Create a rule when reviewing a transaction ⚡️

You can now create an auto-review rule directly from a single transaction 🚀

With just one click, you can set a rule that applies to future transactions with the same details—description, category, and VAT rate (where relevant).

This means less time spent reviewing, and more time to focus on your business ✨

Ready for the new tax year, we are 🧮

Whether you’re an early bird looking to file your Self Assessment as soon as the tax year finishes, or you can’t wait to see how Self Assessment calculations have changed, we’ve got you covered.

For our Sole Traders, accessing the Self Assessment report for the 2025/26 tax year provides you with up-to-date calculations based on the latest rates and thresholds in place (spoiler alert: it’s only changed for those living in Scotland; the rest of the UK has the same rates and calculations as 2024/25).

For everyone else, you can start filling in our Self Assessment questionnaire on 6 April by selecting the relevant task to get the ball rolling in completing your 2024/25 tax return.

Running Payroll? You’re covered, too; your new tax year Payroll filing will be available from 6 April, allowing you to file as usual on your pay date.

Hi there,

Keeping track of your business finances is about to get much easier! We’re excited to introduce a new feature that will automatically review your transactions so you don’t have to do it manually.

Save time on bookkeeping with auto-review

You can now set up auto-review for your recurring transactions, and Ember will apply the selected category and VAT (if applicable) to future transactions—ensuring consistency and saving you time. Just set it up once, and Ember will take care of the rest!

✅ Save time – No more hassle of manually reviewing transactions one by one.

✅ More accuracy – Keep your tax and accounting records in order effortlessly.

✅ Smarter system – Ember applies your rules automatically for future transactions.

✅ Expert support when you need it – Unsure which category to choose? Our team of expert accountants is here to help you set up auto-review correctly and ensure transactions are categorised accurately.

Enjoy stress-free bookkeeping with Ember today 🚀

We've listened to your feature requests for easier and quicker bookkeeping and we’ve built this to make managing your business transactions a breeze—with automation where it matters and expert guidance when you need it.

As always, we’d love to hear your thoughts and feedback!

Improvements ✨

Speed up reviewing with sorting & filtering

Reviewing just got easier than ever! Now, you can sort transactions by date or status on the transactions page by clicking on the column header.

Whether you want to start with the oldest transactions to ensure nothing gets missed or see the most recent first, you can pick the order that works best for you. Ember will remember your sorting preference when you come back.

We’ve also expanded our filtering options. In addition to filtering by date, you can filter by status and category, making it easier to find exactly what you’re looking for. Effortless reviewing, just the way it should be! 🎉

Sole Traders knowing how much to pay

We’re excited to announce a small but impactful update to the Self Assessment experience for sole traders. We have introduced a new “Pay” button on the Self Assessment page, which opens a dedicated page showing the exact amount due to be paid if Ember has submitted your Self Assessment return for you. This streamlined view should help make your Self Assessment process smoother and more transparent whenever you have a payment deadline to meet. 🧮

Hey there,

I’m super excited to announce the launch of AI reporting — a game-changing new feature that allows you to access an up-to-date picture of your business finances from the moment you open Ember.

At Ember, our mission is to help a generation of business owners unlock their full potential.

To truly unlock that potential, we believe having access to an accurate, up-to-date picture of your business finances is absolutely essential.

Since launching the first version of Ember a few years back, we have helped thousands of business owners gain a more complete understanding of their finances by providing easy access to key insights—ranging from how much tax you owe to how much you can safely withdraw from your business.

However, until now, getting an up to date version of these insights, has required you to first fully review every transaction.

AI Reporting allows you to access these insights in real-time

Over the past year, we have observed the rapid evolution of AI models and more recently we have been leveraging this progress to significantly enhance our own ability to predict the tax category of a given transaction.

We are still only at the start of this journey, but the improvements we are already seeing in both the coverage and accuracy of our predictions are what really form the foundation for AI Reporting.

This powerful new feature integrates transactions automatically categorised by Ember AI into your reports, alongside those you’ve already reviewed and categorised.

The result is a much more complete and current picture of your business finances, allowing you to make faster, more informed decisions about your business.

For any transactions we’re unsure of, we will of course still ask for your input to ensure the insights we provide accurately reflect your business’s position.

However, Ember AI is designed to continuously learn and improve as it gets to know your business better. While some initial input might be required, our ambition is for this to decrease over time, ultimately trending toward zero for most businesses and enabling a truly automated experience.

Experience AI Reporting today 🚀

AI Reporting will be available to all Limited Companies today — we’re eager to hear your feedback! As you use it, you’ll see firsthand how Ember AI adapts to your needs, delivering a smarter, faster, and easier financial experience.

To enable it, check out our help article here.

We can’t wait to hear what you think.

Improvements ✨

Exciting Update: New Category Changes Are Live + What’s Next! 🎉

We’re thrilled to share that the second phase of our transaction categorisation improvements is now live! 🚀 If you missed the details about these updates, click here to read about how we’ve streamlined categories to make managing your transactions simpler and smarter.

Now, let’s talk about what’s next: we’re refining our payroll categories to pave the way for more automated and accurate payroll reconciliations. These changes will make it easier to understand payroll-related entries while setting the foundation for even more advanced improvements in the future.

Here’s what’s changing:

• Name change Pension Contributions Owed → Pension contributions due (Balance Sheet report) PAYE & NI Owed to HMRC → PAYE & NI due (Balance Sheet report)
• Name and context change Employer Pension Contributions → Employee & employer pensions (Profit & Loss report) Employer National Insurance → PAYE & NI (Profit & Loss report)

What You Need to Know

1️⃣ For now, these are purely name changes—you won’t see any changes to how payroll entries are generated just yet.

