We're excited to release Midday v1.1—our biggest update yet! This release brings intelligent tax automation, a native desktop app, public APIs, and dozens of improvements that make managing your business finances faster and more intuitive than ever.

Tax assistant

Say goodbye to manual tax calculations. Midday now automatically extracts tax rates and types from your uploaded receipts and applies them to transactions, making reconciliation fast and accurate. Plus, get instant tax insights with our AI assistant:

• Smart receipt processing: Upload receipts to your inbox and they're automatically matched against transactions with tax information extracted
• Intelligent tax detection: Supports Sales Tax, VAT, GST, and more—no matter where you do business
• Tax rate validation: Get notified if the applied category tax rate doesn't match the receipt
• Instant tax insights: Ask the assistant questions like "How much tax did I pay this quarter?" or "Show me VAT breakdown by category"
• Comprehensive reporting: Get detailed breakdowns of tax paid or collected for any period

Desktop app

Midday is now just one keystroke away with our new native desktop app. Access your financial data instantly and search across your entire business.

• Instant access: Launch Midday with a simple keyboard shortcut from anywhere on your computer—no more hunting through browser tabs
• Lightning-fast global search: Find any transaction, invoice, customer, or document instantly with our powerful search that works across your entire business data
• Always at your fingertips: Whether you're in a meeting, on a call, or working in another app, Midday is ready when you need it
• Native speed: Everything feels snappier and more responsive than the web version, making your daily workflow smoother

APIs and SDKs

Build your own integrations and automate your workflows with Midday's new public API and SDKs. Connect Midday to your existing tools, create custom dashboards, or automate repetitive tasks.

• RESTful API: Access your Midday data securely and reliably at api.midday.ai
• Multiple SDKs: Available for JavaScript/TypeScript, Python, Ruby, Go, and PHP
• Easy setup: Generate your API key from the API Keys section in your dashboard settings
• Extensible platform: Soon you'll be able to contribute apps and functionality through our Apps & Integrations platform

Stability & Performance

We've upgraded our infrastructure, added replicas in the US, and reworked how we read and write data under the hood. As a result, Midday is now ~70% faster in the US. These changes lay the foundation for an even better experience, especially with the upcoming Assistant and Mobile App.

Quality of Life Improvements

Your feedback drives our development, and this release includes dozens of improvements that make your daily workflow smoother:

Invoicing & Billing:

• Duplicate invoices: Quickly create new invoices based on existing ones, saving time on recurring billing
• Internal notes in invoice table: Add private notes to invoices that are visible only to your team
• Extra billing email for customers: Add additional billing email addresses to customers for CC-style invoice delivery
• Send copy to invoice creator: Automatically send a copy of each invoice to the person who created it
• Include PDF in sent invoices: Invoices now include PDF attachments by default

Time Tracking:

• Edit inbox items: Modify and update items directly in your inbox for better organization and accuracy
• Tracker settings: Customize your time format and choose when your week starts to match your workflow

Transactions & Data:

• Excel export for transactions: Export your transaction data as Excel files (.xlsx) included in your download ZIP—perfect for analysis or sharing with your accountant
• From/To support on transactions: See who sent or received each payment across all banking providers (GoCardless, Enable Banking, Teller, and Plaid)
• Mark transactions as completed/uncompleted: Keep track of your workflow and what still needs attention
• Faster global search: Find what you need instantly with our improved search functionality
• Better file extraction: Enhanced processing for both Vault documents and invoice uploads

Navigation & Productivity:

• Arrow Up/Down navigation: Use arrow keys to quickly move between transactions in the list
• Esc key shortcuts: Press Escape to instantly close transaction details and return to your list

Tons of fixes & stability improvements: We've squashed bugs and made under-the-hood enhancements for a more reliable and polished experience.

Coming soon

We're already working on the next wave of enhancements to make Midday even more indispensable:

• Scheduled invoices: Automate billing with recurring invoices
• Gmail Connect for automatic inbox matching: (Under review with Google) Soon you'll be able to connect your Gmail account for fully automatic transaction matching from your inbox
• Webhooks: Get real-time notifications and trigger workflows in your own systems when key events happen in Midday
• Create invoice from tracked time: Instantly generate invoices based on your tracked time entries, making billing for your work seamless and accurate
• Transaction rules engine: Set up custom rules to automatically categorize, tag, or take action on transactions as they come in—saving you time and reducing manual work

Together with ElevenLabs, we brought together the Stockholm tech scene on the Founders House rooftop to talk tech, enjoy some pizza, and share ideas.

We just shipped our biggest update so far: a full rewrite under the hood to fix long-standing issues and make everything way faster and smoother. This means a more robust platform for you, paving the way for even more exciting features.

Here’s what’s new:

Inbox

Our Inbox is now more intuitive and powerful, designed to streamline your financial workflows.

Much better matching: Improved accuracy and speed in matching transactions, receipts, and invoices. Enhanced AI means you get relevant suggestions almost instantly after uploading a document or receiving an email, reducing manual effort and keeping your records up-to-date.

Multi-currency support: Effortlessly manage transactions and invoices in different currencies. Perfect for businesses operating across borders.

Vault

The Vault is now your intelligent, self-organizing hub for all financial documents.

• Automatic classification & tagging: The Vault now classifies uploaded documents (invoices, receipts, bank statements) and applies relevant tags automatically. It learns from your usage, making retrieval faster and more intuitive.
• File preview with summaries & custom tags: Instantly preview images, PDFs, and documents. Get AI-generated summaries and add custom tags directly from the preview for better organization.

Global search

Find anything, anywhere instantly. Our new Cmd + K global search lets you search across transactions, invoices, documents, and more from anywhere in the app. Just hit Cmd + K (or Ctrl + K on Windows) and start typing to jump directly to what you need, whether it’s a specific invoice, a client, or a document buried deep in your Vault. No more clicking through menus or losing time everything is just a keystroke away.

