What's new in Orbit Finance

AI Rules: teach the AI once, it follows every time

Fixed: editing a quotation or invoice's "person in charge" could crash

• Picking a name from the dropdown on that field could crash the screen instead of saving it, this is fixed

New: Your rules (Settings, AI)

• Write a plain-English instruction once, like "treat Grab and Foodpanda receipts as travel expense, not meals," and the AI follows it every time it reads a receipt, scans a bank statement, or drafts anything else
• These rules only ever guide what the AI suggests, never what gets posted to your books, so a rule can shape a draft but can't change your ledger on its own
• Restrict a rule to receipts only or bank statements only if you don't want it applying everywhere
• Scan a receipt and, if a rule shaped the result, you'll see exactly which one, so it's never a guess

New: What the AI has learned (Settings, AI)

• When you promote a filed transaction into a standing rule with "Always do this," it now shows up here, separate from rules you typed yourself
• Remove one with a tap; it will simply ask again next time and learn it back if you confirm the same categorisation again

New: export and import your rules

• Your rules live on your own machine. Export them to a file, or bring rules in from a file, useful when moving to a new computer or sharing a starting set with another Orbit Finance user

_Universal macOS build (Apple Silicon + Intel), notarized by Apple. Windows installer and Android APK attached below._

WhatsApp sends the actual document now, plus instalment billing

Fixed: WhatsApp only sent text, not the document

• Sending a quotation or invoice over WhatsApp opened the chat with a message, but the customer never received the actual document, just words describing it, so they had to ask for the real thing
• Every document you send on WhatsApp now comes with a picture of it, ready to paste straight into the chat that opens
• If you already use a verified WhatsApp Business (Cloud API) number, you can connect it in Settings, WhatsApp, and Orbit Finance will send the PDF itself automatically, no pasting required. This is entirely optional, the free WhatsApp link still works exactly as before if you skip it

New: bill a quotation in instalments

• Turn one accepted quotation into several invoices on a payment schedule instead of one: a deposit and a balance, three monthly payments, or terms like 30:40:30
• Split evenly or type the exact percentages your customer agreed to. Every instalment is shown to the sen before you create anything, and the stages always add up to the full quotation amount exactly, down to the last sen
• Each instalment is a real invoice with its own number and due date

Fixed: your customer's details were missing from documents

• Quotations and invoices showed only your customer's name, none of their registration number, address or contact details, while your own company details were always there in full
• Both sides now print with the same information

New: a contact person on a company

• Add who to address a document to on a company contact (their PIC), separate from the company name itself
• Picking that customer now fills the "Attention" line on a new invoice or quotation automatically, so you type it once instead of every time

Fixed: a document mixing different units printed the wrong quantity label

• A quotation combining, say, a monthly subscription with a few one-off items printed every quantity under one heading, so items sold by the piece could read as if they were sold by the month
• Documents with more than one unit now group into clearly labelled sections; documents with just one unit (most of them) look exactly as before

Fixed: the product form asked for a SKU on things you can't stock

• A stock number no longer shows up when adding a service, digital product, fee, deposit or subscription, only for physical goods, rentals and bundles
• The Active switch for a product moved to the top of the form, next to its type, instead of a checkbox at the bottom

Fixed: a tooltip could appear to float over the wrong row

• Hovering the edit or delete icon on a row in Cash Ledger, Deposit Slips or Purchase Orders could show its label sitting over the row above it. Tooltips now appear exactly where they should.

Nothing changed in how the app calculates, stores or numbers anything you already have. Your existing documents keep the layout and figures they had in 0.20.0.

_Universal macOS build (Apple Silicon + Intel), notarized by Apple. Windows installer and Android APK attached below._

Behind the scenes: groundwork for 30-day trial licenses

This release is preparatory, it adds the plumbing for a free 30-day trial of Orbit Finance, coming soon alongside the rest of the Orbit Suite. There is nothing new to see or do yet; trial signup isn't live, and this update changes nothing about how your existing license works.