2️⃣ In the next phase, we’ll enhance payroll entry generation by introducing the new Salary & wages (take home) category to replace the Director salaries & wages and Employee salaries & wages categories (Profit & Loss report) . Additionally we’ll use the changes to category context for a more streamlined process.

We’re committed to making payroll management faster, clearer, and more intuitive for you. This update is another step in that direction, and we’re excited for you to see the results!

If you have any questions about these changes or need assistance, our team is here to help. Stay tuned for more updates as we continue to enhance your experience with smarter, more automated tools.

Here’s to taking control of your finances with ease! 💼✨

Improvements ✨

🎉 Groups Are Here

Exciting news — transactions grouping is now live! You can now breeze through reviews, helping you save time on admin and focus on what matters most — running your business. We built this feature with your feedback in mind, so give it a try and let us know what you think!

📊 Dashboard chart updates

We know cash is king 👑, and having an accurate picture of your cash flow is crucial. That’s why we’ve updated the cash graph on your dashboard to give you a clearer, more reliable view of your in-flows and out-flows.

Previously, transfers between your accounts were included in the “money-in” and “money-out” bars, which we know didn’t always reflect true cash movements. Thanks to your feedback, we’ve made a change: transfers between accounts will no longer affect these bars. 🧮

Bonus update: To ensure everything adds up perfectly, credit card transactions are now included in your cash bars, too.

This update ensures your cash flow graph is more intuitive and reflective of your actual cash movements—because managing your money should be simple and accurate.

Improvements ✨

You can change your email now ✨

We know, we know… this one’s been a long time coming! We’re proud (and maybe a little sheepish) to announce that you can finally change your email address in Ember. Need to update to something more professional? Finally giving up on that old “[email protected]”? No judgment here – go ahead and make the change.

To find out how, check out our email update help article. If you’re already using Google authentication to log in, don’t worry – we’ve got you covered. You can read our Google login settings guide to make any changes you need. 💅

Bank connection updates 🔌

• We’ve rebuilt the bank connection flow for a smoother experience. The modal through which you connect bank accounts and the screens that follow once the accounts are connected are all brand new. If it’s your first time connecting a bank account, you’ll also notice tips on how to optimise your taxes while it loads!
• Mettle bank connections are now supported in Ember.

Fixes 🔧

• We recently released a new VAT Settings page, and after releasing it, we noticed an issue with the Save button being disabled overzealously; we’ve updated the validations on that page so they place nicely, unblocking you to make changes if your business’s VAT circumstances change.

Hi there,

We’ve been listening to your feedback, and we’re excited to share that something new is on the way to make managing your business finances a bit smoother. Say hello to Transactions Grouping — a feature designed to make reviewing your bank transactions faster and easier!

What’s Transactions Grouping All About?

Similar transactions will be automatically grouped so you can quickly review similar payments or recurring expenses with just one click. We know how much time it can take to review everything line by line, and Ember is here to help cut that time down, making reviewing more streamlined.

Why We Built This

After hearing your insights and feedback about the time you spend managing your transactions, we wanted to simplify things for you. This feature was shaped by the feedback we’ve received from our users, and it’s here to help make reviewing transactions less manual, and more efficient.

When Can You Start Using It?

Transactions Grouping will be rolling out in the next couple of weeks! Stay tuned - we’ll be sure to let you know as soon as it’s ready, with a quick heads-up and tips on how to make the most of it.

Thank you

As always, thank you for all the great feedback - it’s what drives us to keep building features that make Ember better for you. We can’t wait to see how this helps you, and as always, we’d love to hear what you think so we can keep improving.

Best,

Ember Product Team

Improvements ✨

We're making transaction categorisation easier and faster for you! 💅

We know categorising transactions can be a time-consuming part of managing your finances, and we’re here to tackle that. This is the start of a journey to make categorisation more intuitive and efficient with changes to how categories are structured and named, making it easier for both you and our system to identify where each transaction belongs.

In this first phase, you’ll notice a simple update; we’re renaming a few of our categories. This change only impacts Limited Liability businesses. We’ll be releasing updates for Sole Traders too, but not during this initial phase. Listed below are the current names and the new names they’ll transform into:

• Rent & Rates → Rent & use of home
• Accumulated Depreciation on Assets → Accumulated depreciation
• Money Owed to Suppliers → Money you owe to suppliers
• Credit Cards → Credit card balance

These new names are designed to make choosing categories quicker and more straightforward. Behind the scenes, this update is part of a larger effort to improve how our system learns from your categorisation choices, ultimately reducing the need for manual adjustments in the future.

We expect this change to be visible next week, so we wanted to make sure you got a heads-up first 👀

As we continue with the next phases, we’ll keep you updated on even BIGGER and more EXCITING enhancements to save you time and make transaction categorisation feel seamless. Stay tuned for more! 😎

Improvements ✨

• As part of our Building a Better Ember initiative, the revamped VAT settings area allows you to easily manage and update your VAT status. We've also improved the connection to HMRC, ensuring your submissions are seamless. 🧮
• You can now manually mark your P11D, P60 and Confirmation Statement tasks as done.✅ While these tasks do automatically move to Done, we’ve heard feedback (and seen ourselves) that the events we rely on (which we receive from the payroll integration and Companies House) are sometimes delayed by a few days. Now you can select the task, receive more context on how it works, and mark it as done if you no longer want it there. 💅