Bugs

Your feedback is invaluable and has helped us make Midday better.

Tons of fixes & stability improvements We’ve squashed bugs and made under-the-hood enhancements for a more reliable and polished experience.

Coming soon

We’re already working on the next wave of enhancements to make Midday even more indispensable:

• VAT/Tax columns on invoices: Easily add and track VAT/Tax information directly on your invoices.
• Scheduled invoices: Automate billing with recurring invoices for timely payments.
• Gmail Connect for automatic inbox matching: Connect your Gmail account for fully automatic transaction matching from your inbox.
• Excel export for transactions: Export your transaction data to Excel for further analysis or sharing with your accountant.

First off, thank you for an incredible 2024. Since launching our public beta in May, we’ve onboarded over 12,000 businesses something we’re incredibly proud of.

We’ve been working tirelessly to bring all the features we’ve promised but we’re just getting started. Here’s what’s coming next:

Stability & Improvements

We’ve been moving fast and that comes with a cost. Our focus now is on refining and improving key areas.

Bank Connections

Midday currently integrates with three bank providers. We’re adding two more; Enable Banking for Europe, and Pluggy in Brazil. This will bring more stability and expand coverage across the EU and Brazil.

Inbox Matching

We’re improving transaction matching with receipts and invoices, making the inbox feature even smarter. Over time it will learn from your patterns ensuring greater accuracy. Plus we’re rolling out UI updates for a smoother experience.

Bug Fixes & Small Improvements

Thanks to your feedback we have a prioritized list of bugs and refinements that we’ve already started tackling. Keep the feedback coming!

Mobile App

We have big plans for mobile ensuring you can stay on top of your business anytime anywhere with key insights and actionable tools. Viktor is working on bringing the design to life. Here’s a sneak peek more details soon.

Assistant v1

Our AI assistant is evolving. It will include memory and learn from your workflows making it more action-driven by suggesting tasks before you even ask. This also lays the foundation for our upcoming mobile app.

API & SDKs

Many of you have asked for more ways to integrate Midday into your workflows. We’ve partnered with Speakeasy to offer SDKs in TypeScript, Python and Go along with expanded API access.

Multi-Language Support

We’re making Midday available in multiple languages across the entire platform so you can work in the language that suits you best. To make this seamless we’re using Languine our own AI-powered localization tool ensuring accurate and dynamic translations.

What’s Next?

We’re aiming to be out of beta in two months and can’t wait to bring Midday to even more businesses worldwide.

Once again thank you for all your support and feedback. Midday is shaped by you. Feel free to reply to this email we read every message.

I’m incredibly excited to announce that our most requested feature is finally here—Invoicing! Let’s dive into how it works and what we’re focusing on for the next month.

Invoicing

We have designed and developed a new visual editor from the ground up, based on extensive research and feedback from early users. While it may look simple, it’s incredibly powerful for all your needs.

Here are some features we support from the start:

• Edit and change labels and names
• Rich text editor for content, including links, bold, italic, and more
• AI-enhanced editor with grammar assistance
• Date formats, currencies, VAT, sales tax, discounts, QR codes

And much more!

Web invoice

You can choose to send an email to your customers with the newly created invoice. This will open a web-based invoice where they can communicate in real-time instead of exchanging emails back and forth.

They can also download a PDF, and as the owner, you can see the last view date.

Invoice status

If you have a bank account connected to Midday, we will automatically mark an invoice as paid when we find a match. You’ll be notified, and the generated PDF will be attached to your transaction for bookkeeping.

You’ll also be notified when invoices become overdue, allowing you to send a reminder email with the press of a button.

What's coming next

Stability and improvements

Our main focus right now is to prepare Midday for our v1 release in Q1 next year. We’re working on our banking integrations to handle various edge cases more effectively, ironing out all the small bugs, and improving the overall experience with Midday.

If you find any bugs or have any feedback, just let us know!

Create your first invoice and let us know what you think get started here.

With our upcoming Invoicing feature, we have explored various methods to generate PDF invoices, ranging from running Puppeteer to using a headless browser on Cloudflare, as well as considering paid services and generating PDFs using React.

We've noticed that generating PDF invoices is a common challenge in the developer community, so we decided to share our solution with you.

Invoice in Midday

We are building a new experience for invoices in Midday. You'll be able to create and send invoices to your customers, as well as generate PDFs for each invoice.

Our interface is highly customizable with a visual editor where you can easily change the layout, add your logo, and tailor the text to your preferences.

We use an editor based on Tiptap to support rich text, with AI-powered grammar checking and text improvement available at the click of a button.

While the editor saves the content using JSON, we also needed to ensure compatibility with our PDF generation process.

When you send an invoice to a customer, they will receive an email with a unique link to the invoice. Clicking this link will render the invoice on a web page where you and the customer can communicate in real-time using our chat interface.

You'll also be able to track when the customer has viewed the invoice and if they have any questions about it.

PDF Generation

There are numerous ways to generate PDFs, and we've explored many different solutions. While we considered paid services, we ultimately decided to prioritize giving you full control over the invoices without relying on external services.

We went with react-pdf to generate the PDFs. This is a great library that allows us to generate PDFs using React. We can easily customize the layout and add our own styles to the documents and it feels just like react-email concept where we use react to generate our templates.

The invoice is then generated and saved to your Vault, so we can match it to incoming transactions and mark it as paid.

