What's new

You can now create polished, branded proposals with clear scope and pricing, send them securely to clients for approval, and convert approved proposals into invoices in one click.

• • Create in minutes: Start a clean proposal with sensible defaults.
• • Fast approvals to instant invoices: Clients approve from a secure link; convert in one click.
• • On-brand sharing and PDFs: Share a branded link and download a polished PDF anytime.

More control and clarity for your scheduled workflows.

• • Run Now with an option to skip the next scheduled run to prevent duplicates.
• • Test Automation creates a safe test (sends to your email if the automation would normally send).
• • Next run timing shown in your timezone with clear formatting plus Today callouts while configuring.

Faster, smarter, and more reliable across proposals, invoices, and automations.

• • Faster, more accurate responses across proposals, invoices, and automations.
• • Better reasoning with fewer follow-ups; more reliable long-running tasks.
• • Lower latency on tool actions and improved stability.

Our new intelligent template engine learns your preferences and helps you design professional invoices.

• • Smart Suggestions: AI analyzes your business type and suggests optimal layouts, colors, and formatting
• • Real-time Preview: See changes instantly as you customize fonts, colors, and spacing
• • Auto-Optimization: Templates automatically adjust for perfect PDF generation and mobile viewing
• • Brand Intelligence: AI detects your brand colors from logos and applies them consistently

Your invoicing app now works seamlessly on mobile with automatic updates and offline capabilities.

• • Offline Access: Create and edit invoices without internet
• • Automatic Updates: New features appear instantly
• • Native Feel: Smooth, app-like experience
• • Easy Installation: Add to home screen on iOS and Android

Visual pipeline management for your client relationships.

• • Drag and drop clients between pipeline stages
• • Customizable pipeline stages in Client Settings
• • Visual overview of your sales funnel
• • Track client progress at a glance

One-way sync from HubSpot to Every AI.

• • Automatic contact synchronization
• • HubSpot contacts appear in Every AI
• • No changes sync back to HubSpot
• • Connect in Client Settings page

Forward emails from your every.ai account to [email protected].

• • AI understands email context and conversation threads
• • Automatically processes payment notifications
• • Marks invoices as paid from bank transfer confirmations
• • No need to log into every.ai for simple updates

Schedule invoices to be sent later.

• • Set future send dates for any invoice
• • Perfect for recurring billing cycles
• • Find scheduling option in invoice dropdown
• • Never miss a billing deadline again

Automatically generate invoices on weekly, monthly, or quarterly basis.

• • Create invoice templates that auto-generate
• • Choose between draft or immediate send
• • Weekly, monthly, and quarterly cadences
• • Access at every.ai/invoices/automations

Send yourself test invoices to preview the client experience.

• • See exactly what your client will receive
• • Test email formatting and links
• • Perfect invoices before sending to clients
• • Quality assurance built-in

Upload images, PDFs, and CSVs for intelligent data extraction.

• • AI extracts and processes data from any file type
• • Perfect for importing old business data
• • Natural language file analysis
• • Bulk data import capabilities

Send both test and real invoices directly through the agent.

• • Chat with agent to send invoices
• • No need to navigate to invoice pages
• • Send test invoices for review
• • Streamlined workflow from chat

Report bugs and request features directly in the app.

• • Access via Support in user menu
• • Chat with dedicated support agent
• • Feature requests create backlog items automatically
• • Share screenshots for faster resolution