Changelog

CardLedger — Plaid bank linking

Link a credit card or bank account and CardLedger pulls balances, transactions, and credit-card liabilities automatically. Powered by Plaid, consumer-authorized.

CardLedger — Pay with card via Stripe

Invoices you send now include a "Pay with card" button. Friends and family pay with a credit card; money lands in your Stripe balance.

Information Security, Privacy, and Terms pages

Live at /security, /privacy, /terms. Full Plaid + SOC 2-style controls documented.

CardLedger — Melissa +1 modeling

When one person covers another's subscription share, invoices go to the payer and itemize the covered share clearly.

Debt payoff planner — accurate math

Fixed an issue where impossible payment plans produced absurd interest totals. The planner now warns when your payment is too small to make progress.

CardLedger — CSV import + camera scanner

Bulk-import cards, subs, and bills from a CSV. Or point your phone at a credit card to autofill the add form.

MedVault — Bulk CSV patient import

Seed a new workspace with dozens of patients in one click.

Owner tools — user lifecycle + email blast

Suspend, reactivate, sign-out, or delete users from the admin panel. Send a one-off email to any segment.