We first create an API endpoint that will generate the PDF and return the PDF as Content Type application/pdf.

import { InvoiceTemplate, renderToStream } from "@midday/invoice";
import { getInvoiceQuery } from "@midday/supabase/queries";
import { createClient } from "@midday/supabase/server";
import type { NextRequest } from "next/server";

export async function GET(req: NextRequest) {
  const supabase = createClient();
  const requestUrl = new URL(req.url);
  const id = requestUrl.searchParams.get("id");
  const size = requestUrl.searchParams.get("size") as "letter" | "a4";
  const preview = requestUrl.searchParams.get("preview") === "true";

  if (!id) {
    return new Response("No invoice id provided", { status: 400 });
  }

  const { data } = await getInvoiceQuery(supabase, id);

  if (!data) {
    return new Response("Invoice not found", { status: 404 });
  }

  const stream = await renderToStream(await InvoiceTemplate({ ...data, size }));

  const blob = await new Response(stream).blob();

  const headers: Record<string, string> = {
    "Content-Type": "application/pdf",
    "Cache-Control": "no-store, max-age=0",
  };

  if (!preview) {
    headers["Content-Disposition"] =
      `attachment; filename="${data.invoice_number}.pdf"`;
  }

  return new Response(blob, { headers });
}

With this approach we can also add ?preview=true to the URL to generate the PDF in the browser without downloading it. This is useful for previewing the invoice before generating the PDF.

React PDF Invoice Template

And here is the template for the invoice, we register a custom font, generate a QR code and making sections and formatting the invoice.

You can find the full code for the invoice template here.

import { Document, Font, Image, Page, Text, View } from "@react-pdf/renderer";
import QRCodeUtil from "qrcode";
import { EditorContent } from "../components/editor-content";
import { LineItems } from "../components/line-items";
import { Meta } from "../components/meta";
import { Note } from "../components/note";
import { PaymentDetails } from "../components/payment-details";
import { QRCode } from "../components/qr-code";
import { Summary } from "../components/summary";

const CDN_URL = "https://cdn.midday.ai";

Font.register({
  family: "GeistMono",
  fonts: [
    {
      src: `${CDN_URL}/fonts/GeistMono/ttf/GeistMono-Regular.ttf`,
      fontWeight: 400,
    },
    {
      src: `${CDN_URL}/fonts/GeistMono/ttf/GeistMono-Medium.ttf`,
      fontWeight: 500,
    },
  ],
});

export async function InvoiceTemplate({
  invoice_number,
  issue_date,
  due_date,
  template,
  line_items,
  customer_details,
  from_details,
  payment_details,
  note_details,
  currency,
  vat,
  tax,
  amount,
  size = "letter",
  link,
}: Props) {
  const qrCode = await QRCodeUtil.toDataURL(
    link,
    {
      width: 40 * 3,
      height: 40 * 3,
      margin: 0,
    },
  );

  return (
    <Document>
      <Page
        size={size.toUpperCase() as "LETTER" | "A4"}
        style={{
          padding: 20,
          backgroundColor: "#fff",
          fontFamily: "GeistMono",
          color: "#000",
        }}
      >
        <View style={{ marginBottom: 20 }}>
          {template?.logo_url && (
            <Image
              src={template.logo_url}
              style={{
                width: 78,
                height: 78,
              }}
            />
          )}
        </View>

        <Meta
          invoiceNoLabel={template.invoice_no_label}
          issueDateLabel={template.issue_date_label}
          dueDateLabel={template.due_date_label}
          invoiceNo={invoice_number}
          issueDate={issue_date}
          dueDate={due_date}
        />

        <View style={{ flexDirection: "row" }}>
          <View style={{ flex: 1, marginRight: 10 }}>
            <View style={{ marginBottom: 20 }}>
              <Text style={{ fontSize: 9, fontWeight: 500 }}>
                {template.from_label}
              </Text>
              <EditorContent content={from_details} />
            </View>
          </View>

          <View style={{ flex: 1, marginLeft: 10 }}>
            <View style={{ marginBottom: 20 }}>
              <Text style={{ fontSize: 9, fontWeight: 500 }}>
                {template.customer_label}
              </Text>
              <EditorContent content={customer_details} />
            </View>
          </View>
        </View>

        <LineItems
          lineItems={line_items}
          currency={currency}
          descriptionLabel={template.description_label}
          quantityLabel={template.quantity_label}
          priceLabel={template.price_label}
          totalLabel={template.total_label}
        />

        <Summary
          amount={amount}
          tax={tax}
          vat={vat}
          currency={currency}
          totalLabel={template.total_label}
          taxLabel={template.tax_label}
          vatLabel={template.vat_label}
        />

        <View
          style={{
            flex: 1,
            flexDirection: "column",
            justifyContent: "flex-end",
          }}
        >
          <View style={{ flexDirection: "row" }}>
            <View style={{ flex: 1, marginRight: 10 }}>
              <PaymentDetails
                content={payment_details}
                paymentLabel={template.payment_label}
              />

              <QRCode data={qrCode} />
            </View>

            <View style={{ flex: 1, marginLeft: 10 }}>
              <Note content={note_details} noteLabel={template.note_label} />
            </View>
          </View>
        </View>
      </Page>
    </Document>
  );
}

What's next?

We will be launching the Invoicing feature soon to our early access users, let us know if you want to be included in the early access program to get all the new features as soon as they are ready.

We would love to hear what you think about the Invoicing feature, and we would love to hear from you if you have any ideas or feedback for the feature.

Sign up for an account and start using Midday today.

We are excited to announce the launch of Apps in Midday. You can now easily connect your favorite tools to streamline your workflow. Starting with Slack, we will continue to expand to other tools that you love.

Install Apps

There is a new Apps menu in the sidebar. Here you can find all the apps available to you.

To install an app, you can either click the "Install" button, or click the "Details" button to learn more about the app.

App Details

You can read more about the specific app in the details page, in this example we are looking at the Slack app that will enable you to connect your Slack workspace to Midday and get notifications about new transactions and give you Midday Assistant right in your Slack workspace.

