Changelog

• Ezyiah for Businesses: Ezyiah now works for business owners as well as accounting firms. Businesses get an AI bookkeeper with live bank feeds, AI reconciliation and automated reports that keep their books up to date and ready for their accountant.
• Quotes, Bills and Invoices: Create and send quotes and invoices, or upload bills and invoices directly into Ezyiah, alongside your receipts, and Ezyiah automatically matches everything to the right transactions.
• Bulk Customer Upload: Bring in your whole customer list in one go instead of adding customers one at a time.
• Live Dashboard: See cash trends, revenue pipeline, bank balances, AI insights and tax position in one screen for every business or client, so you always know where things stand.
• Expanded Custom Chart of Accounts: Create and manage your own accounts across assets, liabilities and more, so each business's books are organised the way it actually runs.
• Accountant and Business Invites: Business owners can invite their accountant, and accountants can invite their business clients into Ezyiah, so everyone works from the same live books.

Impact: V2.7 brings business owners into Ezyiah alongside accounting firms, with bills, receipts and invoices captured and matched automatically, more control over each business's chart of accounts, a clear view of how each business is tracking, and a better way for owners and their accountants to work together in one place.

• Native Receipt Matching: Upload receipts and Ezyiah reads them and automatically assigns them to the correct reconciled transactions. No separate receipt matching app required.
• White Labelling: Add your firm's logo to supported reports for a more professional, branded client experience.
• Team User Invites: Invite employees and team members into your firm account so your team can work together inside Ezyiah, each with their own login.
• Improved Activity Logs: The Ezyiah Assistant panel now shows a clearer, easier-to-read view of every live activity and log, so you can follow exactly what's happening in a file as it happens.
• Improved Scan Similar Transactions: The bulk-edit tool for matching transaction patterns has been refined for faster, more accurate results across larger files.

Impact: V2.6 brings more of your firm's workflow into Ezyiah, with fewer third-party tools, clearer visibility into what Ezyiah's doing as it works, and a better way for your team to work together inside one platform.

• New sidebar navigation: Ezyiah's navigation has moved from the top bar to a persistent sidebar, cutting the number of clicks between reports, clients, and settings and keeping your place in the file as you move around it.
• Balance Sheet: A full Balance Sheet is now generated directly from your reconciled data, no separate export or manual build required.
• Trial Balance: Trial Balance reports are produced automatically from the ledger, ready to review or hand to a client.
• General Ledger: A complete General Ledger report is now available for every entity, built straight from reconciled transactions.
• EOFY Statement: A full EOFY Statement pulls together the financial year in one report, closing the gap between reconciliation and lodgement-ready paperwork.
• Double Entry (Journals + Opening Balances): Manual journal entries and opening balances are now supported natively, so Ezyiah runs the full ledger rather than sitting in front of it.
• Custom Chart of Accounts: Every client's Chart of Accounts can now be configured to match how your firm actually works, built on our extensive Australian chart of accounts as the starting point.
• Multi-Entity Support: Ezyiah now auto-configures the balance sheet by entity type, covering companies, sole traders, partnerships, unit trusts, and discretionary trusts, so firms with mixed client structures don't need separate workarounds.
• Loans: Loan accounts and repayment schedules are now tracked directly inside Ezyiah, closing a gap that previously sent firms back to a spreadsheet.
• Ezy Actions (Cmd/Ctrl+K): A new command palette lets you jump to any client, report, or action from anywhere in Ezyiah without touching the mouse.

Impact: Reconciliation was always the starting point. With V2.5, Ezyiah now takes a firm from bank feed to tax-ready reports without an exit to another tool, reconciliation and tax prep in one place, built for the Australian market.

• Scan Similar Transactions: Select any transaction during review and a new button appears that searches your entire file for transactions with matching patterns. Modify them all at once instead of one at a time.

Impact: Cuts review time on files with recurring transaction patterns, common for tradie and contractor clients with repeated supplier payments.

• PDF Engine: Ezyiah now reads PDF bank statements in under a second. The entire reconciliation pipeline from upload to a fully categorised chart of accounts is significantly faster as a result.

Impact: PDF-heavy client files that previously took several seconds to process now move through in under a second.

• Live Bank Feeds now available across all plans with unlimited connections, automatically pulling transactions daily without manual uploads
• Introduced AI Memory, which learns your clients' transaction patterns and categorisation preferences over time and gets more accurate the more you use it
• Introduced Ezyiah Assistant, a floating panel on the bottom right of every screen that logs a detailed activity trail of each reconciliation and surfaces full error messages so you know exactly what happened and why
• Extended BAS now covers a broader range of transaction types and edge cases for more complex client files
• Added Depreciation Schedule generation directly inside Ezyiah
• Upload up to 5 CSV or PDF bank statement files at once, replacing the previous single-file limit
• UI and UX improvements across key workflows to reduce friction and speed up review

Impact

Firms can add unlimited clients and connect unlimited live bank feeds, meaning Ezyiah is pulling and reconciling transactions automatically across the entire client base every day. Years of backlog and daily bookkeeping run side by side without any manual file handling. AI Memory compounds on top of that, getting more accurate with every file so the longer you use it the less your team needs to touch.

• Now accepts PDF bank statements in addition to CSV file imports
• Added transaction splitting to allocate parts of a transaction across multiple account codes
• Clearly separated original transactions from split entries with visual indicators
• Bug fixes and improved validation for file uploads and data handling
• UI polish including empty states, ABN formatting, and collapsible navigation
• User flow improvements for bank and BAS setup with direct navigation

Impact

Firms can now upload PDFs directly and split transactions during reconciliation, reducing manual adjustments and speeding up review.

• Introduced AI TPAR Auto-Sync inside the TPAR section
• AI identifies subcontractor payments from reconciled CSV transactions
• Automatic assignment of subcontractor transactions to TPAR entries
• Streamlined TPAR preparation workflow after reconciliation

Impact

Firms can now prepare TPAR by reviewing AI-assigned subcontractor transactions instead of manually identifying them.

• Added Excel export for TPAR
• Improved TPAR PDF layout and structure
• Enhanced subcontractor data handling
• Refined transaction assignment logic for TPAR
• Standardised Excel exports across BAS, P&L, Transactions and TPAR
• Fixed column alignment inconsistencies
• Improved compatibility with external accounting software

Impact

TPAR now fully exportable in both PDF and Excel with cleaner workflows and stronger integration flexibility.

• Improved performance for large CSV processing
• Reduced upload errors for high volume files
• Improved transaction categorisation consistency
• Refined reconciliation edge case logic
• Enhanced number formatting for large values

Impact

Faster reconciliation across hundreds of transactions with improved consistency.

• Fixed Profit and Loss duplication issue
• Improved positive and negative value handling
• Cleaned up PDF formatting inconsistencies
• Resolved report validation display issues

Impact

More accurate reports with reduced manual cleanup.

• Fixed large CSV upload failures
• Improved handling of high category volumes
• Resolved missing validation prompts in BAS flow
• Fixed delete financial year issue
• Strengthened BAS calculation logic
• Improved platform wide error messaging

Impact

More reliable BAS preparation with clearer validation and fewer edge case failures.

• Ezyiah officially launched
• Core BAS engine live for cash basis clients
• CSV upload and AI categorisation workflow released
• Profit and Loss generation enabled
• BAS and report PDF exports available

Impact

Firms able to reconcile transactions and prepare BAS directly inside Ezyiah.