What's in this release

• Orbit Finance can now recognize a time-limited trial license (the same 30-day trial already available for Orbit HR and Orbit Doc), including a clear, friendly screen if a trial ever runs out, with a one-paste way to unlock instantly once you have a lifetime key
• Your current lifetime license is completely unaffected, it has no expiry, and nothing about how it works has changed

Nothing changed in how the app calculates, stores, or numbers anything. Your data, your documents and your reports carry exactly the figures they did in 0.19.3.

_Universal macOS build (Apple Silicon + Intel), notarized by Apple. Windows installer and Android APK attached below._

A neater document, and two more ways to make it yours

Everything in this release is about the paper your customer actually receives.

Fixed: the table on your documents now matches the rest of the app

• The line-items table on invoices, quotations, sale orders, delivery orders, credit notes and purchase orders was a plain list of rows, unrelated to the tables you see on every screen inside Orbit Finance
• It is now the same design: a bordered table with a shaded heading row and clean lines between items

Fixed: the totals no longer float beside the table

• Subtotal, discount, tax and total sat in a separate block whose left edge stopped partway inside the description column, so the bottom of every document looked slightly misaligned
• They are now part of the same table, lined up under the amount column where they belong

Fixed: the two payment QR codes read as one choice

• If you use both a DuitNow QR and the online payment gateway, your invoice showed two codes at two different sizes, on opposite sides, with different captions. It looked like two unrelated things
• Both now sit side by side at the same size, each with its name and one line explaining it, under your bank details. It reads as what it is: two ways to pay the same invoice

New: two more document templates

• Bold fills the table heading with your brand colour and shades alternate rows. It is the one that stands out on a desk
• Letterhead puts your logo on the left and the document title on the right at a larger size, with each detail line ruled off, like printed company stationery
• Both sit alongside Classic, Modern and Compact in Settings, Appearance. The small previews now show what each layout actually does, not just its colour

Nothing changed in how the app calculates, stores or numbers anything. Your data, your documents and your reports carry exactly the figures they did in 0.19.2, and existing documents keep the layout you already chose.

_Universal macOS build (Apple Silicon + Intel), notarized by Apple. Windows installer and Android APK attached below._

Payment terms, project payback, and a code to link your phone

New: invoices carry payment terms you set

• Every invoice was silently net 30. The app worked out a due date from a 30-day term the form never let you change, so overdue status, coming-due, AR aging and the payment reminders all ran on a number you never chose
• The invoice form now has payment terms in days and a due date, linked both ways. Type 30 and the date follows. Pick a date and the day count fills itself in
• Moving the invoice date carries the terms with it, so net 30 stays net 30 instead of quietly becoming net 12
• Receipts skip it. They are already paid

New: quotations have a validity

• A quote now gets "valid for N days", defaulting to 14, and fills in the expiry date. Same two-way link as the invoice
• Delivery orders are left alone. They carry a delivery date, not a validity

New: set your own defaults, once

• Settings has a Document terms panel for the invoice term and the quote validity, so a business that trades on 14 days is not retyping 14 on every document
• Leave a field blank to use the house default. Blank means default, not zero

New: projects tell you when you get your money back

• Open a new branch or take on a job that needs spending up front, and the project now answers two questions the app could not answer before: how much is left to recover, and what the project has earned since it broke even
• Type an initial investment on the project for money spent before it existed, and tick "capital outlay" on an expense for money spent inside the app. The two cannot double count
• The payback card shows invested, recovered, remaining and a progress bar, with an estimated payback date where the numbers support one
• Money spent on setup is taken out of running cost. Left in, a fit-out would be charged twice and payback would never arrive however well the project traded
• Payback always covers the whole life of the project, so narrowing the report dates no longer looks like the investment reset this quarter

New: link a phone to your desktop with a code

• Joining sync used to mean signing up at turso.tech, creating a database, copying a URL, creating a token, then typing two long random strings on a phone
• The device that already syncs now issues a code, shown as text and as a QR. The second device pastes it and types only your sync passphrase
• The code carries the workspace address and nothing readable. Never your passphrase, never the key that decrypts your books. Anyone who photographs the screen gets the encrypted copy and no way into it
• Codes expire after 90 seconds and are never written to disk. The screen counts down so you can see it happen

Fixed

• Project figures stopped 133px short of the dialog edge, with amounts crowded into the middle and empty space beside them. They now fill the width
• The tabs inside the project dialog used a copy of the app's switcher instead of the switcher, which gave them the wrong height and an orange focus ring. Now identical to every other switcher in the app
• Switching to a short tab no longer collapses the dialog and moves the tabs out from under your cursor

Your data, your documents and your reports are exactly as they were in 0.19.1. Existing invoices keep the due dates they already have.