Slack Assistant

In the example above we are using the Slack Assistant to send a message to the channel. You can use the Slack Assistant to know your burn rate, track your expenses, and get insights about your transactions.

You can also upload receipts and invoices to Midday right from Slack and we will extract the data and match it to your transactions.

While this is just the beginning, we are excited to bring more apps to you.

Sign up for an account and start using Midday today.

In this technical deep dive, we’ll explore how we built the Midday Slack Assistant by leveraging the Vercel AI SDK, Trigger.dev, and Supabase. Our goal was to create an AI-powered assistant that helps users gain financial insights, upload receipts, and manage invoices—all seamlessly from within their Slack workspace.

Background

Midday already has an assistant available on both web and desktop via Electron, but we haven’t yet built a dedicated mobile app. As we continue iterating on our web app, we plan to eventually create a mobile version using Expo. In the meantime, we wanted to give our users a way to interact with Midday on the go. With that in mind, we turned to Slack, where users can quickly upload receipts and invoices without leaving the app they’re already using for work.

Goals

We aimed to enable our users to:

• Upload receipts and invoices, and match them to transactions.
• Query their financial status (e.g., burn rate, cash flow).
• Receive notifications about transactions.

Slack Assistant

Slack recently introduced a new messaging experience for app agents and assistants, making them more discoverable and accessible in user workflows. This update allows developers to build AI assistants based on their own APIs, seamlessly integrated into the Slack interface.

When users install our Slack app from the Apps section within Midday, we obtain the necessary permissions to interact with the Slack API, send messages, and listen to events.

Authentication

To connect the Slack app to a user’s workspace, we utilize Slack’s OAuth flow to retrieve an access token with the required scopes. These scopes include:

• assistant_thread_context_changed: Detects changes in the assistant thread context.
• assistant_thread_started: Tracks when an assistant thread starts.
• file_created: Monitors file uploads.
• message.channel: Captures messages posted in public channels.
• message.im: Captures direct messages.

Once authenticated, we store this data in our apps table along with the team ID and access token, structured as a JSONB column for flexibility.

Event Subscriptions

Here’s where the magic happens: We use a Next.js route to handle incoming Slack events and route them to our internal handler. This handler checks the event payload to determine the appropriate action. If it detects a file upload, it triggers a background job via Trigger.dev. If it’s a message, we forward it to our Assistant logic.

File Upload Handling

When a file upload event occurs, we send the file to a background job and save it in our Supabase database. Using OCR, we extract key details such as amount, currency, date, and merchant from the receipt. Then, we attempt to match the data with existing transactions in our system using Azure Document Intelligence Models.

Here’s a quick demo of how the file upload works in Slack:

Slack Assistant Features

When you open the Slack Assistant, you’re greeted with a welcome message and a set of suggested actions. This welcome message is triggered by the assistant_thread_started event and looks like this:

import type { AssistantThreadStartedEvent, WebClient } from "@slack/web-api";

export async function assistantThreadStarted(
  event: AssistantThreadStartedEvent,
  client: WebClient,
) {
  const prompts = [
    { title: "What’s my runway?", message: "What's my runway?" },
    // Additional prompts...
  ];

  try {
    await client.chat.postMessage({
      channel: event.assistant_thread.channel_id,
      thread_ts: event.assistant_thread.thread_ts,
      text: "Welcome! I'm your financial assistant. Here are some suggestions:",
    });

    await client.assistant.threads.setSuggestedPrompts({
      channel_id: event.assistant_thread.channel_id,
      thread_ts: event.assistant_thread.thread_ts,
      prompts: prompts.sort(() => 0.5 - Math.random()).slice(0, 4),
    });
  } catch (error) {
    console.error("Error in assistant thread:", error);
    await client.assistant.threads.setStatus({
      channel_id: event.assistant_thread.channel_id,
      thread_ts: event.assistant_thread.thread_ts,
      status: "Something went wrong",
    });
  }
}

When the user selects one of the suggested prompts, we trigger the assistant_thread_message event. Based on the message, we then use the appropriate tool with the Vercel AI SDK.

To generate the response, we use the generateText function with the OpenAI model. This approach makes it easy to switch between different models and frameworks as needed.

It's crucial to use the thread_ts parameter to ensure the response is sent back to the same thread, rather than creating a new one.

We also handle the request using waitUntil to ensure Slack receives a 200 response within 3 seconds. This prevents Slack from retrying the request, which we want to avoid.

Here is the code for the assistant thread message:

import { openai } from "@ai-sdk/openai";
import { createClient } from "@midday/supabase/server";
import { generateText } from "ai";
import { startOfMonth, subMonths } from "date-fns";
import { getRunwayTool, systemPrompt } from "../../tools";

export async function assistantThreadMessage(
  event: AssistantThreadStartedEvent,
  client: WebClient,
  { teamId }: { teamId: string },
) {
  const supabase = createClient({ admin: true });

  await client.assistant.threads.setStatus({
    channel_id: event.channel,
    thread_ts: event.thread_ts,
    status: "Is thinking...",
  });

  const threadHistory = await client.conversations.replies({
    channel: event.channel,
    ts: event.thread_ts,
    limit: 5,
    inclusive: true,
  });

  const lastTwoMessages = threadHistory.messages
    ?.map((msg) => ({ role: msg.bot_id ? "assistant" : "user", content: msg.text || "" }))
    .reverse();

  const { text } = await generateText({
    model: openai("gpt-4o-mini"),
    maxToolRoundtrips: 5,
    system: systemPrompt,
    messages: [
      ...(lastTwoMessages ?? []),
      { role: "user", content: event.text },
    ],
    tools: { getRunway: getRunwayTool({ defaultValues, supabase, teamId }) },
  });

  if (text) {
    await client.chat.postMessage({
      channel: event.channel,
      thread_ts: event.thread_ts,
      blocks: [{ type: "section", text: { type: "mrkdwn", text } }],
    });
  } else {
    await client.chat.postMessage({
      channel: event.channel,
      thread_ts: event.thread_ts,
      text: "Sorry, I couldn't find an answer to that.",
    });

    await client.assistant.threads.setStatus({
      channel_id: event.channel,
      thread_ts: event.thread_ts,
      status: "",
    });
  }
}

Demo of the Slack Assistant

Midday is fully open-source, and you can find the pull request for the Slack Assistant and Apps here.

