What's new
A timeline of product updates, new features, and improvements. We ship regularly to make Belvak better for your business.
Project Credentials: Store Client Logins on Every Project
The logins a project runs on now have a home on the project itself. Keep hosting, domain, FTP, SSH, CMS admin, mailbox, and API-key credentials in the Archive tab, encrypted at rest and masked by default, instead of in a spreadsheet or a chat thread.
- Open a project, go to the Archive tab, and switch to the new Credentials sub-tab, next to Files and SFTP connections
- Add a credential with a label, a type, a username, a password, a URL, and notes, so a teammate can find and use it without hunting for it
- Values are encrypted before they are stored, using authenticated encryption, and each workspace's encryption keys are kept separate from the data, so nothing is ever saved as plain text
- Every value stays masked by default, and you can copy a username or password straight to your clipboard without ever showing it on screen
- Revealing a value is a deliberate action that hides itself again on its own, and each reveal is recorded in a per-credential history with who did it and when
- Two separate role permissions decide who can see the credentials list and who can reveal or copy a value, with Admins and Managers granted both by default
- Adding credentials is available on the Professional plan; if a workspace moves to Free, the credentials it already holds stay viewable, revealable, copyable, and deletable, and what pauses is adding a new credential and changing any stored value
Statement of Account for Every Client
A client asking what they still owe now gets one clear answer. Open the client, pick a period, and read the account from opening balance to closing balance, then download the whole ledger as a PDF.
- Open Statement of account from the action rail in a client's detail drawer and pick any date period; it opens on the last 12 months
- The summary covers opening balance, invoiced, credits, and received for the period, with refunded and written off shown when they are not zero
- The closing figure reads Balance due, or Credit balance when the account has been credited past what was charged
- Each currency is its own block, and amounts are never converted or added across currencies
- Download a PDF of the full ledger with Date, Type, Details, Charges, Credits, and a running Balance, and column headings that repeat on every page
- Lines name the invoice they belong to, so the client can match the statement to the invoice copies they already hold, and cash that belongs to no invoice says so on the line
- Cash received but not applied to an invoice is shown in brackets and does not change the balance
- Available to anyone with view access to clients, invoices, payments, and maintenance payments
Additional Work: Bill Extra Scope on One-Time Projects
Work a client agrees to after the contract is signed now has a place on the project. Record each item, watch it raise what you are allowed to bill, and turn it into its own invoice with one button.
- Open a one-time project and use the new Additional work button to record each agreed item: a title, an optional description, and the amount net of tax
- Items raise the project's effective contract value, so the overrun alert fires only when billing passes the contract value plus the additional work
- The project value shown in the projects table, the project drawer, and your client totals reflects the additional work, with a sub-line spelling out the original value and the effective one
- Create invoice on any item raises a new invoice for that item alone; you choose the due date and the taxes, and see the gross total before you confirm
- The invoice stays linked to the item, which then shows a Billed chip and the invoice number, so you can see at a glance what has been billed and what has not
- Invoices you have already issued are never rewritten: a billed item keeps its title and description editable, but its amount is locked and the item cannot be deleted until you cancel or fully credit its invoice, which also makes it billable again
- Recurring projects and maintenance contracts are unchanged, since they already bill period by period
Belvak Is Now in the Zapier Directory
Belvak has its own app in the Zapier directory. Search for it, connect your workspace with a click, and wire Belvak to the 9,000+ apps Zapier already talks to, with no API key and no code on either side.
- Find Belvak in the Zapier app directory and click Connect; approve the workspace you want to automate and Zapier is signed in, with no key to generate, copy, or store
- Three triggers start a Zap from Belvak: New Client, New Invoice, and New Payment, with fields already named and typed
- Two actions write back into Belvak, Create Client and Create Invoice, plus a Find Client search that looks a client up by name or email so a Zap can avoid creating duplicates
- Review the connected workspace or disconnect it at any time from Settings, Integrations; disconnecting revokes access immediately, and any Zap still using that connection fails until you reconnect it
- Available on the Professional plan, the same plan that covers API access
- API keys and signed webhooks are unchanged and still power Make, n8n, Pipedream, and your own systems
Project Archive: File Storage with SFTP on Every Project
Every project now has an Archive tab: a file area where your team, your tools, and your devices can store the engagement's larger files, from the browser or straight over SFTP.
- Drag and drop files onto the Archive tab, up to 3 GB each, with uploads sent in parts so an interrupted transfer resumes instead of starting over
- Organize with folders, rename and move files, and download any folder as a single zip
- Create named SFTP connections per project, each with its own username and a password shown once, so backup plugins, scanners, cameras, and servers upload directly into the right project
- Choose an access mode per connection: SFTP only by default, with FTPS or plain FTP as opt-ins for legacy devices, and rotate or revoke credentials at any time
- Deleted files move to Recently deleted, restorable for 14 days before they are removed for good, including files deleted over a connection
- A storage meter on the tab, notifications for admins when the archive passes 80% full, and role-based permissions for who can upload, rename, or delete
- Included on every plan: 200 MB of archive storage on Free and 50 GB on Professional, separate from document storage
Public API and Webhooks
Build on Belvak or connect it to your favorite automation tools with a REST API and signed webhooks, so your workspace can talk to Zapier, Make, n8n, Pipedream, and your own systems.
