Features
- AI Copilot Plan Mode - Added a new planning agent accessible through the /plan command that decomposes complex tasks into step-by-step plans with approval gates.
- Multi-Currency MRR Reports - Fixed incorrect values for monthly recurring revenue reports in multi-currency organizations by adding proper foreign exchange conversion.
- Public API Enhancements - Added parent_account_id to accounts responses and exposed transaction IDs for journal entries and bank transfers to support bank matching integrations.
- Billing Data in Copilot - Enhanced the AI copilot to include invoice line item details when retrieving billing records by number.
- Period Close Status Tools - Added new close management tools to help users track what’s left to complete for month-end and quarter-end closing processes.
- Bulk Import Improvements - Extended bulk import to support classifications, fixed asset depreciation conventions, and improved handling of multi-company custom fields.
- Benchmark Testing Suite - Added automated nightly benchmark runs with Slack alerts for performance regression detection.
- Enhanced Citation System - Improved AI copilot citations with better parsing and history replay support.
- Superadmin Session Replay - Added enhanced security controls for administrative session review with dedicated role permissions and audit logging.
Fixes
- Bank Transaction Signs - Corrected transaction amounts in bank connections to preserve proper debit/credit signs.
- OCR Bill Creation - Fixed empty responses when creating bills from uploaded PDF invoices through the AI copilot.
- User Count Display - Resolved mismatch between overview and active user counts on company people pages.
- Multi-Currency FX Rates - Fixed missing foreign exchange conversion in MRR and SaaS metrics for organizations using multiple currencies.
- Bulk Import Validation - Fixed various bulk import issues including account upserts, custom field scoping, and expense field requirements.
- Performance Improvements - Eliminated N+1 database queries in bank matching AI processes and optimized organization cloning for large datasets.
- Integration Reliability - Fixed Brex bill synchronization, Zoho duplicate detection, and improved error handling across multiple integration connectors.
- Transaction Monitor Performance - Improved memory usage for AI anomaly detection by processing transactions in batches instead of loading all transactions at once.
- Sandbox Provisioning - Fixed data collision issues during organization cloning that could cause setup failures.
- Allocation Schedule Redirects - Fixed issue where clearing mandatory dropdown fields in allocation schedules caused page navigation errors.
- Contract Invoice AR Accounts - Enhanced configuration options for default accounts receivable accounts used in contract invoicing.