Here is what changed from the beta and what you should do first after upgrading:

• Projects, time, billing, CRM, resource planning, and financial reporting now run on a single integrated data model — no more syncing between modules.
• Every billable activity (time entries, expenses, milestones, retainer draws) flows into one billing record per client.
• Industry profiles ship preset billing types and report templates for legal, accounting, agencies, IT consulting, engineering, and healthcare consulting.

After upgrading: review your billing model settings per engagement, re-run your utilization report baselines, and check the new approval workflow defaults for time entries.

A walkthrough of what changed and why we made each decision:

• Billing runs now pull all approved time and expenses for a period automatically — no manual line-item selection.
• Review screen shows every line item with inline discount and write-off controls before anything is finalized.
• One-step generation produces PDF invoices for every client in the run at once.

Screenshots and the full before/after comparison will be published alongside the next release.

What worked, what needed tweaking, and the approach they used:

• Module schema files taught the agent what fields exist on billing records, their types, and allowed values.
• Workflow process maps gave the agent the step-by-step monthly billing procedure: lock the period, review WIP, generate invoices, send to clients, record payments.
• The API reference for AI agents provided example requests and response shapes for each step.

See the AI Training Files documentation to start building your own automated workflows.