Plino's changelog

Checking the details of bank accounts in the cash flow dashboard now only takes a few seconds! Users can now quickly view their account balances, including both the book balance and the available balance, for a clear and immediate view of their financial situation.

Having automatically synchronized invoices and transactions, Plino’s reconciliation allows users to reconcile payments with a single click. This provides visibility over outstanding invoices, due dates, customers’ payments, payment status etc, saving hours of manual reconciliation in spreadsheets.

With customizable formatting and search and filter functionality in the invoice and bank transaction tables, users can organize their data as they wish: sort by date, counterparty name, amount, and more. This speeds up searching and makes analysis simpler and faster!

Through conditional categorization, users can define custom rules to classify purchased and sold products, customers, and suppliers. In this way, it is possible to analyze data based on cost centers and revenue centers, and create specific categories to diversify and monitor customers and suppliers.

Plino's artificial intelligence now analyzes bank account data directly in the chat. Users can obtain detailed information about their balances, expenses, and income quickly and easily! By asking questions in the chat, they can have a complete picture of their financial situation in just a few seconds, filter the data for specific needs, and make strategic decisions confidently and quickly.