_Universal macOS build (Apple Silicon + Intel), notarized by Apple. Windows installer and Android APK attached below._

Phones and tablets

Orbit Finance now runs on an Android tablet or phone as well as on your Mac and PC, and this release is the one that makes it fit the screen you are holding.

Fixed: the first screen after installing was cut off

• On a phone, the setup wizard ran off the right edge. "Diri saya sendiri" and the business type dropdown were partly off screen, on the very first screen after installing. The whole wizard now fits a 360-point phone with room to spare
• Nothing else on any screen ran off the edge. All 27 screens were measured at phone width to confirm it, and a check now runs on every build so it stays that way

Fixed: buttons were too small to tap

• Tap targets were sized for a tablet held at arm's length, not a phone held in one hand. The dashboard alone had 73 controls below the comfortable size, four of them below the accessibility minimum. Every touch device now gets the full finger-sized target, phone, tablet or touchscreen laptop
• The close button on the update notice and on the setup checklist now has a proper hit area instead of only its small glyph

Fixed: the iPad drew in a narrow column

• The dashboard filled about half the screen with the rest left empty. It now fills the display
• The status bar sat on top of the app's top bar. The app now clears it
• A date and its label ran together as "30/06/2026Hari ini". They are now separated

Fixed: the setup checklist was in English inside a Bahasa Malaysia app

• It sat next to correctly translated text and was the first thing a new user read. Now in both languages, on desktop as well

Nothing changed for how the app calculates, stores or prints anything. Your data, your documents and your reports are exactly as they were in 0.19.0.

_Universal macOS build (Apple Silicon + Intel), notarized by Apple. Windows installer and Android APK attached below._

Marking a deal lost now works, and it actually changes something

Fixed: "Mark as lost" did nothing

• Clicking "Mark as lost" on an invoice or a quotation had no effect at all. No dialog, no message, nothing changed. The reason box it tried to open could never appear in the app. It now opens properly and asks for a reason, which you can read back later on the row
• Rental returns had the same fault, and were silently doing nothing for the same reason. Fixed too
• A written-off invoice is now left alone. It stops appearing in your overdue count, drops off the dashboard's attention list, leaves the receivables ageing report, and comes off the customer's statement of account
• Most importantly, the app stops chasing it. Automatic payment reminders were still being queued for customers whose deal you had already written off
• A row no longer contradicts itself by reading "Lost" and "Overdue" at once, and a lost invoice that later gets paid in full can now be re-opened instead of being stuck as "Lost" forever

Fixed: uploading a QR code or a logo

• The DuitNow QR and company logo upload failed for every image, whatever the format. The message blamed the file, which sent people looking for a problem that was not there. It works now

Getting paid

• Your payment link now goes into the WhatsApp message. Reminders and invoices carry it, so a customer can tap and pay instead of asking you how. Your bank details still go along with it
• Sending a receipt on WhatsApp now copies the receipt for you. WhatsApp cannot take a file from a link, so the receipt image is placed on your clipboard and you paste it into the chat
• New: send by email. Invoices, reminders and receipts can go from your own email address, with the PDF properly attached. Set it up under Settings, Email. Works with Gmail, Outlook, Yahoo or your own company mail server

Moving over from another system

• You can now set your own document numbering. Choose the prefix and the number to start from for invoices, receipts, quotations, orders and payments, so you carry on from your last number instead of restarting at 1. Under Settings, Document numbering
• Previously, typing your own invoice number once meant the next one came back wrong. That is fixed, and an existing number can never be handed out twice

Receipts and payments

• A receipt that mixes business and personal shopping can be split. Scan it, then untick the personal lines. They stay on screen so the entry still matches the paper in your hand, but only the business ones are recorded. Works for receipts sent through Telegram too
• A payment now shows what happened to it: when it was taken and by whom, which invoices it was applied to, whether it settled them, and any refund that gave the money back

