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2026-06-10
v1.5.10 · Feature release
This release 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.

Release overview

v1.5.10 focuses on the activation path after a user connects their business bank account. The release makes the first visit feel more personal, gives users clearer cost-saving actions within minutes of setup, and tightens the evidence behind Growth recommendations. Money actions now preserve more of the specific transaction context behind each recommendation. Where the data supports it, actions name the relevant counterparty, show an estimated impact range, and guide the user towards a concrete next step rather than a generic summary. Growth opportunity evidence has also been strengthened. Impact, cost, and timing estimates are more specific to each opportunity, and source attribution is stricter so links point to real web sources when links are shown. Breaking changes: None. Deprecations: None.

Onboarding and first visit

The first-visit experience is now designed around a clearer activation moment. After onboarding and processing complete, users see a short welcome, a goal bridge that reflects their stated priority, and two or three personalised cost quick-win cards they can review immediately. The onboarding path remains lightweight: account creation, Open Banking connection, processing, and first visit. Profiling questions are chips-first, free-text optional, and skippable. Website and public-information enrichment should not block setup, and users can turn public-source processing off from Settings. Processing states are clearer for users who need to leave and return later. The setup screen explains that preparation can take around 15 minutes, supports completion by email, and gives users a clearer recovery path if setup is delayed.

Money

Money actions are more specific and action-oriented. The generation flow now favours single-point recommendations with named specifics, quantified impact where supported, and a concrete next step. Research-enriched actions can include named alternatives, pricing or comparison context, estimated savings, and source links when those details are available and relevant. This helps users understand not just what changed in their transactions, but what they can do about it. Money and Growth recommendations are also more clearly separated. Cost-saving or money-protection opportunities stay in Money, while revenue-growth ideas belong in Growth.

Growth

Growth opportunities now use more differentiated impact, investment, and time-to-impact estimates. Batches should avoid repeated default-looking values unless the underlying evidence supports the same estimate. Source attribution has been tightened. When Growth shows a source URL, it should be a real http:// or https:// link. Named evidence without a URL can still be preserved as context, but should not be presented as a broken or pretend link.

Connected data

QuickBooks data coverage has been expanded. Payment records are now included in the default QuickBooks sync, and check-style spend records preserve the source shape used by QuickBooks rather than being remapped into a separate record type. This strengthens the accounting data foundation for future unified modelling and matching work without changing existing QuickBooks connection behaviour.

Reliability

First-visit processing and common product paths are more resilient under concurrent use. This reduces the risk that onboarding-generated actions, Growth opportunities, Money data, Chat, or project flows are blocked during busy periods.

Compatibility

This release remains compatible with existing v1.5.x integrations. No partner migration or new tenant configuration is required for standard embedded integrations.

Support

Questions about this release or integration: support@narrativebanking.com SDK documentation: docs.narrativebanking.com