Release Notes

Businesses that run their books directly from bank activity can now view a balance sheet.

Added

• Balance sheet reporting for businesses whose bookkeeping is based on their bank feed

More complete general ledger reporting, with an export designed for accountant workflows.

Added

• General ledger detail view for deeper transaction-level review
• Export format that accountants can import into their accounting tools

QuickBooks Online imports and updates now complete more reliably at scale.

Improved

• Increased throughput for QuickBooks Online processing so large numbers of workspaces can be handled without slowdowns.

Wiki articles now publish more reliably when referencing early-stage features.

Fixed

• Publishing a wiki article could fail if it mentioned a feature that’s not yet in beta and used that feature’s name.

More accurate accounting entries and a smoother demo experience.

Improved

• Card processing fees are now automatically recorded in your books, not just described in the UI.

Fixed

• Demo accounts now generate estimates correctly.
• Utilization in the demo no longer reflects the wrong selection state.

Housecall Pro job types can now be corrected more precisely when mappings need adjustment.

Improved

• Added clearer source information for Housecall Pro job-type mappings, making it easier to correct mapping issues instead of only expanding the list of recognized job types.

More visibility into job margins and where work is coming from.

Added

• Job margin is now available to your assistant for better profitability awareness.
• Lead source can now be recorded on jobs and estimates to track where opportunities originate.

Improved accounting correctness and made ledger and integration status more reliable.

Added

• Document owners can now explicitly confirm an uploaded document.

Improved

• Reporting basis selection is now driven by revenue activity rather than the number of records.
• Document approval is now tracked independently from upload status for clearer review workflows.

Fixed

• Resolved multiple edge cases in ledger merging that could produce incorrect combined results.
• Reduced inconsistent cash classification and prevented unnecessary changes to grouping.
• Ledger classifications now update correctly when the supporting evidence is removed.
• Integration reconnect warnings now clear only when the underlying issue is confirmed resolved.

We updated how pricing information appears across the site.

Changed

• Removed “last prices” information from the homepage.
• Removed “last prices” references from the FAQ.

Every system you connect that carries financial data now feeds a single reconciled set of books. Your bank, your accounting software, your field service or scheduling system, your payment processor, and anything you upload or enter by hand all land in the same ledger, and each transaction is counted once no matter how many of them report it. Every screen, every report and the chat all read from it.

This holds for integrations we add in future. Anything that touches money has to flow through this ledger to reach your financials, so a new connection cannot quietly create a second version of your numbers.

Some of your numbers will look different. Not every dollar moving through a business account is business income. Money you move between your own accounts, money you put in, money you take out, and money that arrives without being earned are now identified and kept out of your revenue and expenses, rather than counted as trade. Where something is set aside, the platform tells you what it is and why.

New in Accounting

• A completeness view accounting for every dollar between your bank and the figures on screen
• Your accounting software's own coding shown next to our suggestion, so you can see where the two disagree before you decide
• A business valuation that shows its math, including which inputs are missing and what supplying them would change
• Selectable periods on Jobs & Margins
• Receipts and invoices attached in the chat now reach your books, and wait for your confirmation before anything posts

Alongside this we have made a number of accuracy improvements to how historical data is read and reconciled.

Routine maintenance and documentation updates.

The help entry point is now clearer at a glance.

Improved

• Updated the “?” help button with a clearer label so it’s more obvious you can ask a question

More control over how pricing sections are set up and labeled.

Improved

• Workspace owners can set default values for pricing sections.
• Renamed a pricing category to better match its purpose.

Wiki articles now open in the correct section and no longer block correct selections.

Fixed

• Corrected an issue where a wiki link could open the right article but jump to the wrong section.
• Resolved a guard/validation issue that could reject the correct selection in certain wiki flows.

Ledger reconciliation now runs more efficiently with less unnecessary churn.

Improved

• Daily reconciliation no longer rewrites unchanged ledger entries, reducing processing time and improving performance for large ledgers.

Finding the right wiki article is now more reliable.

Fixed

• Typing an article’s exact name now returns that article in wiki search.

This release updates our content library with the latest weekly posts.

Added

• 10 new blog posts in this week’s batch

Clearer guidance for attaching files in chat and interpreting upload progress.

Improved

• Updated the help docs with step-by-step instructions for attaching files to chat messages
• Clarified what the different progress messages mean during file uploads

The glossary is now complete and more accurate after the latest audit.

