Kokonut
Language

Choose your language

Select the language you want to browse in.
Back to Kokonut Fid

Changelog

Everything that changed across Kokonut Fid versions, from v1 to V3: from new features to compliance and technical improvements.

v3.6.0 Current version

October 2026

Major update

New

  • FYSK assistant, in early access on request
  • FYSK assistant, Edit mode: interaction with Fid
  • FYSK assistant: on every page of the client file, voice dictation, attached files
  • FYSK Agent, in early access on request
  • Billing: FYSK and FYSK Agent charged per token, on the billing statement and the AI usage page

Improvements

  • AI labels: more consistent
  • Double-entry mode, rules: direct entry against the bank, expected document posted in one click
  • Double-entry mode: a linked document is placed at its date, its payment at the bank date
  • Rules: confirmation before replacing an existing posting
  • Foreign-currency documents: same conversion on screen and in "Save everything"
  • Bank statements: new "Progress" column, posted and pre-processed lines
  • Bookkeeping: the gauge tells posted and pre-processed lines apart
  • Counterparties: recognition no longer learns from a mere link
  • Chart of accounts: native import of a chart exported from WinBIZ
  • Billing statement and AI usage: items in three families, per-mandate detail as a table, more readable PDF

Fixes

  • Bank accounts: IBAN with a letter in the account number, longer foreign IBAN
  • Documents: a document linked to a deleted statement becomes free again
  • Manual journal: final number shown once the period is closed
  • Journal: two groups dated the same day form a single entry
  • Chart of accounts: a stuck PDF import can be abandoned, "View the preview" button restored
v3.5.3

September 2026

Update

New

  • Manual journal and cash book: new entry grid, menu bar, entries in foreign currency
  • Accounting journal: lighter page, Table, Compact and Cards layouts
  • Review: the module leaves beta
  • General ledger: ticking option
  • Bookkeeping: batch processing of transactions
  • Bookkeeping: supporting document and counterparty redesigned
  • Bookkeeping: document data corrected without leaving the screen
  • Documents: lines entered excluding or including VAT, totals and difference calculated live
  • Bank accounts: new "Payment provider" type (Stripe, SumUp, PayPal, TWINT)
  • Rules: automatic application when a statement is opened, as an option

Improvements

  • Accounting journal, general ledger and exports: much faster on large files
  • Accounting PDF documents: landscape format, common layout
  • Dashboard: tiles and cash position reworked
  • Bookkeeping: new keyboard shortcuts
  • Bookkeeping: search by amount, unposting a line
  • Counterparties: the name sent by the bank is never rewritten
  • Counterparties: suggestion for a card payment without a third-party name
  • General settings: new "Rules" tab
  • Documents: currency chosen from a list, negative amount for a credit note
  • Documents: dates in EN_US format read in the right order
  • Dark mode: more readable windows
  • Guide and interactive guide updated

Fixes

  • Dashboard: foreign-currency balance of a cash book or a foreign-currency account
  • Manual journal: journal total in francs
  • Cash book: negative correcting line counted in the balance
  • VAT: "Split the VAT" takes the corrections made to the document into account
  • Counterparties: the account holder is no longer taken for the counterparty
  • Split: a total equal to the amount is no longer refused
  • Team: Manager level access to archives and the guide
  • Kokonut Slice: changes on large batches
  • Document matching and period filters: various fixes
v3.5.2

September 2026

Update

New

  • Kokonut Capture: QR scan session, from any phone
  • Bookkeeping: label suggestion while typing (EAP feature)

Improvements

  • Error pages and maintenance page redesigned
  • Rules: settings screen redesigned, with filters and search
  • Counterparties: a marker can be moved to another record, a removed marker is no longer relearned
  • Counterparties: a name close to an existing record is pointed out to you
  • Chart of accounts: faster display, account type editable directly
  • Bank accounts: credit card and statements without an IBAN
  • Smart coding: you choose when a counterparty has several rules
  • Mandates with Business: third-party synchronisation off by default

Fixes

  • Bank statements: deleting a transaction no longer shows an error
  • Help & support: e-mail links lead to the right application
  • General ledger and trial balance: accounts grouped according to the chart of accounts
  • Dashboard and year-end closing: the result includes classes 7 and 8
  • Accounts without an IBAN: filters, duplicates and revaluation fixed
  • Rules and counterparties: various fixes
v3.5.1

September 2026

Update

New

  • Help & support: Kokonut support can open a case for you, and you are notified by e-mail