- Create API keys in Settings under Integrations; an admin manages them, each key is shown once, and you can rotate or revoke a key instantly
- A REST API for reads and writes across clients, projects, invoices, payments, proposals, suppliers, purchases, employees, maintenance contracts, referrals, and notes
- Signed outbound webhooks with 33 events, created, updated, and deleted for each record type, verified with an HMAC-SHA256 signature and deduped on a delivery id
- Register webhooks in Settings or over the API, choose specific events or all of them, and let Belvak retry delivery automatically
- Works today with Make, n8n, and Pipedream through their generic webhook and HTTP request steps, with a guide to walk you through it
- Available on the Professional plan, with a full developer reference and an API and webhooks help guide
QuickBooks: Credit Notes, Refunds, and Tax Codes
The QuickBooks sync now carries your invoice corrections and taxes across, so QuickBooks shows the same open balances and totals you see in Belvak.
- Credit notes sync as QuickBooks credit memos applied to the invoice, so both ledgers show the same open balance
- Refunds sync as QuickBooks refund receipts, recording the money returned to your client out of a bank account
- For QuickBooks companies outside the US with sales tax set up, invoice taxes map to real QuickBooks tax codes, created automatically to match and preserving the exact tax amounts
- US companies keep using QuickBooks Automated Sales Tax, so their invoices carry the tax breakdown in the line description; either way invoice totals match Belvak's to the cent
- Credit notes and refunds are included when you backfill existing sales records
QuickBooks Integration: Keep Your Books Current
Connect one QuickBooks Online company and let Belvak push your clients, invoices, payments, paid purchases, and paid payroll across on its own. A one-way sync, so Belvak stays the source of truth.
- Connect one QuickBooks Online company with the standard Intuit sign-in; admins with the workspace settings permission set it up
- One-way sync from Belvak to QuickBooks, so nothing in QuickBooks changes your Belvak data
- Clients become QuickBooks customers, invoices post as single-line invoices for the full total, and payments record against them
- Cancelled or deleted invoices are voided; paid purchases and paid employee payments post as expenses, and each scope can be turned off
- Configurable QuickBooks item name (default Belvak Services), an optional dated backfill, and a BV- prefix on invoice numbers
- Automatic background sync with multi-currency support
- Available on the Professional plan
Slack Integration: Notifications in Your Channels
Send the moments that matter, from paid invoices to approved proposals and new teammates, straight to the Slack channels your team already watches.
- Connect one Slack workspace from Settings; only admins with the workspace settings permission can set it up
- Route 17 event types across finance, sales, operations, and support to a channel of your choice or the workspace default
- Five team-facing events are on by default; personal or sensitive events stay off until an admin enables them, behind a visibility warning
- Messages carry the public reference number and a deep link that opens the exact record in Belvak, with amounts in each record's own currency
- Belvak posts to shared channels only and never reads your Slack messages; there are no direct messages and no two-way sync
- Delivery runs in the background with automatic retries, so a Slack outage never blocks your invoicing or payments
- Available on the Professional plan
Stripe Integration: Online Invoice Payments
Get paid faster with online invoice payments through your own Stripe account, plus a new Integrations home in Settings where upcoming connectors will land.
- Connect your Stripe account from Settings with a restricted API key, no code required
- Create a shareable payment link on any invoice; the link stays the same until you revoke it
- Clients pay by card on Stripe's secure hosted checkout, with no Belvak account or login needed
- The payment page always shows the live outstanding balance, so partial payments are handled correctly
- Successful payments record themselves with the Stripe reference and the invoice status updates automatically
- New Integrations tab in Settings, available on the Professional plan
Time Tracking & Profitability
Track the hours your team spends on projects and contracts, then watch labor cost, profit margin, and budget burn update as you save entries.
- Log hours against projects and maintenance contracts with a fast Day view, a Week grid for batch entry, and copy-last-week
- Labor cost and profit margin on projects, maintenance contracts, and clients, with budget burn for projects that have an hours estimate
- Team timesheets for managers: see who has submitted, reopen weeks with feedback, send reminders, and export to CSV
- Employee self-service timesheets with weekly submission and a 'No work this week' option for empty weeks
- Ask the built-in AI assistant how many hours were logged, in plain English
Workspace Controls & Refinements
More control over your organization, plus refinements to the new AI Proposal Generator.
