What's new
The latest features, improvements, and fixes in Annise — newest first.
The latest features, improvements, and fixes in Annise. Open a release to see what changed.
New
- AI Agents — Backoffice Agent: available in the Documents tab when uploading Capital Account Statements. When enabled, it automatically processes the document and guides you through creating new or updating existing private holdings based on the extracted data.
- Members: users with edit rights can now manage member permissions directly from the Members tab by clicking a user's name.
- Multicurrency: added multicurrency support, so you can manage accounts and assets in multiple currencies and switch target currencies across the platform to view your Family Office in your preferred currency.
- Tax Treatments — Categories: assign Tax Treatments to income categories (Ordinary Income, Tax-Exempt, Non-Taxable) and expense categories (Deductible, Non-Deductible).
- Tax Treatments — Statements: updated the Estimated Tax statement structure to reflect Tax Treatment classifications. Taxable Income is now grouped into Ordinary Income (Dividends, Interest, Cash Distributions, and user-defined Ordinary Income categories), Trading, and Tax-Exempt Income. Itemized Deductibles now include Deductible Interest Payments and user-defined deductible expense categories.
Fixes
- Transactions: fixed an issue where the Security field remained locked after changing a Cash Transfer, Liability Principal Repayment, or Loan Disbursement to another transaction type.
New
- AI Agents — Budget Agent: available when filtering by category or payee/payor in Transactions. It analyzes your full transaction history to reveal insights and trends across income and expense categories and payees.
- AI Agents — Tax Agent: improved Family Office domicile-state detection for better tax-related analysis and responses.
- AI Agents — Tax Agent: Tax Return documents are now included in the agent's context to improve tax-related analysis and responses.
- Documents: added a "Tax Return" document type.
Fixes
- Accounts: fixed account redirections across the platform so you're always directed to the correct account page.
- Accounts: fixed managed accounts incorrectly showing "No Companies" in the "Managed By" field.
- Dashboard: fixed the Net Worth widget where investment assets weren't always rendering correctly.
- Dashboard: fixed Cash & Equivalents in the Net Worth widget to render correctly after a refresh and when navigating between views.
- Liabilities: fixed certain liability account dashboards showing an incorrect total value.
- Private Holdings: fixed certain private holdings displaying incorrectly for some asset classes in views.
- Private Holdings: fixed an issue for users with access to multiple Family Offices where some asset classes could show assets outside the selected Family Office.
- Subscription: fixed expired-plan redirections and navigation.
- Transactions: renamed the "Split" transaction type to "Stock Split".
- Transactions: fixed bulk payee updates at the account level so selected payees update correctly.
- Transactions: improved filtering accuracy for split transactions so Uncategorized and Unknown Payee views show only relevant transactions.
- Transactions: fixed split transactions linked to cash assets that couldn't be linked to private holdings.
New
- AI Agents: added proprietary-assets support to the Micro Agent.
- Documents: upload documents to your Family Office directly from your browser with the Annise Chrome Extension, including automatic download capture from your bank or LP portals.
- Statements: added the "This Year" filter period for statements.
Fixes
- Accounts: fixed the online balance for credit and loan accounts.
- Accounts: removed the Cash & Equivalents section from Transactions in loan and credit card accounts.
- Analytics: fixed Income/Expenses at the account level defaulting to Next Twelve Months instead of Last Twelve Months.
- Custom Report: fixed a bug preventing users with shared access from updating custom reports.
- Transactions: redirections to Transactions from the Income Statement and Analytics now default to the "All" tab.
New
- Profile: top-bar redesign with easier access to profile, permissions, and notification settings.
- Transactions: filter by multiple transaction types simultaneously from the Transactions filters.
Fixes
- Transactions: added validations for bulk Payee updates so Payees can only be assigned to supported transaction types.
- Chart of Accounts: fixed redirections from user-defined categories in the Income Statement not applying both Category and Payee filters in Transactions.
- Chart of Accounts: fixed non-investment income transaction redirections not applying the Deposit filter.
- Transactions: fixed transaction filters persisting when switching between Family Offices.
- Transactions: fixed creating liabilities from transactions causing inconsistencies in performance and Balance Sheet impact.
- Income Taxes: fixed Domicile State settings to stay consistent between the Profile and Income Taxes pages.