Alles wat we veranderden.

Sum, the invoicing app, has finished its production rollout and is live on every plan, at the same per-seat price. Invoices, bills, expenses and the reports your accountant asks for now sit next to Pipeline, Solve, Workstream, Tally and Workspace. Pulse is the one app that is built but not live yet.

Paid a supplier a little less than the bill, for example because of an early-payment discount? Settle the difference books the rest properly, and Mark as paid on a partly paid bill pays whatever is still open. Supplier credit notes can now be recorded and set off against one of that supplier’s open bills. After you book one, Sum asks which bill it belongs to, so the two cancel out without any manual bookkeeping. You can also upload several bills at once now.

When you categorise a bank transaction, Sum now suggests an account, and when it isn’t sure it says so. The account picker is one grouped search, the same one you use on bills. And disconnecting a bank no longer deletes the transactions and matches you already have, so reconnecting doesn’t mean starting from scratch.

Make credit note now covers a whole invoice or just part of it, in one step. Sum shows how much was credited, how much is still open and where it was used. Any amount left over can go towards the customer’s next invoice.

Drafts now save as you type, and Sum warns you before you leave a page with a change that hasn’t been saved yet. Attach a timesheet or a contract to an invoice and it goes out in the same email as the PDF. Duplicate copies an invoice into a fresh draft dated today. And once an invoice is sent, it keeps the customer’s details exactly as they were at that moment, even if you edit the customer later.

The top of the Invoices page now tells you how many drafts are waiting, what is overdue and what is still to come in. Each row has one button for the obvious next step, such as Send, Send reminder or Record a payment, and everything else sits in the … menu. There’s a Filter, too. Got paid in cash, or into an account Sum doesn’t see? Record a payment marks the invoice paid, and if the money landed in a connected account, Sum links it to the bank line when it arrives.

Save the things you sell once, under Products and services, and pick them on an invoice line. Save as product turns a line you’ve already written into one. Lines now have a unit (hours, days, pieces) and their own discount percentage. The VAT on a line now follows from the customer, so an invoice to a business elsewhere in the EU gets the right treatment without you picking it.

In the Send dialog, set Repeat to monthly or quarterly. Sum makes the new invoice on each date, with the same customer, lines, house style and reminder schedule, and can send it for you. A retainer no longer needs a reminder in your calendar. They’re all listed under Invoices → Repeating, where you can pause, change or stop each one.

Suppliers who get paid once a month for a stack of invoices no longer break the matcher: one bank payment can now settle several bills from the same supplier. You can correct the account or VAT on a bill that is already paid, without undoing the payment. And the Bills list now opens on what needs doing.

Going on holiday shouldn’t stall payroll. An approval delegate can now review the timesheets your team submits while you’re away. They’re told when a new one comes in and can approve several at once from To review. When the delegation ends or the delegate is suspended, their access to approvals stops with it.

This month added Trial balance, Cash flow, Revenue by customer and an Account ledger for each account. They sit next to the Profit & Loss, Balance Sheet, Aged Receivables and Payables, and Statement of Account, and they all work the same way. Choose how much detail you want: Summary, Accounts or Transactions. On the P&L you can put months or quarters side by side, show each line as a percentage of revenue, and compare with the previous period.

Every report has a Send button now. Pick the recipient and Sum emails the report as you see it, and keeps a record of what went to whom. Or schedule it: the P&L to your accountant on the first of every month, and the schedule stops by itself when you tell it to. Reports also download as CSV or a clean PDF, and each report opens again the way you left it.

Bills that need a look now open next to the document itself, and you move through them with the keyboard (j, k and Enter). When you correct a supplier’s account or VAT, Sum remembers it for their next bill and offers to apply it to their other open bills. Correcting a bill that is already booked sends it back to review. Sum warns you when a bill is addressed to another company, or repeats an invoice number from the same supplier.

Sum still books in euros, but the world still sends invoices in dollars. A bill in another currency is now converted at the rate on its invoice date, and it matches the euro amount your bank took. You can also mark a supplier as one who collects by direct debit, and Sum waits a few days past the due date before it calls that bill overdue.

Reconciliation now has one search box that covers merchant, description, amount and document number. Every row leads with the merchant. A bar at the top shows what is matched, suggested and still open, and clicking it filters the list. The whole screen works from the keyboard. Categorisation rules is now Learned rules: it shows what Sum has picked up from your choices, and you can edit a rule when it learned the wrong thing. Your accountant can open it too.

