Smarter Stewardship and Connected Teams

Keeping your leadership team aligned requires clear visibility into both your people and your resources. This release brings deep financial visibility to churches and ministries with an automated QuickBooks integration, introduces richer team check-in and pulse navigation, and refines your daily meeting rhythms so progress feels effortless.

Automated Church Financial Metrics

Managing ministry finances shouldn't mean spending hours manually transferring spreadsheet numbers into dashboards. We have introduced a dedicated Church Financial KPI starter pack alongside an intelligent QuickBooks connection to put your stewardship metrics on autopilot.

• One-click Church Financial KPI pack: Instantly add core stewardship measures, including total and designated giving, giving vs. budget, giving per attendee, facility and staffing expense ratios, missions commitments, cash reserve months, and giving households.
• Intelligent QuickBooks matching: Tavi analyzes your entire QuickBooks chart of accounts using church accounting terminology, matching operational expenses and giving categories while showing prior month balances so you can verify each link.
• Flexible sync schedules for weekly giving: Schedule automatic weekly syncs to match your deposit routine—like every Friday at noon—to capture the previous week's giving without manual data entry.
• Completed-period KPI calculations: Measure KPIs by the last completed week, month, quarter, or year so incomplete periods do not make metrics look artificially low. Set a custom "Books close by day" schedule to recalculate numbers as soon as your books are reconciled.
• Manage connections anytime: Revisit account matches and view a helpful setup checklist anytime under Starter Packs without restarting the setup process.
• Smoother setup and data handling: Enjoy a clearer finish screen with an explicit confirmation banner, friendly explanations for connection statuses, automatic recalculation of current-month numbers, and full support for all active accounts and historical data. Metric names also display cleanly alongside connected source badges.

Richer Team Check-ins and Team Pulse

Knowing how your team is doing shouldn't require digging through feeds. We've enhanced check-in drafting, team recognition, and historical reviews to keep communication clear and transparent.

• Catch unread teammate check-ins: The Team feed now displays an avatar row highlighting unread updates with a blue ring and dimming teammates who haven't submitted yet. Use the "Next unread" button to step quickly through new updates.
• Team Pulse period history: Step back through any of the last 12 check-in periods—or inspect the current active cycle—with persistent URL links you can share directly with colleagues.
• Context-rich check-in drafting: Tavi now surfaces your completed meeting action items alongside standard tasks and summarizes attended meetings from your connected calendar.
• Separate Wins from Kudos: Tavi keeps personal and project accomplishments neatly in Wins while suggesting teammate recognition separately, allowing you to review, edit, or dismiss Kudos before sharing.
• Reliable goal updates: Marking key results complete within your check-in now saves instantly, keeping completed objectives and key results out of future weekly check-in forms. Tavi insights also stay reviewed after page refreshes.

Seamless Meetings and Meaningful Milestones

Small friction points in recurring routines add up quickly. We've streamlined meeting agendas, personality insights, and achievement moments.

• 16Personalities profile badges: Admins can now enable 16Personalities in the Assessment Library, allowing team members to showcase their profile badge (such as INFJ-A) alongside tailored collaboration tips for teammates.
• Focused celebrations: When completing a task wraps up a broader key result or objective, Elairo now celebrates only the largest milestone. Celebrations trigger once on your first big achievements, without replaying on repeat saves.
• Persistent meeting action items: Action items completed on the Home screen or within a meeting remain visible on the agenda as checked off, so items are never lost and can be reopened if plans change.
• Clean recurring meeting agendas: One-off agenda items added to recurring meetings cleanly retire once checked off, leaving your standard meeting templates intact for future sessions.

Additional Improvements and Fixes

• Chart Doctor widget navigation: The Chart Doctor banner now names specific dashboard widgets and jumps directly to the relevant card so you can review recommendations immediately.
• Dashboard layout stability: Multi-column dashboards now reserve adequate vertical height, ensuring the bottom row of widgets and notes remains fully visible and scrollable.
• Display fallback fix: Standard web pages no longer display the legacy TV fallback notice.
• Billing transition reliability: Resolved an issue to guarantee that workspaces transitioning from trials to paid plans consistently maintain active workspace access.

What's Next

• One-Click Board & Leadership Reports: One-click, board-ready reports that summarize org performance, OKR progress, and key wins for leadership audiences.
• Template Sharing & Scoping: Share templates within your team or across your org, with scoped permissions and easy reuse.
• Tavi Experience Consistency Audit & Alignment: A consistency pass to ensure Tavi feels, sounds, and behaves the same across every module — one trusted assistant.
• Tavi Cross-Module Copilot: Tavi works as a true cross-module copilot — drafting, summarizing, and acting across OKRs, meetings, tasks, and check-ins.
• Voiceprint Speaker Recognition: Enroll your voice once and Elairo automatically identifies who said what in every meeting transcript — no more manually labeling speakers. Opt-in per person, revocable at any time.