Release Notes

Version 0.4.0Copy Anchor Link

Released 14 September 2026.

A Help Center, at docs.bizsec.io

• Guides that walk a job start to finish, and answers to the questions firms ask us most. Start with "Set up Bizsec for your firm" if the workspace is new.
• Every answer is grouped by the part of the app the question comes from, and the search box covers all of it.
• Release notes live there too, so you can see what changed without asking.
• Each page has a Copy page button that hands the whole page to an AI assistant, and every page is readable as plain text by adding .md to its address.
• If your question is not there, use the Feedback button in the Bizsec topbar. It carries the page you were on.

What Laika does with your data

• The companies that run the models do not keep what you send Laika. Zero retention is set on every single request, rather than switched on once and assumed.
• One exception, and it is theirs rather than ours: content a provider flags for trust and safety can be held for up to two years.

The Client Declaration Form builds itself from a case

• Open a KYC case, pick a company and one of its people, and Bizsec fills in what it already knows: name, identification, date of birth, email, occupation and website.
• You fill in only what Bizsec cannot know, then download a print-ready form with a signature block for the client to sign by hand.
• Facts about a person are kept with that person, so a later declaration for that same person starts from what you already entered. Relationship answers carry forward from the newest declaration on the same case.
• Upload the signed copy back onto the case and it sits with the rest of the file.

Your templates understand more of the register

• Template fields now cover share counts and capital figures, designated controllers, and a fuller set of personal particulars including residential address and nationality.
• Those are the fields the incorporation pack asks for: Form 45, the share certificate, the register of controllers and the first board resolution.

Fixing an import without starting over

• Uploaded the wrong PDF part-way through an import? Remove that one file and carry on. Before, the only way out was to abandon the whole import.

Bizsec looks better on a phone

• A handful of layout bugs made the app awkward on a small screen. The worst was the sidebar, which took most of the width and would not close. It now slides away as it should.

Everything opens faster

• Going back to a page you left a moment ago is now instant instead of reloading. Hovering a link loads the page behind it before you click.
• The database side got the same treatment, so lists of companies, people and documents come back faster on a large client book.

Sending a document out for signature

• An external signer now signs on the page the invitation email links to. The in-app page that used to greet them with "Signing Link Not Found" is gone.
• Refresh Status now appears on every document waiting for a signature. It used to be hidden on most of them, which left you no way to reconcile a signature that had not come back.

Signing in

• A password that is too short now says so, instead of failing with a generic message.
• If signing in with Google fails, the message says Google, so you know which thing to try again.

Smaller things

• You can attach up to three screenshots to the Feedback dialog, by pasting, dropping, or clicking Attach.
• The Staff page now shows your firm's invite code instead of an Add Staff button that did nothing.
• A company page shows the company name as its title, with the company type below it.
• An import that reads a date from a spreadsheet now shows you the date, not the number the spreadsheet stores underneath.
• Document dates read in Singapore format throughout.

Version 0.3.0Copy Anchor Link

Released 30 August 2026.

Add as many companies as you need

• Your plan covers unlimited client entities and unlimited team seats. Nothing counts your companies any more, so adding the eleventh company to a book of ten is the same act as adding the second.
• Importing a client book runs start to finish without stopping to ask about payment part-way through.

Laika runs on a monthly credit allowance

• Every team gets 2,000 Laika credits a month. Each message costs credits according to the model you pick, and the allowance resets on the 1st.
• The balance sits next to the model picker and counts down as you work, so you can see where the month stands without leaving the chat. It is on your billing tab too.
• If you run out, Laika says so in the chat and names your reset date, rather than failing.
• Five models to choose from, so you can pick a faster one for quick questions and a more thorough one for drafting.

The Client Acceptance Form (Annex C) builds itself from a case

• The form your firm files now generates from a completed KYC case: the client details from the intake, a page for each politically exposed person, and the risk verdict, recommendation and sign-offs.
• It is laid out like the form you already know, with tick boxes drawn as boxes and a ruled blank wherever the case holds no value, so you can finish any gap with a pen.
• It is available on cases you declined, where the form is your record of why you turned the client away.
• Once a case is decided, what the form says about it is fixed. Changing your firm's risk rules later cannot alter a record you have already signed.

Your signature stays with the sign-off

• The signature you draw when you sign off is kept with the case, so the Signed CDD Record and the Annex C officer boxes both carry the name of whoever actually signed.
• You can download the Signed CDD Record from the case page whenever you need it, not only in the moment you create the case.

A resolution can name two different directors

• A Directors' Resolution drafted through Laika puts a different person on each signature line, so a company with two directors no longer needs the document corrected by hand afterwards.
• If your firm writes its own templates, each Director and Shareholder field can now be pointed at a specific signature line. Templates written before this behave exactly as they did.

