Changelog
Follow our journey as we build the best bookkeeping software for Dutch entrepreneurs.
Deep Links & Insights
A dedicated /clients/:id detail route with Summary, Timeline, and a new Facturen tab. Recurring invoices extracted from the invoices mega-page into their own /terugkerende-facturen route with a sidebar entry in all 5 locales. Dashboard gets real charts powered by recharts: a revenue line chart, an invoice status donut, a monthly finance donut, plus two widgets backed by new API endpoints — an AR aging breakdown (0–30 / 30–60 / 60–90 / 90+) and a 6-month expense category donut. A generic EntityPicker primitive is extracted from ClientPicker and powers the bank match modal's invoice/expense selection. Zero feature regressions.
Workspace Modernization
Pure refactor pass across Settings, invoice/quote detail pages, invoice/quote/expense/product forms, the Dashboard, and Bank reconciliation. The 1312-line settings page is split into a shared layout + 7 sub-routes. New DetailSection, DetailSidebar, and DetailActions primitives standardize detail pages; new FormSection, FormField, FormLineItems, FormTotals, and ClientPicker primitives standardize forms. Dashboard gets per-widget loading states and reuses the list + detail primitives. Bank page is split into AccountStatusCard, MatchModal, SuggestionCard, and a useBankFileUpload hook, with debounced filters. Zero feature regressions.
Mobile List Polish
Hotfix for the v3.15 list cards on phones. The right-side action slot (revenue, badges, edit/delete) now wraps below the card body as a horizontal row instead of squishing into a tiny vertical strip — Clients and Products are readable again on narrow viewports. Bulk-action bar lifts above the bottom navigation, and the main content respects iOS safe-area insets at the top and bottom.
List Pages Modernization
Refresh of every list page (Invoices, Clients, Expenses, Quotes, Products) on top of a new shared primitive library: ListPageHeader, ListFilters, ListTable, ListCard, BulkActionBar, and StatusBadge. Consistent header, search, table-and-cards layout, semantic status badges, and bulk-select with sticky action bars across the workspace. ~1,600 lines of duplicated table/card markup deleted; new pages get the same look for free. Pure refactor with zero feature regressions.
Workspace Reorganization
Major UX refresh: the flat 25-item sidebar is now organized into 8 collapsible groups (Customers, Sales, Incoming, Financial, Accounting, Work, plus Dashboard and Settings). The 1062-line Settings page is split into 7 horizontal tabs with URL hash sync. Mobile bottom nav is now group-aware. Bank Rules — previously orphaned — is now reachable from the sidebar. Pure restructuring, zero feature regressions.
Client Portal 2.0
Full-service branded client portal with tabs for invoices, quotes, contracts, and payment history. Summary dashboard showing total invoiced, total paid, quote count, and active contracts. Clients see everything in one place.
Dashboard Widget Customization
Show, hide, and reorder your dashboard widgets to create the perfect overview. Toggle visibility for 12 widget types including revenue, insights, time tracking, and more. Preferences are saved per user and sync across devices.
Global Search
Find any invoice, client, expense, quote, contract, or product instantly from the Cmd+K command palette. Full-text search across 7 entity types with type-ahead results, filters by category, and display of amounts, status badges, and dates. 250ms debounced for fast, responsive results.
Multi-Company Support
Manage up to 5 businesses from one account. Each company has its own invoices, clients, expenses, and settings. Switch between companies instantly with the sidebar company switcher. Separate books per company with per-company KVK, BTW, IBAN, logo, and branding.
Team & Collaboration
Create a team workspace with 4 roles (owner, admin, bookkeeper, viewer). Invite members via email with 7-day expiry tokens, manage permissions, track all team activity with a live feed, and collaborate on your bookkeeping.
Deal Pipeline — Quote-to-Invoice Tracking
Visual Kanban board tracking deals through 8 stages from quote draft to payment. Move deals between stages, link quotes, contracts, and invoices, and track conversion rates, cycle times, and pipeline value with a full audit trail.
Budget Planning & Tracking
Set revenue and expense budgets per quarter with category-level breakdown. Track actual performance vs targets with variance analysis and visual progress indicators.
Quarterly Tax Estimates (BTW + IB)
Automatic quarterly BTW summaries (Q1–Q4) with revenue, BTW collected, BTW paid, and net due. Income tax estimate with Dutch deductions (zelfstandigenaftrek, startersaftrek, MKB-winstvrijstelling) and per-quarter reserve calculation.
Webhook & API Key Integrations
Connect external tools via custom webhook endpoints with HMAC signing. 6 event types (invoice, payment, expense, quote), delivery history with exponential backoff retry, and API keys with read/write scopes.
Contract Management
Create, track, and manage client contracts with status tracking (draft, active, expired, cancelled), automatic renewal alerts, value monitoring, and frequency options. Full CRUD with client linking and expiration warnings.
