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Under the Hood: Formations Quarterly Product Update (Q3/2025)

In this webinar, Co-Founder and Head of Product, Uri Bar-Joseph, walked through everything new at Formations, including recent product updates designed to make managing your business simpler and more efficient.  We also shared a look at what’s coming next on the roadmap and gathered feedback on which features would be most valuable for you and your business.

 

Highlights included:

  • Invoicing: Create, send, and track professional invoices directly in Formations, collect payments seamlessly, and keep cash flow organized in one place.

  • Transaction Rules: Automatically categorize recurring income and expenses with customizable rules, saving time and keeping your books consistent.

  • Max AI: Get instant, AI-powered answers to tax and accounting questions, check ticket status, connect with support, or schedule time with your CSM — all without leaving the app.

  • User Invites: Give your spouse, assistant, or CPA secure access to your account at no extra cost, with full permission control.