Vendor Management Admin page

• We added a vendor management admin page to easily create new vendors, properly categorize them, and review all vendor details.

Historical Transactions Categorization

• We added functionality to add and edit the categorization of any historical transaction.

Cash Planner enhancements

• We improved the display of the Cash Planner by adding data pickers, time frame options, future projections, and other user experience improvements for a simple but powerful cash planning experience.

Fidelity Wire Transfer infrastructure

• We laid down the foundational technical infrastructure to support sending wires to Fidelity’s ICP (Integrated Cashiering Platform).