Added

• New glossary terms covering marketing, bookkeeping, people operations, and legal concepts
• Expanded entries for strategy, scaling, and business tax topics

Improved

• Completed the glossary audit, bringing the list of missing terms down to zero

Fixed

• Forbidden vendor detection now matches whole words only, reducing false positives

Clearer guidance and more reliable waiver handling.

Improved

• Expanded documentation on payroll and owner pay.

Fixed

• Coverage waivers are no longer unintentionally cleared when updating the baseline.

We updated our documentation to better reflect the questions you’re trying to answer and to fill in missing reference material.

Improved

• Refined documentation scope to align with common customer question areas
• Added missing reference content to complete key documentation sections

This release strengthens access controls and refreshes our documentation.

Improved

• Updated the wiki Tools area documentation, including clearer guidance on what’s intentionally out of scope.

Security

• Tightened access controls so permission management endpoints are protected.
• Strengthened safeguards to prevent unintended permission escalation.

Improved reliability when connecting and managing your billing integration.

Fixed

• Resolved an issue where platform account requests could fail immediately, preventing billing-related actions from completing.

Expanded integrations and made balance sheet results consistent across views and exports.

Added

• New marketing integrations for the wiki

Improved

• Validation to ensure maturity badges are applied consistently

Fixed

• Balance sheet now matches between the on-screen report and exported files

We updated our wiki content to better support onboarding and day-to-day use.

Improved

• Expanded wiki guidance for Technology and Marketing workflows
• Clarified steps for connecting and managing linked social accounts

This release includes documentation updates only.

• General maintenance and clarification of internal access-control documentation.

A blocker in the accounting upload flow has been resolved.

Fixed

• The upload confirmation step in Accounting now appears correctly, so you can complete uploads as expected.

Improved reliability of account updates after Plaid syncs.

Fixed

• Accounts connected through Plaid now continue to receive follow-up updates after a sync, even if the account has been inactive for a while.

Workspaces can now support financial accounts for more than one company.

Added

• Ability to manage accounts for multiple companies within a single workspace

Integrations can now be managed at both the company and individual level, with clearer access behavior.

Added

• Support for two integration scopes: company-wide and personal

Improved

• When both are available, your personal integration connection is used by default to keep access consistent with your account

Improved access control across the pricing calculator experience.

Security

• Restricted the pricing calculator so only authorized users can access it.

Routine maintenance to improve release reliability.

• Strengthened automated checks to prevent accidental exposure of restricted areas during future updates.

Accounting labels and disclosures are now clearer and more explicit.

Improved

• Updated accounting terminology for greater precision and consistency.
• Made the accounting basis explicit wherever it’s shown.
• Added a standing disclosure to ensure the context is always visible.

Your ledger can now capture the postings needed for full financial statements.

Added

• Support for storing balance-sheet postings so the ledger functions as a true general ledger

Statements you upload in chat can now flow through to your accounting ledger.

Added

• Support for using statements uploaded in chat to populate your ledger entries

More flexible pricing configuration for teams working with tax-inclusive costs.

Added

• A workspace setting to optionally calculate margin using tax-inclusive amounts.

Routine maintenance with no user-facing changes.

Fraud checks are now consistently enforced to better protect accounts and transactions.

Security

• Enforced fraud-gate checks on all live API requests to reduce the risk of unauthorized or suspicious activity.

More flexible quote pricing and smoother quote editing.

Added

• Per-quote overrides for terms and deposit amounts
• A payment schedule toggle on quotes

Improved

• Quote scope and summary editing with a rich-text editor
• Photo attachments can be reloaded without losing your place
• Uploaded files now get unique names to prevent accidental overwrites

Fixed

• Pricing controls that were incorrectly hidden are now available when needed

Self-serve access to the pricing calculator is now available with a smoother setup flow.

Added

• Self-serve onboarding for the pricing calculator, including automatic account setup
• Chat import is now available without requiring special access

Manage saved quote templates directly from the Pricing Calculator.

Added

• A Templates tab in the Pricing Calculator to view, edit, rename, and delete saved quote templates

A clearer starting point for reviewing accounting items.

Added

• A dedicated, easy-to-find entry point for Needs Review items in Accounting

New accounting views help you compare data across sources and understand differences faster.

Added

• A consolidated Sources view that shows all connected accounting sources in one place
• A Comparison view to compare ledger data against your accounting provider and see explanations for common discrepancies

Clearer guidance when an integration needs attention.

Added

• A user-facing alert prompting you to reconnect when an integration connection expires

This release includes routine maintenance with no customer-facing changes.

Period-over-period comparisons in chat now use your ledger data more consistently.

