This was a major milestones. After many iterations and an extensive pilot period (announced in late October 2025) we completed and released for everyone the new expense submission flow. When we approached this project we had in mind people who have no experience with accounting or finance submitting their first payment requests on the platform. This can be an intimidating experience.
The new expense submission form guides users step by step with clear guidance and instructions on how to successfully submit a request to be paid on the platform. This includes customized instructions from both fiscal host and collectives based on their expense payment policies.
This release also includes a new “modify expense” user experience. In the past users had to go through the entire expense submission flow. Now, a user can directly modify a specific part of an expense with a simplified user experience. An addition security layer was added to make sure that only authorized users can make changes based on the state of the expense.
We’ve continued iterating on new pricing and marketing pages and onboarded a first customer in order to validate that all the new pricing infrastructure works as planned. We hope to release this in early 2026.
We created a prototype a new organization dashboard tools that gives fiscal host access to all the people who have interacted financially with the organization (access is currently limited to just a few organizations for early feedback). A followup project is already on the way to transform the prototype into a working tool that can be released to all organizations.
The work we’ve been doing on new marketing pages has forced us to deal with some long-standing onboarding issues. We want to provide users a smooth onboarding experience that is adapted to their needs and where they are coming from on the platform. In previous cycles we focused on specific scenarios. In this cycle we are focused on consistency and better security practices.
We’ve been planning a sidebar reorganization campaign (which we will share more about as it progresses) for many months. During this cycle we were finally able to build a quick prototype to test some of the plans and their underlying assumptions. Our plans have been validated and the path is now open to a sequence of projects that will gradually introduce improvements to the sidebar (first and primarily for organization dashboards and then gradually to individual and collective dashboards).
