Flowtly product updates

• NewYou can now connect Stripe as a bank source so card revenue and payouts reconcile automatically.
• ImprovedForeign-currency matching is smarter at linking invoices and transactions across different currencies.
• NewBudgeting was rebuilt with line-by-line cost allocation, invoice splitting by usage, and forecasting for current-month and year-end projections.
• NewA new P&L by Person report shows how each team member contributes to profit.
• ImprovedInvoicing is easier with a redesigned multi-step approval workflow, invoice reminders, and improved correction invoices, supplier-invoice list and e-invoicing views.
• NewYou can now send documents and contracts for signature directly from Flowtly, track their status, and store signed copies in one place.
• NewHR now supports performance review cycles, employee targets and OKRs, and clearer leave-balance tracking.
• NewProject lists are more organized with new project folders, and teams can use asset QR codes and log property inspections on site.
• ImprovedThe Flowtly AI finance assistant is smarter and safer, using live budgets, P&L and cashflow data to answer business questions.
• NewA new Flowtly Android app lets users quickly share invoices and contracts for upload, with more reliable mobile uploads.
• NewSign in with Apple and sidebar alert badges were added to make login and important notifications easier to access.

• NewYou can now connect Stripe as a bank source in Flowtly, so payouts and charges sync in automatically.
• NewStripe charges are automatically matched to the correct income invoice, showing which client paid for what.
• ImprovedStripe payouts to your bank are recognized as internal transfers instead of being counted twice as new income.
• NewThe Stripe connection uses a restricted, read-only, encrypted API key, so Flowtly can never create charges, issue refunds, or move money.
• ImprovedStripe revenue now feeds directly into budgets, profit and loss reports, cashflow forecasts, and the AI finance assistant alongside other bank accounts and invoices.

• NewInvoices now follow an automated, policy-driven approval workflow that routes them through required steps and ensures compliance.
• NewUsers can filter and review invoices by status (pending, approved, or rejected) from a centralized dashboard for instant visibility.
• NewEvery approval action is logged with timestamps and user details, providing a complete audit trail for accountability and easier audits.
• NewApprovers and stakeholders now receive real-time in-app and email notifications with direct links to the relevant invoice, speeding up decisions.
• NewApprovers can now see relevant contextual details, like associated employee information, directly within the invoice review screen.
• NewInvoices can now be resubmitted for approval after being approved, rejected, or withdrawn, allowing more flexible handling of changes.

• NewAdded the ability to create and manage full performance review cycles directly within Flowtly.
• NewAdded support for custom review templates and questions, including open-ended and rating-based formats, tailored to each organization.
• NewAdded automated notifications to alert reviewers and reviewees when a cycle starts, when input is needed, and as deadlines approach.
• ImprovedImproved the review submission experience with an intuitive interface for tracking progress and completing assigned reviews.
• ImprovedImproved data reliability so that in-progress review drafts are automatically saved and not lost.
• ImprovedImproved automation to handle changes during a review cycle, such as adjusting sessions when an employee leaves the organization mid-cycle.

• ImprovedExpenses can now be tracked and allocated with much finer precision, down to individual invoice lines and the smallest currency unit, reducing rounding errors and vague estimates.
• NewCosts can now be split and attributed across multiple projects, tags, and dimensions at once, using percentage or weighted proportional allocation.
• NewProfit and loss reports can now be filtered by tags to see the financial performance of specific initiatives or categories.
• ImprovedProject-level profit and loss reports are now more complete, pulling in contractor expenses and attachment-level allocations for a consistent, reliable view.
• NewProject budgets now include contractor expenses and people costs directly linked to the projects they serve, giving a fuller picture of resource consumption.
• NewUsers can now define how costs are recognized over time through enhanced accrual spreading and track payment due dates on attachments for better cash flow planning.

• NewCosts and income can now be attributed to multiple projects, departments, or tags at once, both at the line-item and document level.
• NewProfit & Loss reports can now be customized and previewed by tag, project, or combination of both for deeper strategic insights.
• NewAdded support for spreading accruals across multiple periods for more accurate multi-period accounting.
• NewIntroduced an income-only planning mode with variance analysis to track revenue targets against actual performance.
• ImprovedUsers can now merge duplicate supplier records to keep procurement and payment data clean and accurate.
• ImprovedAdded an enhanced audit trail that logs every update made to invoices after they are sent, and improved transaction aggregation to prioritize explicit amounts for more reliable report totals.

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