You can aslo try Midday for your own business by signing up here.

In this release, we're introducing three major updates along with a few helpful additions. You'll enjoy a much better vault experience with search and filters, document classifications, and significantly improved speed. Plus, we've added AI filters for transactions and a much better import feature.

Vault

We have rebuilt our Vault to be much faster, added a search where you can search for content within your documents, plus we have added the option for you to enable classifications of documents, for example invoices and receipts, so it's easy to filter.

Search and filters

We extract information and make your documents easy to find by simply searching for what you are looking for.

Classifications (off by default)

With the help of AI, we can classify your documents for an even easier way to find and identify them. You can enable this feature in your Vault settings.

Import transactions

We have updated our import solution to support CSV, PDF, and screenshots of transactions to help as many users as possible get started with Midday.

AI Mapping

We have updated our UI to support manual override on mapping fields when we can't figure them out for you.

Screenshots and PDFs

We added support for uploading images of transactions to assist users whose banks don't have CSV files available.

Create Transaction

You can also manually create transactions from the transactions page.

Filters for transactions

It's now easier than ever to find the transaction you are looking for, or filter based on a specific date range. For example, you can search for: "Transactions from Q1 this year without receipts". You get what I mean - give it a try and let us know what you think.

Updated filters

A much cleaner look, context-based filters, and the ability to navigate them using your keyboard for fast access.

Bulk actions

Sometimes, you want to change many transactions at the same time. We have now updated the UI to be much better for this purpose.

What's coming next

Time Tracker

Our time tracker is getting a much-needed UI update that's much easier to understand and navigate. Along with that, our native app will also get a timer and command menu.

Invoicing

Viktor is working hard on the design and prototyping extensively to create the best possible experience with creating invoices. We will update you all along the way, and we are really excited to deliver this feature to all of you soon!

Give these a try and let us know what you think get started here.

In this release, we’re introducing three major updates along with a few helpful additions. You’ll enjoy a much better inbox experience with improved company names, logos, and bulk upload using drag-and-drop. Plus, our Assistant has received several upgrades.

Inbox

We have rebuilt our Inbox to extract information more reliably and quickly. You can now bulk upload using drag-and-drop, and we will reconcile these with your transactions.

Bulk Uploading (Finally!)

Easily upload multiple files at once with our new drag-and-drop feature.

Improved Accuracy

Experience higher accuracy in identifying names, amounts, and logos.

Assistant

We have updated our assistant to be nearly 30% faster thanks to GPT-4o and several performance improvements in our data layer.

Create Reports

You can now create reports directly from the Assistant.

Documents (Beta)

Upload documents and ask questions around them.

Voice (Alpha)

We are exploring new ways to interact with your Assistant using voice commands.

Thanks to our new engine, you can now search for your bank directly. It's much more reliable, and you can view the status of your connection. You can also manually sync your connection in the Settings.

Search for banks

It's now possible to just search for your bank.

Connection status

Sometimes, the connection to your bank may change. We now clearly display this in the Settings and provide instructions on how to resolve it, either through a sync or a reconnection.

Reconnect flow

Especially for banks in the EU, you need to reconnect your bank every 3-6 months. We now send a reminder email and provide an easy flow that takes just 60 seconds to get you back on track.

What's coming next

Time Tracker

Our time tracker will soon includes real-time tracking capabilities, allowing you to monitor productivity and manage your time more effectively.

Invoicing

We have started developing our invoice feature and have created designs based on feedback from many of you to ensure the best possible experience.

Multi-Currency Support

Soon, you will gain a clear picture of your business finances, even if you operate with multiple currencies.

Give these a try and let us know what you think get started here.

For the past three months, we have been working hard in private beta with our customers. Today, we are excited to announce our public beta.

Both Viktor and I want to personally thank all of you who have given us feedback, attended meetings, and supported us during this time. We are super excited to continue our journey together to make Midday the best all-in-one tool for running our business smarter.

As we enter our public beta, new customers will have access to a special deal of $49/month, but it will be free during the beta period.

What's next

We aim to have Midday v1 ready in October, which is also when we will start charging for the service.

Until then, here are our focus areas:

• Invoicing - Deliver the first version of our invoicing service
• Budget - Add support for budgeting
• Apps & Integrations - Integrate with Xero, Fortnox, and QuickBooks
• Bug Fixes & Improvements - General improvements to the platform

ProductHunt

Along with this milestone, we are launching on Product Hunt on Wednesday, June 26 (12:00 am PST). We would love to have your support by voting for us. You can subscribe for a notification here.

Get started

Now that Middays is in public beta, feel free to try us out by signing in here.

On June 22nd, we got notified by Lunchcat that users' email addresses and names could be accessed through our API.

We have addressed the issue and revised our security policy accordingly.

We deeply apologize for any impact this incident may have had on our users. Our commitment to transparency and prevention remains steadfast. Below is a summary of what occurred, how we resolved the issue, and the measures we are implementing to prevent future occurrences.

Incident timeline

• On June 22nd, at 3:01 PM, we got notified about the issue.
• On June 22nd, at 3:44 PM, we identified the issue.
• On June 22nd, at 3:49 PM, we resolved the issue.

How this affects you

No user action is required to continue safely.
Accessed: User email and name.