Client Activity Timeline & Health Score
Unified activity feed per client aggregating invoices, quotes, payments, time entries, expenses, and contracts. Client health score (0–100) based on payment timeliness, with color-coded labels (excellent, good, fair, poor).
Auto-Invoice from Time Tracking
Automatically generate draft invoices from unbilled billable time entries, grouped by client and project. Configurable day-of-month scheduling with per-user automation preferences.
Monthly Business Digest Email
Receive a monthly summary email on the 1st with revenue, expenses, profit, outstanding invoices, and overdue counts. Bilingual (NL/EN) HTML email with color-coded metrics.
Multi-Currency Invoicing
Create invoices in EUR, GBP, USD, CHF and 9 more currencies. Exchange rates fetched from ECB, EUR equivalents stored automatically for tax reporting. PDF and UBL exports show the correct currency.
KOR & OSS Tax Compliance
Small entrepreneur exemption (KOR) toggle with €20K threshold tracker. One-Stop Shop (OSS) for EU B2C digital services with automatic destination-country VAT rates. ICP report for EU B2B reverse-charge declarations.
VIES VAT Validation & EU Automation
Validate EU client VAT numbers via VIES. Automatic reverse charge detection for EU B2B invoices. Client type (business/consumer) tracking for correct VAT treatment.
Project Profitability Dashboard
See revenue, costs, profit, and margin per project. Link expenses and mileage trips to projects. Set hour or monetary budgets with 80%/100% alerts. Budget progress bars on dashboard.
Utilization Dashboard
Weekly billable vs non-billable hours breakdown with utilization percentage tracking. Color-coded indicators help you optimize your time allocation.
Partial Payments (Deelbetalingen)
Track multiple payments per invoice with progress bars, automatic status transitions, and payment schedules. Bank auto-match now creates partial payments when transaction amounts don't cover the full invoice.
PDF Report Export
Download professional PDF reports for P&L, Balance Sheet, VAT Summary, Unpaid Invoices, Revenue per Client, Expenses per Category, and the complete Year-End Tax Package.
UX Gap Fixes — Navigation, Shortcuts & More
Bank added to sidebar, Command Palette expanded to 19 items, 7 new keyboard shortcuts, depreciation report exposed, KVK auto-fill in clients & settings, rate limiter bug fix, dead dependencies removed.
60-Second Invoice Creation with Live PDF Preview
Streamlined invoice form with visual step indicator, product favorites, quick send, and a side-by-side live PDF preview that updates as you type.
iDEAL QR Code on Invoice PDF
Every invoice PDF now includes a scannable EPC QR code for instant iDEAL payment — scan with any Dutch banking app to pay.
Client Payment Portal
Generate a branded portal link for each client where they can view all their invoices, download PDFs, and pay online.
Proactive Invoice Assistant
AI detects your invoicing patterns and reminds you when it's time to invoice recurring clients. Auto-marks invoices as paid from bank matches.
Progressive Feature Disclosure
New users see a simplified navigation with just 4 items. Features unlock automatically as your business grows — no overwhelming menus.
Mobile-First Invoice & Business Card Scanner
Thumb-friendly invoice creation on mobile with card-style line items and sticky send button. Plus: scan business cards with your camera to create clients instantly.
Performance & UI Polish
Invoice status pipeline bar, compact view toggle, client revenue badges, visible search bar, navigation progress indicator, and optimistic updates across the app.
KVK Auto-Fill on Signup
Enter your KVK number during onboarding and we auto-fill your company name and address from the Dutch Chamber of Commerce.
Dashboard Insights — Proactive Financial Alerts
Get data-driven alerts on your dashboard: expense growth spikes, aging receivables, revenue concentration risk, utilization rate monitoring, cashflow trends, and upcoming payment deadlines.
Recurring Expenses — Auto-Generated Cost Templates
Set up recurring expense templates with monthly, quarterly, or yearly frequency. Expenses are auto-generated via daily cron and integrated into your cashflow forecast.
Quote Pipeline Analytics — Sales Funnel Visibility
Track quote conversion rates, average turnaround times, win/loss breakdowns, and revenue from conversions. Add rejection reasons to understand why deals are lost.
Custom Email Templates — Branded Communications
Customize invoice, reminder, and quote emails with your own HTML templates. Insert variables with one click, preview instantly, and reset to defaults anytime.
Smart Bank Categorization — AI-Powered Suggestions
AI-powered category suggestions for bank transactions. Learns from your choices, uses pattern matching and Gemini AI, and creates expenses with one click.
Depreciation — Asset Register & Tax Integration
Maintain a full asset register with linear or declining balance depreciation methods. Depreciation is automatically calculated and integrated into your year-end tax filing, including multi-year schedules and KIA deduction support.
Bank Rules — Auto-Categorize Transactions
Define rules to automatically categorize bank transactions based on amount, description, or counterparty IBAN. Rules support priority ordering and can be bulk-applied to existing uncategorized transactions.
