Flowtly update: Assistant Redesign, Budget Drill-Downs, and Platform Polish

What changed

This release brings a refreshed navigation and chat experience for the Assistant, deeper drill-down detail for budget execution reporting, and a new light theme as the default look. We also tightened up design consistency across cards and tabs, improved localization of chat greetings, and made several behind-the-scenes improvements to configuration handling and internal tooling.

Deeper Budget Execution Insights

Budget execution reports now let you drill further into spending by tag group, invoice, and contract, giving finance teams clearer visibility into where money is going. These enhancements make it easier to trace individual transactions back to their budget line.

You can now expand tag groups to see a full breakdown of related budget items.
Invoice-level detail is now available directly within budget execution views.
Per-contract invoiced amounts are now shown for clearer spend tracking.
A new drill-down drawer lets you explore linked records and per-line details without leaving the page.

Learn more: Budgets, Use cases for Budgets, Adding costs to budget.

Assistant Navigation and Chat Layout Overhaul

The Assistant's sidebar, header, and chat window have been restructured for a cleaner, more consistent layout. These changes fix visual glitches and improve usability on both desktop and mobile.

Sidebar icons and footer elements are now clearly visible in all views.
The mobile sidebar menu button is larger and easier to tap.
The chat header now includes organization and agent selectors for quicker context switching.
A previous issue that could crash the app due to a navigation bug has been fixed.

Chat Experience and Language Improvements

Chat greetings and message layout have been refined for a more natural, localized feel. Users now see welcome messages in their own interface language, and chat bubbles display properly on wide screens.

The welcome greeting now matches your chosen interface language instead of a fixed default.
Chat messages no longer appear oddly floating on large screens and now use the full width.
Greeting text generation was moved to be more reliable and consistent.

New Light Theme for the Assistant

The Assistant now defaults to a light theme, with a full visual refresh across the app shell and message bubbles. Extra clutter like the reCAPTCHA badge and custom footer has been removed for a cleaner interface.

The Assistant now opens in a modern light theme by default.
Settings, theme, and account options have been moved to a tidy sidebar footer.
Unnecessary visual elements like the reCAPTCHA badge have been hidden for a cleaner look.
Message bubbles and overall app styling have been polished for better readability.

Design Consistency Fixes

Several visual inconsistencies across the app have been corrected, including card styling, tab spacing, and page backgrounds. These fixes ensure a more polished and uniform look throughout the product.

Stat cards now display with proper spacing and a clear elevated appearance.
The project tabs area now has better spacing and no longer shows a distracting focus outline.
Page backgrounds now fill the screen properly, even on shorter pages.
Recommendation tabs and card surfaces have been visually refined.

Learn more: Projects.

Configuration, Integrations, and Internal Tooling

Behind-the-scenes updates improve how the system tracks usage across products, manage configuration settings, and stay in sync with connected tools. These changes support more reliable reporting and smoother integrations, with limited direct impact on daily user workflows.

Usage tracking now uses a consistent identifier across all Flowtly products.
A new settings catalog makes configuration options easier to find and understand.
Invoice PDFs now correctly pull the seller name from organization billing settings.
Internal accounting tool definitions were refreshed to stay aligned with the latest system capabilities.

Learn more: Organization settings, Invoices, Settings.

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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