“Something went wrong” tells you nothing. When a save fails in Pipeline, Solve or Workstream, the message now names what failed. In Pipeline a successful save confirms itself, so you’re not left wondering whether it stuck. Lyto’s screens are in English throughout. Where a Dutch term of art is unavoidable, such as btw-aangifte, factuur or aanmaning, the English name sits next to it.

A new Sum used to greet you with two competing checklists. Now there is one Set up Sum card on the home page that counts what is done and what is left. Your first minute is two questions, down from five. Businesses based outside the Netherlands can now save their own VAT number, which the old form refused.

Pick your bank from a list. If it can be connected, Sum brings in the last 90 days and stays up to date from there. If it can’t, Sum sends you to statement import and tells you where your bank keeps the export file. CSV statements work now too, and a statement that overlaps the live feed doesn’t create doubles. Statement import is free on every plan. The live bank connection is not yet open to every customer, so statement import is how your bank lines get into Sum today.

Forward a supplier’s invoice to your Sum email address, or upload the PDF, and Sum reads the supplier, the amounts, the VAT and the invoice number. Each value is marked as checked, not yet checked or wrong, so you know where to look. Sum also warns you when a bill looks like one you already have. Uploading bills works on every plan.

Settings now opens on an overview of every settings page, each with a badge that shows whether it still needs something from you. Press ⌘K to search your settings. People with view-only access see plain values, where they used to get a greyed-out form. And since 10 September, saving one card no longer undoes a change you had just made on another.

Pick a font and an accent colour, add your letterhead, and choose whether the invoice’s fixed labels read in Dutch or English. You can word the invoice email yourself too. A credit note keeps the style of the invoice it corrects, so a customer never gets two documents that look like they came from different companies. One house style is included on every plan. A second one needs Grow, and the option is visible on every plan.

Nobody likes chasing money. Pick a reminder schedule and Sum emails a customer who hasn’t paid on time, stepping up from a friendly nudge to a formal notice (aanmaning). Every reminder is written in your own words and carries the payment link. You can also send the next reminder from the invoice yourself, or select a batch of overdue invoices on Aged Receivables and chase them all at once. One schedule is included on every plan, and a second needs Grow.

A Dutch invoice has rules: your KvK and VAT number, the customer’s address, the right VAT wording. Before you send, a Factuur check now lists anything that is still missing and points you to where you fix it. Sum won’t send an invoice that fails the check, and it tells you why. Invoices under the KOR, the small business scheme, no longer mention VAT at all, which is what the rules ask for.

Every path a paying customer can take is now walked end to end on production. That covers signup with and without a card, the nudges, the read-only window, a real charge, a plan switch, an AI top-up and a second workspace. The most useful thing it found was ours. A teammate added in July never reached Lemon Squeezy as a seat, so our own August invoice was half what it should have been. The error was in our customer’s favour, which is why nobody would ever report it. Seat counts now reconcile on a schedule, and a mismatch raises an alarm.

Our amber warning surfaces, red destructive fills and green success alerts were all failing the contrast minimums. The success variant was not even reaching for green, and toasts were rendering the toast library’s own theme. All four are fixed, on light and dark. The email templates got the same pass, so bold text stays legible in Outlook’s dark mode.

It promised “you’ll be charged the prorated difference today”. Nothing is charged today. Lemon Squeezy defers the proration to your next invoice, and switching from monthly to annual is not a prorated difference at all. The dialog now names which of those is happening, and when. Two neighbours went with it. A plan change no longer fails permanently once a trial has converted, and the billing page stopped promising a trial that had already ended.

Buying an AI top-up used to throw you out to a full-page redirect while every other purchase opened in place. It opens in the app now. The AI settings page also stopped drawing your plan’s monthly allowance and your top-up balance as two unrelated widgets. Both are measured in the same unit, in the order they are spent: the monthly allowance first, then the top-up balance once that is gone.

Lemon Squeezy’s embedded checkout draws its own close button inside the frame, where nothing on our side can hear it. So the larger, more obvious X did nothing and the one that worked was a bare 16-pixel target beside it. There is now one exit, big enough to hit on a phone. A stray click or an Escape no longer closes the dialog mid-payment, and the title reads “Lyto (Seed Monthly)” without nested brackets.

Creating an organisation was only possible inside first-run onboarding, and that door closes behind you. So anyone who already had a workspace could not make a second one. There is now a route to it from the account menu. Separately, abandoning two-factor enrolment half-way used to leave you unable to finish it or to cancel your plan. It no longer does.

