Nuvio 5: AI that gets things done
Nuvio 5 is here, and it's about taking routine work off your plate. The assistant inside Nuvio can now take action as well as answer questions. With Nuvio MCP, you can also connect the AI agent you already use, such as ChatGPT, Claude or Grok Bot, and what it does lands right in Nuvio. Bank reconnects are also easier, overdraft balances now match your bank, and long scanned invoices keep every line.
Run Nuvio from the AI agent you already use
Connect ChatGPT, Claude (the app or Claude Code) or Grok Bot to Nuvio and ask it to handle the everyday tasks: add an expense, create a customer, record a payment or match a bank transaction to an invoice. When you connect, you sign in with your Nuvio account and choose which company the agent works in. The agent can only do what your role allows, and a built-in safeguard stops it from saving the same entry twice by accident. To set it up, go to Settings > Profile > AI agents. That page walks you through each agent step by step and lists every agent you've connected, with its company, when it was last used and a Disconnect button.

Your Nuvio assistant can now get things done
The assistant inside Nuvio now has the same abilities. You can ask it to create or update income, expenses, projects, products, customers, suppliers and tags, or to record and reconcile a payment. Before it saves anything, it looks up your real records and shows you exactly what it's about to save. When a payment needs a bank transaction, it asks you to choose the transaction itself.

Reconnect your bank without starting over
When a bank connected through Plaid asks you to log in again, Nuvio now flags the account and shows a Reconnect button right on it. Reconnecting keeps the same accounts and your full transaction history, and it doesn't count against your plan's account limit. Teammates who can't make changes see a "Needs reconnect" badge, so everyone knows what's going on.
Overdraft balances that match your bank
Some overdraft (KMH) accounts connected through Finekra showed balances and dates that didn't match the bank. That's fixed. Nuvio now uses the balance your bank reports in your account list, account details, cash-flow summary and the assistant's view of your cash position. Transaction dates match the bank too, and transactions on the same day stay in the bank's order.
Long invoices, every line intact
When you scan a long invoice, Nuvio now keeps every line. Before, long invoices could be cut short without any warning. Documents with up to 100 line items can now be saved and edited normally, whether you scan them, import them from Excel or enter them by hand. If the lines don't add up to the scanned total, the editor warns you and asks you to confirm before saving, so a mismatch can't slip through unnoticed.
Heads up
- Long passwords: Sign-in no longer accepts passwords longer than 128 characters. If yours is longer, please reset it.
- Only Data Entry members: You can now open only the income and expense records you created yourself. This matches what your lists already showed. Links to records your teammates created won't open for this role.
- Creating tags: Viewers and Only Data Entry members can no longer create tags. Ask an Owner, Company Admin or Finance Staff member to add one, the same way you already do to rename a tag.
And a few more
- Receipts with Turkish file names: Receipts whose file names include Turkish or other non-English characters now download properly.
- A more careful assistant: The assistant no longer tries to add text to income lines, doesn't apologize for lookups it has already done, and handles your requests more reliably.
- Disconnect with confidence: Disconnecting an agent in one company no longer affects that agent in your other companies.
- Stronger protections: We strengthened permission checks for payments, bank accounts and connected AI agents.