August 2025 Product Update

Rillet Product Updates in August:

August was packed with releases that sharpened controls, strengthened compliance, and enhanced integrations. From real-time notifications to SOC 1 Type 2 certification, we shipped features to keep your team informed, secure, and efficient, all built on Rillet’s intelligent, AI-driven ERP platform.

Here’s what we rolled out in August 2025 to elevate your accounting finance stack:

Real-Time Notifications

Stay on top of your operations with instant alerts for unusual activity, prepaid expense changes, GL account creations, spend thresholds, and new feature releases. Designed to keep you informed without overwhelming your inbox, it’s your command center for operational awareness.

Enhanced JP Morgan Integration

Seamlessly sync transactions from JP Morgan directly into your general ledger for faster, cleaner bank reconciliation.

Salesforce 2-Way Sync Upgrades

Improved data reliability and clearer visibility make it easier than ever to maintain synchronized CRM and ERP data—keeping contracts, customers, and invoices aligned.

Close Checklist Enhancements

Month-end workflows get more powerful:

• Notes & Rich Detail – Add instructions, links, images, or Rillet report references to any checklist task for better documentation and training.
• Reviewers & Approvals – Assign reviewers, capture sign-offs, and ensure tasks flow through incomplete → prepared → approved stages for stronger audit trails.

Seamless Token Rotation

Webhook tokens can now be refreshed anytime with overlapping support to prevent interruptions—keeping security strong without halting operations.

Sphere Integration

For global tax compliance, Rillet now integrates directly with Sphere, connecting your operations with advanced tax reporting tools.

SOC 1 Type 2 Certification

Rillet achieved SOC 1 Type 2 certification, giving you compliance confidence from your first audit through IPO and beyond.

Fixed Asset Capitalization Thresholds

Automatically expense low-cost purchases instead of depreciating them, reducing manual cleanup in your asset ledger.

Improved Credit Memo Webhooks

More reliable event data ensures seamless API-driven workflows for accounting adjustments.

Ebiz Invoice Integration

The first release of our Ebiz integration lays the groundwork for deeper invoice automation.

Webhooks Platform Launch

Enable your systems to respond instantly to Rillet changes without polling. Real-time integration just got simpler and faster.

Smart Allocations

Define reusable allocation rules to automatically split expenses across departments or cost centers—with accuracy and no manual journal entries.

API Enhancements

Mark invoices as sent via API and integrate External Revenue Contracts for greater flexibility in automated billing.

Payroll Benefit Breakouts

Now available for providers including Gusto and ADP, this delivers detailed visibility into benefits for better allocations, analysis, and audits.

What should we build next?

Let us know on LinkedIn or at hello@rillet.com

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