Release - June 6, 2026

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.

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.