Flowtly update: AI Financial Advisor, Enhanced Banking Integration, and Demo Experience (2026-06-08)

What changed

This release introduces a new AI-powered CFO advisor to help with financial analysis, significantly improves Stripe banking integration for better transaction tracking, and enhances the demo experience with realistic data. We've also streamlined organization creation and improved system reliability across multiple components.

Related update streams

AI Financial Advisor

A new AI-powered CFO advisor is now available to help answer financial questions and provide business insights. The system has been upgraded with more reliable AI models and increased processing capacity for complex analysis.

• New AI financial advisor provides intelligent responses to business and financial questions
• Improved AI reliability with upgraded language models for consistent performance
• Enhanced processing capacity allows for more comprehensive financial analysis

Learn more: Finance, Finance Dashboard.

Banking and Payment Integration

Stripe banking integration has been significantly enhanced with automatic account synchronization and improved transaction processing. Payment handling is now more flexible and reliable.

• Automatic synchronization of Stripe bank accounts and transaction history
• More flexible account setup that doesn't require account numbers for all payment types
• Improved currency handling ensures accurate transaction imports across different currencies

Learn more: Bank Integration, Bank Accounts.

Demo Experience

The demo environment has been completely refreshed with realistic business data including invoices, budgets, and cost breakdowns. New demo accounts are easier to access and provide a more authentic experience of the platform.

• Realistic demo data includes sample invoices, monthly budgets, and cost distributions
• New demo accounts with proper login credentials for easier testing
• English and EUR currency support for international demo users
• Improved data setup ensures consistent demo environment across sessions

Learn more: Try the demo, Budgets.

Organization Setup

Creating new organizations is now more streamlined with automatic wizard guidance and proper plan selection. The setup process ensures users are guided through essential configuration steps.

• New organizations automatically open the setup wizard for guided configuration
• Improved plan selection process without automatic free plan assignment
• Better organization switching ensures users land in their newly created organization

Learn more: Create your account, Set up your organization.

User Experience Improvements

Several user interface improvements enhance daily workflows, including better notifications, improved formatting, and more intuitive data display.

• Invoice amounts now display in the correct currency for international transactions
• Notification system properly refreshes suggestions when new items are available
• Improved attribute labeling with proper unit formatting and localization

Learn more: Invoices, Notifications, Attributes.

Customer Engagement and System Reliability

Email communications have been improved for better user engagement, while backend infrastructure changes ensure more reliable service deployment and operation.

• Enhanced re-engagement emails with better tracking and improved user experience
• More secure email configuration management for reliable message delivery
• Improved system deployment processes for better service reliability

Learn more: Електронна пошта та сповіщення.

Additional updates

Alongside the core streams, we also shipped a set of supporting improvements worth highlighting.

• New-org wizard switch-current-org fix.
• Route new orgs to the plan wizard no auto free plan.

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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