Flowtly update: Streamlined Counterparty Management and Transaction Processing (2026-02-25)
What changed
This release brings significant enhancements to how you manage counterparties, making it easier to create, update, and categorize them. We've also fine-tuned transaction processing, ensuring more accurate budget and project assignments. Additionally, several underlying system improvements boost performance and reliability across the platform.
Related update streams
Enhanced Counterparty Management
We've introduced several key updates to streamline how you manage your counterparties. These changes make it easier to add new counterparties, update existing ones, and automatically assign default projects, improving efficiency and data consistency.
- You can now more easily create new counterparties through a simplified process.
- Counterparty information can be updated more robustly based on their type, ensuring accuracy.
- Default projects can now be automatically associated with counterparties, simplifying transaction categorization.
- Improved system logic ensures correct learning and handling of bank account relationships and supplier suggestions.
Improved Transaction and Budgeting Accuracy
This update refines the handling of transaction data, particularly concerning budgeting and project allocations. These improvements ensure that your financial data is consistently formatted and accurately reflected in your budgets and project reports, providing clearer financial insights.
- Transaction data related to budgets is now standardized for greater consistency and reliability.
- Issues impacting the correct output and assignment of transactions to budgets and projects have been resolved.
- The transactions page interface has received minor improvements for a smoother user experience.
Platform Stability and Performance Boosts
We've implemented several backend and frontend improvements to enhance the overall stability, performance, and reliability of the Flowtly platform. These under-the-hood changes ensure a smoother and more robust experience for all users.
- General backend system updates have been applied to improve overall platform stability.
- Frontend enhancements have been included for a more consistent and responsive user interface.
- API caching mechanisms have been optimized to ensure faster and more reliable data retrieval.
Additional updates
Alongside the core streams, we also shipped a set of supporting improvements worth highlighting.
- Added type-based counterparty update and storage preview cleanup.
Why it matters
These updates help teams work faster, reduce friction in daily operations, and improve overall reliability across the platform.
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