Improved

• Period-comparison questions in chat (for example, month vs. month or quarter vs. quarter) now pull from the unified ledger for more consistent results.

We added a new entry point tailored to veterans.

Added

• A dedicated landing page for veterans that frames the platform through the lens of running a unit

Ledger reconciliation now focuses on the results that matter.

Improved

• Reconciliation runs are less noisy by focusing on accrual-based results.

Removed

• Cash-based profit & loss comparison checks have been removed from reconciliation to reduce false alarms.

Connect Mindbody V6 to keep your workspace data in sync, with read-only access.

Added

• Support for connecting Mindbody V6 with read-only permissions
• Workspace-level syncing for Mindbody connections

Improves the reliability of QuickBooks Online ledger ingestion.

Fixed

• Reduced failures when syncing QuickBooks Online data by correcting access needed to retrieve connected-account credentials

Routine maintenance with no user-facing changes.

Chat responses now provide clearer sourcing and stronger safeguards against unsupported claims.

Improved

• Added source attribution to chat responses so you can see what information they’re based on.
• Strengthened checks to reduce unsupported action claims in chat output.

Catalog syncs now run at the right cadence to keep data consistent.

Improved

• Static catalog updates now run only during full syncs instead of every hour, reducing unnecessary refreshes and unexpected changes between scheduled updates.

Improved reliability by avoiding unnecessary retries on client-side errors.

Fixed

• The API client no longer retries requests that fail with 4xx errors (including 404), reducing delays and noise when a request is invalid or a resource isn’t found.

Website leads now flow directly into your CRM with smarter duplicate handling across sources.

Added

• Website leads are now captured directly in the native CRM

Improved

• Reduced duplicate lead entries by automatically checking against your most recent leads across sources

Improves reliability when setting up new workspaces.

Fixed

• Business names now save and display correctly during workspace provisioning.

Better visibility into integration sync issues and rate limits.

Improved

• Expanded monitoring to alert on errors and rate-limiting across remaining integration syncs, helping teams spot and respond to sync disruptions faster.

Improves the reliability of accounting ledger updates.

Fixed

• Ledger updates now fully refresh existing data to prevent stale or inconsistent balances when reprocessing accounting entries.

Syncs are now more resilient when one item type encounters an issue.

Fixed

• QuickBooks Online imports no longer stop entirely when one type of record fails; other records can continue to sync.

A faster way to update your catalog pricing from a price list.

Added

• Chat-based catalog price import: upload a price list, review the detected changes, and apply updates in one flow

Inventory answers are now more consistent, transparent, and reliable.

Improved

• More accurate inventory breakdowns with clearer supporting detail.
• Confidence indicators are better calibrated to reflect uncertainty more appropriately.
• Categorization is more robust, especially for edge cases and mixed items.

Fixed

• Resolved cases where breakdown totals or categories could be inconsistent across similar queries.

You can now find answers from visuals stored in Google Drive, not just text.

Added

• Chat search now includes text discovered in Google Drive images and scanned PDFs, making visual documents searchable alongside the rest of your content.

Improved secret verification reliability and tightened optional security behavior.

Improved

• More reliable loading and validation of shared secrets used for verification
• Clearer opt-in option to reject requests when a required secret isn’t available

Security

• Hardened secret comparisons to reduce the risk of subtle verification bypass techniques

Creating a new post now starts cleanly instead of reusing previous draft state.

Fixed

• Selecting Create Post now opens a fresh editor rather than the last edited post.

Improved accuracy for HCP job and estimate amounts.

Fixed

• Corrected HCP job and estimate amounts to display in dollars (instead of cents) for consistent, accurate totals.

Customer-added files now appear more consistently in your CRM drawer, with stronger sync behavior during setup and reconnects.

Added

• Support for showing files that customers add in connected cloud storage directly in the CRM file drawer.

Improved

• When you connect cloud storage, existing files can be pulled in automatically (or enabled explicitly) so the drawer is complete from the start.
• File syncing is more resilient to disconnects and reconnects, reducing missing files after connection changes.

New North Carolina location pages make it easier to find relevant services by town.

Added

• Eastern North Carolina local pages for four services across 36 towns
• A North Carolina hub page to browse services and locations

Pricing quotes now support more Omnyra customer types.

Added

• The pricing tool can now generate quotes for any Omnyra customer, not just HCP customers

Content plan archives now follow the intended time windows.

Fixed

• Corrected the archive timing so published items use a 30-day window and unpublished items use a 7-day window

Sync now avoids getting stuck on unsupported connections.

