New Feature
Advanced Dashboard Filtering
- •Server-side filtering for vendor, status, approval, and classification fields
- •All filters persist in URL—share filtered views or bookmark them
- •Filters work correctly across all pages (no more broken pagination)
- •New compact dashboard layout with date range picker in filter bar
- •PO Number column added to invoice table
- •Export CSV now exports only filtered results
Improvement
Refreshed App Design
- •Updated dashboard with crisp black UI and blue data visualization accents
- •Redesigned marketing homepage with clearer value proposition
- •Standardized button styles throughout the app for consistency
New Feature
PO Number Extraction
- •AI now automatically extracts PO numbers from invoices
- •PO numbers display in invoice header alongside vendor and invoice number
New Feature
AI Chat with SQL Query Tool
- •New dedicated chat page for asking questions about your invoice data
- •AI can query your database directly to answer questions like 'What did we spend on materials last month?'
- •Get instant breakdowns, comparisons, and analysis in plain English
New Feature
Custom Classification Schemas
- •Define your own classification fields (job codes, cost codes, phases, etc.)
- •Set allowed values for each field via the Settings page
- •AI automatically classifies invoices using your custom schema
- •Supports both header-level and line-item-level classifications
Improvement
Improved Approval Workflow
- •Prominent approval status badge on file review page
- •Click the badge to see full audit trail (who approved and when)
- •Single context-aware Approve/Revoke button
Improvement
Autosave & Reprocessing
- •Changes to invoice fields now save automatically (no more Save button)
- •New 'Reprocess' action to re-run AI extraction on any invoice
- •Dashboard auto-refreshes while files are processing
Improvement
On-Demand Excel Exports
- •Download Excel exports directly from the file review page
- •Exports include all header data, line items, and classifications
Improvement
Upgraded AI Model
- •Extraction and chat now powered by Claude Sonnet 4.5
- •Better accuracy for complex invoices, handwritten notes, and unusual formats
Bug Fix
Date Display Fix
- •Fixed timezone issues causing invoice dates to display incorrectly
- •Dates now show consistently regardless of your timezone
New Feature
Multi-Tenant Organizations
- •Support for multiple organizations with separate data isolation
- •Easy organization switcher in the header
- •Invite team members to your organization