- Storage usage tracking with a 15 GB limit per organization, shown in your Organization settings
- Owner controls in Settings: pause your organization at any time, or permanently close it with secure re-authentication
- Re-editable AI proposals so you can reopen and refine a generated proposal instead of starting over
- Your organization is selected by default as the referral source when adding clients, so internal leads need one less field
AI Proposal Generator
Create polished, client-ready proposals with a new AI-powered generator, available as a free tool on our website and built right into the app.
- Free AI Proposal Generator on belvak.com: choose a template, describe your project, and export a branded PDF with no signup
- Generate proposals with AI inside the app, with your company name and logo filled in from your settings when available
- 12 professionally designed templates with inline editing, so you can refine the wording and pricing before exporting
- Line items, taxes, discounts, and totals are calculated for you automatically
Redesigned Record Views & Sharper Reporting
A cleaner way to view your records, plus more accurate multi-currency referral reporting.
- Redesigned, easier-to-scan detail views for proposals, employees, candidates, and payments, with at-a-glance summaries, key facts, and quick actions
- More accurate referral commission reporting in multiple currencies, using the exchange rate from the date each commission was earned
- Hire a candidate and create their employee record from their profile, copying over their CV, photo, and skills when available
- New Referrals & Commissions section in the Help Center
Spring Update
A packed release bringing a full Help Center, team management, client financial insights, and quality-of-life improvements across the platform.
- Help Center with 14+ articles and fuzzy search so you can find answers instantly without leaving the app
- Team invitations with role assignment. Invite colleagues by email and they join your workspace with the right permissions
- Client Financial tab with paid/invoiced columns, revenue trend charts, and not-yet-invoiced metrics
- Activity Log tracking every create, update, and delete across all entities, visible in Settings
- Per-user column customization to show, hide, and resize table columns to fit your workflow
Marketing Website Overhaul
Complete redesign of the marketing website with improved positioning, honest metrics, and new content sections including The Belvak Method, tool stack comparison, and integration roadmap.
- New 'The Belvak Method' section with five principles for running a profitable service company
- Tool stack comparison showing how Belvak replaces 3-4 disconnected tools
- Integrations roadmap page with planned connections to Slack, Stripe, QuickBooks, and more
- Refreshed homepage messaging with honest product metrics
Multi-Currency Support
Full multi-currency support across all financial entities. Every record can now store its own currency, with system-wide defaults and per-record overrides for international teams.
- Support for 50+ international currencies across all financial entities
- Per-record currency on projects and proposals, with invoices and payments following their linked project
- System-wide default currency and available currencies configuration in Settings
- Automatic currency formatting with locale-aware display
Employee Payments
Comprehensive compensation tracking for employees with on-demand payment generation. Supports four compensation types with multi-currency salaries and a dedicated payment dashboard.
- Four compensation types: Monthly Salary, Weekly, Bi-weekly, Semi-monthly
- On-demand payroll: generate pending payment records for salaried employees from Process Payments
- Multi-currency salary support with per-employee currency settings
- Recent payments section in employee drawer with quick-access links
Upcoming Invoices
A user-driven approval system for recurring invoices, replacing the previous automated generation. Review, approve, or skip each recurring period before invoices are created.
- Dashboard showing all due and overdue recurring invoice periods
- Individual approve and skip actions for each billing period
- Bulk approve all overdue periods across all projects with one click
- Sequential enforcement ensuring invoices are created in order
AI Business Assistant
A built-in AI assistant that lets anyone on the team ask business questions in plain English. Query revenue, outstanding invoices, project status, and more without writing SQL.
- Natural language queries across all business data
- Accessible via floating button or Ctrl+K / Cmd+K keyboard shortcut
- Multi-model failover with 5-model rotation for high availability
- Rate-limited API with 10 requests per minute per user
Invoice Templates
Customizable invoice templates with a visual template builder. Choose from 12 built-in presets or create your own with custom branding, colors, and layout options.
- 12 professionally designed built-in invoice templates
- Visual template builder accessible from Settings
- Custom branding with logo, colors, and company details
- PDF export via headless Chromium rendering for pixel-perfect output
Maintenance Contracts
Automated status tracking for recurring service contracts. The system monitors contract coverage periods and alerts you when contracts need attention, with full payment history tracking.
- Automated Check Now / All Good status cycle based on coverage dates
- 15-day advance renewal warnings for expiring contracts
- Payment auto-fill from contract terms and coverage periods
- Full payment history per contract with linked financial records
Client Activity Tab (CRM)
A built-in CRM center inside every client record. Manage follow-up actions, track engagement trends, and see a complete timeline of every interaction and system event tied to each client.
- Follow-up actions with priority, due dates, and team assignment
- Engagement Trend card comparing weighted activity across 30-day windows
- Health Score combining payment collection, project activity, and recency
- Merged activity timeline with system events and manually logged interactions
- Inline interaction logging for calls, emails, meetings, and notes
- Timeline filtering by type: Calls, Emails, Meetings, Financial, Projects
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