Fixed

• Connections without valid credentials (including demo connections) are now skipped during sync instead of causing sync issues.

Password reset is now more direct for accounts with expired passwords.

Fixed

• When a password has expired, signing in now takes you straight to the password reset form instead of leaving you in a dead end.

Invoice synchronization is now more resilient when some invoices fail to import.

Fixed

• If a partial sync fails, the system now continues from the correct point next time instead of repeatedly retrying the same invoices.
• Reduced the chance of excessive catch-up work when older invoices can’t be matched, helping keep syncs timely and stable.

Routine maintenance release with no user-facing product changes.

Your saved column preferences now consistently apply when viewing programs.

Fixed

• Programs now load with your current column overrides, ensuring the view matches your saved preferences.

Daily reports now surface fewer lingering errors and recover more cleanly.

Fixed

• Resolved an issue where daily report errors could remain stuck and continue appearing after the underlying problem was addressed.

Campaign creation is now more resilient to accidental double-submissions.

Fixed

• Prevented duplicate campaign posts when submitting the same campaign more than once in quick succession (for example, double-clicking the submit button).

More granular control over maturity settings by workspace.

Added

• Admins can now grant custom maturity flags on a per-workspace basis from the admin interface

Admin workspace management is now easier to review and organize.

Fixed

• Workspace lifecycle filters in the admin area now work correctly.

Added

• A new sorting option for workspace lifecycle results.

Recap reporting is more reliable for Local Services Ads.

Fixed

• Improved the accuracy and consistency of Local Services Ads (LSA) data in recap reports.

The business profile experience is now clearer and more reliable.

Changed

• Renamed Growth Blueprint to My Business
• Consolidated Business Identity into My Business for a more unified workspace

Fixed

• Resolved an issue where switching workspaces while impersonating could take you to the wrong workspace

A streamlined Identity experience in Chat, with better control over business contact details.

Improved

• Overhauled the Identity tab layout and flow to make it faster and clearer to review and update identity details.

Added

• Support for capturing a business phone number in Identity.

Admin template updates now save reliably.

Fixed

• Resolved an issue where saving changes to admin-managed templates could fail.

Chat responses are now more consistent, with better visibility when something goes wrong.

Improved

• More accurate message classification for smoother chat workflows
• Enhanced diagnostics to help identify and resolve chat issues faster

Restored access to key Sales and Marketing features that were unavailable in some cases.

Fixed

• Resolved an issue that could prevent Sales and Marketing HCP data from loading or being accessible.

More complete CRM and workforce integrations, with cleaner setup for supported providers.

Added

• Expanded Jobber integration coverage across sales, marketing, and operations workflows
• Full ServiceTitan integration support

Improved

• Streamlined and corrected the Gusto integration setup and behavior

Current metrics in chat are now pulled consistently from live sources.

Fixed

• Chat responses for current metrics now use live tools instead of cached or remembered snapshots, reducing the chance of outdated numbers.

Per‑technician performance metrics are now more reliable.

Fixed

• Corrected per‑technician KPI calculations to resolve several known accuracy issues

This release includes routine maintenance updates with no user-facing changes.

Expanded healthcare provider coverage, retired an integration, and improved visibility into tool usage limits.

Added

• Expanded healthcare provider (HCP) coverage in supported data.
• Usage reporting to help teams track tool-cap consumption.

Removed

• Removed the Gusto integration.

Improves how job type names are shown across the platform.

Fixed

• Job type names are now displayed consistently by using the name value instead of showing raw data.

A clearer Overview with faster access to date filtering.

Improved

• The Overview now uses the full screen width for better readability.
• Date range pickers are now always visible, reducing clicks when changing time periods.

Reduced noisy ticket creation from expected fetch failures.

Fixed

• Stopped generating tickets for expected “not found” and “access denied” responses when fetching web content.

Stay on top of performance with an automated weekly recap.

Added

• Weekly campaign recap emails summarizing key metrics and rule-based insights

Admins can now manage workspace review status directly from the Workspaces list.

Added

• An “Admin Review” toggle in Admin → Workspaces to quickly mark workspaces for review or clear the flag

Track revenue from ad click through customer conversion.

Added

• End-to-end attribution from ad click to customer conversion and paid revenue, giving a clearer view of which campaigns drive revenue

Content plan status now stays accurate when plans load with incomplete data.

Fixed

• Resolved an issue where a content plan’s primary status could appear incorrect after loading, especially when only partial information was available.

This release improves reliability in the calendar and prevents duplicate items during sync.