_Universal macOS build (Apple Silicon + Intel), notarized by Apple. Windows installer attached below._

Better bank statement scanning, and a few printing fixes

Bank statement scanning

• A statement scanned sideways now reads correctly. If a page came out of the scanner rotated, the app was reading it rotated too, and often could not find the transactions. Rotated pages are now turned upright before they are read
• Scanning has been rebuilt on a new PDF engine, with tighter handling of the files you upload. A bank statement is a document from outside your business, so the app now opens it with the riskier parts of the format switched off

Fixed

• Printed payslips, EA forms and tax computations showed the amount twice, like "RM RM 3,800.00". Now just "RM 3,800.00"
• Printed headings no longer use a long dash, which some printers rendered as a box
• Invoices and receipts can be worked through with the keyboard. Tab to a row and press Enter or Space to open it, without reaching for the mouse

_Universal macOS build (Apple Silicon + Intel), notarized by Apple. Windows installer attached below._

Repeat an order in two clicks, send anything on WhatsApp, and a lot of table polish

New: duplicate a document

• Any quotation, sale order, delivery order, invoice or receipt can be duplicated into a fresh draft: same customer, same items, same prices
• Ideal for a customer who reorders the same thing. The copy gets today's date and a new number, and never carries over the payment record or the e-Invoice submission of the original

New: send on WhatsApp from the whole sales module

• WhatsApp used to work on invoices only. It now sends quotations, sale orders, delivery orders, receipts and credit notes as well
• Each one is worded for what it actually asks: a quote asks for a decision and states its validity date, an order confirms, a delivery announces itself, a receipt thanks. An overdue invoice sends a reminder instead of the plain invoice text
• Bank details are attached only to documents that ask for money, so a delivery order no longer reads like a second bill

New: paste an image instead of hunting for the file

• Cmd+V / Ctrl+V now uploads whatever is on your clipboard: screenshot your DuitNow QR and paste it, paste a receipt, paste a statement. No more save-to-Desktop, browse, then delete

New: contact groups and categories

• Both are pick-lists you manage in Settings → Contact groups & categories, instead of typing the same value slightly differently every time

Contacts, rebuilt around who you are adding

• The form now starts with Customer / Supplier / Staff tabs, and the rest of it follows: staff get employment and payroll fields, a customer gets its price level, and nobody is asked for an SSM number they do not have
• The list has one tab per type too, each with its own columns: SSM and balance for a customer or supplier, IC and phone for staff

Fixed assets: where it is, who answers for it, who disposed of it

• Record whether an asset is in inventory (and where) or with a member of staff (and who, since when), plus the person in charge who answers for it either way
• Assets can finally be edited - a cost or a date typed wrong was permanent
• Disposing an asset now records who authorised it and why, on the asset and in the activity log

More document statuses

• A quotation can be viewed, negotiating or revised, not just sent; an order can be in progress, ready or partly delivered; a delivery can be in transit or returned
• In the list the status is a colour-coded label; you change it from the document preview

Fixed

• Row buttons were cut off across the app. Lists with several actions hid the first ones behind the next column, so edit and PDF looked missing. Every list now shows its main action as a button with the rest in a menu
• Amounts were truncated to things like "8,…" in wide tables such as Cash Summary. Numbers are never shortened now; wide tables scroll instead
• Table menus ran off the screen on a small window, cutting their labels
• Filters are now dropdowns of the values actually in the column, instead of a box you had to guess a spelling into
• Phones: the page title and its button share one row, the toolbar and the pagination fit on one line each, search takes the full width while you type, and card view no longer shows unlabelled numbers or a stray line

_Universal macOS build (Apple Silicon + Intel), notarized by Apple. Windows installer attached below._

Tidy up your menu, and a QR upload fix

New: choose what shows in your sidebar

• Settings now has a Sidebar menu section: switch off any screen you do not use and it disappears from the left menu
• Nothing is turned off or lost. The screen keeps working and you can still open it from search or a link, so it is safe to hide anything you only touch once a year
• Grouped the same way your sidebar is, with a count and a one-click Show all

