v1.5.12 adds same-currency multi-account banking and makes Coach responses faster for common questions. No breaking changes. No migration required for existing v1.5.x integrations.
- Users can connect multiple same-currency bank accounts, then see combined Money and transaction data across those accounts.
- Internal transfers are handled more accurately, so movement between a user’s own accounts is excluded from income, expense, spending ratios, and Coach reasoning.
- Coach responses are faster for common question types, while preserving streaming, saved history, citations, follow-up questions, and contextual handoffs.
- Account connection handling is clearer, with duplicate-account prevention, different-currency rejection, reload messaging, and completion email notification after a new account is processed.
v1.5.11 adds the journey progress experience, tightens first-use identity capture, and strengthens connected-data foundations for follow-through. No breaking changes. No migration required for existing v1.5.x integrations.
- Your journey gives users a clear progress path, with milestone completion, phase progression, action hints, and responsive sidebar or mobile presentation.
- Money and Growth actions now support follow-through, with clearer action-bar states for pursuing, snoozing, dismissing, completing, and responding to opportunities.
- Onboarding stays lighter, with required user and business identity captured before onboarding and optional profile enrichment kept skippable.
- Connected-data foundations are stronger, with more consistent QuickBooks and Shopify synchronisation and better company website context for downstream guidance.
v1.5.10 delivers a stronger first visit, more specific Money quick wins, and better-grounded Growth opportunities. No breaking changes. No migration required for existing v1.5.x integrations.
- The first visit is more activation-focused, with a short welcome, a goal bridge, and personalised cost quick-win cards after onboarding processing completes.
- Money actions are more specific and research-enriched, with named counterparties, estimated impact ranges, concrete next steps, and relevant source links where available.
- Growth opportunities have stronger evidence handling, with more differentiated impact estimates and stricter source attribution for links shown in the UI.
- QuickBooks data coverage is broader, with Payment records included and check-style spend records preserved in their source-faithful shape.
v1.5.9 delivers more actionable Money recommendations, smoother onboarding, and clearer Growth opportunity presentation. No breaking changes. No migration required for existing v1.5.x integrations.
- Money recommendations are more practical, with clearer action framing, follow-up questions when more context is needed, subscription value review, and new opportunities around idle cash, late payments, and debt costs.
- Onboarding is smoother across first-use flows, with better mobile layout, clearer website and social-link handling, preserved public company email capture, and more careful handling of ambiguous answers.
- Growth opportunities are easier to review, with clearer impact formatting, concise next steps, more consistent labels, and stronger evidence grounding.
- Connected-data presentation is more production-ready, with consistent Narrative branding in bank connection flows and compliant Unsplash image attribution.
v1.5.8 makes Narrative SDK insights more actionable, improves Coach and Growth quality, and strengthens the sector-aware data foundation behind personalised financial intelligence. No breaking changes. No migration required for existing v1.5.x integrations.
- Money insights can now be snoozed when they are relevant but not actionable today, with snoozed items retained across refresh cycles and available in a dedicated management view.
- Coach gives clearer financial answers with better spending breakdowns and more specific graceful-degradation messages when data or tools are unavailable.
- Growth opportunities are more focused with a smaller set of higher-quality, evidence-backed recommendations and clearer action guidance.
- Sector intelligence and support-opportunity research expand the data foundation for sector-aware recommendations, grants, tax reliefs, public finance programmes, and similar SME support opportunities.
v1.5.7 deepens partner customisation to full white-label readiness and raises the bar on AI coaching quality and security posture. No breaking changes. No migration required for existing v1.5.x integrations.
- Partner customisation has been significantly expanded: partners can now configure coaching personality, custom font URLs, and partner-specific visual themes.
- AI coaching is more trustworthy: responses are evidence-led, compliance-aware, and grounded in a wider range of signals including transaction patterns and connected sources.
- Users can now request curated financial and market intelligence reports on demand from Money and Growth, delivered by email.
- Full OWASP Top 10 and OWASP GenAI Top 10 security reviews completed, with all high-priority findings addressed.
v1.5.2 improves the connected-data foundation behind Narrative SDK experiences. No breaking changes.
- Connected-data processing is broader and more reliable, helping product experiences use richer business context when available.
- Data readiness is handled asynchronously, so product experiences can stay responsive while source data finishes processing.
v1.5.1 improves quality and stability across Money actions, Coach project planning, and AI-generated content. No breaking changes.
- Money actions use clearer, more opportunity-focused language, with an improved Money Out detail panel.
- Coach project planning is more reliable when adding, editing, and tracking tasks.
- AI-generated insights, reports, and coaching now draw on richer business context.