See what’s new in Agave

Policy-based rules for how expenses get coded.

Reviewers can now be notified about upcoming early-payment discounts, so invoices get approved in time to capture the discount.

Expense Management now syncs to QuickBooks Online and Viewpoint Spectrum. The QBO connection includes coding fields, location, and receipt attachments.

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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.