Fixed

• Resolved a crash in the calendar.
• Prevented duplicate content plan rows created during GoHighLevel sync.

Connecting your Google account from the Social drawer is now more reliable.

Fixed

• Google Connect from the Social drawer now routes you directly through the correct authorization flow.

Disconnecting linked accounts now behaves more consistently across supported OAuth connections.

Fixed

• Resolved an issue where disconnecting certain custom OAuth-linked accounts could fail or leave the connection partially active.

Removed

• Removed an unused Bluesky connection callback that was no longer in use.

We updated a landing page to reflect the latest packaging.

Removed

• Pricing details were removed from the Fractional CTO landing page

Date handling is now more consistent when converting between local time and UTC.

Fixed

• Dates are now normalized to a consistent YYYY-MM-DD format during local-to-UTC conversion to prevent off-by-one-day and formatting issues in reports and exports.

Bluesky posting now uses a more reliable delivery path.

Improved

• Updated how we send content to Bluesky to improve reliability and consistency.

Role management wording is now clearer.

Fixed

• Updated the label for the Advisors list in role management to better reflect what it represents.

Admin tools, alpha/beta banners with bug reporting, and session security improvements.

Added

• Admin panel for internal site administration
• Alpha/beta feature banners with inline bug reporting and screenshot capture
• Inactivity timeout with warning countdown for session security
• Remove, revoke, and resend invite actions in Roles & Permissions
• Categorized FAQ sections for common support topics
• Support Center ticketing system

Improved

• Role selector dropdown layout
• Two-step invite flow: workspace role then permissions
• Navigation visibility based on feature access and user role

Security

• Multi-Factor Authentication (authenticator app + email) with recovery codes
• Role-based access control across all routes
• Feature access restricted by role and workspace settings

Automated social media scheduling, bank reconciliation, and Stripe Connect with multi-account support.

Added

• Automated social media scheduling across all connected platforms
• Campaign builder, content calendar, and auto-reply tabs
• Stripe Connect with multi-account support
• Bulk transaction editing and re-categorization
• Bank reconciliation with transaction matching and journal entries
• Full intelligence pipeline for bank-connected workspaces
• Feature flag system with workspace-level access control

Improved

• KPI calculations with bank data fallbacks

Bank sync upgraded for production, automatic categorization, and faster page load times.

Added

• Bank sync upgraded for production — recurring detection and smart categorization
• 8 blog posts and 12 service pages for SEO
• Notification center and improved accounting reports
• Bank account management — disconnect and deactivate individual accounts
• SMS compliance for booking forms

Improved

• Page load times reduced across the platform

Security

• Mandatory multi-factor authentication enforced

Two-factor authentication with authenticator app and email OTP support, Plaid OAuth for institutional banks, and AI-powered banking health insights.

Added

• Multi-factor authentication (MFA) with two options: Authenticator App (TOTP) and Email OTP
• MFA setup and management on the Account page with QR code scanning and recovery codes
• MFA challenge flow during login with support for recovery codes
• Expanded bank connection support for major institutions (Chase, Wells Fargo, etc.)
• Banking Health prescriptive insights tier with actionable recommendations

Improved

• Business Operations Center resilient to missing sync state data
• Multi-environment login support (removed hardcoded production URLs)

Security

• MFA secrets and recovery codes stored with industry-standard encryption
• MFA challenges include expiration and rate limiting to prevent unauthorized access

Fixed

• Missing qbo_entity_sync_state table causing Backend Connection Error on dev environment

Full Plaid-powered bank account linking, transaction categorization, and a built-in accounting dashboard — no QuickBooks required.

Added

• Plaid bank account linking with automatic transaction sync
• AI-powered transaction categorization with merchant rule learning
• Native accounting dashboard with money-in, money-out, and debt tracking
• Recurring payment detection and confirmation flow
• Account reconciliation tools
• Customer, vendor, and job management
• Expense category management with IRS-aligned defaults
• Audit Defense and SBA Loan package generation

Improved

• Development environment fully isolated from production

Fixed

• Monitoring alert conflicts between environments

First production release of the Omnyra platform — QuickBooks sync pipeline, KPI engine, AI insights, and the advisory dashboard.

Added

• QuickBooks Online data sync
• Automated financial analysis pipeline
• 26 financial KPIs across Survival, Stability, Efficiency, and Growth tiers
• AI-generated insights with evidence linking
• Automated alerts with configurable thresholds
• Monthly health report scoring
• Advisor dashboard with client overview

Security

• Full workspace data isolation — each business sees only their own data
• Secure authentication with session management