Atomic Highlights
June 2026 Product Release Notes
July 15, 2026
June 2026 pushed Atomic beyond the payment request itself and into the surrounding cash lifecycle — from spotting idle cash to confirming money actually moved. The headline releases include Cash Sweep for managing idle cash across client accounts, a redesigned Transactions page with built-in reconciliation, a dedicated Recipient Detail Page, and Saved Views on the payment request table. Behind the scenes, AI-driven account matching means more incoming payment requests land already matched to the right account, and background processing for exports and bulk submits keeps the app responsive while large jobs run. Rounding it out: a new Source filter, Excel/CSV export, and a round of targeted bug fixes and data-platform investment across the product.
Cash Sweep
Cash Sweep is a new way to monitor and manage idle cash across your client accounts. Set a target cash balance range for each account, get notified when balances move outside that range, and sweep excess cash in bulk into your preferred cash-equivalent vehicles — including money market funds and equity vehicles like ETFs and individual stocks. This brings cash management directly into Atomic, so you can spot and act on cash imbalances without bouncing to the custodian portal.
Transactions, Now With Built-in Reconciliation
The Transactions tab has a fresh two-tab layout and is now your live feed of transactions from the custodian. Atomic automatically reconciles every transaction it can confidently match to a payment request. Anything with multiple possible matches, or that the system isn't certain about, is surfaced under a clear "Multiple Matches" status for you to quickly review and match yourself, and filtering by reconciliation status or counterparty is fast. The Unmatched Payment Requests tab shows payment requests that haven't yet seen a corresponding custodial transaction. Together, the two tabs give you a clear, at-a-glance view of what's reconciled and what still needs follow-up, all in one place — with the page focused on the "Settled" date for cleaner scanning.
Saved Views on the Payment Request Table
You can now create and switch between saved views on the payment request table — each one capturing its own combination of filters, sort order, and column choices. Look for the new view menu in the payment request table toolbar to create, switch, and manage your views.
Export Payment Requests to Excel
You can now export payment requests from the Payment Requests table as a CSV file. Filter the table however you want, then click the "Export PRs" button at the bottom of the table. A confirmation modal appears, and after confirming, the export is emailed to you. This makes it easy to pull filtered sets of payment data out of Atomic for analysis, reporting, or sharing with team members who work outside the product.
Clearer Dependenc Links
Dependency links between payment requests are now labeled "Blocked by" and "Blocking" instead of more generic terms, so the direction of the relationship is immediately clear. And when you start linking a payment request to another, recent payment requests now appear automatically as soon as you click into the linking field, so you can add dependencies without having to start typing an identifier.
Source Filter on Payment Request Tables
You can now filter the payment request table by source, making it easier to narrow down to records coming from a specific intake channel — such as email ingest, manual entry, or private investment partners like Arch and Canoe. Look for the new "Source" option in the filter toolbar above the payment request table. The ability to add "Source" as a column on the Active tab is coming in a future release.
Recipient Detail Page
You can now click into any recipient from the Recipients table to open a dedicated detail page for that vendor or payee. The page includes a details panel with recipient information, a table of associated SLOAs (with a nested subtable showing recent payment requests for each SLOA), and a Recent Payment Requests table showing the latest activity for that recipient. This makes it much easier to get a complete picture of a recipient's relationship with your accounts without jumping between multiple screens.
Manual Custom Attributes
You can now set custom attribute values manually, in addition to having them populated automatically from your data sources. This is useful when you need a one-off value, or when the source data doesn't include the attribute you want to track. Look for the manual entry option when adding or editing a custom attribute.
Improved Account Matching
Account matching took two steps forward this month. First, a higher similarity threshold made matching more selective, so shared terms like "Capital LLC" or "Family Trust" no longer trigger false matches — borderline cases now surface for manual review instead of being auto-assigned. Then AI-enhanced from-account matching was added, recognizing when two names refer to the same account despite abbreviations, reordered parts, or formatting differences. The result: more payment requests land already matched, with less manual cleanup on your end.
Email Document Ingest Reliability
Email-ingested documents that get flagged for additional review during processing are now handled more reliably. This means more emailed documents successfully make it through into your draft payment requests.
Email Notification Subject Lines
Subject lines on notification emails have been updated to be clearer and more descriptive, making it easier to identify what each notification is about directly from your inbox without opening the email.
Current Year on Payment Request Table Dates
Dates shown in the payment request table now include the current year, making it easier to scan and confirm that records belong to the expected reporting period.
Account Linking Workflow
When linking a child account to a parent, the workflow no longer offers an option to create a brand-new account inline. This prevents accidentally creating duplicate or orphaned accounts during the linking flow; if you need a new account, create it through the normal account creation path first and then link it.
Attestation Copy in the Edit Payment Request Flow
The attestation language shown when editing a payment request has been refreshed to better reflect what you're confirming when you save changes, making the audit-trail implications clearer at the moment of edit.
Filter Menu Polish
Two follow-up issues with the table filter menu were addressed this month, making filter selection and dismissal behave more predictably — building on the broader filter menu improvements shipped in May.
June included targeted bug fixes across the platform and internal infrastructure and data-platform upgrades, including expanded field-level change tracking and error analytics, data-platform enrichments, and new internal dashboards — laying groundwork for reliability and insight improvements you'll see surface in the product over the coming months.
Questions or feedback? Reach out to us at support@atomicinsights.io.
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