Version: 0.9

Release Date: March 31, 2025

👋 Introduction

We’re sharing some steady improvements in this update. We’ve added a new HSA planner tool—Medical Financial Rhythm—and made it easier to upload and decode your insurance card details. We’ve also refined Toni’s performance and prepared new features that will make managing your health and finances a bit simpler every day.

What’s new?

🌟 New Features

1. MFR - Medical Financial Rhythm

   Introducing our HSA planner tool to help you manage your health savings more effectively.

   

2. First Dollar Feature Development

   Early work on streamlining initial transaction processes.

3. Upload & Decode Insurance Card from Image

   Now you can upload your insurance card during onboarding for automatic detail extraction.

   

4. Toni | Upload Insurance Card Integration

   Seamless processing of insurance card uploads within Toni’s chat interface.

5. Funding the HSA | Solution Design - Transfer Creation

   A structured design for a smoother funding flow for HSAs.

6. Backend infrastructure for the pay-all-now feature.

🛠️ Improvements

• Toni | Testing Coverage Mapping and Adding More Tests

  Expanded test coverage to improve reliability and accuracy.

🐛 Bug Fixes

• No bug fixes in this release.