Fixed

• DuitNow QR upload did nothing when the image came from an iPhone. Photos and screenshots from an iPhone are HEIC, which the app could not read, and it failed silently with no message. The picker now offers only formats that work, and tells you what to do if an image still cannot be read

_Universal macOS build (Apple Silicon + Intel), notarized by Apple. Windows installer attached below._

Notifications, personal & couple finances, and a much better statement scan

New: Notification centre

• A bell in the top bar with a grouped Today / Earlier activity list
• Surfaces what needs you: overdue invoices, overdue bills, quotations past validity, receipts waiting to be confirmed, subscriptions renewing soon and bills due soon
• Every alert opens the list already filtered to exactly the items it counted, so the next click is the action

Bank statement scanning, fixed

• Long, multi-page statements used to fail outright. They are now read page by page, so a statement of any length completes
• Scanned (photographed) pages and digital pages are each handled the right way
• Progress shows "page 5 of 24" instead of an open-ended spinner, and if a page really cannot be read you still keep every other row, with a note saying which pages were skipped
• PDF statements now work on every AI provider setting, not just the subscription one

New: Couple accounts

• A new account type for two partners sharing their money
• Tag any transaction, budget target or savings goal as yours, your partner's, or joint
• See the split his / hers / ours, with your own names on it

Tax season

• Upload your EA form on the tax screen, one per employer (changed jobs mid-year? add both). Orbit reads the figures, you check them, and your employment income, EPF and tax already deducted fill in
• See what is actually left to pay, or the refund due, instead of a gross figure
• Form E & CP8D for employers: headcount summary from your finalised payroll plus a CP8D listing you can export to CSV for MyTax

More for personal finances

• Cash flow: money in, money out, what is left, month by month with a running balance and your savings rate
• Financial health score: one number out of 100 over your savings rate, emergency fund, debt load, budget adherence and goal pace, with the weakest area called out first
• Investments: track shares, ETFs, unit trusts, crypto and gold, and see them in your net worth
• Savings challenges: short goals like "Save RM500 in 30 days" or a no-spend week, with live progress
• Suggested budgets: get a starting target for each category based on what you actually spend, then apply them in one click
• Spending insights: plain-language notes when a category jumps or subscriptions stack up
• Savings goal progress now shows on your dashboard
• Bank imports are categorised automatically using the rules you have already taught Orbit

Products & sales

• New product types: Bundles, Subscriptions, Digital downloads, Deposits (held as a liability, not income), Fees, and Rentals with a full rental ledger
• Choose which product types appear for your business
• Auto-generated SKU with a configurable format, still editable
• Mark quotations and invoices as Lost, with a postmortem report; person-in-charge on documents; refunds by amount, percentage or in full

Tables everywhere

• One consistent toolbar: filter on any column, sort, Export to Excel, and view settings (list or card, density, show/hide columns)
• Sticky headers, pagination, and columns that shed by priority on small screens instead of scrolling sideways

Polish

• Receipts to confirm now sit in a single attention row that opens a focused pop-up, instead of long forms pushing the ledger down the page
• Tidier, consistent top-bar controls
• Many mobile refinements

_Universal macOS build (Apple Silicon + Intel). Windows installer attached below._

Mobile & tablet ready

Orbit Finance now works beautifully on phones and tablets, not just desktop.

Mobile experience

• Bottom tab bar (Dashboard · Calendar · + · Contacts · More) with an elevated centre create button
• Slide-up sheets for "New" and "More"; brand-logo company switcher in the top bar
• Card-based lists (no more sideways scrolling), stacked layouts, and a mobile Point of Sale with a full-width product grid + slide-up cart
• Everything stays pixel-perfect on desktop

Documents & lists

• Create/edit any document (invoice, quotation, bill, credit note, deposit slip) as a full page instead of a cramped dialog
• Consistent inline icon actions across every list (recurring invoices/expenses, purchase orders, quotations…)
• Contact address now has proper State + City dropdowns with correct MyInvois state codes

Polish

• Cash-flow forecast marker fix, dropdown refinements, smaller page titles, and many small UX touches

_Universal macOS build (Apple Silicon + Intel). Windows installer attached below._

New in this release.

