See what’s new in Agave

Tags can now apply themselves based on plain-language descriptions. Describe when a tag should be used in plain language, and Agave assigns it automatically during invoice processing. A preview lets users test prompts on recent invoices before enabling them.

The Export tool was rebuilt with enhanced filtering by project, vendor, tag, status, amount, and date range. Users can customize package contents (invoice PDF, activity log, related documents), choose folder structures, and set file-naming conventions. A live match count updates as filters change.

Describe the report you need in plain language, and Agnes — Agave's AI — builds an interactive dashboard from your live construction data.

Custom tags to organize invoices beyond standard workflow statuses. Admins manage tags from Configuration Settings; users apply multiple tags from the inbox or invoice view. Tags enable filtering and sorting to build dedicated worklists.

Delivery tickets and proof-of-delivery documents can be uploaded and routed to a dedicated inbox tab. Agave AI automatically links tickets to invoices by matching contracts, vendors, projects, or line items.

Invoice links sent to the AP email now display directly in the Draft inbox with a Link icon. Users can view, open, download, and upload linked invoices. Trusted domains can be whitelisted in configuration settings.

Email thread history now displays in an 'Email Thread' flyout during invoice review, showing inbound emails with sender, subject, and body. Users can view attachments and invoices received in each message without opening their email client.

All email thread attachments now appear in the 'Related Documents' flyout, with a designation of which are invoices. Reviewers can inspect additional documents such as waivers for more informed approval decisions.