Improvements

  • Automatic sign-out: improved feature
  • My mandates: redesigned list, search and direct access to recently opened mandates
  • Help & support: your ticket list shows the mandate concerned, and search finds it by name
  • Help & support: download link for the kMeet app for video support
  • Reporting: direct access to the Help & support page from the report window
  • Counterparties: on creation, you choose to link or to create when a name is already recognised elsewhere
  • Counterparties: recognition markers can be viewed from the posting screen, search by alias
  • Rules: change the counterparty of a rule from the settings
  • Collaborator sign-in no longer offers "Remember me"

Fixes

  • Files not subject to VAT: no VAT code or breakdown suggested any more when linking a document
  • Business settings, third-party accounts: choosing an account from the list now saves correctly
v3.5.0

September 2026

Major update

New

  • Mandate sheet: a summary of everything active on the client file
  • Kokonut Capture: import from the app
  • Slice V2: several receipts on one page are split into automatically proposed zones
  • Slice V2: the direction of each document (expense or issued invoice) is proposed automatically
  • Slice V2: redesigned full-screen review
  • Background tasks: a page to follow, cancel or restart running processes
  • Bank PDF statements: parallel batch reading
  • Bank connection: Revolut Business connector
  • AI usage: redesigned monthly page, detailed statement and PDF report
  • The modules planned in the contract are activated on your client files
  • Contract activation by its number from the Kokonut Portal
  • Your access follows your contract, otherwise your Kokonut Portal licences
  • My contract: separate Business statement
  • Net tax rate and flat-rate files: direct posting to revenue accounts, without VAT code
  • Net tax rate return: activities outside the net tax rate, closing according to the FTA method, new checks
  • Import VAT: import handling
  • Document reading: import VAT recognised
  • Payables and receivables via Kokonut Business
  • Settlement: linking a document in the statement clears its open item
  • Closing: "Sub-ledgers reconciled" step (non-blocking)

Improvements

  • Icons: Kokonut Slice and Kokonut Capture carry their new icon
  • Connectors: choice page, storage or bank
  • App links: pages move under /app, old links redirected
  • Billing: new statement system
  • AI labels appear in the usage statement
  • AI posting: more reliable answers
  • A document without a readable date keeps the file's VAT regime
  • PDF documents: every produced document is protected against modification
  • Third-party pages (Receivables, Payables, Aged balance, Statements)
  • Counterparties: "Origin" column (Business or Kokonut Fid) and matching filter
  • Improved merging of two counterparties
  • Double entry: the screen's own shortcuts and its help panel give way to the global keyboard shortcuts

Fixes

  • Improved connector encryption
  • VAT return: the VAT of months already posted is included
  • Documents wrongly marked "failed" under heavy load
  • Net tax rate return: the closing is no longer counted again in the turnover
v3.0.5

August 2026

Update

New

  • Topal: entries exported in XML
  • Manual journal: multi-selection, entries excluded from the accounting export
  • Redesigned document detail: side-by-side preview, editable data, reprocessing in three steps
  • Counterparties: manual choice and rule application without AI
  • Bank CSV import: available for every client file

Improvements

  • PDF splitting: optimised analysis, up to ten times faster
  • Double-entry mode: one line per group
  • AI label: faster fallback, no error window
  • Counterparties: more reliable recognition (generic words, short acronyms)
  • Reprocessing a document: posting rules apply before AI
  • EN/DE translations completed

Fixes

  • Net tax rate: a document with several rates no longer blocks; a document "Read, to post" is released when its entry is saved
  • A manually corrected document no longer fails its re-posting
v3.0.4

August 2026

Update

New

  • Review (beta) now per bank account and period
  • Journal as Kokonut CSV, TXT or PDF
  • Chart of accounts: CSV, TXT or PDF export, import from file or paste
  • Chart of accounts viewer in the command bar
  • Flat-rate VAT: pick a profession to prefill the activities
  • Manual journal: import entries
  • "VAT audit" export

Improvements

  • Complete net tax rate list: all 440 activities of the 2025 ordinance
  • Opening balances: import an opening journal
  • Statement history: "Fiscal year" filter
  • Statement history: the original CSV file can be viewed
  • Check a document's direction in one click
  • Attention points grouped into five types
  • Broader search in reconciliation
  • Dashboard: orphan documents
  • Active chart pinned at the top
  • IBAN formatted as you type
  • PDF split thumbnails announce themselves
  • Richer guide, redesigned diagrams
  • Journal exports: document number of your choice, stable across exports
  • AI label: company-specific label convention (Settings › Labels)

