---
title: What's new
description: The latest features, improvements, and fixes in Annise — newest first.
icon: bullhorn
page_type: reference
tags:
  - release-notes
  - whats-new
  - updates
---

> **For AI agents:** the complete documentation index is at [llms.txt](/llms.txt). Append `.md` to any page URL for its markdown version.

The latest features, improvements, and fixes in Annise. Open a release to see what changed.

<Accordion title="v2.88.0 — July 9, 2026" defaultOpen={true}>
  **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.
</Accordion>

<Accordion title="v2.86.0 — June 2, 2026">
  **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.
</Accordion>

<Accordion title="v2.85.2 — May 21, 2026">
  **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.
</Accordion>

<Accordion title="v2.85.1 — May 12, 2026">
  **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.
</Accordion>