Haruno Knowledge base

Compare the Mac and Windows apps

Every feature, and where each app stands on it. “In development” means built but switched off for customers.

102 of 102 features

Books and portfolio

FeatureMac appWindows app
Portfolio and company pages
One place for every company's books, with a page per company for statements, reconciliation, findings and the investor report.
AvailableAvailable
QuickBooks sync
Connect a company in the dashboard, then bring its months into the books from the app.
AvailableAvailable
Annual reports read in a project
Read the statements in a company's published annual reports (PDF) and keep them as a company inside a project.
AvailableAvailable
Adding a company
Add a company by hand or from QuickBooks, give it its files, and approve Haruno's suggested mapping before the first close.
AvailableAvailable
Closing a month
Turn a month's files or synced months into statements, checks and reports, and lock the month. A locked month is reopened or corrected only with a reason.
AvailableAvailable
Mappings
The list that says which account goes on which statement line. Haruno suggests it, a person reviews and approves it.
AvailableAvailable
Findings and questions
What the checks found in a company's books, how to resolve each finding, and the questions for management Haruno drafts after each close.
AvailableAvailable
Reconciliation
Each balance sheet account checked against the schedule that supports it, with exceptions listed.
AvailableAvailable
Investor report
The report a company's investors receive for a closed month, with a comment and a review stamp. It is marked as a draft until someone reviews it.
AvailableAvailable
Exports of the statements and reconciliation are described on the same page.
Reports and exports
Export a company's statements, reconciliation and investor report, or the whole portfolio, as a PDF and a web page.
AvailableAvailable
Described on the Investor report page.
Scheduled QuickBooks sync
Fetch the months of QuickBooks companies on a timetable, with an optional summary email after each scheduled sync. A scheduled sync never closes a month.
Available since 1.3.54
The summary emails are sent by hand by our team for now.
Available
Each company has its own schedule, set from its menu.
Settings for the books
Where the portfolio is kept, the defaults a new company starts from, the account names your organization saved for scanned statements, and the switch for the sync email.
AvailableAvailable
It is the Books sheet under the gear in the Portfolio toolbar, not a Settings tab.
Ask Haruno about the books
Ask in a chat about a company's figures, statements, checks and ledger. Haruno reads the books and cannot change them, apart from a mapping when asked.
AvailableAvailable
弥生会計 Next export
Export a month's journal or trial balance from 弥生会計 Next, then close the month in the Portfolio from the trial balance.
Not available
The Mac app cannot export from 弥生会計 Next, and adding company files accepts only Excel, CSV and PDF, not the ZIP a trial balance arrives as.
Available
Yayoi invoicing (Misoca)
Look up invoices, quotes and customers in a Misoca account, and with approval create an invoice or record a payment.
Not available
The Mac app has no Yayoi connector.
Available
An organization administrator registers the Yayoi app on the dashboard first.
Account names for scanned statements
Your organization saves the names of statement lines. Haruno marks a scanned name that sits close to one of them, and a person corrects it from the page.
Available
Only for scanned statements in Traditional Chinese. Settings has a list to review and remove names. Merged, but not in a released version yet.
Available
Windows offers to save a corrected name from its question about a scanned line. It has no list in Settings to review or remove names. Merged, but not in a released version yet.
Stellar wallets
Follow a company's Stellar wallets, value their balances and activity in dollars and yen, and hand each month to the books.
Not availableAvailable
Sign-off anchoring works on the Stellar test network only.