Actions and remediations

These are the preventative measures that we have already taken:

• Fixed our misconfigured access policy

These are the preventative measures that we will be taking immediately:

• Improving monitoring and alerting

Conclusion

We sincerely apologize to everyone affected by this incident, and we appreciate your understanding.

Please reach out to us at [email protected] if you have any questions.

The core of Midday is based on our customers transactions. Using this data, we can do a lot to help you run your business smarter when it comes to financial insights, reconciling receipts, and more.

Today we support 3 different banking providers which enables us to connect to over 20 000+ banks in 33 countries across US, Canada, UK and Europe and more to come.

Here is an overview of the technologies and services we use to build our engine.

Architecture

We provide an API that gives our services transformed transactions, accounts, and balances for Midday to use. Here is how we built it and the technologies we chose.

• Cloudflare - (workers, cron, mTLS)
• Hono- (framework, OpenAPI, RPC)
• Typesense - search index
• Trigger.dev - background jobs
• Unkey - API keys, rate limiting, and usage analytics
• OpenStatus - monitoring and alerts

Cloudflare

We use a lot of services in Cloudflare. Workers is the compute where our API is hosted, using Hono as our framework.

The API uses OpenAPI v3.0 and exposes endpoints for transactions, accounts, search, and balances.

We use Cloudflare KV for session caching with GoCardless to avoid hitting any rate limits and for general caching purposes.

In the end, we have one interface for our customers to search for their institution. To support this, we retrieve all institutions from our providers, transform the information, and store it in Typesense. We use a simple Cron job in Cloudflare every 24 hours to ensure we have the most recent information.

To connect to Teller, you need to use mTLS to authenticate. Thanks to Cloudflare, we can just upload our certificate and configure our worker to use it when needed.

Hono

We chose to use the Hono framework because it's portable, super lightweight, and provides an incredible developer experience among other features:

• Caching - we cache directly in Cloudflare
• Zod - for parsing and validating payloads
• OpenAPI - generate our specification

Typesense

For our customers, we want just one interface for them to search and find their bank. For that to be possible, we needed an index, and we went with Typesense because it's super powerful and easy to use.

We show banks based on country, fuzzy search, and priority.

Unkey

We will soon offer Engine to other companies to use. We will use Unkey for API key management, rate limits, and analytics.

Trigger.dev

Our platform fetches transactions regularly with the help of background jobs hosted by Trigger.dev, communicating with our Engine API via RPC. We also use:

• Retries
• Logging
• Error handling

Sentry

To deliver a great service, it's super important to fix bugs and issues fast. With the help of Sentry, we can see what's going on and where we have issues. Additionally, we can also know when external APIs underperform or if we have any other bottlenecks.

• Logging and debugging
• Alerts
• Performance metrics

OpenStatus

Because we rely on external APIs, it's important for us to monitor their statuses. In our Engine, we expose a /health endpoint that requests each service’s endpoints so we can use OpenStatus to monitor our Engine's health.

Based on this status, we can exclude providers that have temporary issues and get a single source of truth about how our Engine works.

• Status page
• Alerts

What's next

We are currently updating our engine. In the end, other companies will be able to use our engine to support a wider range of banks with just one API in their systems.

If you are interested, feel free to sign up here for more information.

Midday is fully open source. Feel free to check out our code here.

Our most requested feature is now ready for you to try! Introducing Midday Assistant. With help from the community, we have implemented many great features. Here are some highlights of what you can do using the assistant today:

• Find the things you are looking for (transactions, invoices, documents, and more)
• Watch your spending
• View your profit, revenue, burn rate, and revenue graphs
• Find transactions without receipts

These are just some examples. You can ask follow-up questions and dig deeper into your data.

This is just the beginning of Midday Assistant, and we will continue to invest and listen to your feedback so you have everything you need to run your business. Don't hesitate to give us feedback directly from the assistant or by scheduling a quick 15-minute call with us to share your thoughts!

If you are running Midday on Mac, you should update to v1.9 for the latest version.

To get started you can sign in here.

Midday is all about being on top of your business. Stay informed about your business insights, track when you get paid, receive updates on new transactions, and access general information how your business actually are doing. And that includes well-timed notifications via emails and push notifications, carefully curated for your convenience.

The challenge: Implementing a unified infrastructure for notifications

From the beginning, we knew the importance of a unified approach to managing our notifications. From past experiences of stitching together different solutions to support various notification needs, we were determined to create a system that could seamlessly support web, desktop, and mobile applications. Our goal is to ensure that our notification system can scale alongside our growth.

The solution: Novu

While we tried a bunch of different providers we decided to go with Novu based on our requirements:

• Support Resend, Expo
• In App notifications
• User Preferences

Novu not only ticked every box they also got a huge bonus for being open source and you get 30K events/month for free.

Implementation and SDKs

We started with created our own package @midday/notifications where we installed @novu/node dependency, where we register our notification types for convenience:

// Our notification templates
export enum Templates {
  Transaction = "transaction",
  Transactions = "transactions",
  Inbox = "inbox",
  Match = "match",
}

// Our notification types (email|in-app)
export enum Events {
  TransactionNewInApp = "transaction_new_in_app",
  TransactionsNewInApp = "transactions_new_in_app",
  TransactionNewEmail = "transaction_new_email",
  InboxNewInApp = "inbox_new_in_app",
  MatchNewInApp = "match_in_app",
}

And using our New Transactions email as an example, which is sent from a background job using Trigger.dev when you have new transactions.

import { Notifications, Types, Events } from "@midday/notifications";

// Generate html from react-email
const html = await renderAsync(
  TransactionsEmail({
    fullName: user.full_name,
    transactions,
    locale: user.locale,
  })
);

await Notifications.trigger({
  name: Events.TransactionNewEmail,
  payload: {
    type: Types.Transaction,
    subject: t("transactions.subject"),
    html,
  },
  user: {
    subscriberId: user.id,
    teamId: team_id,
    email: user.email,
    fullName: user.full_name,
    avatarUrl: user.avatar_url,
  },
});

Because we are sending the email with the variables subject and html with the generated content we are just adding those to Novu and then we're done.