Payment Reminders — 5-Level Escalation
Configure reminder schedules with up to 5 escalation levels, from friendly nudges to formal collection notices. Each level has configurable intervals, tone, and email templates. Supports per-client settings.
Client Tags — Colored Labels for Organization
Add colored tags to clients for quick grouping and filtering. Organize your client base by industry, priority, region, or any custom category. Tags are visible across all client-related views.
Invoice Attachments — Documents on Invoices & Quotes
Upload PDF documents, contracts, specifications, or any file directly to invoices and quotes. Attachments are included when sending invoices to clients and stored securely alongside the invoice.
Invoice Templates — 3 Professional PDF Designs
Choose from 3 professionally designed PDF templates for your invoices: Classic, Modern, and Minimal. Each template is fully customizable with your logo, brand colors, and footer text.
UBL e-Invoicing — Peppol Compliant
Export and import Peppol-compliant UBL e-invoices. Fully compliant with Dutch e-invoicing standards, ready for government and business clients. Includes automatic format detection and validation.
Mileage Tracking — Kilometerregistratie
Log business trips and automatically calculate the tax-deductible mileage allowance at €0.23/km. Includes trip logging with addresses, monthly reports, and year-end tax integration. Built for ZZP'ers.
Accountant Access — Read-Only Sharing
Share a read-only portal with your accountant via a secure link. No account needed — they get instant access to your books with granular permission control.
Dashboard+ — Financial Cockpit
A redesigned dashboard showing profit, expenses, cash position, and BTW deadline countdown at a glance. Your complete financial overview in one screen.
GDPR Compliance — Data Export & Deletion
Export all your data or delete your account with one click. Full GDPR data portability and right to erasure, ensuring complete control over your personal data.
Receipt Viewer — PDF Support & Download
View uploaded expense receipts as PDF inline, zoom in on details, and download originals. Supports all common receipt formats. No more lost receipts.
Time Tracking — Billable Hours & Timesheets
Track billable and non-billable hours with start/stop timers or manual entries. Link time to clients and projects, set hourly rates, view weekly and monthly timesheets, and convert tracked time directly into invoices. Includes utilization reports and a dashboard widget.
Year-End Tax Package — Jaarafsluiting
A 9-step guided wizard for year-end tax filing. Automatically calculates ZZP deductions (zelfstandigenaftrek, startersaftrek, MKB-winstvrijstelling, KIA), generates a pre-filled IB tax summary, flags data quality warnings, and provides year-over-year comparison.
Enhanced Cash Flow Forecast
Model optimistic, realistic, and pessimistic scenarios with what-if analysis. Includes tax reserve calculator, cash runway indicator, financial events timeline, and unbilled time revenue projections.
Multi-Language Translation — 6 Languages
Full multi-language support across all pages including VAT returns, Products, Clients, Bookings, and Expenses. Available in Dutch, English, Romanian, Turkish, Russian, and more. Every button, label, and message is now translated.
Mobile-Optimized Quotes & Products
Responsive redesign of all Quotes and Products pages for seamless mobile use. Touch-friendly cards, swipe actions, and optimized layouts for on-the-go invoicing.
Referral Program & Romanian Landing Page
Invite friends with your unique referral link and earn rewards. Plus: a fully localized Romanian landing page to reach new markets.
Unified Bookkeeping — Boekingen
A unified bookkeeping module to manage revenue, costs, business assets, and balance entries in one place. Features Stitch-inspired design with professional SVG icons, BTW incl/excl toggle, and smart category management.
Quotes & Proposals — Offertes
Create professional quotes with line items, send them to clients, and convert accepted quotes directly into invoices. Includes BTW verlegd (reverse-charge VAT) support.
Product & Service Catalog
Save your most-used services and products. Quickly insert them on invoices with auto-filled prices, VAT rates, and descriptions. Most-used items appear first.
Bank Account Integration
Connect your bank account via PSD2. Transactions are automatically imported and can be matched with invoices and expenses.
New Visual Identity
Fresh branding with animated logo, updated color palette, and premium dark & light themes across the entire platform.
Expense & Receipt Management
Track expenses, categorize costs, and manage receipts. Everything organized for tax filing with VAT input deduction.
VAT Return Overview
Real-time quarterly VAT overview with automatic calculation of output and input tax. Export-ready for the Belastingdienst.
Client Management System
Full client management with private/business distinction. Store KVK numbers, VAT IDs, and complete contact details with inline editing.
Recurring Invoices
Set up automatic recurring invoices on weekly or monthly schedules. They're automatically created and can be sent to your clients.
iDEAL & Stripe Payments
Accept payments via iDEAL, credit card, and SEPA. Powered by Stripe Connect — payments go directly to your own account.
Launch — Smart Invoicing
The first release of Boekhoud Buddies! Professional invoices in seconds with automatic VAT calculation, sequential numbering, PDF generation, and email delivery.