Chat, history and projects

FeatureMac appWindows app
Chat
Ask Haruno about a company, a file or a task, in a conversation you can come back to.
AvailableAvailable
Projects
A library of projects, each with its own sources, chats and settings. Every company in the Portfolio has a project of its own.
Available since 1.3.61Available
History
Find, filter, pin and reopen past chats.
AvailableAvailable
Git view
A view of the working folder's git changes, for people who work in a repository.
Not available
Built, but not shown. It needs an open folder, and since 1.3.61 Projects replaced the one open folder.
Not available
Built and read only, but its navigation item shows only when Haruno's own working folder for the project is inside a Git repository, which it is not on a normal PC.
The message box
Type, attach files and folders, point at a file with @, run a Playbook with a slash, dictate by voice, and send or stop.
Available
The Permissions row of its plus menu is in the advanced view only.
Available
Described on the Chat page, with Attachments and Slash commands.
The chat dock
Keep the chat open in a panel beside any other page, so you can ask Haruno about what you are looking at without leaving it.
Available since 1.3.53Available
On every page except Chat. There is no special case for company pages.
The side panel
The panel beside the chat that lists what Haruno is doing step by step, the files it made and the sources it used, and holds the document preview.
AvailableAvailable
A third tab, Browser, shows the page the agent browser has open.
Preview panel
Reports and other documents Haruno writes open beside the chat, update as Haruno rewrites them, and can be saved, printed or shared.
AvailableAvailable
Playbooks
Save a set of instructions once and run it in any chat with a slash command. The Playbooks window writes, changes and deletes them.
AvailableAvailable
Files
A file browser for a working folder, with the usual file actions.
Not available
Built, but not shown. Projects replaced it in 1.3.61.
Available
Cloud files
Connect Google Drive, OneDrive, SharePoint or Dropbox, choose the folders Haruno may use, and link Drive files to a project.
Available
Only Google Drive files can be linked to a project as a source.
Available
Described on the Cloud storage page. Only Google Drive files can be linked to a project.
Attachments
Attach files and folders to a message with the paperclip, by dragging, by pasting or from the Files page, and see when an attached file has moved or gone.
Available
Described on the Mac's message box page.
Available
How Haruno reads your files
What can be attached, which documents are read for summaries and with what limits, and which kinds of file Haruno never opens or runs.
AvailableAvailable
Scanning attachments for malware
Every attached file is checked by the antivirus on the PC before a message can be sent, and a file reported as malware blocks the send.
Not available
The Mac app checks what a file really is and refuses programs, but it does not scan files for malware.
Available
Uses Microsoft Defender. With another antivirus in charge, files go through marked Not scanned.
Branching a chat
Copy a conversation into a new chat to try another direction without losing the original.
Not available
The Mac app has no equivalent.
Available
Regenerating a reply
Send the last message again for a new answer, with the answer you had saved in History as its own chat.
Not available
The Mac app can edit a message and send it again, but it has no Regenerate answer button.
Available
Temporary chat
A conversation that is not saved to History, does not use memory and leaves nothing behind on the PC once it ends.
Not available
The Mac app has no equivalent.
In development
Built, but File > New Temporary Chat is disabled in the released app while Projects are on, which they are for every customer.
Slash commands
Start a message with / to pick a Playbook, or to start a fresh chat with /clear, /reset or /new, or to give Haruno a command such as /compact.
Available
On the Mac a slash picks a Playbook. It has no /clear, /reset or /new.
Available
AI Optimize for prompts
Turn one sentence in a Playbook, scheduled task or hook field into a complete prompt, with Undo to bring your own text back.
Available
On the Mac it is in the Playbook editor and the scheduled task sheet.
Available
What Haruno keeps about a chat
A chat's title, short description, pin, unsent attachments and preview document are kept with the chat, and go when the chat is deleted.
AvailableAvailable
Agent browser
Haruno opens a web page in a browser you can watch, reads it, fills in forms and downloads files. You sign in yourself, and only sites you allow are opened.
Not available
The Mac app has no browser panel and no list of sites Haruno may open and sign in to.
Available
Background reviews
After an answer, Haruno may save lasting notes from the chat in the background. You can leave the chat while it finishes. It only adds notes, and Use memory switches it off.
AvailableAvailable

Scheduled tasks

FeatureMac appWindows app
Scheduled tasks
Tasks that run on a schedule by themselves, with anything that needs a person's approval held in a Waiting queue.
AvailableAvailable
Waiting queue
Anything a scheduled task prepares that would reach other people is held for you to approve, edit or discard.
Available
The queue opens from a bar on the Scheduled screen. The two Settings switches about running in the background are in the advanced view only.
Not available
A scheduled task step that needs approval is refused, and the run says so.
Hooks (event triggers)
Instructions Haruno follows by itself when an event arrives from a connected account, such as a new email, a message or an upcoming meeting.
In development
Switched off for every customer. On the Mac it is called automation triggers, and comes with a gallery of ready-made automations and automations Haruno drafts in a chat. The Scheduled screen stays time-based only.
Available
Rules that start a hook are edited in the advanced view.

