Documentation Index
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This release extends the SDK’s financial intelligence to commerce data, deepens partner customisation to full white-label readiness, and raises AI coaching quality and security posture. No breaking changes. No migration required for existing v1.5.x integrations.
Release overview
v1.5.7 is a substantial feature release that broadens the SDK’s connected data foundation, matures partner-readiness at every layer, and raises the quality bar for AI coaching.Shopify is now available as a connected data source, extending the financial processing layer to include commerce data alongside existing banking and accounting connections. Partner customisation has moved well beyond basic colours: partners can now configure coaching personality, brand fonts, and full visual themes. AI coaching has been refined throughout, with profiling that draws on a wider range of signals, and the release includes completed OWASP Top 10 and OWASP GenAI Top 10 security reviews with all high-priority findings addressed.Each release broadens the SDK’s connected data foundation, deepens partner-readiness, and raises quality, building toward comprehensive open finance intelligence for SME platforms.Breaking changes: None.Deprecations: None.Connected data
Shopify
Shopify is now available as a connected data source, expanding the SDK’s financial processing layer to include commerce data. Store, order, product, inventory, and location data are integrated into the financial intelligence pipeline, building a richer data foundation for e-commerce businesses. Partners enabling Shopify should validate the connection and initial data load in a non-production environment before enabling for users.Partner customisation
White-labelling has been expanded well beyond basic colour configuration. Partners can now configure coaching tone and communication style, custom font URLs for body and heading text, complete visual themes per deployment, and product referrals so Coach can direct users to the right partner product when relevant financial questions arise.Coach
AI coaching has been refined to be both more useful and more trustworthy. Responses now lead with evidence rather than verdicts. The scope disclaimer that previously appeared on almost every response has been removed: Coach now judges from context when a scope note is actually warranted. Source links only appear when they reference real, usable content, and responses are better calibrated to the actions available in the current experience.Daily briefings now display as structured insight cards rather than plain text, making them easier to scan. Chat responses use a cleaner, full-width layout.AI profiling has been strengthened: it now draws on transaction patterns, connected data sources, and where available, user-provided business information such as website and social context. This gives AI-generated content better grounding in the actual business.Money
Mobile metric cards now fit cleanly on a single row, use shorter labels, and show trend direction with arrow indicators. Cash balance, Money In, Money Out, and action detail panels have been aligned to use consistent sizing and typography across the surface.Money recommendations are more stable across refresh cycles. High-value items are retained when still relevant rather than being displaced by a new generation cycle, improving continuity for users who return after a gap.Financial comparisons across reporting periods are now more consistent, making period-on-period analysis more reliable.Users can now request a curated financial report from within Money. Reports are delivered by email and designed for careful review rather than in-product display.Growth
The primary action in the Growth opportunity panel is now “Start project”, making the path from opportunity to action clearer. Project detail panels and active project views have been improved to better show progress, next steps, and opportunity context.Users can now request an on-demand competitor and market intelligence report from within Growth, with delivery by email.Onboarding and connected data
Users can skip the website and social link step during onboarding if they do not have a public URL to share. Onboarding copy better communicates when setup is still processing, reducing confusion during the initial data load. AI-generated onboarding content uses richer business context where available, including connected sources and user-provided details.Bank connections now include clear account status messaging and explicit handling when users have multiple accounts. Multi-account support is on the roadmap; in the meantime, the product communicates the current scope clearly rather than allowing connections the experience is not ready to support.Security and compliance
v1.5.7 includes full OWASP Top 10 web application and OWASP GenAI Top 10 security reviews, with all high-priority findings addressed. GenAI Top 10 coverage includes prompt injection, insecure output handling, and model denial of service.A global AI instruction set is now applied consistently across all LLM surfaces: Coach chat, daily briefings, money actions, growth ideas, metric cards, and profile generation. This makes AI behaviour more predictable and easier to audit. The guidance-versus-advice boundary has been tightened across the coaching experience.Compatibility
This release remains compatible with existing v1.5.x integrations. No partner migration is required for standard embedded integrations.The following capabilities require explicit tenant configuration to activate and do not affect existing behaviour until enabled:- Shopify integration
- Partner themes and coaching personality
- Custom font URLs
- Product referrals
- On-demand report request flows