What's new in Kanvas — July 2026

Kanvas now understands your org chart — people and digital employees together

July was our biggest product month of the year. The headline: Kanvas now knows who works at your company, how they're connected, and who owns what — across both your people and your digital employees. That's what lets you hand over a request and have it reach the right person or agent without you routing it yourself.

Here's what shipped, and what it means for your business.

At a glance

• Kanvas knows your org structure. Who reports to whom, who owns what — humans and digital employees on the same chart.
• One place to ask. Hand over a request; it reaches the right employee and comes back with one answer.
• Your AP and AR employees now do the work, not just describe it.
• A receptionist you can put in front of customers today.
• Digital employees inside Slack, where your team already works.
• Two new systems connected: Acumatica ERP and Mercury Bank.
• Search across every invoice, quote, bill, and expense without knowing which system it's in.

Your company now has one org chart — people and digital employees on it

When you hire someone, they don't become useful on day one because they know how to do the job. They become useful once they know who everyone is: who owns which account, who approves what, who to escalate to, who to hand a task to when it isn't theirs.

Digital employees have been missing exactly that. This month we built it.

Three things shipped together, and they only make sense together:

An HR layer that holds your organizational structure — roles, reporting lines, who belongs to which team. Not just for your people. Your digital employees live on the same chart, with the same defined responsibilities and the same place in the hierarchy.

Projects that give every employee shared context around real work: the objectives, the tasks, the conversations, and who's involved. Work stops living in isolated chat sessions and starts living where the whole team — human and digital — can see it.

An orchestrator that reads both. You make one request. It figures out what kind of work it is, checks who owns that responsibility, delegates to that employee, and brings back a single answer. When something needs approval or exceeds an employee's scope, it knows who to escalate to, because the reporting line is defined.

The result is that you stop being the router. You don't need to remember which digital employee handles receivables, which one owns a dealership's follow-ups, or who has to sign off before an invoice goes out. Kanvas knows — the same way a well-run team knows.

This is the foundation everything else this year builds on: a digital workforce with structure, ownership, and accountability, working alongside your people instead of beside them.

Your finance employees can now execute

Meet Apex and Arc — your Accounts Payable and Accounts Receivable digital employees.

Until this month, they could answer questions about your finances. Now they participate in the work: operating directly inside your accounts payable and receivable workflows, within the same permissions, approvals, and controls your organization already enforces.

Nothing bypasses your process. It just stops waiting on a person to run each step — and when a step does need a human, the orchestrator knows which one.

Who this is for: finance teams spending hours a week on repetitive AP/AR entry and reconciliation.

A receptionist you can put in front of customers

Our receptionist is now a production, public-facing digital employee.

It answers, qualifies the caller, captures the message, and logs the follow-up — and it now signs its notes with its own name, so your team sees a colleague on the record rather than an anonymous system entry.

You can also spin up a demo account to test a receptionist against your own workflows before deploying one.

Who this is for: dealerships, service businesses, and any team losing leads to unanswered calls.

Digital employees where your team already works

You can now deploy a digital employee directly into your company's Slack workspace. Your team asks it questions in the channel they're already in — no new app, no new login, no training anyone to use another tool.

Digital employees also send email themselves now. Not drafts waiting on a human to hit send — real outbound communication, with whatever approval steps you choose to require.

You can see whether your digital workforce is running

Software your business depends on needs to be observable. This month we added:

• Live status monitoring for every deployed digital employee
• Automatic alerts the moment one stops behaving as expected
• One-step recovery for a failed deployment
• Automatic backup and restore of every digital employee's configuration

If something goes down at 2am, you find out from Kanvas — not from a customer.

Two more systems connected

• Acumatica ERP — digital employees can now work inside your ERP.
• Mercury Bank — our first banking connection, and the foundation for employees that operate on live financial data.

Every system we connect expands what your digital employees know and what they're able to do.

They can look things up outside your business, too

Digital employees can now pull current information from the web mid-conversation and use it alongside your internal records — competitor pricing, company details, market context.

They're no longer limited to what's already stored in your systems.

Find any financial document without knowing where it lives

Search now spans invoices, quotes, sales receipts, bills, and expenses across your connected systems.

Ask for a document. Get the document. This applies to your team and to your digital employees equally — it's a large part of why they can now answer financial questions accurately.

Cleaner customer data behind everything

Reliable digital employees start with reliable records. Throughout July we improved Salesforce synchronization, strengthened our automotive CRM connections, sharpened customer matching and phone search, and eliminated duplicate records created during merges.

We also expanded multi-region support, so companies operating across countries can keep data and configuration where they need it.

Coming next month

A coding employee, so projects can execute work rather than just organize it. Plus automatic merging of duplicate customer and company records, text message and social messaging for digital employees, commerce employees with commission reporting, and payment application for Apex and Arc.

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Want to see what a digital workforce looks like in your business? Get in touch.