And to send In App Notifications it's just a matter of changing the Events and Types.

import { Notifications, Types, Events } from "@midday/notifications";

await Notifications.trigger({
  name: Events.TransactionNewInApp,
  payload: {
    recordId: transaction.id,
    type: Types.Transaction,
    description: t("notifications.transaction", {
      from: transaction.name,
    }),
  },
  user: {
    subscriberId: user.id,
    teamId: team_id,
    email: user.email,
    fullName: user.full_name,
    avatarUrl: user.avatar_url,
  },
});

The results: Beautiful In App Notificaitons and Emails

Thanks to the SDK @novu/headless we implemented the notification center for Midday in a matter of hours to match our branding exacly like we wanted while Novu delivers the notifications in realtime.

And for user preferences we just use their API together with a simple server action.

The future of Midday x Novu

We are really happy that we chose to use Novu, We have several smart notifications planned that will offer valuable business insights. Plus, Novu will integrate smoothly with our upcoming mobile app, allowing us to send push notifications effortlessly via Expo by just connecting a new provider.

GitHub

While this is just a draft on how we are using Novu in production you can dig deeper into the codebase in our repository.

It's important for every new product to take the right decisions as often you can, and thanks for our public roadmap, votes on feature request and building in public we have a deep connection with our users, but on top of that we also want data to back our decisions. And thats why we have implemented LogSnag to track a lot of events so we can take data-driven decisions too.

There are planty of ways how you can implement analytics, in this blog post we will share how we solved it in Midday using NextJS and server-actions.

Because we have a monorepo we started with creating a new package called @midday/events where we install @logsnag/next.

The package includes all the events we want to track in Midday for example:

{
    SignIn: {
        name: "User Signed In",
        icon: "🌝",
        channel: "login",
    },
        SignOut: {
        name: "User Signed Out",
        icon: "🌝",
        channel: "login",
    },
}

And based of these realtime events we can make clear graphs like Line Chart, Bar Chart and Funnel Charts.

How we implemented LogSnag

When you sign in to Midday we first ask you about tracking, we want you to keep your privacy. This is done by showing a Toast component with the option to Accept or Decline, we save this decision in a cookie so we now if we should add a identifier for the events or not.

We run a server action called tracking-consent-action.ts:

"use server";

import { Cookies } from "@/utils/constants";
import { addYears } from "date-fns";
import { cookies } from "next/headers";
import { action } from "./safe-action";
import { trackingConsentSchema } from "./schema";

export const trackingConsentAction = action(
  trackingConsentSchema,
  async (value) => {
    cookies().set({
      name: Cookies.TrackingConsent,
      value: value ? "1" : "0",
      expires: addYears(new Date(), 1),
    });

    return value;
  }
);

We then wrap the track method from LogSnag to enable or disabled the user_id to the event.

export const setupLogSnag = async (options?: Props) => {
  const { userId, fullName } = options ?? {};
  const consent = cookies().get(Cookies.TrackingConsent)?.value === "0";

  const logsnag = new LogSnag({
    token: process.env.LOGSNAG_PRIVATE_TOKEN!,
    project: process.env.NEXT_PUBLIC_LOGSNAG_PROJECT!,
    disableTracking: Boolean(process.env.NEXT_PUBLIC_LOGSNAG_DISABLED!),
  });

  if (consent && userId && fullName) {
    await logsnag.identify({
      user_id: userId,
      properties: {
        name: fullName,
      },
    });
  }

  return {
    ...logsnag,
    track: (options: TrackOptions) =>
      logsnag.track({
        ...options,
        user_id: consent ? userId : undefined,
      }),
  };
};

We use the setupLogSnag function like this:

export const exportTransactionsAction = action(
  exportTransactionsSchema,
  async (transactionIds) => {
    const user = await getUser();

    const event = await client.sendEvent({
      name: Events.TRANSACTIONS_EXPORT,
      payload: {
        transactionIds,
        teamId: user.data.team_id,
        locale: user.data.locale,
      },
    });

    const logsnag = await setupLogSnag({
      userId: user.data.id,
      fullName: user.data.full_name,
    });

    logsnag.track({
      event: LogEvents.ExportTransactions.name,
      icon: LogEvents.ExportTransactions.icon,
      channel: LogEvents.ExportTransactions.channel,
    });

    return event;
  }
);

We have a lot of events and charts pushing us to take right decisions, you can find the source code for this in our repository here.

Earlier this week Dub.co shared our customer story on why we choose Dub as our link-sharing infrastructure.

In this blog post where gonna share a little more in details how we implemented this functionality.

We have some features like Time Tracker, Reports and files from Vault that our users shares outside their company and with that we have an authorization layer on our side using Supabase, but these links are often really long because they include a unique token.

Our solution was to implement Dub to generate unique short URLs.

How we implemented sharing for our reports

If you look closely you can se our link looks like this: https://go.midday.ai/5eYKrmV

When the user clicks Share we execute a server action using the library next-safe-action

that looks like this:

const createReport = useAction(createReportAction, {
  onError: () => {
    toast({
      duration: 2500,
      variant: "error",
      title: "Something went wrong pleaase try again.",
    });
  },
  onSuccess: (data) => {
    setOpen(false);

    const { id } = toast({
      title: "Report published",
      description: "Your report is ready to share.",
      variant: "success",
      footer: (
        <div className="mt-4 space-x-2 flex w-full">
          <CopyInput
            value={data.short_link}
            className="border-[#2C2C2C] w-full"
          />

          <Link href={data.short_link} onClick={() => dismiss(id)}>
            <Button>View</Button>
          </Link>
        </div>
      ),
    });
  },
});

The nice thing with next-safe-action is that you get callbacks on onError and onSuccess so in this case we show a toast based on the callback.

