Connect your own AI provider You can now use OpenAI, Google Gemini, xAI Grok, Mistral, Cohere, DeepSeek or Perplexity alongside on-device Apple Intelligence, each with your own API key and your own choice of model. Set it up once and every assistant in the app uses it. An assistant inside New forms The AI assistant now works while you are creating a record, not only on saved ones. Describe what you need and it fills the fields in front of you, and nothing is stored until you tap Save. Available on eleven create screens including customers, invoices, payments, projects and items. Log time straight from a project Project time entries are no longer read only. Add a time entry from the project itself with the project and customer already filled in, and it lands in the right timesheet for the period automatically. Simpler record creation Creating a customer, item or agent now shows one clean form with everything needed to save it, instead of a row of greyed out tabs. Optional detail moves to its own tab once the record exists. Customer Type can now be chosen on iPhone and iPad, so individual customers can be created on mobile. Invoice reminders now really send A reminder could be recorded as sent when no email had actually gone out. Reminders now send properly and the status reflects what really happened. Every confirmation has a Cancel button Confirmation prompts on iPhone and iPad now always show a clear way to decline. Nine destructive prompts previously offered none at all. Data export Name and describe your exports, save filter settings to reuse them, select several filter values at once, and filter on dates. Filters that could never return anything are now either working or clearly marked unavailable. Clearer errors When something is blocked by your access rights, or a customer cannot be deleted because other records depend on it, the app now explains what and why instead of showing a generic failure. Fixes and accessibility Fixed a stuck screen after signing in where taps were being swallowed, corrected timesheet dates and periods in time zones east of UTC, and improved VoiceOver names on menus, dropdowns and links throughout the app. Reset all data A new option returns the app on this device to a freshly installed state, without changing anything on the server.

This release polishes Swiftly Workspace across iPhone, iPad, and Mac: • Cleaner, more consistent interface with a redesigned, icon-first set of controls and toolbars. • Faster, smoother loading of long lists. • Smarter setup for new companies — only the fields you need appear by default, with guidance on where to find the rest. • More fields you can configure your way, including a Category on Work Packages. • Quick-create from more places, including standalone creation of contacts and addresses. • Manage timesheets on behalf of your team members. • A clearer Save experience that tells you exactly what's needed before you save. • Reliability improvements to the AI assistant and connected-account (iCloud) sign-in, plus a range of fixes.

AI assistant on every screen. Each detail and list window now has its own context-aware assistant that understands what you are viewing, along with an improved Main Chat for larger tasks. You can also talk to the assistant using voice input. Data import and export. Import customers and records from CSV or Excel with AI-assisted column mapping, and export your data to CSV. Change history. Review a clear, per-record history of who changed what and when. Record validation. Verify VAT numbers and email addresses directly from customer, vendor, and contact screens. Administration modules. Admins can now switch business areas on or off from a single Modules screen to match how your company works. Redesigned save experience. Forms now show exactly what is needed before you save, with one clear action and full accessibility support for VoiceOver and Dynamic Type. Push notifications. Optional cross-device notifications keep your team up to date, and can be enabled by an administrator. PEPPOL improvements. More reliable sending and receiving of compliant e-invoices, with clearer status. This release also includes many performance improvements and bug fixes.

iPad gets a major upgrade in this release, plus EU e-invoicing, a rebuilt Projects and Timesheets experience, and enterprise access control. REDESIGNED FOR iPad A new three-column split-view layout (workspace, section, record) that mirrors the Mac and adapts down to a single column on iPhone. Real sortable, customizable data tables, and clean edit-in-place record sheets. A polished split-view sign-in built for landscape. EU PEPPOL e-INVOICING Send EN 16931 compliant e-invoices to customers over the PEPPOL network, with up-front validation so you catch issues before sending. Receive supplier invoices inbound over PEPPOL. Turn inbound and outbound on independently. PROJECTS, BUDGETS & TIMESHEETS A new Projects overview, a per-project time view, and a time-logging form that adapts to each project. Plan work as Phases, Work Packages, and Tasks. Amend budgets with a full audit trail, and invoice a project on demand. MORE CONTROL Role-based access control with per-field permissions, so sensitive numbers stay hidden from the people who shouldn't see them. Drag to reorder the sidebar and navigation. Your layout syncs across devices. SMARTER CONVERSATIONS The AI assistant keeps each chat's state, saves replies as they arrive, and lets you choose Claude or Apple Intelligence per conversation. A FINANCE OVERVIEW See invoiced this month and year to date, outstanding, and overdue at a glance. Plus a more reliable app: automatic retries on flaky connections, no duplicate records from a double-tap, and fixes across CRM forms and finance totals.

NEW FEATURES Main Chat with AI Tool Calling — Have natural conversations with your AI assistant that take real action. Create customers, generate invoices, send emails, and manage your business — all from a single chat interface with live artifact previews. AI Web Search — Your AI assistant can now search the web in real-time to find market data, company information, and business insights directly within conversations. AI Cases & Tasks — Create AI-powered cases with executable tasks, multi-agent orchestration, and automated business workflows. Email Client — Full email integration with multi-account IMAP/SMTP support, threaded conversations, and AWS S3 attachment storage. Notification Preferences — Granular notification controls with automated billing reports and delivery notifications per user. Per-Company AI Configuration — Each company configures their own SwiftlyAI project key in Capabilities, enabling independent AI billing, usage metering, and model access. IMPROVEMENTS AI requests now route through the SwiftlyAI Cloud proxy with per-company metering, token tracking, and cost analytics. Unified API key architecture — one project key per company handles both proxy authentication and AI billing. Native Anthropic web search integration replacing client-side search for faster, more reliable results. Improved Main Chat streaming with tool call progress indicators and real-time status updates. Enhanced sidebar with AI Chat accessible across all navigation contexts. Migration ordering improvements for more reliable server deployments. FIXES Fixed AI customer creation not immediately appearing in customer lists after creation. Fixed web search returning empty results by switching to native Anthropic server-side search. Fixed time entry save failures and hours precision display issues. Fixed sales order confirmation error preventing order finalization. Fixed server startup crash when AI environment variables are not configured. Fixed migration sequence error where seed data ran before required schema changes. Various stability and performance improvements throughout the app.