Changelog

What's new

A timeline of product updates, new features, and improvements. We ship regularly to make Belvak better for your business.

September 2026New Feature

Recurring Expenses That Record Themselves

Rent, software subscriptions, and other regular supplier bills no longer need approving by hand every period. Set a recurring expense to create itself when it falls due, and Belvak records each period for you.

On a recurring expense, pick a Monthly, Quarterly, or Yearly frequency and an optional end date, then turn on Create automatically when due
Choose how each period is recorded: Pending, to record the payment later, or Paid, for costs your card or bank pays automatically; Belvak only records the expense and never moves money
Once a day, Belvak creates the periods that have fallen due, oldest first, and never creates a period ahead of its date
Upcoming Expenses tags these expenses as Automatic, and you can still approve or skip any period by hand
Each expense created this way links back to its recurring expense through Created From
If a period cannot be created, for example because it needs an exchange rate, it is flagged in Upcoming Expenses and in Needs attention on the Notifications page
The setting is off by default; switch it off again, set an end date, or cancel the recurring expense to stop new periods

September 2026Enhancement

New Names for Familiar Pages

Belvak now uses the standard business terms you already use with clients and your accountant. Your data is exactly as it was; only the names on screen changed.

Maintenances are now Service Contracts, and their payments are Contract Payments
Purchases are now Expenses, Employee Payments is now Payroll, and Process Payments is now Run Payroll
Seekers are now Candidates, Referrals are now Referral Partners, Referral Payments are now Commissions, and Users is now Team Members
Invoice statuses Pending and Completed now read Unpaid and Paid, proposal statuses Approved and Rejected now read Accepted and Declined, and a proposal's Due Date is now Valid Until
Page addresses follow the new names, and old links and bookmarks still open the right page
The AI assistant understands both the old and the new names
Page Tips, the question mark next to a page title, now also cover Service Contracts, Expenses, and Time Tracking

September 2026Enhancement

Invoices, Statements, and Tax Changes

Settling an invoice, correcting one, and changing a tax rate all take fewer steps, and client statements now show the work you have not billed yet.

Record Full Payment in an invoice's row menu opens the payment form on top of the Invoices table with the remaining balance filled in, so you can settle an invoice without leaving the page
When you reduce an invoice or refund a customer on a taxed invoice, choose whether the amount you enter includes the tax or excludes it, and review the tax breakdown before you confirm
When a credit note has reduced an invoice, its PDF now shows the credit applied, any amount already paid, and the balance due
After you change a tax rate in Settings, Belvak lists the active service contracts and recurring projects still billing the old rate, and lets you update them all, choose which ones, or keep the old rate; invoices already created keep their tax
A client's Statement of account adds a Not yet invoiced section: agreed work that has not been billed yet, per currency, before tax, and kept out of the balance
A client with agreed work but no invoices yet now gets a statement too
Invoicing a project marked as completed now asks you to confirm first
The Invoices table shows when an invoice has been Refunded or Partially Refunded

September 2026Enhancement

Referral Partners: Several per Client

When more than one partner helped you win a client, record them all, and keep every partner's commission accurate as payments come and go.

The Referred By field on a client now takes several referral partners, with the first one marked as the primary
Each linked partner earns commission under their own terms; one partner's commission is never split with another's
A flat fee commission is now earned once per client across all their projects and service contracts, instead of once per project
Refunding a payment recalculates the unpaid commissions it earned, and warns you when a commission already paid out now exceeds what the payment earns
New referral partners include service contract payments in their commissions by default

September 2026Enhancement

Recurring Pricing in AI Proposals

Quote a one-time setup fee and an ongoing retainer in the same proposal, with each billing frequency totaled on its own.

Set any pricing line to One-time, Monthly, Quarterly, or Yearly
Offer the first month, quarter, or year free on a recurring line
One-time and recurring amounts are never added together: each frequency gets its own box with a total per month, quarter, or year, plus the first period's cost when it is free
Discounts apply to one-time items, and tax applies to every line
Available in Generate with AI inside the app and in the free AI Proposal Generator on belvak.com

September 2026Enhancement

Timesheets and Payroll Follow-Up

Find the hours that payroll left out and get them paid, with more context when you review a timesheet.

Run Payroll now tells you how many hours were left out because their weeks were not submitted, lists each employee affected, and links to Review unsubmitted weeks
Managers can use Submit for employee on past-due weeks in the Team view of Time Tracking, so those hours become payable
The Review drawer in the Team view shows the employee's hours for This week, for the month, and for All time
Adding a candidate to Employees as Hourly now asks for their Cost Rate, which their pay is calculated from
Salary is locked for Hourly employees, since their pay is their submitted hours multiplied by their Cost Rate
Available on the Professional plan

September 2026Enhancement

Every Currency at Its Real Precision

Money now appears with the number of decimals each currency actually uses, instead of two decimals for everything.

