Changelog

Stay up to date with everything we ship. Major releases are announced on our blog — this page covers the full history.

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March 2026

AI Copilot — Proactive Intelligence & Margin Tools

• 53 MCP tools now available for AI agents to manage billing operations
• Proactive alerts for margin drops, churn risk, and dunning opportunities
• Natural language queries across invoices, subscriptions, and revenue data
• Full-page chat interface in dashboard with visual output

Marketing Site Rework

• 5 new product pages: Payments, Billing, Intelligence, Platform, Future
• Interactive savings calculator on homepage and pricing page
• PostHog page view and CTA tracking across all pages

Search & Indexing

• Full-text search indexing for customers, invoices, and products
• Background indexing via cron-worker with BullMQ queue

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February 2026

clientId → merchantId Rename

• Standardised internal naming: clientId → merchantId across 8 database tables
• Checkout context updated: CheckoutContext.client → .merchant
• Migration 20260208200000 applied to production

Customer Health Scores

• AI-powered health scoring (0–100) for every customer
• Factors: payment history, engagement, revenue trend, dispute rate
• Health score column added to customer list and detail views

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January 2026

Usage-Based Billing

• Meter creation and usage event ingestion API
• Support for sum, count, max, and unique aggregation types
• Usage-based line items on invoices with configurable billing periods

Terminal Payments — PAX A920

• Full POS connector architecture: Cloud ↔ Tauri Connector ↔ PAX Terminal
• Device registration, pairing, and heartbeat monitoring
• In-person sale, refund, and void operations via dashboard and API
• Real-time payment status via SSE

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December 2025

Platform Launch

• Engine-API on AWS ECS Fargate (Frankfurt)
• PostgreSQL 18 on RDS with row-level security
• Dashboard and Checkout on Vercel (global edge)
• Cron-worker and background services on Hetzner

Core Billing Engine

• Products with one-time, recurring, and usage-based pricing
• Subscription lifecycle: trials, grace periods, proration, cancellation
• Invoice pipeline: draft → open → finalized → paid
• AI-powered dunning with configurable retry schedules

Payment Processing

• NMI gateway integration with gateway-agnostic adapter layer
• Card-on-file and merchant-initiated transaction compliance
• Open banking (Pay-by-Bank) at 0.5% per transaction
• Unified transaction model: sale, refund, void, capture, dispute

Developer Tools

• REST API with 50+ endpoints under /v2/*
• TypeScript, Python, and PHP SDKs
• 76 webhook event types with signature verification
• Interactive API playground powered by Scalar
• MCP server for AI agent billing automation

Integrations

• PracticeHub (patients, packages, appointments sync)
• Xero and QuickBooks accounting sync
• Slack notifications
• Quaderno tax automation