What's new in myTB

Clients can open a firm-issued request link, enter a PIN, scan multiple pages, choose photos, attach PDFs, and track what is still needed without creating an account.

Hermes, Claude, Cursor, and custom Grok-powered agents can discover 68 scoped accounting tools through MCP or the REST fallback, with server-bound human approval for ledger changes.

Durable agent sessions now show reasoning, tool activity, checkpoints, and sign-off requests in one workspace that can be resumed after navigation or interruption.

A separate reference-appliance product is being validated for firms that require documents, accounting data, and AI inference to remain on their local network.

Start with a new entity, answer a short intake, and let the operator prepare the chart, categorize activity, post approved work, reconcile accounts, and move the close forward.

Revenue reports and gross-to-net batches are included in the operator's readiness checks instead of being treated as a separate afterthought.

A clearer statement-first workflow, stronger matching controls, and accounting-kernel checks make reconciliation easier to scan and harder to complete incorrectly.

Beginning balance plus credits minus debits must equal ending balance before extracted activity can move downstream, with review or rescan guidance when it does not tie.

Universal links open directly in the installed iPhone app, guided mode handles one request at a time, and unavailable documents can be reported without blocking the rest.

A balanced gross-receipts journal entry can post when the revenue report is ready; matching daily deposits remains a separate accounts-receivable reconciliation step.

Show myTB the exact fields or regions in a PDF, test the extraction, and save the format for future entity-level or firm-wide use.

Lead sheets, evidence, auto-ties, review notes, and fingerprinted sign-offs make the closing checklist reflect the work behind each balance.

New users choose and activate a plan before entering the app, while Stripe webhook handling keeps access aligned with paid subscription state.