Flowtly update: Boosting Internal Operations and Streamlining Financial Data Management (2026-02-12)
What changed
This release brings significant improvements to our internal CRM tools, offering richer insights and better activity tracking. We've also enhanced transaction and attachment management, making financial data clearer and easier to manage. Additionally, you'll find refined organization data and budget handling, contributing to a more robust and efficient Flowtly experience.
Related update streams
Enhanced Internal CRM for Better Operations
Our internal CRM tools have received a major upgrade, providing better visibility into organizational performance and user activity. These enhancements streamline internal processes, allowing for more efficient management and data analysis within Flowtly.
- Track key performance indicators for organizations with a new internal KPI snapshot pipeline.
- Access a comprehensive activity log for all internal authentication events, including Google logins, for improved security and oversight.
- Manage internal organization lists more effectively with new paginated API endpoints.
- Benefit from a more robust and securely deployed internal CRM infrastructure.
Streamlined Transaction and Attachment Management
We've made several key improvements to how transactions and their attachments are managed and displayed. These updates bring greater clarity to financial records, enhance data consistency, and simplify the process of reconciling and justifying expenses.
- Manage transaction attachments more precisely by filtering and associating them with specific months (YYYY-MM format).
- Transactions linked to invoices are now automatically considered justified, reducing manual review.
- Gain more context with additional transaction statement sequence fields exposed in the API.
- Experience improved accuracy in transaction lists with fixes to ensure correct balance continuity and better suggestions for transaction matching.
Refined Organizational Data and Budgeting
This update improves the clarity and consistency of organizational data and how budget project costs are handled. These changes provide a more accurate representation of your organizational status and ensure financial planning tools operate smoothly.
- Identify the operational status of organizations more clearly with the 'obsolete' status now exposed in the organizations API.
- Ensure consistent budget reporting with normalized empty values for project costs.
- Benefit from clearer and more accurate organizational information for better decision-making.
Additional updates
Alongside the core streams, we also shipped a set of supporting improvements worth highlighting.
- Added org snapshot pipeline.
Why it matters
These updates help teams work faster, reduce friction in daily operations, and improve overall reliability across the platform.
Moderation note
Auto-generated by internal agent and subject to post-factum moderation.
