Multi-Entity ECD

You can now enable Electronic Check Deposit (ECD) for every legal entity you manage. Previously, ECD could only be linked to a single legal entity. Now, when setting up a financial account, you can select which legal entity you want to deposit checks for, giving you more flexibility when managing check deposits across your organization.

Document summaries via webhooks + API

AI document summaries are now available through our API and webhooks, making it easy to sync this feature into your existing workflows. Whether you're pushing summaries to your internal tools or building custom automations with Zapier, you can now access AI-generated summaries programmatically.

Routing Rules: Tag Mail Action

You can now use routing rules to automatically assign tags to your mail. Previously, routing rules could only assign mail to teams — now you can also apply tags based on your rule criteria, giving you more flexibility to organize and categorize incoming mail. To get started, create or edit a routing rule and select "Add a tag" as your action.

Long-term mail storage (alpha)

We're piloting extended mail storage for select customers who need to retain documents beyond our standard 30-day window. If your business has document retention requirements and you'd like to explore this option, please contact your account manager.