Margin calculator: negotiate the price + AI help

The margin calculator on quotations and invoices now shows a clean recommended-quotation card, and a new "Negotiate the price" section: key in a discount, or the price your client wants, and see the margin you would actually land on. "Ask AI" gives short, practical negotiation advice built only from your own numbers (never invented). It stays optional and never appears on the document your customer sees.

Tidier document actions

The row of buttons on quotations and sale orders is now a single primary action (for example "To invoice") with the rest tucked into a neat dropdown, instead of a cramped line of links.

Branded date picker everywhere

Every date field now opens Orbit Finance's own calendar instead of the grey operating-system one, so dates look and feel the same on macOS and Windows.

Smaller touches

• New quotations, invoices and receipts open with the document name already filled in the title.
• Exported PDFs (invoices, statements, statutory pack) now print on a clean white background.

Notes

• Both installers are unsigned for now, so macOS Gatekeeper and Windows SmartScreen show a first-run warning. On macOS, right-click the app and choose Open. On Windows, choose More info then Run anyway.

New in this release.

Margin calculator (quotations and invoices)

Work out the right price before you quote. List your real costs (trainer days, materials per pax, travel), the percentages that eat into the price (commission, HRDC levy) and the margin you want to keep. Orbit Finance recommends the price that still leaves your full margin after every deduction, and shows the negotiation breakdown and the per-pax figures. It is optional, and it never appears on the document your customer sees.

Won quotations become projects

Mark a quotation as accepted and Orbit Finance offers to turn it into a project in one click. From then on, every cost and invoice you tag to that project is tracked against your plan, so you can see your real margin as the job runs, not just what you quoted.

Project insights

Projects now flag when your margin is coming in below plan, when costs go over budget, and what to price the next similar job at. Each point comes with a plain-language explanation.

Also

• Exported PDFs (invoices, statements, statutory pack) now print on a clean white background.

Notes

• Both installers are unsigned for now, so macOS Gatekeeper and Windows SmartScreen show a first-run warning. On macOS, right-click the app and choose Open. On Windows, choose More info then Run anyway.

Security and reliability release.

Security

• Removed internal test licence keys that were embedded in the app. They no longer ship in any build. If you use Orbit Finance with a real purchased key, nothing changes for you.

Updates

• The app now downloads its own updates. When a new version is out you get a banner at the top, and Settings > About & updates can fetch and install the new build for you, no need to visit the website.

Notes

• Both installers are unsigned for now, so macOS Gatekeeper and Windows SmartScreen show a first-run warning. On macOS, right-click the app and choose Open. On Windows, choose More info then Run anyway.

The big one: Orbit now does the admin for you, and the counter got a proper till.

Automation that does the admin

A new Automation Centre runs the busywork in the background and asks for one tap before anything happens. Every automation is off until you switch it on, and nothing is ever sent or posted without your approval.

• Invoice reminders. Chases overdue invoices on a schedule (3, 7, 14 and 30 days past due) and queues a WhatsApp reminder for you to approve.
• Bank auto-match. Pairs imported bank lines to open invoices and bills by amount, reference and date. Accept with one click in Reconcile.
• Cash-flow forecast and alerts. A new Forecast screen projects your balance 30, 60 or 90 days out and marks the low point. Alerts warn you about a low balance, a spike in overdue invoices or an unusually large expense.
• Compliance reminders. SST-02, EPF, SOCSO, EIS, PCB, CP204 and Form C deadlines, filtered to what actually applies to your business, with reminders 7 days and 1 day ahead. They show on the Calendar too.
• Stock reorder. Drafts a purchase order when stock drops to its reorder level.
• Payroll run. Near payday, prepares the month's payroll for approval, then generates the EPF, SOCSO, EIS and PCB files plus a salary giro file ready to upload to your bank.
• Bills inbox folder. Point Orbit at a folder, drop supplier invoices in, and it reads each one, checks it is not a duplicate, and queues a draft bill.
• Learn as you file. When you recategorise a transaction, Orbit offers to make it a rule so it files itself next time.
• Your own rules. Build simple trigger to action rules: when an invoice is 7 days overdue, when an expense is over RM1,000, at month end.

