Product updates to up your Osome experience

Faster document matching on your Transactions page

What we released

• We added an option on the Transactions page to attach files directly from your Osome Files library or synced Google Drive.

• We eliminated the need to download and re-upload documents already saved in the system.

How it impacts

• You save time by resolving missing document flags without saving files to your desktop first.
• You keep your digital workspace tidy by preventing duplicate file uploads.
• You speed up bookkeeping reconciliation by linking receipts to transactions in just two clicks.

How to use it

• Go to Transactions, click the upload menu on any row missing a receipt, and select Upload from Osome Files.

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.

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.

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.