Connectors

FeatureMac appWindows app
Connectors
Connect Haruno to the services you use, such as mail, calendar and cloud storage.
AvailableAvailable
Each connector is installed and updated on its own.
Gmail and Google Calendar
Sign in to Google so Haruno can work with your Gmail and your main calendar. Sends and invitations with guests are held in a scheduled task.
Available
Reading mail is not available on Haruno's own Google connection; the Gmail row says so.
Available
Gmail and Google Calendar are two connectors on Windows.
Cloud storage
Connect Google Drive, Dropbox, OneDrive or SharePoint so Haruno can read a file, work in a folder kept in step with the account, or upload a file.
AvailableAvailable
Slack
Connect a Slack workspace so Haruno can read channels and, when you approve, post and reply as you.
Available
Used in chats only. A scheduled task never uses Slack.
Available
Discord
Connect a Discord bot you create so Haruno can read a channel and, when you approve, post messages and files.
Available
A scheduled task holds its posts for your approval.
Available
Office Tools, file reading and preview
Create and edit Word, Excel and PowerPoint files without Microsoft Office, read documents, PDFs, images and audio, and show a file in the preview panel.
AvailableAvailable
On Windows these are three connectors: Office files, Files and media, and File preview.
Custom MCP servers
Add a server of your own by its web address to give Haruno extra tools, each set to On, Off or Confirm.
Available
Advanced view only. Scheduled tasks never use these servers.
Available
Advanced view only. Works in the sandbox. Not used by scheduled tasks or hooks.
Google Drive connector
Read, work in, upload to and share files in a Google Drive, in one Haruno folder or across My Drive.
Available
Listed under Google in Connectors. Described with the other cloud drives under Cloud storage.
Available
Dropbox connector
Read files from a Dropbox, work in a folder kept in step with it, and upload a file with approval.
Available
Described with the other cloud drives under Cloud storage.
Available
OneDrive connector
Read files from a OneDrive, work in a folder kept in step with it, and upload a file with approval.
Available
Described with the other cloud drives under Cloud storage.
Available
SharePoint connector
Read files from a SharePoint document library, work in a folder kept in step with it, and upload a file with approval.
Available
Described with the other cloud drives under Cloud storage.
Available
Office files connector
Create and edit Word, Excel and PowerPoint files in the working folder, with no Microsoft Office needed.
Available
Called Office Tools on the Mac. Described with file reading and preview.
Available
Files and media tools
Read documents, spreadsheets, presentations, PDFs and text files, make PDFs, and look at pictures and recordings. Always on.
Available
Always on. It has no row in Connectors.
Available
Always on. It has no card in Settings.
File preview
Open a report or draft Haruno wrote in a panel beside the chat, which reloads as the file changes. Always on.
Available
Always on. It has no row in Connectors.
Available
Always on. It has no card in Settings.
Gmail
Connect a Google account so Haruno can send mail and manage labels, and with an organization's own Google app also search, read, reply to and trash mail.
Available
With Haruno's own Google sign-in it sends mail and manages labels only. Reading needs a Google app an organization sets up.
Available
With Haruno's own Google sign-in it sends mail and manages labels only. Reading needs a Google app an organization sets up.
Google Calendar
Connect a Google account so Haruno can list events and, when you approve, create, change and delete them and invite guests.
Available
Described with Gmail on one page.
Available
Outlook Mail
Connect a Microsoft account so Haruno can search and read mail, save attachments, send, reply and move mail to Deleted Items.
Not available
The Mac app has no Outlook connector.
Available
Outlook Calendar
Connect a Microsoft account so Haruno can list events in a time window and, when you approve, create an event.
Not available
The Mac app has no Outlook Calendar connector.
Available
Lists and creates events. It cannot change or delete them.
Telegram
Connect a Telegram bot you create so Haruno can send messages, photos and files to a chat once you approve each one.
Not available
The Mac app has no Telegram connector.
Available
Notion
Connect a Notion workspace with a token you create so Haruno can search and read, and when you approve, create and change pages.
Not available
The Mac app has no Notion connector.
Available