Fixes

  • Keyboard shortcuts stay active after a notification
  • Switching company remains possible when the active company is suspended
  • A document linked after a currency conversion shows as linked right away
  • AI label: backup provider when the service does not respond
  • Correct default chart of accounts for a company created from the Portal
v3.0.3

August 2026

Update

New

  • Smart coding: AI-suggested account for lines without a document or a rule
  • Foreign-currency bank accounts, CHF countervalue and revaluation at closing
  • Redesigned dashboard with cash position from the journal
  • Opening balances imported by pasting or from a file
  • Cash registers among the bank accounts

Improvements

  • Linking a document onto a keyed-in entry: comparison and choice
  • Counterparty created in one click from the transaction name
  • Attention points refreshed without reloading, review from the badge
  • Original amount (foreign currency) in the journal, the general ledger and the exports
  • Journal export: 0% VAT lines as you choose
  • Missing documents of a statement requested at once
  • Several rules per counterparty, each with a name
  • Issuer VAT number check on issued invoices
  • Batch payment on demand in the Tools menu
  • kDrive archives: direct link to the folder
  • PDF documents signed the same way, with page numbering
  • Redesigned bank statement export, entries laid out like the journal
  • Bank description in the statement export is now optional
  • Guide: list of compatible software and formats
  • Guide: the table of contents follows your reading

Fixes

  • Error pages aligned
  • "To reconcile" ignores imports in progress
  • Export wizard: validation messages displayed
  • Internal transfer: the screen refreshes as soon as it is confirmed
  • Rule suggestions: the banner disappears on the first click
v3.0.2

August 2026

Update

New

  • The Guide: the complete Kokonut Fid documentation inside the app, with search, diagrams and buttons to every screen
  • Push notifications on desktop and mobile, adjustable channel by channel
  • Every upload link has its own page: QR code, settings, send to client and deposit history

Improvements

  • "Bank statement" deposits are automatically routed to the right import
  • An optional notification on every deposit made through a link
  • Access requests notify both the firm and the requester
  • The mandate email address can be edited in the settings
  • The Modules page becomes a table

Fixes

  • Header menus no longer close on the way to the submenu
v3.0.1

August 2026

Update

New

  • A single Exports page, with a guided assistant and history
  • New AZerp export format
  • "Original currency" tool for converted movements
  • "Split VAT": an invoice with several rates is divided before posting
  • Credit notes post with their VAT code
  • The posting basket can also create groups
  • New beta module "Revision": every entry of a period on a single table, correctable directly in the cells. Available on request among the beta features

Improvements

  • The booking screen automatically saves your drafts when you switch transactions
  • VAT compliance as you choose for exports outside VAT liability
  • Trial balance exportable as PDF or CSV
  • Tags and original currency in the manual journal
  • The automatic classification scope is ticked on the chart of accounts
  • Only the ticked accounting software is offered when exporting the journal
  • Two new onboarding steps: AI classification and export software
  • The VAT closing posts as readable transfers, one entry per transfer, reviewed and editable before validation
  • The full detail of an entry opens from the journal, the general ledger and the VAT return
  • The Archive module leaves beta
  • Leaner document request emails

Fixes

  • Various fixes around document linking, splits and the dashboard
  • The VAT return matches the VAT actually booked to the cent
v3.0.0

August 2026

Major update

New

  • New V3 interface: island header, unified work screens, refreshed iconography
  • Firm team: colleagues invited by e-mail, three access levels, tracked activity
  • kDrive and SFTP connectors: clients drop off their documents, Kokonut picks them up automatically
  • Menu bar on the reconciliation screen, shortcuts shown for your system
  • Internal transfers detected and posted in one move
  • Counterparty directory: dedicated page, merging, duplicates, counterparty visible in the general ledger
  • PDF account statement by period, for one or several accounts
  • Tag rules: clicking a tag posts the entry, each tag has its detail page
  • Fiscal-year selector in the header: everyone browses the year of their choice
  • Guided period closing, with a register of accruals and provisions
  • Manual statement lines, with a permanent balance check on the statement
  • VAT return faithful to the liability regime, period by period

Improvements

  • Background colour of your choice for the working session
  • Archives: out of beta, deposited straight onto the mandate's connector
  • Import history filterable by format (CAMT, CSV, PDF)
  • Manual journal document linking aligned with bank reconciliation
  • An entry dated outside the fiscal year no longer blocks closing

Fixes

  • Reopening a closed period restored for authorised roles
  • Various stability and display fixes
v2.4.8