The action is pretty straightforward too, we first save the report based on the current parameters (from, to and type) depending on what kind of report we are creating.

We save it in Supabase and get a id back that we use to generate our sharable URL.

const dub = new Dub({ projectSlug: "midday" });

export const createReportAction = action(schema, async (params) => {
  const supabase = createClient();
  const user = await getUser();

  const { data } = await supabase
    .from("reports")
    .insert({
      team_id: user.data.team_id,
      from: params.from,
      to: params.to,
      type: params.type,
      expire_at: params.expiresAt,
    })
    .select("*")
    .single();

  const link = await dub.links.create({
    url: `${params.baseUrl}/report/${data.id}`,
    rewrite: true,
    expiresAt: params.expiresAt,
  });

  const { data: linkData } = await supabase
    .from("reports")
    .update({
      link_id: link.id,
      short_link: link.shortLink,
    })
    .eq("id", data.id)
    .select("*")
    .single();

  const logsnag = await setupLogSnag();

  logsnag.track({
    event: LogEvents.OverviewReport.name,
    icon: LogEvents.OverviewReport.icon,
    channel: LogEvents.OverviewReport.channel,
  });

  return linkData;
});

With the combination of server actions, Supabase and Dub we can create really beautiful URLs with analytics on top.

You can find the source code for this in our repository here.

From sign up, to implementing the SDK, Resend was different - we were setup in less than an hour.

Here at Midday, we care deeply about design, and we knew from the beginning that we wanted branded emails with reusable components.

By integrating react.email with Tailwind CSS, we've crafted an optimal user experience. This combination has been transformative, allowing us to enable our local development and online hosting.

The transition to Resend was strikingly smooth. I'm used to other services where you need to request access, quotes, and other information before getting started. From sign up, to implementing the SDK, Resend was different - we were setup in less than an hour.

We use Resend to ensure that our clients receive notifications for new bank transactions, invitations, and other significant interactions. What truly sets Resend apart for us are the continuous changes and improvements, like the Batch API, which specifically helped optimize our invite system.

I didn't think that you could further innovate an email API, but Resend keeps shipping features that we did not know we needed.

We haven't had the need to contact Resend for support yet, but the team has supported us while we shared our journey building emails on X, which truly showed me how they differ from other email providers in the best way.

I'm really excited for our launch, along side my co-founder Viktor Hofte.

Resend is a game changer when it comes to developer experience and design. If you care deeply about your product you should use Resend.

This is a cross post from Resend

At Midday, we use background jobs extensively. Here's an in-depth exploration of our approach.

Transactions Setup

Upon successful user authentication of their bank, we initiate the creation of a bank_connection containing essential data and provider information (Plaid, GoCardLess, Teller). This facilitates subsequent retrieval of transactions on their behalf. Additionally, we store bank connection accounts in bank_accounts, along with an enable/disable flag, enabling us to determine which accounts to fetch transactions from.

Once bank_connection and bank_accounts are securely stored in the database, we trigger the transactions-setup job. This job orchestrates the initial synchronization from the providers through batch requests, ensuring resilience against extensive transaction loads. Moreover, it dynamically schedules intervals for running transactions-sync every hour for each team. Clients subscribe to the eventId to track the completion of the initial sync process.

Transactions Sync

The transactions-sync task fetches transactions for each team hourly. A team may have multiple connected bank accounts, requiring one request per account. We aim to consolidate new transactions into a single collection for notification purposes. Transactions are limited to the last 30 days, streamlining data retrieval.

This approach offers a 30-day window for rectifying any potential errors and acquiring new transactions. Moreover, teams can seamlessly enable/disable accounts between sync runs, as transactions are fetched exclusively for enabled accounts. If a team_id is not found, indicating deletion, the scheduler is promptly removed.

Process Document

Upon receipt of a new inbound email from Postmarks, we upload the attachments (invoices) to Supabase and create an inbox record. Subsequently, we trigger the process-document job, responsible for parsing the invoice using Google Document AI to extract vital information such as due_date, amount, and currency. Successful extraction triggers the match-inbox event.

Match Inbox

The match-inbox process utilizes the inboxId, teamId, and amount to verify transactions matching the invoice amount, accounting for sign differences (transactions are always signed, whereas invoices are not). This verification extends back 45 days, considering cases where no attachments are available yet. Currently, encountering multiple matches necessitates further validation, a feature we plan to address in future UI enhancements.

Export Transactions

The export-transactions task retrieves selected transactionIds, gathers their attachments, compiles a CSV file, and uploads it to our Vault. Clients subscribe to monitor the progress status of this operation.

GitHub

You can find all of our jobs in our GitHub repository.

Being an Early Adopter

We are currently collaborating with our first group of beta users to refine our product and find the right fit for the market. If you're interested in shaping the future of Midday and becoming an early adopter, feel free to join our community. There's no obligation to contribute, and we're thrilled that you want to try out the system.

During our private beta phase, you may encounter some bugs, but we genuinely want all your feedback.

The Early Adopter Plan

• This plan includes access to all features.
• Priced at $30 per month but free while in beta.
• Your subscription price will remain unchanged for life as a token of appreciation for supporting Midday in its early stage, regardless of the additional features we introduce.

Community-Driven Development

As we continue to enhance Midday, we highly value your input and ideas. Here are three ways you can share your thoughts with us:

• Join our Discord server.
• Leave feedback directly through the system (control+space).
• Schedule a 15-minute call with our team.