Release 2.5 (Tech Release 1.119)

🟢 Platform: Pelcro AI Chat Assistant (Beta)

We're launching the Pelcro AI Chat Assistant in beta — a conversational AI assistant powered by a full MCP backend, enabling natural language control over the entire Pelcro platform.

✅ What's New:

• Beta release of the Pelcro AI Agent, built on an MCP layer that covers all core Pelcro API endpoints
• Interact with the full platform through natural language — from customer management and billing to subscriptions, imports, and beyond
• Supports offline payment imports and other data ingestion workflows conversationally
• Eliminates the need for manual API calls or navigating the dashboard for complex operations

🎯 Impact:

The AI Agent puts the full power of the Pelcro API behind a conversational interface — letting teams create, update, charge, import, and take action across the entire platform by simply describing what they need done. This dramatically reduces operational overhead and opens up advanced platform capabilities to non-technical users.

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Want to try it? The AI Agent is available in beta — contact [email protected] to enable it for your account.

🟢 Platform: Price & Currency Added to List Exports

We’ve enhanced list exports to include key financial data, improving reporting accuracy and reducing manual reconciliation.

✅ What’s New:

• Added two new columns to list exports:
  • paid_price — reflects the actual amount paid by the end user (including discounts)
  • currency — indicates the billing currency
• Columns are appended to the end of the export file.
• paid_price represents the true transaction value, not the plan’s base price.

🎯 Impact:

This update enables finance and operations teams to generate accurate revenue reports directly from exports, eliminating the need for manual data merging and reducing reporting errors.

🟢 Platform: Login Link Added to Plan/Product Selection Modals

We've added a login link directly within the plan and product selection modals on the default UI, streamlining the authentication flow for returning users.

✅ What's New:

• A login link is now visible inside plan/product selection modals
• Users can navigate to login without leaving or dismissing the modal flow

🎯 Impact:

Reduces friction for returning users who land on a selection modal without being logged in, improving conversion and user experience.

🟢 Platform: Vendor Bill Report & Export

We've introduced a dedicated Vendor Bill Report, giving finance and operations teams a clear, structured breakdown of line items per vendor — directly from Pelcro, no manual work required.

✅ What's New:

• A new "Export Vendor Report" button is available on the Bills page
• The report includes:
  • Vendor name / identifier
  • Bill line items per vendor
  • Bill amount per vendor
  • Grand total of line items across all vendors
• Supports date range filtering based on existing criteria (created date, period start/end)
• Exportable as CSV for accounting and reconciliation workflows

🎯 Impact:

Finance and operations teams can now generate, review, and share accurate vendor reports in seconds — reducing errors and accelerating reconciliation.

🟢 Platform: Dashboard Performance Improvements

We've made targeted optimizations to improve the speed and responsiveness of the dashboard.

✅ What's Improved:

• Faster load times across key dashboard views
• Reduced latency for data-heavy pages and components

🎯 Impact:

Users experience a noticeably snappier dashboard, particularly at scale, improving day-to-day productivity for admin and operations teams.

🟢 Open API: Customer Email Verification Extended to Membership Member Activation

We've extended the customer email verification flow to cover membership member activation via the Open API.

✅ What's New:

• Email verification is now triggered upon membership member activation
• Consistent verification behavior across customer and membership flows

🎯 Impact:

Ensures identity integrity across all membership touchpoints, reducing unauthorized activations and improving compliance.

🟢 Platform: Apply Credit Notes to Open/Past Due Invoices

We've introduced the ability to apply credit notes directly to open and past due invoices, simplifying billing reconciliation.

✅ What's New:

• Credit notes can now be applied to open and past due invoices
• Streamlined reconciliation workflow within the billing interface

🎯 Impact:

Reduces manual billing adjustments and accelerates the resolution of outstanding invoices, improving cash flow visibility for finance teams.

🟢 Platform: Billing Address Displayed on Invoices & Exports

We've enhanced invoice handling for Pelcro's billing engine accounts by surfacing the billing address both on invoices and in invoice exports.

✅ What's New:

• Billing address is now displayed on invoices
• Billing address is included in invoice export files

🎯 Impact:

Improves invoice accuracy, reducing back-and-forth with finance teams and ensuring export data is complete for reconciliation and auditing.