We started 2026 with a clear goal: transform how finance teams operate through AI.

Three months. 50+ features shipped. From granular permissions to fully autonomous invoice processing. Here are the highlights from Q1.‍

January 2026‍

January was about control. Granular permissions, expiring document tracking, and audit trails you can actually use.‍

‍New User Roles Management System

Most systems give you two choices: admin or not admin. That's not how real organizations work.

Now you can create custom roles with precise permissions for each part of Payflows – view invoices but not approve them, manage vendors but not payments, approve up to certain thresholds. Roles stack automatically, so if someone has multiple roles, they get the highest permission level. Everything is traceable.

Result: The right access for the right people, without the security gaps.‍‍

‍Vendor Document Expiry Tracking

Insurance certificates expire. Tax forms expire. Compliance documents expire. And when they do, you find out during an audit.

Payflows now tracks expiration dates on vendor documents and flags what's coming up. No more spreadsheets. No more surprises.

Result: Stay audit-ready without the manual tracking.‍

Line-Level Entity Assignment

If you run multiple legal entities, you've hit this: one invoice covers two subsidiaries, but your system forces you to split it or pick one entity and fix it later in your ERP.

Now you can assign entity at the line item level. One invoice, multiple entities, proper allocation from the start. Works on both invoices and purchase orders.

Result: Accurate multi-entity accounting without the workarounds.‍

User Exports

Sometimes you just need a list of who has access to what. For reconciliation. For an audit. For cleaning up old accounts.

You can now export your complete user list: roles, permissions, all profile details, directly from Settings. No waiting on support.

Result: The data you need, when you need it.

Enhanced Activity Logs

"Who changed this vendor's bank details?" "When was this invoice approved?" Questions you could only answer by asking support.

There's now an Activity Logs section in Settings. View everything that's happened on the platform, filter by date or action type, download it all. Logins, data changes, approvals, configuration updates –– it's all there.

Result: Full audit trail, self-service.

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February 2026

February was about closing the gaps. Smarter approval workflows, automatic withholding tax, and a vendor onboarding flow that actually works.

Approval Workflow Reset Conditions

Someone submits a purchase request for $5,000. Gets approved. Then quietly changes it to $50,000 before anyone notices.

Approval workflows now retrigger automatically when key fields change. You define what matters — amount thresholds, payment details, vendor information. When those fields change after approval, the workflow restarts.

Result: No more approved requests slipping through after material changes.

Refreshed Vendor Onboarding Experience

Your vendors aren't procurement experts. The old onboarding flow assumed they were.

The vendor registration journey is now completely redesigned — step by step, clear instructions, less confusion. Vendors get through it faster. Your team fields fewer questions.

Result: Faster vendor activation and a more professional first impression.

Claim & Assign Approvals in Groups

Approvals sitting in a group queue with no clear owner. Everyone assumes someone else will handle it. Or the wrong person picks it up.

Admins can now assign a pending approval directly to a specific group member — vendors, purchase orders, invoices, purchase requests. The task moves from the group queue to that person's queue. If needed, admins can also unassign a task, sending it back to the group.

Result: The right approvals land with the right people, no more assumptions.

Withholding Tax Support (End-to-End)

International invoices with withholding tax meant manual calculations. The invoice says $10,000. You owe $9,500 after WHT. You adjust it by hand. Every time.

Withholding tax is now handled automatically. The system pulls WHT rates from your ERP tax config, calculates net payable amounts, and the AI agent detects when an invoice shows a net amount lower than the line total. From invoice receipt to ERP booking, it's automated.

Result: Withholding tax handled correctly, without the manual work.

Improved Audit Trail

The audit trail export was incomplete. It didn't cover payment methods or master data changes. The format was hard to read.

The CSV export is now richer and more complete. Added payment method tracking, master data logging, better formatting for entries like PO PDF changes. Everything you need for compliance reporting is there.

Result: A complete, usable audit trail for regulators and internal controls.

Approval Notifications

You submit an invoice. It goes through three approval stages. When does it finish? You check the platform manually. Again. And again.

Requesters now get notified automatically when their submission completes the full approval workflow. The moment final approval hits, they know.

Result: No more manual checking, faster follow-up.

MCP Server on Dust

Your finance data lives in Payflows. Your team uses Dust for other work. They can't talk to each other.

We built a bridge. The MCP (Model Context Protocol) server lets external AI platforms securely connect to Payflows data using OAuth authentication. Same user permissions. Enterprise-grade security with token refresh.

Result: Foundation for connecting Payflows to the AI tools your team already uses, securely.

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March 2026

March was the month we officially launched Athena, the first fully autonomous AI accountant. The response from CFOs and finance teams has been overwhelming.

We also rolled out E-Invoicing Expansion, Chart of Accounts Dimensions with Version Management, and New Org Structure controls. One of the features that got the most love? Our MCP server expansion to Claude and Mistral AI.

‍Athena, The First Fully Autonomous AI Accountant

Invoice processing doesn't scale. Collecting invoices is the easy part, Athena is built for everything that comes after.

Athena reads invoices, matches to POs, validates bank details, codes GL accounts, and submits to approval. High confidence? Auto-submit. Unsure? Drafts for review. She audits herself before submission: cross-checks every field against the source PDF, runs the math, shows confidence scores.

Result: Up to 95% touchless processing. AP teams manage exceptions, not data entry. Leading FTSE 100 and Fortune 500 companies are already using Athena.

MCP Server in Claude and Mistral AI

Your finance data lives in Payflows. Your team uses AI tools for other work. They can't talk to each other.

The MCP server now connects Payflows to external AI platforms securely. Ask questions in plain language, get instant answers from your real data. Automate recurring tasks — close the month, clean up old POs, group payments by due date. The AI handles it.

Result: Your finance workflows run on autopilot through the AI tools your team already uses.

Read the full article on March Product Updates

That's Q1. April's already rolling. More to come in Q2!