Signing in

• Ask for a password reset on your laptop and open the email on your phone. The link works on any device. Reset links can be used once, so ask for a fresh one if something opens it before you do.
• Every password field has an eye toggle, so you can check what you typed.

Smaller things

• Uploading a document asks what kind it is, and the type filter above your documents table lets you narrow by it.
• A tax filing reminder appears automatically from each company's financial year end, due 15 November the following year, alongside AR and AGM.
• You can add a shareholder without leaving the New Allocation dialog.
• The share capital block on a company's overview explains where its figures come from and links to the form that sets them.
• An owner can delete a template their firm wrote.
• Sending feedback gets you an acknowledgement email.

Version 0.2.0Copy Anchor Link

Released 19 August 2026.

Customer Due Diligence runs as a guided workstation

• Form XX is a stepper rather than one long form: Intake, Subject Forms, Pre-Screen, Risk, Outcome. Each step asks only what your earlier answers made relevant.
• The risk rating updates as you answer, so you can watch a factor move the band while you are still filling the form.
• It follows the MAS list order, and a pre-screen blocker stops a client who cannot be onboarded before any rating happens.

Upload a document and the form fills itself

• Drop in an ACRA BizFile or a passport and Bizsec reads it into the form, showing each field as it finds it.
• The reading happens before a case exists, so nothing is kept if you abandon the intake.
• A cross-reference step compares the document against what you typed, so a mismatch surfaces at intake rather than at sign-off.

A risk card that shows its working

• PEP, high-risk industry and sanctioned country each show the definition applied, your client's answer, and the outcome. When a client asks why they were rated the way they were, the card is your answer.
• The definitions are on screen in full: the FATF and MAS high-risk sector test, the FATF country lists, and the PEP definition including immediate family and close associates.
• The card runs your firm's own tuning, so a case page and the New Case preview always agree.
• The card covers those three factors. Your check against the MAS control list and for adverse news still happens outside Bizsec, so treat the card as part of your file rather than the whole of it.

Escalation, and a second pair of eyes on high-risk clients

• A case that trips a mandatory blocker or an escalation trigger goes to the AMLRO automatically, and the sidebar carries a count of what is waiting.
• A high-risk case stays blocked until senior management signs off and Enhanced Due Diligence is recorded. Routine clean cases do not pull senior management in at all.
• One person can hold both the assessor and the AMLRO role, so a small firm is not forced to invent a second person.

A record you can hand to an auditor

• Sign on screen and Bizsec renders the risk determination, the information on file, the documents held and the attestations your client signed, with a timestamp.
• Every case carries a running record of who did what and when, and each decision is linked to the exact version of the rules that produced it, so an old decision reads against the rules in force at the time.
• Screening results against the official lists are captured on the case. You run the list check and link it; Bizsec holds the record of what was checked and when.

Version 0.1.15Copy Anchor Link

Released 19 August 2026.

Import your client book instead of typing it

• Entities > Import opens a five-step wizard: pick a source, upload, map or extract, review, finish. It is owner-only.
• Bring in a spreadsheet (.xlsx or .csv) of up to 1,000 rows, or up to 200 ACRA Business Profile PDFs. Both routes end at the same preview.
• Your progress saves as you go, so you can close the tab and pick up where you left off, including any column choices you made by hand.

Mapping that guesses, and lets you correct the guess

• Bizsec suggests which column is which field and you override anything it got wrong. It names the mandatory fields still unmapped rather than just refusing to continue.
• A cell it cannot read is left blank and flagged, never guessed at. The flag says why: a date format it does not recognise, an unfamiliar share class, a UEN that is not a UEN.

ACRA Business Profiles read themselves

• Drop in a folder of Business Profile PDFs and Bizsec extracts each one, showing progress per file. Company name, UEN, incorporation date, registered address, SSIC codes, officers and shareholders come out filled in.
• Profile types that are not companies are refused with a reason rather than imported as broken records.

A preview that tells you what will happen before anything is written

• Every row lands in one of five buckets: ready, needs review, duplicate (you already hold it, or it appears twice in this batch), collision (the UEN belongs to another firm on Bizsec) and unsupported.
• Edit anything on the preview and deselect anything you do not want. Nothing reaches your register until you commit.

One bad row cannot cost you the batch

• Companies are written one at a time, each with its directors, shareholders and shareholdings together. If something fails part-way, what already landed stays landed, and running the import again finishes the rest.

A finish screen that says what actually happened

• The last step lists what was imported, what was imported and flagged for you to complete, and what was skipped and why, taken from what really happened rather than from what the preview predicted.
• Your uploaded copies are deleted once you finish, and anything you abandon is removed after seven days, so a half-finished import does not sit in Bizsec holding your client data.

Share capital fields no longer force a number you do not have

• Paid-up amount and issuance value can be left empty, so importing a register where that detail is genuinely unknown does not make you invent a zero.