Currencies without minor units, such as JPY, KRW, and VND, show no decimals, and KWD, BHD, JOD, OMR, and TND show three
Whether an invoice or payment is settled is judged to the currency's smallest unit, so a record with even one cent still owed never shows as Paid in full or 100% collected
A project's currency is locked once the project has its own invoices, so its invoices and payments always stay in one currency

September 2026Enhancement

Smoother Everyday Work

Smaller changes that save clicks and keep your history intact.

Clicking a notification on the Notifications page opens the invoice, project, client, or other record in a side drawer, without leaving the page
Table searches are kept in the page address, so they survive a refresh and can be shared as a link
Columns you hide stay hidden the next time you open the table
Submitting a form with a missing or invalid field scrolls straight to the first problem
When you delete an invoice, payment, proposal, or other linked record, its history stays on the Activity tab of the related project, client, invoice, or service contract
Deleting a project that has service contracts asks whether to delete them too or keep them with the client, and the warning now includes the project's uploaded files
A supplier's record has a Projects tab listing the projects its expenses are linked to, with the spend on each
Adding a client, supplier, or referral partner notifies the rest of your team who can see that list

August 2026Enhancement

Analytics: Open Up Every Number

Every Analytics card now opens into the figures and charts behind it, with links to the clients, suppliers, and pages that explain a number.

Expand any card, such as Collections quality, Where revenue comes from, Where the money goes, Sales pipeline, or Team utilization, to see its time window, a chart, and the supporting figures
Rows in those views link to the client, supplier, referral partner, project, or service contract they describe, when you have access to it
A Needs attention list flags invoices more than 60 days overdue, the client who owes you the most, renewals due within 14 days, proposals about to expire, and overdue projects, with links to the matching pages
Hover over the profit chart, or use the arrow keys, to read Revenue, Cost, and Profit for each month
Collections quality shows Tax collected, the tax portion of client payments net of refunds, and shows Refunds paid once you have recorded a refund
Overview's Money in card now shows how much was refunded in the period
The period controls stay pinned while you scroll on Analytics and Overview
Available on the Professional plan

August 2026Enhancement

Hourly Payroll and Faster Hiring

Pay hourly staff from their submitted timesheets, and fill in new people from their CV instead of typing.

Hourly employees are now included in Run Payroll, which creates a pending payment for each submitted week: its hours multiplied by the employee's Cost Rate, with Hours and Payment shown in the results
Adding an employee or a candidate now starts with CV & Documents, so the details from an uploaded CV fill the form before you type
Skills that are not in your Skill Library yet are highlighted before you save, so you can remove any that do not belong
Each candidate has their own Salary Currency, so an expected salary keeps its currency when your default currency changes
Compensation Type is now required, and Run Payroll lists any employee it cannot pay because their compensation type is missing
Available on the Professional plan

August 2026Enhancement

Receipts, Pinned Notes, and Project Files

Keep proof of payment with the payment, keep important notes on top, and work with a project's files more comfortably.

Attach the client's receipt or proof of payment to a project payment or a contract payment, and view or download it from the payment's Documents card
Pin your own notes on any record to keep them above newer notes, for everyone who views that record
Open a project's Archive tab full screen on desktop, and see each folder's total size, subfolders included
Leaving a project while an Archive upload is still running asks you to confirm first
Filter the Projects table by Has Credentials to find the projects that have saved logins

August 2026New Feature

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 the default Admin, Manager, and Team Member roles granted both
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

August 2026New Feature

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 contract payments

July 2026New Feature

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 service contracts are unchanged, since they already bill period by period

July 2026New Feature

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

July 2026New Feature

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

July 2026New Feature

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, expenses, employees, service contracts, referral partners, 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

July 2026Enhancement

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

July 2026New Feature

QuickBooks Integration: Keep Your Books Current

Connect one QuickBooks Online company and let Belvak push your clients, invoices, payments, paid expenses, 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 expenses and paid payroll post as QuickBooks 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

July 2026New Feature

Slack Integration: Notifications in Your Channels

Send the moments that matter, from paid invoices to accepted 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

July 2026New Feature

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

June 2026New Feature

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 service contracts with a fast Day view, a Week grid for batch entry, and copy-last-week
Labor cost and profit margin on projects, service 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

June 2026Enhancement

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

May 2026New Feature

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

May 2026Enhancement

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 Referral Partners & Commissions section in the Help Center

April 2026Enhancement

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

March 2026Enhancement

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

February 2026New Feature

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

January 2026New Feature

Payroll

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 Run Payroll
Multi-currency salary support with per-employee currency settings
Recent payments section in employee drawer with quick-access links

December 2025Enhancement

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

November 2025New Feature

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

October 2025New Feature

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

September 2025New Feature

Service 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

August 2025New Feature

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

Try the latest features today

Explore what is new in Belvak, and choose the plan that includes the features you need.

Start free See All Features

Free for 1 user. Team access and advanced features require Professional.