What shipped, week by week
Cohesio ships every Tuesday. Every release below is live today, with a version tag, what changed, why we built it, how to turn it on, and which plans include it.
A weekly Tuesday release, not a quarterly roadmap
Most weeks ship one or two changes; some weeks — like the run-up to a bigger integration — ship more. There’s no beta flag to opt into: everything on this page is available in your workspace today, gated only by plan where noted. Point a feed reader at /changelog.rss to get new entries the day they ship instead of checking back here.
September 2026
Bulk accept for matched line items
When AI extraction returns a high-confidence match against a prior month’s pattern — same vendor, same account, amount within a small tolerance — reviewers can now select every matching row across a pack and accept them in one action instead of clicking through each one. This targets the mechanical part of review, not judgment calls: anything below the confidence threshold, or without a prior-month pattern to compare against, still requires an individual decision. Every bulk-accepted item still records the same source file, page and version as a manual accept, and still shows up individually in the audit trail. Enable it from the review queue’s settings gear; it’s on by default for new Team and Scale workspaces.
Engagement-level activity export
Every engagement now has a one-click CSV export of its full activity log — every submission, every AI proposal, every accept, correction and waiver, timestamped and attributed to the staff member or client action that produced it. Previously this data was only visible in the manifest and the in-app timeline; firms doing their own QA sampling, or responding to a client dispute about what was and wasn’t received, wanted it in a spreadsheet they could filter and sort. Export from any engagement’s overflow menu; the file matches the same underlying records that back the signed decision manifest, so the two never disagree. Available on every plan.
August 2026
Custom domains for client checklists
Team and Scale firms can now serve every client-facing checklist link from their own domain — for example docs.yourfirm.com — instead of a cohesio.ai subdomain. This matters most for firms that get asked "is this a phishing link?" by a nervous client; a domain the client already recognizes answers that question before it's asked. Setup is a CNAME record plus automatic TLS certificate issuance, verified from Settings → Branding → Domain; most firms are live within an hour of adding the record. The branded domain applies to every link a client opens — onboarding, monthly packs and correction requests alike — and email notifications switch to match automatically. Existing client links keep working during the transition.
SSO with SAML and SCIM
Scale firms can now connect Microsoft Entra ID or Google Workspace for staff single sign-on, with SCIM provisioning so adding or removing someone from the identity provider’s group automatically adds or removes their Cohesio seat — no separate offboarding step to forget. Role mapping is configured once, from group to Cohesio role, and applies to every staff member added afterward. This shipped in response to firms whose own compliance obligations require centralized identity management for any tool touching client data. Configure it from Settings → Security → Single sign-on; SAML metadata and SCIM tokens are generated there. Scale plan only, since seat provisioning ties directly into the plan’s staff limits.
REST API v1 and webhooks
The first stable version of the Cohesio REST API shipped alongside eight webhook event types covering the engagement lifecycle: issued, received, accepted, correction requested, waived, exception raised, closed, and client created. Together they let Scale firms build the automation their own tooling needs instead of waiting on a built-in integration — routing a closed engagement into an internal billing system, for instance, or triggering a custom Slack digest with formatting Cohesio’s own Slack integration doesn’t offer. Authentication is a bearer API key issued per workspace from Settings → Developer; webhooks are configured with a target URL and a signing secret for payload verification. See the integrations page for the full endpoint and event reference.
July 2026
Waiver reasons library
Staff waiving a document requirement now choose from a firm-defined library of reasons — "client is exempt this period," "provided outside the system by prior arrangement," and so on — or write a custom one when nothing fits. Before this, waiver reasons were free text, which meant no two reviewers phrased the same situation the same way, and searching past waivers for a pattern was nearly impossible. The library is managed from Settings → Review → Waiver reasons, and every existing free-text waiver stays exactly as written; the library only applies going forward. Firm admins can retire or edit reasons at any time without affecting engagements that already used them. Ships on Team and Scale.
Bulk client import
Firms migrating off a spreadsheet, a shared drive or a legacy client portal can now import their entire client roster from a single CSV export instead of adding records one at a time. The importer maps common column headers automatically (name, contact email, entity type) and flags rows it can’t confidently place for manual review before anything is created. This came directly from onboarding conversations with firms carrying 50-plus clients, for whom manual entry was the single biggest thing standing between signing up and actually using the product. Import from Client register → Import, review the mapped preview, and confirm — nothing is created until you approve the final list. Available on every plan.
June 2026
Xero sync
Xero joins QuickBooks Online as a ledger sync target. Match a client record to a Xero organisation once, and Cohesio keeps periods aligned automatically, then attaches the closed month’s signed manifest and accepted originals directly to that period so whoever does the actual bookkeeping in Xero never has to go hunting for source files. We built this because firms running mixed client rosters — some on QuickBooks, some on Xero — were maintaining two separate handoff habits; now there’s one. Connect it from Settings → Integrations → Xero; the OAuth grant asks for read access to organisations and contacts and write access to attachments only. Available on Workspace and above.