Point of sale

• Print real receipts on a thermal receipt printer (58mm or 80mm). Pick your printer, set auto-print, and reprint or void from Recent sales.
• Payment methods: cash, card, e-wallet and DuitNow, plus split payments. Assign each item to a payment method and the SST is shared evenly across them.
• Quick cash buttons for fast tendering, and change calculated for you.
• SST at the till. Taxable products now carry tax through to the receipt, and till sales feed the SST-02 return alongside your invoices.
• Barcode scanning. Scan with any USB barcode scanner to add an item.
• Hold and resume. Park a sale to serve the next customer, then pick it back up.

Invoicing and documents

• Pay by QR. Invoices can carry a scannable link to an online card or FPX checkout, alongside your DuitNow QR, now in one tidy payment block.
• Document templates. Choose a layout (classic, modern or compact) and a typeface for your invoices, quotations and receipts.

Elsewhere

• Calendar. Invoice and bill due dates plus recurring renewals on one month grid, with the month's net.
• Dashboard. A collection rate card showing how much of what you billed you have actually collected.
• Quick actions. A "New" menu in the top bar to start an invoice, quotation, expense or contact from anywhere.
• Request a feature from inside the app, straight to the public ideas board.
• Financial Statements Pack. Choose where the PDF is saved, open it where it landed, and AI can draft the activities narrative.

Notes

The statutory file layouts (EPF, SOCSO, PCB) are best effort and human readable. The amounts are correct, but please check the column layout against the latest agency specification before submitting.

Automations run while the app is open and catch up when you reopen it.

Contacts, upgraded

• Bulk add contacts. Paste a list (one per line: Name, Phone, Email), pick the type and group once, and add them all in one go.
• Type is now a multi-select dropdown. Pick any mix of Customer, Supplier and Employee with clear removable chips instead of checkboxes.
• Groups made easy. Group / Category is now a dropdown of your existing groups. Type anything new and it becomes a category on save.
• Smarter forms by contact type. SSM registration, tax identity and price level only appear for customers and suppliers. Employee contacts get an Employment section: designation, basic salary, bank details, EPF and SOCSO numbers, shared with Payroll.

Telegram receipts

• Scan later. If a receipt arrived while AI was offline, scan it straight from the inbox afterwards. The result is saved, so fields stay filled.

What's new, in the app

• Changelog inside Orbit. A new "What's new" entry in the profile menu shows release notes. New versions announce themselves once, right in the app.

Orbit Finance 0.10.0

New in this release

• Projects and Timesheet: track work by project with time entries and per-line rounded costing, billable/non-billable split, and margin.
• Bills and Income: recurring bill and income tracking.
• Transaction rules: auto-categorise transactions with your own rules.
• Statutory financial-statements pack: a draft-for-audit binder (P&L, balance sheet, notes) with repeating page headers and page numbers.
• Receipt OCR via Telegram: forward a receipt photo, get the purchase details extracted, including handwritten text.
• Multi-type Zakat calculator and dashboard refresh (stat cards, month stepping, empty states).

Downloads

• macOS (universal, Intel + Apple Silicon): Orbit.Finance-0.10.0-universal.dmg
• Windows (installer): Orbit.Finance.Setup.0.10.0.exe

Both builds are unsigned. On macOS, right-click the app and choose Open the first time. On Windows, SmartScreen may show "unknown publisher", choose More info then Run anyway.

What's new

• Account types: a grouped dropdown of business types (Basic, Personal, Homestay, F&B, Freelancer, Property rental, NGO, ...) that tailor which modules are active.
• Personal Finance toolkit for the Personal account type: personal tax prep, Net Worth tracker, Budget vs actual, Savings Goals, and an AI Financial Coach.

Downloads

• macOS (Intel + Apple Silicon, universal): Orbit Finance-0.3.0-universal.dmg
• Windows: Orbit Finance Setup 0.3.0.exe

Both installers are currently unsigned, Gatekeeper/SmartScreen will show a first-run warning.

Adds an in-app update notifier. Plus license revocation enforcement (0.2.8). Free download; activate with a license key.

License revocation enforcement. Free download; activate with a license key. macOS (Apple Silicon) + Windows.

Local-first bookkeeping for Malaysian SMEs. Free to download; activate with a license key. macOS (Apple silicon) + Windows 10/11 64-bit. Unsigned, see install steps on the site.