Product

Product updates

Customer-visible changes to proxo, newest first. Material changes to the legal documents are listed on the legal changelog.

October 2026

Encryption at rest is upgraded to AES-256-GCM, and emails and tokens are now looked up by keyed HMAC-SHA256. Read about security.
New Transfer asks whether money moves between an entity's own accounts or to another entity.
New Transfer has a "Pay down debt" option for paying an entity's own credit card or line of credit from its cash account.
Transfers between one entity's own accounts no longer count toward gross Inflows and Outflows totals.
The aging and forecast reports leave transfers between an entity's own accounts out.
A receipt that arrives after its bank line is attached to the existing Outflow instead of booking a second one, or held for review when the match is uncertain.
Card statement imports keep purchases paid with reward points out of the card transactions, and the statement review shows the points summary.
Deleting a cash flow voids its recorded payments, so they no longer count in payment totals.

A new Outflow can be paid in installments, and the schedule appears on the record's Payments tab.
Record a payment straight from an Outflows row, and filter with the "Partially paid" and "No payment in 30+ days" chips.
When you change a transaction's category, proxo offers to apply the same change to similar transactions.
A Draft cash flow can be moved to another entity.
Emailed receipts can be filed under a specific entity, and the Receipt Inbox follows the entity selected in the sidebar.
A bank connection can be disconnected and reattached from Financial Accounts, and new bank connections import up to two years of transaction history.
Reassign the approver on a single approval-chain step; requests already waiting on that step move to the new approver.
Principals can edit their own organization's approval policy.
Budgets import from CSV with a preview first, export to CSV, and alert budget owners when spending from bank feeds or imported statements reaches a threshold.
Dashboard layouts can be saved and switched with Saved Views, and the app follows your device's light or dark setting on first visit.

A notification about a record opens that record over the current screen instead of navigating away.
Payment releasers can Deny Release as well as Release an approved payment in My Payments.
Outflows, Inflows and Net Cash Flow share one bulk action bar, including bulk Mark as Received.
Credit card accounts from connected banks are tracked as liabilities, separately from cash accounts.
Emailed receipts appear in proxo without a page refresh.
If proxo refuses a receipt you forwarded, it tells you why.
A receipt that matches no existing Outflow can still be filed.
Bank statements extract in the background, with a progress indicator that stays visible while you work.
A quote group can start with one quote, and the rest can be added as they arrive.
Proxo Agent Chat always shows a reminder that AI responses can be wrong and should be checked.

Every feature is on every plan; plans now differ only by the number of entities.
Invite a teammate with a shareable link that is also sent by email.
Split an expense across entities, including partial coverage of the total.
Approved Outflows can go through a payment release step, with a My Payments worklist for the people who release them.
Bank statement files are never stored: proxo extracts the transactions and discards the file.
Password-protected and image-only statement PDFs are detected and explained, and long statements are read in full instead of being cut off.
Recurring transactions run in each entity's own timezone, and the entity form gains a timezone picker and searchable country and currency pickers.
My Sessions lists your active sessions and trusted devices and lets you sign any of them out; idle sessions now time out on the server.
Push records to QuickBooks and Expensify from one shared "Push to" control.