Changelog

Also this week

• Scheduled agents

  Schedule the AI agent to run on a cadence — daily, weekly, or custom — to sweep exceptions, flag overdue records, or run any saved analysis automatically.

• Manual-match proposals

  When automated rules can't find a match, the agent uses a subset-sum tool to find the exact combination of candidate records that sums to a target amount and proposes the match inline. Review and Apply or Reject without leaving the conversation.

• Agent @-mentions

  Reference specific records, reconciliations, or rules directly in agent instructions with @-mentions, giving the agent precise context without copy-pasting IDs.

• Many-to-one rules: group by any identifier

  Bucket records by an arbitrary identifier such as a batch ID or settlement reference, in addition to the existing date-based grouping. Multiple many-to-one rules with the same filters can also use different grouping strategies without conflicts.

Also this week

• AI-assisted query generation

  Describe what you want in natural language and have the editor draft the SQL for you, then tweak the query by hand before running.

• Stream-aware autocomplete

  Write `data_stream = 'stripe-payments'` directly — the editor suggests valid stream keys inside string literals and only proposes columns from tables you've actually joined.

Also this week

• Payment stories API

  Full create, read, update, and delete support for reconciliation stories via the public API, so you can manage multi-way reconciliations programmatically.

• Bulk un-reconcile

  Select multiple matched records and un-reconcile them in a single action — useful when a rule needs adjustment or matches were applied incorrectly.

• Cleaner currency formatting

  Reconciliation side panels and report templates now render credit and debit totals as proper currency, so amounts read consistently across the app.

Also this week

• Exceptions revamp

  Exceptions are now scoped per data stream and auto-managed — one open exception per stream that opens when overdue records appear and resolves itself when they clear.

• Story chain visualization

  Reconciliation stories now render data streams as connected nodes with reconciliation rates on the edges, so you can see how records flow across multi-way reconciliations at a glance.

• Smarter match suggestions

  AI-suggested matches are now ranked first in match search modals, are context-aware to the record you're working on, and are no longer pre-selected so you stay in control.

• Public exceptions API

  A new POST /v1/reconciliation_exceptions endpoint lets you create exceptions programmatically, in addition to the existing read endpoints.

• Filter unreconciled records inline

  Click an unreconciled count anywhere in the app to instantly filter the records table to those items.

• Public support page

  Launched a public support page where customers and prospects can find help and contact options.

Also this week

• Daily balance reconciliation

  Track bank-reported daily balances alongside the sum of reconciled records, with instant variance visibility per day. Ingest balances via API, bulk upsert, or CSV import and see them inline in reconciliation side panels.

• Multi-account support

  Bank accounts are now first-class — link multiple accounts to data streams, view each account's daily balance history, and manage them from a dedicated Bank Accounts area.

• Delete reconciliations mid-run

  Reconciliations with an in-flight run can now be deleted directly, instead of having to wait for the run to finish.

• Bank account API

  Access bank accounts and bank account balances through the API so you can pull live balance data into your own systems.

Also this week

• AI report assistant

  Ask questions about your reconciliation reports in natural language and get back charts, summaries, and follow-up suggestions.

• Exception match search

  A new search modal inside exceptions lets you find candidate matches across data streams with smart defaults that narrow results to relevant records.

• Delete data streams and reconciliations

  Tidy up your workspace by deleting unused data streams and reconciliations directly from the UI, so test setups and dead pipelines don't clutter the list forever.

• Escalate from record detail

  Escalate a record straight from its detail card to flag it for review without leaving the reconciliation view.

Also this week

• Bulk records API

  New POST /v1/records/bulk endpoint accepts up to 1,000 records per request with idempotency keys and partial success handling.

• Many-to-one reconciliation matching

  Match multiple records on one side to a single record on the other using rolling sum logic. Handles split payments and batch settlements automatically.

• Aging drilldown report

  Analyze how long records have been sitting unreconciled. Filter by date range and reconciliation to spot patterns in stale items.

Also this week

• Exceptions workflow

  A new two-panel queue for triaging exceptions. The left panel lists open issues, the right shows agent recommendations and investigation details.

• Aging scores

  Unreconciled records now display an aging score so you can prioritize the oldest outstanding items first.

Also this week

• Tool-using LLM agent

  The reconciliation agent now uses a tool-calling loop to run SQL queries, inspect records, and reason about your data before proposing rules.

• Advanced rule conditions

  Rules now support comparison operands, month-level date tolerances, and cross-field matching for more flexible reconciliation logic.

Also this week

• AI rule generation

  New reconciliations can generate a baseline set of matching rules with one click, giving you a working starting point immediately.

• Batch progress tracking

  Reconciliation runs now show real-time progress with record counts, so you can see exactly how far along a batch run is.

Also this week

• Snowflake and Google Sheets connectors

  Data streams now support Snowflake data warehouses and Google Sheets.

• Manual record matching

  Select records from each side of a reconciliation and manually match them when automated rules don't cover an edge case.

Also this week

• Reconciliation metrics dashboard

  A new dashboard showing real-time reconciliation metrics: match rates, unreconciled totals, credit and debit breakdowns by side. See the health of every reconciliation at a glance.

• Sub-record relationships

  Records can now have parent/child relationships, letting you model line items within a settlement or invoice.

Also this week

• Xero integration

  Connect your Xero accounting system as a data source and pull invoices and payments directly into End Close.

• Team management

  Invite team members to your organization, assign roles, and manage permissions through the settings page.

• Record filtering

  Filter and search records within a data stream by amount, date, description, and custom properties.

Also this week

• Mobile responsive

  The entire application is now fully responsive, so you can review exceptions and reconciliation status from any device.

• AI agent safety guardrails

  Added prompt injection defenses and input validation for AI agent interactions to prevent misuse.

Also this week

• Linear integration

  Exception agents can create and manage Linear tickets, enabling bidirectional communication between End Close and your issue tracker.

• New website and branding

  Launched the End Close marketing site with updated branding, feature pages, and product positioning.

Also this week

• Seed data

  Built a comprehensive seed dataset with realistic financial transactions for development and product demos.

• Website feature pages

  Published detailed feature pages and marketing copy explaining End Close's capabilities to prospective customers.

Also this week

• Domain modelling

  Added the core data models: data sources, records, reconciliations, and exceptions, forming the backbone of the platform.

• REST API

  Shipped API controllers for all core resources, enabling programmatic access to data streams, records, and reconciliations.