July 2026

Major update

New

  • Single sign-in to all your applications with Kokonut Portal
  • 2FA sign-in and passkey
  • Company creation from the official Swiss register: the IDE (CHE) number is enough
  • Richer calculator: coloured references, ranges, VAT codes, calculation functions
  • One-click licence activation from the portal
  • Beta features access request from the user interface

Beta

  • PDF bank statement import with a built-in control tool
  • CSV bank statement import (around twenty banks recognised)

Improvements

  • All licence holders visible in the portal
  • A statement imported without an IBAN can be linked to a bank account from the history
  • Document matching shows its progress
  • Each statement's origin visible in the history: CAMT, CSV or PDF
  • Full-height reconciliation screen
  • Public name can be set from the portal
  • Clearer messages when a sign-in issue occurs

Fixes

  • Fid licence: owner and fiduciary no longer block each other
  • Reconciliation can no longer be relaunched twice by mistake
  • More reliable company transfer
  • Various stability and display fixes
v2.4.2

July 2026

Update

New

  • Card settlements split directly from their statement
  • Tags and payment cards on documents and entries, with matching filters
  • Assisted grouping of similar transactions
  • Maintenance announcements and product news right in the app

Improvements

  • Faster trial balance and general ledger on large files, reworked design
  • More relevant matching suggestions

Fixes

  • Getting started: step-validation fixes
  • Various display and rounding fixes
v2.4.0

July 2026

Major update

New

  • Fully reworked onboarding assistant to set up a new file
  • Full keyboard shortcuts on the posting screen
  • Built-in calculator and quick operations on entry lines
  • Reworked import history, with bulk actions

Improvements

  • Faster, leaner document reprocessing
  • Matching available at any time, even after posting

Fixes

  • Fixes to document linking and e-mail addressing
v2.2.6

July 2026

Update

New

  • Missing documents organised as a workflow
  • "No document" marking in one click from reconciliation
  • Consolidated follow-up of client requests
  • Your fiduciary's public name in e-mails sent to your clients

Improvements

  • More accurate matching on currencies, discounts and references
  • Fewer pointless suggestions, automatic run after import

Fixes

  • False alerts removed from the attention centre
v2.1.9

July 2026

Update

New

  • Rebuilt document ↔ transaction matching.
  • Instant suggestions, with optional auto-linking of certain matches
  • Archive module: full financial year delivered as a secure ZIP (beta)
  • Journal export to new software.
  • Private items module: detection and review of private line items within a receipt (beta)
  • Built-in incident reporting, with a tracking number

Improvements

  • Self-learning matching from every confirmed link
  • Noticeably faster posting screen
  • Menu reorganised around the workflow

Fixes

  • Fixes to currencies, rounding and document dates
v2.0.9

July 2026

Update

New

  • Full VAT: guided scheme setup
  • VAT return module ready for the FTA (beta)
  • Hardened encryption of data at rest
  • Supporting-document tracking across the whole journal, with grouped client requests
  • Entry labels drafted by AI
  • Attention centre and notification bell

Improvements

  • Noticeably faster display
  • Stronger checks at posting time (art. 957a CO)
  • New dashboard and reworked automation screens
  • More resilient AI processing

Fixes

  • Multi-rate VAT breakdown fixes
v2.0.0

2026

Major overhaul

New

  • Full accounting: journal, general ledger by account, trial balance and opening balances
  • Art. 957a CO compliance: immutable audit trail and SHA-256 hash chain
  • Verified continuous numbering per financial year
  • Period closing and year-end closing (closing entries, period locks, reversals)
  • VAT management: unified codes, suggested-code detection and automatic line breakdown
  • Chart of accounts: create, edit, reorder and import from a PDF
  • Single- or double-entry reconciliation, with automatic currency conversion
  • Multi-receipt PDF splitting by zones
  • Splitting and grouping of bank transactions
  • Self-learning posting rules and management of counterparties & aliases
  • Cash register by account

Improvements

  • New dashboard with statistics and charts
  • Document requests to clients via a secure, public upload link
  • Significantly more accurate AI extraction and classification
  • Complete interface redesign (2026 design)

Technical

  • Unified posting engine (single entry point, 957a safeguard)
  • 100% Swiss hosting, 256-bit / AEAD encryption and TLS 1.3
  • ISO 20022 support (CAMT bank formats)
  • Improved performance and reliability
v1.0.0

2025

Initial release

Initial features

  • Bank statement import (CAMT 53/54)
  • Automated AI extraction
  • Smart accounting classification
  • Bank reconciliation
  • Document exchange with clients
  • Export to your accounting software