Sandbox and safety

FeatureMac appWindows app
Sandbox
Haruno does its work in an isolated space, so a task cannot reach beyond the folders it was given.
Available
Always on. There is no setting to turn it off.
Available
Always on, in both views. There is no setting to turn it off.
Permissions and approvals
Haruno asks before it does something that matters. A permission mode decides how often, and the normal view always uses the automatic mode.
Available
The normal view is fixed at Automatic. The advanced view chooses the mode.
Available
The mode chip and the Default permission mode setting are only in the advanced view.
Sending things outside
A command that sends data off the computer always asks first, with only Allow once and Deny. A scheduled task or hook with nobody present is refused.
Available since 1.3.61Available
Running commands in the sandbox
In the sandbox Haruno runs commands in a simpler built-in shell. Most everyday commands work, and a few advanced shell tricks do not.
Available
The Mac's isolated space is a Linux machine with a full bash shell, so Windows's shell limits do not apply.
Available
Git inside the sandbox
In a sandboxed chat Haruno can look at a repository and make local commits with a short list of git commands. Anything that needs the network is refused.
Available
The Mac's isolated space has the full git program.
Available
Web access and fetching pages
Haruno can open and read a public web page for you even though commands in the sandbox have no internet. One setting decides whether it asks first.
Available
A website Haruno wants to open asks first. Sites you always allow are listed in Settings ▸ Advanced ▸ Security.
Available
Settings ▸ Advanced ▸ Allow Web Fetch without asking is on by default and only appears in the advanced view.
Which files Haruno can reach
A chat can use its own folder, its project's folders and a scratch area. Other folders are out of reach, and a project chat can offer to share one.
AvailableAvailable
Picking up where a session left off
Reopen a chat from History and send a message. It continues in the same conversation, earlier messages stay as they were, and History keeps one entry.
AvailableAvailable
Reading GitHub
With a Git connection to a GitHub repository, Haruno can read issues, pull requests, reviews and releases, and search them. It cannot change anything.
Not available
The Mac app has no GitHub connector.
Not available
The Git connector is hidden from the catalog for new customers. Only people who already have it installed keep these tools.

