Nomi Product Updates and Latest Features of March 2026

Team Nomi

Apr 02, 2026
5 minutes read

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In this latest update, Nomi has introduced a range of enhancements across bookkeeping, payroll, final accounts, and self-assessment. These updates are designed to improve system functionality, provide better visibility, and support users in managing accounting and compliance tasks more effectively. With improved integrations, smoother workflows, and enhanced reporting capabilities, the platform continues to reduce manual effort and help accounting teams work more efficiently.

March 2026 Book-Keeping software updates

The March 2026 bookkeeping updates include OCR through WhatsApp, One Click Migration, Credit Card Feed Integration, and NOMI-Sage TB Migration, all designed to improve data capture, streamline migrations, and enhance overall bookkeeping efficiency.

NOMI-Sage TB Migration

This functionality allows accountants and system users to migrate the trial balance from Sage Accounting into Nomi as of a selected date, ensuring accurate financial continuity. The system fetches all nominal ledger balances as of the migration date and carries them forward as opening balances in Nomi.

During the process:

• • All debit and credit values are validated to ensure they remain balanced after migration
  • Users are guided through account mapping
  • If any mappings are missing, the system prompts users to resolve them before proceeding

This ensures that all financial data is accurately aligned and ready for continued accounting operations without discrepancies.

Credit Card Feed Integration

This functionality allows users to create a credit card within the banking module and link it to a secure card feed to automatically fetch transactions.

Key features include the following:

• • Users enter required card details and connect via external integration
  • Transactions are automatically retrieved
  • Users can filter transactions by date, review, and select to save
  • Saved transactions move to the unreconciled section for further processing

The system also:

• • Ensures proper validations
  • Masks sensitive card information
  • Provides clear success or error messages

The connection remains active for a limited time and requires reauthorisation to continue fetching updated transactions.

One Click Migration

This functionality allows users to seamlessly migrate their financial data from both Xero and QuickBooks into Nomi by enabling integration and selecting a preferred migration type.

Users can:

• • Choose to migrate the trial balance or the full financial data
  • Select a specific accounting period
  • Securely authenticate with the selected platform

The system then

• • Guides users through data validation and account mapping
  • Runs migration in the background with real-time progress tracking

On completion:

• • Users receive a success message
  • Errors can be reviewed and exported
  • All valid data is reflected across Nomi for continued accounting

OCR through WhatsApp

This functionality enables users to easily submit receipts and invoices into Nomi through multiple channels, including WhatsApp and email.

Process highlights:

• • Users send documents via WhatsApp
  • The system identifies the correct company and processes files automatically
  • Each company has a unique email address for document submission

The system ensures:

• • Validation of file format, size, and duplication
  • Secure processing for data extraction and enrichment

Extracted data is then made available within Nomi, helping maintain accurate and efficient bookkeeping with minimal manual effort.

March 2026 Payroll software updates

The March 2026 payroll updates introduce new enhancements to improve flexibility, ensure compliance with the latest HMRC requirements, and simplify document management for payroll teams.

Enhancement: Approve Now & Approve Later in NEST Payment Approval

The NEST payment approval process has been enhanced with “Approve Now” and “Approve Later” options.

• • Users can now schedule approvals for a future date
  • Provides greater flexibility and convenience
  • Previously, there was no option to set a scheduled date

This update allows users to plan and submit payments more efficiently.

New Tax Year Changes for 2026-27

Updates have been implemented in line with HMRC requirements for the 2026-27 tax year.

These include changes to:

• • PAYE
  • National Insurance Contributions (NIC)
  • P11D reporting

This ensures compliance with the latest regulations.

Add Bulk Export Options for P60 Forms (ZIP Export and Single Merged PDF)

The new bulk export options for P60 forms allow downloads as a ZIP file or a single merged PDF.

Benefits include:

• • HR and payroll teams can retrieve all employee P60S in one action
  • Eliminates repetitive individual downloads
  • The ZIP format organises multiple files efficiently
  • The merged PDF provides a print-ready version for quick review

March 2026 Final Accounts software updates

The March 2026 final accounts update introduces HMRC Taxonomy 2026 changes to ensure compliance, improve data accuracy, and support smoother submissions to HMRC systems.

HMRC Taxonomy 2026 Changes

We have updated the system to incorporate the latest 2026 taxonomy changes released by HM Revenue & Customs.

These updates:

• • Ensure filings, computations, and disclosures align with current regulations
  • Improve accuracy in data mapping
  • Reduce validation errors
  • Support smoother submissions to HMRC systems

This enhancement helps users stay compliant while ensuring consistency and reliability across reports.

March 2026 Self-Assessment software updates

The March 2026 self-assessment updates introduce key changes for the 2025-26 tax year, along with enhanced MTD capabilities, helping users stay compliant and manage filings more accurately and efficiently.

SA New Year Changes 2025-26

We’ve implemented the latest updates for the 2025–26 Self Assessment (SA) tax year.

• • Ensures compliance with current regulations
  • Seamlessly integrated into the system
  • Allows users to complete filings with confidence

PTR New Year Changes 2025-26

Our platform now reflects updated rules for the 2025–26 Personal Tax Return (PTR).

• • Supports accurate filing
  • Provides a streamlined experience
  • Helps ensure error-free submissions

MTD – Foreign Property

We’ve expanded our Making Tax Digital (MTD) capabilities to include Foreign Property reporting.

• • Enables management of overseas property income
  • Improves reporting clarity
  • Supports compliance within the MTD framework