Reactivating used to fail outright once a trial had converted. Lemon Squeezy refused every update against the stale trial date, and we turned that into a 502 with no explanation. It works now. An org suspended for non-payment is taken to a page that says so, and a comped org sees its end date in the app as well as on the billing page.

You can trial Lyto without entering a payment method. If the trial ends without one, the workspace does not disappear and does not lock. It goes read-only for 30 days, so you can still open and export everything while you decide. A banner in the app and two emails tell you it is coming. Adding a card, during the trial or after it has lapsed, picks up where you left off.

Editing a draft invoice built from approved Tally hours released those hours back to unbilled, including the lines you had not touched. Two identical lines could also un-bill each other’s work. An edited line now keeps its row and its link back to the timesheet it came from. The reconciler that should have caught the drift can now see the entries it was blind to.

Sum now lays out both Dutch returns in the order the portal asks for them. It counts your ICP rows against the 100-line cap and watches the €50.000 drempel before the period that crosses it. You still file at Mijn Belastingdienst Zakelijk under your own credentials. Sum signs nothing and sends nothing. Afterwards you record the outcome and attach the ontvangstbevestiging, so “is this period filed?” is a question the app can answer.

Sum’s sidebar was hidden below laptop width and nothing existed to open it, so on a phone there was no navigation at all. There is now. Along the way we collapsed four date formats and two money formats down to one of each. An ambiguous 12/01/2026 next to a bank line you are matching by hand is a correctness problem.

Sum shipped with its help chat switched off by a flag that was never about help. It is on. The articles behind it were rewritten against the product that shipped. One new page explains what Sum reports and what you still file yourself, which is the question people ask first.

Every Sum checkout was pinned to iDEAL and to Dutch, so a German or Spanish customer could not pay at all. Both pins are gone: your own Mollie dashboard decides which methods a payer is offered, and the checkout speaks the customer’s language. Invoices already sent with an iDEAL-only link were cancelled and given a fresh one, so no invoice ever carries two payable links.

The accountant seat is never charged. It does use one of your plan’s seats, so a full workspace may need a larger plan. The card now says so, before you reach the upgrade screen. Exports ask your accountant for two-factor authentication first, because carrying the whole book out of the building should need a second factor.

An issued invoice now carries every element Dutch law requires, and stops being editable the moment it is issued. Behind it sits an engine that maps each line to the right box of the btw-aangifte. It lists the opgaaf ICP as a structured return and writes an XAF auditfile mapped to the RGS chart. It has a KOR mode for businesses under the threshold. CAMT.053 and MT940 import let you reconcile a bank we have no live feed for. Live bank feeds are still being costed, so file import is the answer today.

We ran an adversarial assessment against our own live surface, covering account takeover, cross-tenant access, injection and resource exhaustion, and wrote up every finding. There are three things you can check yourself. Session cookies are HttpOnly, so no script on the page can read them. Two-factor is enforced and issues recovery codes. A content-security policy ships on every app. This was our own audit, and no third party has verified it.

Sum was re-founded on a single currency, enforced in the database. Multi-currency, the FX machinery, the OSS scheme and the cash-flow statement were deleted outright, and two half-built payment rails went with them. That is a smaller product than we had been describing, on purpose. A code audit had just found VAT bugs that only exist when several currencies do. If you invoice outside the euro, Sum is not for you yet, and the product pages now say so.

Cancelling your subscription is now a single click inside Workspace, with no “are you sure?” modal, no retention offer and no support ticket. The button does what it says. A trial you cancel is never charged, and your data stays exportable after you leave.

Solve’s auto-reply engine drafts answers only from your own knowledge base, and cites the source article for every claim. When the answer isn’t in your docs, it abstains and hands the conversation to a human. Six safety gates run before anything is sent.

Once a weekly timesheet is approved in Tally, its billable hours hand off to Sum as a draft invoice in one click. The client, project and rate travel with them, so nothing is re-typed. Subcontractor hours flow the same way into vendor bills. Both apps share one customer record, so the client is already there.

Tally now tracks leave alongside billable time: request and approve time off, set per-person allowances, and read the whole team’s booked leave on one grid. Approved leave shows next to logged hours, so the week’s capacity is on one screen.

AI across Lyto now draws from a single, org-wide budget. There is one number to watch: what the team spends on AI. New AI features join the same pool as they ship. Admins see usage as a share of the plan’s ceiling, and members see how many actions are left today.

Nobody enjoyed dragging a “60% done” slider, so we removed it. Task progress in Workstream is now read from status: move an item to In progress or Done and the rollups update themselves. Ownership stays clear, and the numbers can’t drift away from the board.