The app itself

FeatureMac appWindows app
Normal and advanced view
The normal view is the everyday app. The advanced view adds the controls an engineer would want.
AvailableAvailable
Automatic updates
The app finds a new version on its own and offers to install it.
AvailableAvailable
What's New window
After an update, the app opens a page describing what changed in the new version.
Available since 1.3.49Not available
Plugins
Add-ons that put their own pages in the app's navigation.
In development
A developer preview, switched off for every customer. The Portfolio is built into the Mac app, not an add-on.
Available
Add-ons are made and signed by Haruno, and install and update on their own. The Portfolio add-on is always on.
Settings: General
Account, theme, chat text size, language, launch at login, updates, the advanced view switch and Delete local data.
AvailableAvailable
Settings: Advanced
The settings that only appear in the advanced view, such as memory, the sandbox's security controls and web access.
Available
Only in the advanced view.
Available
Only in the advanced view.
Keyboard shortcuts
The keys for the commands used most, and a list of them you can open at any time.
AvailableAvailable
Keys can be changed, cleared or reset in Settings.
Account and sign-in
Sign in with your Haruno account in the browser. The account row and menu in the sidebar, sign out, plan and usage banner.
AvailableAvailable
Signing in and out is the Account row in Settings ▸ General, and the welcome screen offers it on first run. The navigation pane has no account row.
Languages
The app is in English, Japanese, Traditional Chinese and Arabic. Change it in Settings.
Available
Applies after a restart. No Simplified Chinese.
Available
The language and the theme apply at once, with no restart.
First-run setup and sign-in
A welcome screen that signs you in through the browser, offers to connect QuickBooks, and can be skipped for now.
Not available
The Mac app has no welcome screen. You sign in from the account row or Settings, and an empty Portfolio offers Add company.
Available
About page
The installed version, its release date, the update check and a link to the privacy policy.
Available
About Haruno is in the Haruno menu and shows the name and version.
Available
In-app guide
Short how-to guides inside the app, with search and step pictures, that follow the app's language and your own shortcuts.
Not available
The Mac's Help menu has What's New, Keyboard Shortcuts and the Privacy Policy, and no guide.
Available
Reopening where you left off
A new start opens the page you were on, with the open project, tab or task and your last chat.
Available since 1.3.61Available
Closing the app
What the close button, File Exit and the tray icon do, and when Haruno asks before quitting.
Available
Described on the Menus page.
Available
Installing and uninstalling
A small setup file from the website installs Haruno for one Windows account without administrator rights, and an uninstaller asks before it deletes any data.
Available
The Mac app comes in a disk image: open it and drag Haruno to Applications.
Available
Notifications
Haruno tells you when it needs a permission, asks a question or finishes while you are looking at something else, with one switch to turn it off.
Available
The app has no on or off switch for these. macOS Notifications settings control them.
Available
Diagnostic logs
The small log files Haruno keeps on the PC to find problems. They hold no conversation content, and nothing is sent unless the customer attaches it.
Available
The Mac keeps diagnostic records without chat content. It has no button to copy or send them.
Available

In development (not available)

FeatureMac appWindows app
Inbox
A sidebar row that would list what every automation did, with what waits for approval at the top.
In development
Switched off for every customer. Waiting items stay on the Scheduled screen.
Not available
The Windows app has no Inbox page.
Knowledge Vault
A place for your own linked notes that you could also open to Haruno in a chat.
In development
Switched off for every customer.
Not available
The Windows app has no equivalent.
Memory manager
A Memory window that would show what Haruno has stored about you and let you correct or delete it.
In development
Switched off for every customer. The Use memory switch in Settings is separate and ships.
Not available
The Windows app has only the Use memory switch, in the advanced view. No window lists or edits what Haruno remembers.
Chat references
Typing # in the message box would point at a past chat, and replies would name the chats they mention.
In development
Switched off for every customer.
Not available
The Windows app has no equivalent.
Run several chats at once
A chat that is still working would keep going when you start or open another.
In development
Switched off for every customer.
Not available
The Windows app has no equivalent.

Projects

FeatureMac appWindows app
Project sources
Link files, folders, web pages and cloud items to a project. Your originals stay where they are.
Available since 1.3.61Available
Chats in a project
A chat in a project works with the project's sources and memory. Start one there, or move any chat in or out.
Available since 1.3.61Available
Project settings
A project's name and purpose, pin, memory, document export, archive and delete.
AvailableAvailable
Project memory
Facts and decisions Haruno keeps for a project so a new chat starts informed. You can read them, change them, clear them and switch them off.
AvailableAvailable
Company projects
Every Portfolio company has a project of its own, named after it and kept in step with the company when it is archived, restored or renamed.
Available since 1.3.61Available
The project menu and Open Folder
The project's name in the menu bar opens a menu to switch, create, rename or remove projects. File, Open Folder takes you to the Projects page.
Not available
The Mac app has no project menu. Projects open from the Projects row, and File ▸ Open or Create Project… opens the library.
Available
Folders that are too broad or too large
Haruno refuses folders such as a whole drive or the user folder and asks first about very large ones. Adding a folder as a project source is not checked.
Not available
The Mac's check applied to the one open folder, which Projects replaced. A folder linked to a project is not checked.
Available
Adding a folder to a project as a source does not check its size.