v1.8 · Feature release
v1.8 refreshes the embedded product experience and deepens the Money, Growth, Coach, onboarding, authentication, and connected-account workflows that help users move from setup to action. No breaking changes. No migration required for existing hosted integrations.
- The product experience is more consistent across surfaces, with refreshed cards, drawers, typography, loading states, and action controls across Coach, Money, Growth, Settings, onboarding, and detail panels.
- Money recommendations and transaction views are richer, with clearer recommendation structure, targeted follow-up answers, cleaner transaction identity, better transfer handling, and more readable transaction tables.
- Growth and Projects are more execution-ready, with fuller opportunity presentation, stronger commercial context, draft Project plans, schedule activation, and clearer current-focus progress.
- Coach keeps Daily Briefing and action context steadier, showing the current briefing without creating empty sessions, restoring saved results more reliably, and disabling unavailable action launchers instead of starting unavailable workflows.
- Onboarding, authentication, and connected accounts are clearer, with branded sign-in, calmer session recovery, fewer repeated onboarding questions, and more resilient bank-connection completion states.
v1.5.14 · Feature release
v1.5.14 adds Xero connection and sync, makes Coach new conversations more useful, and improves competitor intelligence workflows. No breaking changes. No migration required for existing v1.5.x integrations.
- Users can connect Xero as an accounting source, with organisation selection, initial full sync, daily incremental sync, token refresh, disconnect, and clearer connection error handling.
- Coach New opens with Daily Briefing context, so users can choose a current recommendation or start a clean message without seeing a blank chat page.
- Competitor intelligence is more local and owner-aware, with nearest-first discovery, better fallback search, and advice that respects the owner’s stated constraints.
- Coach answers read more naturally, reducing repeated dash-heavy phrasing, stock filler, and formulaic answer shapes while preserving safety and source-grounding rules.
v1.5.13 · Feature release
v1.5.13 makes the product easier to scan and act on, deepens Coach’s connected-data answers, and tightens onboarding, journey, and registration flows. No breaking changes. No migration required for existing v1.5.x integrations.
- Coach, Money, and Growth are easier to scan, with clearer cards, value chips, action labels, and detail panels that keep supporting reasoning available.
- Coach can answer QuickBooks accounting questions, including overdue invoices, customer balances, vendor bills, expense categories, and source-aware cash-versus-accounting context.
- Money actions are more stable across refreshes, preserving saved, snoozed, dismissed, question-gated, and completed states while keeping generated card and detail content aligned to the new UI.
- Onboarding and journey progress are clearer, with a simplified onboarding path, a Coach-led first visit, better goal capture, and clearer journey milestone states.
- Registration now includes explicit Terms of Service and Privacy Policy acknowledgement before a new user can continue.
v1.5.12 · Feature release
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 · Feature release
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 · Feature release
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 · Feature release
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 · Feature release
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 · Feature release
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 · Feature release
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 · Patch
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.