Release Notes

Role management wording is now clearer.

Fixed

• Updated the label for the Advisors list in role management to better reflect what it represents.

Admin tools, alpha/beta banners with bug reporting, and session security improvements.

Added

• Admin panel for internal site administration
• Alpha/beta feature banners with inline bug reporting and screenshot capture
• Inactivity timeout with warning countdown for session security
• Remove, revoke, and resend invite actions in Roles & Permissions
• Categorized FAQ sections for common support topics
• Support Center ticketing system

Improved

• Role selector dropdown layout
• Two-step invite flow: workspace role then permissions
• Navigation visibility based on feature access and user role

Security

• Multi-Factor Authentication (authenticator app + email) with recovery codes
• Role-based access control across all routes
• Feature access restricted by role and workspace settings

Automated social media scheduling, bank reconciliation, and Stripe Connect with multi-account support.

Added

• Automated social media scheduling across all connected platforms
• Campaign builder, content calendar, and auto-reply tabs
• Stripe Connect with multi-account support
• Bulk transaction editing and re-categorization
• Bank reconciliation with transaction matching and journal entries
• Full intelligence pipeline for bank-connected workspaces
• Feature flag system with workspace-level access control

Improved

• KPI calculations with bank data fallbacks

Bank sync upgraded for production, automatic categorization, and faster page load times.

Added

• Bank sync upgraded for production — recurring detection and smart categorization
• 8 blog posts and 12 service pages for SEO
• Notification center and improved accounting reports
• Bank account management — disconnect and deactivate individual accounts
• SMS compliance for booking forms

Improved

• Page load times reduced across the platform

Security

• Mandatory multi-factor authentication enforced

Two-factor authentication with authenticator app and email OTP support, Plaid OAuth for institutional banks, and AI-powered banking health insights.

Added

• Multi-factor authentication (MFA) with two options: Authenticator App (TOTP) and Email OTP
• MFA setup and management on the Account page with QR code scanning and recovery codes
• MFA challenge flow during login with support for recovery codes
• Expanded bank connection support for major institutions (Chase, Wells Fargo, etc.)
• Banking Health prescriptive insights tier with actionable recommendations

Improved

• Business Operations Center resilient to missing sync state data
• Multi-environment login support (removed hardcoded production URLs)

Security

• MFA secrets and recovery codes stored with industry-standard encryption
• MFA challenges include expiration and rate limiting to prevent unauthorized access

Fixed

• Missing qbo_entity_sync_state table causing Backend Connection Error on dev environment

Full Plaid-powered bank account linking, transaction categorization, and a built-in accounting dashboard — no QuickBooks required.

Added

• Plaid bank account linking with automatic transaction sync
• AI-powered transaction categorization with merchant rule learning
• Native accounting dashboard with money-in, money-out, and debt tracking
• Recurring payment detection and confirmation flow
• Account reconciliation tools
• Customer, vendor, and job management
• Expense category management with IRS-aligned defaults
• Audit Defense and SBA Loan package generation

Improved

• Development environment fully isolated from production

Fixed

• Monitoring alert conflicts between environments

First production release of the Omnyra platform — QuickBooks sync pipeline, KPI engine, AI insights, and the advisory dashboard.

Added

• QuickBooks Online data sync
• Automated financial analysis pipeline
• 26 financial KPIs across Survival, Stability, Efficiency, and Growth tiers
• AI-generated insights with evidence linking
• Automated alerts with configurable thresholds
• Monthly health report scoring
• Advisor dashboard with client overview

Security

• Full workspace data isolation — each business sees only their own data
• Secure authentication with session management