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Product updates to up your Osome experience

Everything we ship aims to reduce admin, improve clarity and simplify compliance

Topic

August 2026
Intelligence

Track business spend automatically in Finance Overview

What we released

  • We launched a dedicated Spending tab inside Finance Overview that automatically categorises outgoing transactions into 17 owner-friendly categories.
  • We renamed the Business Health Dashboard to Finance Overview and moved formal financial statements to a dedicated top-level Reports tab.
  • We added editable User Descriptions, vendor-level spend drill-downs, multi-currency tracking, and CSV exports.

How it impacts

  • You get instant clarity on monthly spending trends and vendor totals without waiting for an accountant's report.
  • You save hours of manual admin thanks to pre-categorised 12-month historical data and automated transaction sorting.
  • You enjoy cleaner transaction histories by replacing cryptic bank codes with plain-English names.

How to use it

  • Go to Finance Overview on your web dashboard and click the Spending tab to view your categorised expenses.
August 2026
Company Management

Self-service company detail updates for Annual Returns

What we released

  • We added a central company details review screen inside the Annual Return (Form NAR1) filing wizard.
  • We enabled direct Change actions on key fields including passport details, residential address, mortgages, and business activity codes.
  • We automated ticket creation so identity and activity updates route straight into their dedicated verification flows.

How it impacts

  • You can review and confirm your annual filing details in 1 to 3 minutes without waiting for agent chat responses.
  • You save time by launching identity checks or address updates yourself with pre-filled forms.
  • You protect your company from steep government late fees by keeping your official registry data accurate and compliant.

How to use it

  • Open your Annual Return (AR) Filing deadline from your home dashboard to review your details and trigger any needed updates.
August 2026
Intelligence

Code transactions faster with AI-guided recommendations

What we released

  • We enabled real-time transaction cashcoding recommendations and approvals through the Osome MCP server.
  • We launched two new MCP tools (list-transaction-cashcoding-recommendations and apply-transaction-cashcoding-recommendation) to bring guided coding into your AI assistant.
  • We integrated safety controls that automatically block updates and request manual review if a transaction is already reconciled or has document conflicts.

How it impacts

  • You save time by reviewing and applying Osome's recommended expense categories directly inside your AI chat.
  • You maintain total control over your books with mandatory confirmation steps before any accounting data is written.
  • You eliminate manual tab-switching between your AI tools and the Osome dashboard.

How to use it

  • Connect your AI assistant to Osome MCP and ask it to review or apply Osome’s recommended category for any transaction.
August 2026
Intelligence

Built in 24 hours: Transaction comments on Osome MCP

What we released

  • We shipped a user-requested feature in 24 hours that enables real-time transaction comment reading and posting through the Osome MCP server.
  • We connected AI assistant queries directly to the official transaction conversation thread in the Osome app.
  • We added new MCP developer endpoints (get-transaction-conversation and add-transaction-comment) for automated workflows.

How it impacts

  • You can answer bookkeeping questions and add notes to transactions without leaving your AI assistant chat.
  • You keep your accounting records complete by automatically attaching explanations directly to the relevant payment.
  • You save time by eliminating manual tab-switching between your AI tools and the Osome dashboard.

How to use it

  • Connect your AI tool to our MCP server and ask your assistant to read or add notes to any transaction.

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