We’ve now improved how payment data syncs from Stripe to QuickBooks Online, giving you better visibility into your revenue and cash flow:

Now you can see all your electronic payments, fees and deposits in one place along with their status, avoiding needing to go into Stripe for this visibility.

You will no longer need to do manual work in Quickbooks due to mismatches between deposit amounts and invoices!

Now, when an invoice is successfully paid, the payment is first recorded in the “Undeposited Funds” account (unless you've set a different account in your Monograph settings). This acts like a temporary holding spot for payments you’ve received but haven’t yet deposited into your bank account.

When the payment is deposited into your bank account, it will be recorded as a deposit into your designated bank account and any processing fees (if applicable) will be automatically deducted and recorded as an expense.

This should eliminate any extra work in QuickBooks and ensure that the deposit amounts match exactly with your bank feeds.

Staying up to date on project activity just got a

Weekly pulse is a helpful summary that appears right on your project page, giving you a clear snapshot of everything that’s happened over the past 7 days — no need to dig through notifications, comments, or timelines.

It’s automatic, reliable, and designed to keep your team aligned.

How it works:

✅ Auto-generated every week

✅ Role-based views (financial info is hidden if you don’t have access)

✅ A built-in feedback option so we can keep improving

✅ No setup required — it’s ready when you are

Coming soon:

✍️ Integration with Project notes to make Weekly pulse even smarter!

We hope it’s helpful — and we’re all ears for feedback!

We're exited to announce the ability to store and share status updates, meeting summaries and other project notes in Monograph, powered by AI.

Here's how it works: you give us some rough notes in the form of a meeting recording, photo or PDF and we'll summarize key points and action items for you. Then we'll share that summary with your project team.

You can create project notes notes on the mobile app or on the browser app, and we'll show them on the updated Project Overview page, which also got a nice UI upgrade 🔥.

Learn more here, and have a great week!

When you get a bill from a consultant that you are collaborating with on Monograph, you can mark that bill as "paid" and we'll notify the consultant so you don't have to.

If you are not already inviting your consultants to collaborate, check out this PDF that you can use to give consultants a "heads up" before you invite them.

Have a great weekend!

Managing project info through email just got a whole lot easier. Introducing —your new workspace in Monograph that turns forwarded emails into bills, expenses, notes, and more.

💡

Forward project-related emails to smart@inbox.monograph.com, and Monograph’s AI extracts key info and suggested actions—like logging an expense or creating a deliverable.

You’ll get an email confirmation with any action items extracted. If Monograph can’t process it you’ll be prompted to review the email manually in the Smart inbox.

✅

Items land in the tab. From there, team members can:

🛠️

Finished items go to the tab. Anything older than 30 days expires automatically.

Smart inbox helps your team move faster, stay organized, and reduce manual data entry.

✉️ E-mail the Smart inbox to start using it today.

Now it only takes one click to simplify your consultant billing, get paid faster, and tighten up your consultant collaboration.

Simply go to your consultant directory and click “Connect” to build a better working relationship with any consultant.

It takes only one second and it , but it will save you hours of hunting down consultant bills and emailing project updates.

Learn more here.

Use these comments to drive accountability, avoid any ambiguity, and keep a better record of progress towards your efforts to satisfy clients and earn revenue for your firm.

From the Unbilled page, you can view all unbilled totals both overall and since your last invoice was issued by project or click to view these values broken down by project phases. See any warnings to find out where your projects' unbilled totals exceed budget limits or click to edit timesheets

When ready, select all of the projects you want to invoice for and batch create invoices. Monograph will automatically create the next sequential invoice for the project create billable totals using the time logged since your last invoice, up to phase budget limits.

When you send a bill request or a scheduled bill reminder to a consultant, they can reply via email with their bill attached as a PDF. We'll take that bill, put it in the "review" queue and notify you that its ready for review.

You get to avoid your inbox, add that bill to your client invoice and get paid faster.

Have a great week 👋🏾

The Consultants section of Project Financials just got a major upgrade. Its now organized by consultant company and it includes amounts billed, owed and paid to each consultant company.

Want to know more about what's been billed by each consultant company? When you click on the consultant company name, we'll take you right to a filtered list of their consultant bills. ⚡️