Atlar's AI Agent

The Atlar AI Agent combines analytical and product expertise. It can explore your data to uncover insights or answer questions about Atlar’s features, workflows, and best practices.

AI Insights

Ask the AI agent to analyze your balances and cash flows to surface trends, anomalies and patterns. It understands how your account balances and transactions connect, showing not just what changed but why.

Ask questions like:

Tell me how my balances developed over the past nine months
Create a cash flow bridge from May to October
Why are my outflows higher this month than last?

This release focuses on balances and cash flows — the first datasets available to the AI Agent. Over time, it will expand to cover more areas of your financial operations, forming the foundation for an autonomous agent that can act on insights, not just describe them.

AI Product expertise

You can also ask questions about how Atlar works, where to find things, and best practices in treasury and setup. The agent draws from Atlar’s full knowledge base to give clear, actionable answers.

Two final, security/compliance notes:

We do not use any of your data to train the model. The AI Agent is retrieving data with the same role, at the time of the prompt from the user, as the user's own role. Therefore, it is not possible to get more data out of the AI Agent than what one would have access to otherwise.
The AI model (the LLM) runs entirely on AWS in Europe. Our data processing agreement and third-party policies remain unchanged. No data leaves AWS — just like before.

Forecast v2 API

The new Forecast API introduces a more robust and scalable backend foundation.

While the user interface remains unchanged, the new structure significantly improves performance, data consistency, and development velocity. This update sets the stage for faster iteration and future forecasting features built on a more reliable API architecture.

Cash flow structure

Customize your forecasts by creating your own inflow and outflow groups.

You can now define up to four inflow and four outflow groups to mirror your reporting structure. Groups can be freely reordered and include any data points you choose. These groupings are reflected in your cash flow charts, making it easier to visualize how each segment contributes to the overall forecast.

Future performance enhancements will expand these limits and make grouping even more flexible.

Account end-of-day reporting

The new End-of-Day (EOD) Account Reporting Summaries API (GET /financial-data/v2beta/[id]/end-of-day-summaries) lists daily summaries for each booked date, derived from end-of-day reporting data such as camt.053, MT940, or equivalent formats. You can read about it here and check out our API documentation for details.

Business Central

In Bank Account Reconciliation Statements include Counter Party name on Bank Statement Lines.
Quick filter for EXECUTED payments in Payment Journal.
Handle multiple companies through one connection

SAP

Possibility to filter Account Configurations under a SAP connection.