Flowtly update: New Sales Tools, Faster Pages, and Smarter Suggestions

What changed

This release brings a new sales module and CRM deal board, along with major speed improvements across budgets, transactions, and suggestion matching. Several dashboards and scheduling views got cleaner, full-width layouts, and mobile agenda support arrived for worktime tracking. We also fixed a batch of bugs affecting invoice uploads, bank transaction imports, and AI-powered document matching, plus made internal reliability improvements.

Sales & CRM Expansion

A new sales module is now available by default for organizations, along with the first version of a CRM deal board for managing pipelines. We also fixed a bug that could unexpectedly disable the sales module and laid groundwork for upcoming lead management features.

New sales organization module is now enabled by default for new accounts.
Introduced the first version of the CRM deal board, including pipeline view and deal details.
Fixed an issue that could silently turn off the sales module.
Prepared the data structure for upcoming lead lifecycle tracking features.

Faster Pages & Cleaner Filters

Budget and transaction pages now load dramatically faster thanks to backend performance fixes. Filter bars across the People dashboard and transactions view were also redesigned to look more consistent and use the full page width.

Budget and transaction pages now load in a fraction of a second instead of many seconds.
Filter bars on the People dashboard now stretch across the full page width.
Filter pills now share a consistent, cleaner visual style across pages.
Transaction page background updated so tables and cards stand out more clearly.

Worktime & Scheduling Improvements

Worktime tracking got a new mobile-friendly agenda view and several fixes for scrolling and layout glitches. Filter components are now shared between worktime and leave planning for more consistent behavior.

New mobile agenda view shows each day as a clear, framed card.
Fixed a bug where the filter toolbar could shrink to almost nothing.
Fixed scrolling behavior so worktime pages scroll like the rest of the app.
Filter controls are now shared between worktime and leave planning for consistency.

Invoices & Billing Updates

Outgoing invoices can now be exported as a zip file for a chosen period, and accepting all incoming invoices is now handled entirely on the server for reliability. Old in-app billing pages were removed in favor of the external billing portal.

New ability to export a period's worth of outgoing invoices as a single zip file.
Accepting all invoices at once is now processed reliably on the server.
Removed outdated in-app billing pages; billing is now managed through the external portal.
Documentation updated to reflect the refreshed suggestion endpoints.

Smarter Suggestions & Bank Matching

Several fixes improve the accuracy of automated suggestions, bank transaction imports, and document matching. Suggestion lookups are now faster since they no longer require an unnecessary AI call, and duplicate bank transactions are no longer imported.

Fixed a bug where accepting all suggestions could miss matching a transaction.
Suggestion lookups are now faster since they no longer trigger an unnecessary AI request.
Fixed duplicate bank transaction imports that occurred with every balance update.
Fixed incorrect supplier name recognition during document scanning.
Added an AI-based check to prevent invalid organizations from being created.

Reliability Fixes & Internal Maintenance

This update includes a hotfix for attachment upload errors and incorrect problem-detection results, along with broader internal cleanup and testing improvements. These changes improve overall platform stability without changing user-facing features.

Fixed attachment upload errors and incorrect results in the problem-detection filter.
Improved internal testing to prevent future regressions in key workflows.
Cleaned up internal developer configuration for more reliable deployments.
Synced internal tool metadata to keep automated assistants up to date.

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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