ElioWhat's new
Highlights from the latest releases: Pipeline, approvals, departments and books.
Highlights from October and November 2026.
A simpler Pipeline
- Six areas — Today, Inbox, Deals, Clients, Jobs, Money — with tabs for the screens inside each.
- One set of deal stages everywhere, and Deals as a board, a list or a calendar.
- Move or assign several deals at once.
- A Next step card on every deal with the one thing to do now.
- Client pages in five tabs, with all conversations together.
- An invoice panel with payments and a one-click payment reminder.
- See Pipeline.
Approvals in one place
- Agent requests, email drafts, QuickBooks changes, handoffs and autonomy proposals in one queue — also inside the Pipeline as the Inbox.
- Approve from chat channels with short codes, or from a link in your digest. See Approvals.
Departments
- Marketing, Account management, Support and Procurement join Finance, Sales, Operations and People.
- Shadow mode, monthly budgets, earned autonomy, handoffs, a change log with undo, and the AI Council.
- A company profile every department reads, and HQ to see the company at a glance.
- See Departments.
Books and money
- QuickBooks as your company books, read-only by default, with QuickBooks-only workspaces.
- Reconciliation across Flex, Elio and QuickBooks; bank matching through Plaid.
- Client accounts with aging and credit holds.
- QuickBooks changes prepared by agents and approved one by one.
- Project settlement with close-out PDF and QuickBooks export. See Accounting & QuickBooks.
Everywhere else
- A Personal space with Your day, Capture, Life and a Personal Assistant — see Personal mode.
- A redesigned phone experience — see Elio on your phone.
- A guided setup for rental companies — see the setup guide.
- Per-alert notification channels (in Elio, email, both or off) and a daily digest of what Elio did.
- Safer sessions: sign-in cookies the page’s scripts can’t read, with cross-site request protection.