Changelog
Product updates and improvements to ClaryBook.
July 2026
Schedule C worksheet and quarterly tax estimates
- New Line-by-line IRS Schedule C worksheet — Part I income and every Part II expense line in form order, with the 50% meals limitation applied and standard mileage on line 9. Download as PDF or CSV, or grab it inside your tax package
- New Federal quarterly estimated-tax report — IRS payment periods, self-employment tax, and safe-harbor rules, calculated from your live books
- New Ask "how much should I set aside for taxes?" in chat and get your quarterly number instantly
- Improved The tax package now bundles Schedule C and Schedule E worksheets, quarterly estimates, logs, and every receipt in one download
July 2026
ClaryBook is on Google Play
- New The ClaryBook Android app is live on Google Play — the same app that's been on iPhone, now on Android
- New Snap receipts with the camera, chat with Clary, and check your dashboard from an Android phone
- Improved Everything stays in sync across Android, iPhone, and the web dashboard
July 2026
Automatic bank connections (US)
- New Connect your US bank through Plaid — transactions import automatically, no more CSV exports
- New Imported transactions are categorized and matched to your logged receipts automatically
- New Live account balances per connected account, right on your Dashboard
- New Categorize a merchant once — future transactions from that merchant follow the same rule
- Improved Pending charges are visible but held out of matching and reports until they post
- Improved CSV import remains available for unsupported banks
March 2026
Landing page refresh and 2026 tax updates
- Improved Updated IRS mileage rate to $0.725/mile for 2026
- Improved Trial period adjusted to 30 days
- New FAQ section on landing page
- New Testimonials section
- New Pricing, About, and Changelog pages
February 2026
Security hardening and trial messaging
- New Trial expiration banner and modal
- Improved Rate limiting on all authentication endpoints
- Improved Input validation and sanitization across all API endpoints
- Fixed Admin token now uses sessionStorage instead of localStorage
- Improved Production configuration validation
January 2026
Dutch localization and multi-language support
- New Full Dutch (NL) language support for the chat assistant
- New BTW (VAT) tracking for Dutch businesses
- New Kilometer tracking (km instead of miles)
- New Per-client language and tone preferences
- Improved Bot response tone options (professional, casual, minimal)
December 2025
In-chat dashboard and referrals
- New Mini dashboard right inside the chat — your numbers without leaving the conversation
- New Interactive charts for income, expenses, and mileage
- New Referral program with shareable invite links
- Improved Expense categorization accuracy
November 2025
Reports and reconciliation
- New Schedule E PDF reports (IRS-ready)
- New Mileage deduction reports with IRS-compliant log
- New Bank reconciliation via CSV upload
- New Contractor management and 1099 tracking
- New Hours tracking for material participation
October 2025
Launch
- New Receipt scanning via chat with automatic categorization
- New Mileage tracking via text message
- New Web dashboard with expense overview
- New Multi-property support for rental owners