Flowtly update: Smarter Financial Reporting, Stable Project Management, and Efficient Transaction Matching (2026-04-29)

What changed

This Flowtly release brings significant improvements to how you manage projects, analyze financial data with P&L by tags, and streamline transaction matching. We've focused on enhancing platform stability and providing more precise tools for financial operations, ensuring a smoother and more reliable experience. These updates empower you with better control and clearer insights into your financial health.

Related update streams

Enhanced Project Page Stability and Member Management

We've implemented several critical updates to improve the reliability of your project pages and ensure accurate handling of project member data. These changes prevent blank screens and data discrepancies, providing a more consistent and dependable experience when viewing and managing your projects.

• The Projects overview page will no longer display a blank screen due to malformed project member data, ensuring continuous access.
• Improved data handling for project members across the application prevents errors and ensures member lists are always accurate.
• Project member information is now consistently indexed and filtered, preventing orphaned data entries and improving data integrity.
• The platform is more resilient to unexpected data structures, making your project management workflow more robust.

Introducing P&L by Tags Report and Refined Budget Insights

Get deeper insights into your financial performance with the new Profit & Loss by Tags report, now available in preview. We've also addressed several issues to ensure this report provides accurate and comprehensive data, helping you analyze income and expenses based on your custom tags and linked projects.

• Access a new preview tab for 'P&L by Tags' within the budget section, allowing detailed financial analysis by custom tags.
• The P&L by Tags report now accurately reflects income for all tagged rows, even when outgoing tags are not set.
• Reports precisely honor incoming, outgoing, and linked project tags, providing more granular and relevant financial breakdowns.
• Zero-value rows are now automatically dropped from P&L reports, decluttering your view and focusing on meaningful data.

Smarter Transaction Matching and Efficient Attachment Management

We've made significant enhancements to how Flowtly helps you match bank transactions with incoming invoices and manage attachments. These updates include tighter default filters and new capabilities to search and filter by bank account and time period, streamlining your financial reconciliation process.

• Quickly find relevant bank transactions for incoming invoices using improved search capabilities with new bank account filters.
• Transaction attachment suggestions now have tighter, more intelligent default criteria, making it easier to find the right matches.
• Utilize new period-range pickers when managing transaction attachments, allowing you to narrow down search results by specific dates.
• Manual bank transaction search now includes bank account filtering, providing greater precision when linking payments.

Enhanced Platform Reliability

To ensure a more stable and robust user experience, we've improved our internal error reporting mechanisms. This change allows Flowtly to more quickly identify and address underlying issues, leading to a more dependable platform for everyone.

• Critical rendering errors are now automatically forwarded to our monitoring system for faster resolution.
• The platform's overall stability and resilience have been improved through enhanced error detection.
• Users will experience fewer disruptions as issues can be proactively identified and fixed, leading to a smoother workflow.

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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