SharePoint and OneDrive
Accepted originals and signed manifests now mirror into per-client SharePoint or OneDrive libraries for Microsoft 365 firms, matching the folder-mirroring behavior already available for Google Drive and Dropbox. Retention labels applied at the library or folder level in SharePoint are honored — Cohesio writes files into the existing structure rather than creating a parallel one your compliance team would have to reconcile. The connector authenticates through the same Microsoft account used for Entra ID SSO where that’s configured, so firms adopting both don’t need a second consent flow. Connect a library per client from that client’s Integrations tab. Available on Team and Scale.
Forward-by-email intake
Clients who’d rather forward an email attachment than use an upload page now can: every engagement gets a dedicated intake email address, and attachments arriving there file themselves against the correct open requirement using the same matching logic that powers drag-and-drop upload. This exists because a meaningful share of client contacts — especially at smaller businesses — already have the document sitting in an email from their bank or point-of-sale vendor, and re-downloading it just to re-upload it was friction with no purpose. Unmatched attachments land in a holding area for staff to route manually rather than being silently dropped. On by default for every plan; the address is shown on each engagement’s checklist page.
May 2026
SMS reminders
Reminder cadences can now send a text message alongside the existing email reminder, and — critically — stop instantly the moment a pack is completed, so a client never gets a nag text five minutes after finishing their upload. This shipped after feedback that email reminders were easy for busy clients to bury in an inbox, while a text got read within minutes. Enabling it requires nothing beyond a phone number already on the client record; there’s no separate SMS setup or carrier account to configure. Cadence timing (days before due date, follow-up frequency) is shared between email and SMS, configured once per template. Available on Team and Scale, where automations live.
Slack and Microsoft Teams notifications
Exceptions, client replies and completed closes now post to whichever Slack channel or Teams channel your team actually watches, rather than living only in Cohesio’s own notification center. Teams gets adaptive cards specifically for review-ready packs, showing the client name, requirement count and a direct link into the review queue without a second click to see what’s inside. Both integrations are scoped per-workspace, not per-user, so the whole team sees the same feed regardless of who’s logged in. Configure the target channel from Settings → Integrations; you can route different event types to different channels if your firm splits review and account-management responsibilities. Ships on Team and Scale.
April 2026
Review queue redesign
The review queue now surfaces every open exception across every client in a single, sortable list instead of requiring staff to open each engagement separately to find outstanding work. Sorting by age or priority makes it obvious what’s been sitting longest, and keyboard shortcuts (A to accept, C to request a correction, W to waive) let a reviewer moving through a stack of routine items keep both hands on the keyboard. This redesign came out of watching firms with five-plus reviewers lose track of which engagements had stale exceptions simply because nothing forced a cross-client view. The old per-engagement review screen is still there for deep work on a single client; the queue is the new default landing page after login. Available on every plan.
Automations: reminders, routing, SLAs, auto-draft
Rule-based automations shipped as a set on Team and Scale: reminder cadences that escalate as a due date approaches, exception routing that assigns a flagged item to the right reviewer based on client or document type, review SLAs that flag an exception as overdue and notify a manager if nobody’s acted on it, and auto-drafting next month’s engagement the moment the current one closes. Together these remove the four most common places a firm’s own process, not Cohesio, was the bottleneck. Each automation is configured independently from Settings → Automations and can be turned off without affecting the others. Auto-draft copies the prior engagement’s template and client-specific customizations, so a client’s second month never starts from a blank template.
March 2026
QuickBooks Online sync
The first ledger integration shipped: two-way client and period sync with QuickBooks Online, plus automatic delivery of the closed month’s signed manifest and accepted originals straight to the matched client’s QuickBooks file. Before this, handoff to the bookkeeping software itself meant a manual export-and-upload step even after Cohesio’s own review process was done — this closes that last gap. The sync runs on period close by default, so nothing pushes to QuickBooks until a reviewer has actually signed the manifest; there’s no live, unreviewed sync of in-progress work. Connect it per client from that client’s Integrations tab; the OAuth grant requests read access to company and period data and write access to attachments only. Available on every plan.
General availability
Cohesio is generally available today, with a free 7-day trial of the Team plan and no credit card required to start. The months leading up to this release were spent on the core loop — onboarding, monthly document packs, AI-assisted review with accept, correct or waive, and a deterministic, signed close — with three plans (Workspace, Team, Scale) sized around real firm staff counts and client volumes rather than arbitrary tiers. Every feature shipped from here forward builds on that same foundation rather than replacing it. See the pricing page for current plan limits, or start a trial directly to see the product against your own client list.
Try what shipped, this week
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