Tracking client relationships and payments in Monograph just got some major upgrades.

At a glance, here’s what’s new:

👤 Check it out now!

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🛠 Full Breakdown

🔎 Smarter Client Table

🧠 AI-Powered Client Insights

📜 Activity Log

📝 Internal Notes & Comments

📂 Projects Section

💳 Invoice Dashboard

We’ve upgraded Monograph’s integrated payments, powered by Stripe, so your ACH payments reach your bank account even faster—as soon as 2 business days. With faster settlement timing, you’ll improve cash flow, reduce waiting, and keep your projects moving smoothly.

No extra setup required! Just send invoices as usual and enjoy the faster payouts.

If you aren't using Monograph's integrated payments yet, sign up here and get started today.

You can now fine-tune your project timelines right from the Project Overview Gantt chart.

This makes it than ever to keep schedules without jumping between pages. 🎉

When you add a project note—whether it’s an AI-summarized meeting recording or a project status update—you can instantly share it with consultants on your team. That means no more hunting through endless email threads or worrying about missing key details; everything lives in one organized, central location.

As you can see in the image above, the "audience" input gives you complete control over visibility. Keep notes private to your internal team, share selectively with individual consultants, or open them up to everyone involved.

Because notes support comments and attachments, every conversation stays connected to the right project. No scattered inbox threads. No lost files. Just streamlined communication that saves you time and keeps your team aligned.

Firms across the industry are already transforming how they capture meetings and deliver updates with project notes—recording from mobile, posting from desktop, and keeping every stakeholder in sync. If you haven’t tried it yet, this is the perfect time to see how much smoother your projects can run.

We’ve added additional detail to the Project Profit and Firm Profit reports to help you troubleshoot more effectively.

Direct and Operating costs are now broken down into three categories on hover:

This gives you better visibility into where costs are coming from and makes it easier to spot discrepancies or trends in your projects.

Monograph's new invoice template tool allows you to build more robust invoice designs and reuse them across projects for consistency and speed.

Invoice templates give you more options to design your invoice with settings to:

Rather than needing to set these up anew, you can now save these settings to standardized templates for easy reuse across projects. Once a template is applied to a project's invoice, it will continue to be used on your next invoices for that project.

Templates are managed by team members with the ability to edit invoices under the new Templates page. Set up your standard invoice template and any variations you might need now or be prompted to the next time you create an invoice.]

See this support article for more detailed information.

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!