Skip to main content

v2026.08.7

New

  • Download Assistant-generated reports as PDFs straight from the report detail page, with charts rendered into the file.
  • Reorder Assistant sidebar folders by dragging them, and folders now expand automatically when you file a chat into one.
  • A guided empty state for first-time Assistant users, with example prompts that make it easier to discover what it can do.
  • One combined control for Assistant model, effort, and speed, available behind a feature flag.

Improvements

  • Report content restyled for a cleaner, more printable look across tables, KPI rows, callouts, charts, and two-column sections.
  • Financial grid blocks in reports restyled to match that same minimal look.

v2026.08.3

New

  • Connect Ramp to monitor spend during the month, with read-only access to transactions, reimbursements, bills, vendors, merchants, and statements.

Improvements

  • A refreshed report detail view, with a top bar for clearer navigation back to Reports, cleaner controls, version history in a side panel, full-size version previews, flush sidebar spacing, sharp container corners, and simpler draft and published status pills.
  • After you answer an Assistant clarifying question, the chat keeps just the question instead of repeating the full list of options, and the option pills have refreshed styling.
  • Faster report generation from scratch, with sections generated in parallel and coordinated so the same data does not show up in more than one section.

v2026.07.24

New

  • Organize Assistant chats into folders, and drag and drop them in the sidebar to rearrange.
  • Give quick feedback on any Assistant answer.

Improvements

  • Refreshed report blocks, with chart blocks now in their own card container and a control toolbar.
  • Polish across the Assistant sidebar and conversation view.
  • Freeform text sources no longer clutter the list of data sources the AI chooses from.

v2026.07.20

New

  • Skills are now available to your team. Draft a skill by describing it in a chat, admins publish it for the organization, and each skill tracks where it has been used.
  • Review, edit, and approve the facts Pluvo extracts about your organization, so you control what it treats as context.
  • Each Assistant conversation now has its own page and URL, so you can link to a chat or come back to it directly.

Improvements

  • Choose how a table syncs instead of always forcing a full resync.
  • “Force full resync” now asks for confirmation before it runs.
  • More reliable syncing for Merge-based accounting connections.

v2026.07.10

New

  • Skills, a new top-level page where you can teach Pluvo how your team defines revenue, writes reports, and prepares data. Draft a skill in a chat, check when it will trigger, and see where it has been used. Available to organizations with Pluvo AI enabled.
  • Connect HubSpot and use your CRM pipeline data as a source.
  • Salesforce connections now support custom domains and sandbox access.

Improvements

  • Salesforce custom objects and fields now show your configured labels instead of internal API names.
  • Admins can review every Deep Analysis run in their organization.

v2026.07.6

New

  • Ask conversations are now saved, so you can return to previous chats later.
  • Connect Salesforce directly, with support for custom fields and objects.

v2026.07.1

New

  • Upload organization context and other unstructured text sources, and turn them into ontology data.
  • Resume an incomplete data connection directly from the Data page.

Improvements

  • Cancel a data sync that is in progress instead of waiting for it to finish.
  • Profile pictures no longer stretch when the image is not square, with refreshed comment count, resolved-state, and tooltip hover styling.
  • Comment mention suggestions now keep the name and email aligned.
  • Analysis results now refer to tables in plain, human-readable terms instead of opaque step labels like “S6”.

v2026.06.25

New

  • Re-sync a single data table on demand, without re-running the whole sync.

Improvements

  • Analysis reports now follow Pluvo’s Report Style Guide, with cleaner headings, easier-to-read text, tidier tables, clickable source numbers, and color-coded severity badges that now include “info” and “resolved” levels. This affects reports only, not the AI chat.
  • Faster data syncing, previewing, and downloading, including quicker CSV exports and support for more file types and custom integrations.
  • New analysis sessions are now private by default.

v2026.06.22

Improvements

  • Data sources are now grouped by connection type in the list view, so they are easier to scan.
  • Xero connections now show the authenticated organizations, so you can pick which one to configure.
  • Refreshed shadows and text styles across key pages for a cleaner look in light and dark mode.
  • Deep Analysis settings now use a three-dot menu with a simpler scheduling flow.

v2026.05.6

New

  • Updated sidebar navigation, including the new layout, branding, help links, and renamed items like Inbox.

Improvements

  • Updated buttons, forms, search, and other common UI components to match the new design.

v1.16.0

Pluvo version 1.16.0 drops in the next couple of days. Highlights below.

Refreshed settings pages

All settings pages have been updated to match Pluvo’s current look and feel. Functionality is unchanged — just much shinier.

Improved user permissions

  • New Guest role. Limited to view and comment actions, no editing. Designed for department heads, board members, and others who need visibility into the business in Pluvo but shouldn’t be editing data.
  • Base scenario merges restricted to admins. Previously, anyone with edit access to the base scenario could merge into it.
  • Members now have edit access to the base scenario by default. Previously, members only had view access, which caused confusion when onboarding colleagues.