize theme colors, fiscal year start, invoice fields, and feature toggles for every business.
We've also made performance improvements and fixed bugs to provide a smoother experience. 0.292 Aug 6 v0.0.291 — Sales Tax Reports

New
Sales Tax Analysis — weekly/monthly/quarterly/yearly tax trends
Sales Tax Report — daily tax summary with Excel/PDF export
Sales Tax Detail Report — invoice-level tax listing with Excel/PDF export 0.291 Jul 29 Enhanced Recurring Entries by adding support for Recurring Invoices and refining Recurring Income and Expense management, making it easier to automate repeat billing and keep recurring financial transactions organized and accurate. 0.290 Jun 27 Improved invoice item notes by adding support for private inline notes using #, while allowing literal # characters with ##. Notes now display more clearly across mobile views, and private note text is consistently hidden from customer-facing PDFs and pages. 0.289 Jun 19 * NEW FEATURE: Generate short marketing videos for Instagram Reels, YouTube Shorts, and TikTok using your event photos and videos 0.288 May 29 * Bug fixes and product improvements 0.287 May 12 * Smart invoice estimate reminders with progressive messaging (helpful first, urgent second)
* Added Post Event Thank You and Request Google Review button
* Invoice Portfolio support on mobile 0.286 Apr 16 Improvements for Invoicing 0.285 Apr 11 * View Deleted Invoice and Retrieve
* Invoice Event Time in the increments of 30 mins 0.283 Mar 24 New Feature - Instagram Reel/Short Videos upload to and download from invoice. 0.282 Mar 17 New Feature - Recurring Income and Expense: You can now automate regularly scheduled income and expense transactions with customizable frequency and dates to simplify financial tracking and improve cash flow visibility. 0.281 Feb 28 Update to Analytical tool to enhance AI capabilities 0.278 Feb 13 * New Feature – Locations/Venues: Add and manage venues so they can be selected from a list when creating invoices, instead of being entered manually.
* Enable selecting a venue from a predefined list when creating an invoice 0.277 Feb 1 Your customers can view project proposals and invoices, and complete e-signatures directly on your custom domain website. 0.275 12/25/2025 Introducing Portfolio Based on Invoice

The best way to attract future customers is to showcase your best past work—beautifully and effortlessly—without spending extra time or money.

With FinOpps Portfolio Based on Invoice, you can now upload pictures of your completed work directly to an invoice. FinOpps automatically turns this into a professional portfolio that highlights your real projects and results.

Turn your completed invoices into powerful marketing assets and let your work speak for itself. 0.274 12/16/2025 * Online Invoice Payment
* View Business Configurations
* Alert if outstanding invoice when querying customer
* Product improvements 0.271 11/26/2025 * Bug fixes and product improvements 0.270 11/11/2025 * Businesses now have the option to get a dedicated phone number for communicating directly with their customers. This makes interactions more personalized, professional, and easier to manage.
* We’ve enhanced the POS (iPad/Tablet) invoicing process for a more seamless experience.
* Other improvements 0.269 10/30/2025 * Bug fixes and performance improvements. 0.268 10/22/2025