Improved timezone awareness across ChatGPT, Claude, and WhatsApp
PermalinkYou can now ask for revenue for yesterday, last week, this quarter or this FY.
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What was my revenue this quarter?
Refrens MCP
Changelog
A record of product updates, improvements, and fixes.
Showing 37 of 37 updates
See revenue and money totals in your business currency
PermalinkSee revenue for any date range. Totals and payments now show in your business currency, with a per-currency split when you ask.
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What was my revenue yesterday?
Edit prices on tax-inclusive items
PermalinkChanging or adding to the price of an item whose prices include tax now saves the amount you asked for. Your AI assistant sees the price both with and without tax, so the tax is no longer taken out of the new price a second time.
Edit inventory items
PermalinkChange an existing item’s name, SKU, prices, tax rate, HSN, unit, stock alert levels, or tags. When several items change at once, your AI assistant shows you the list and confirms before updating.
Choose the right pipeline for new leads
PermalinkRefrens can now find your CRM pipelines and stages. When creating a lead, your AI assistant will ask you to select or confirm the pipeline and stage before proceeding, unless you’ve already specified both.
Read bill totals from the printed numbers
PermalinkPurchase bills are now checked against the arithmetic that reproduces their printed totals before they are recorded, a printed round-off is accepted instead of blocking the bill, and a bill whose numbers cannot be reproduced is saved as a Draft that names the gap. Some bill layouts still land as Drafts; those fixes follow.
Read every line of long PDF bills
PermalinkMulti-page PDF bills are now read one page at a time, so a long bill is recorded with every printed line instead of a shortened list.
Read long PDF bills from their own text
PermalinkLarge multi-page PDFs are now supported.
Record tax-inclusive bills consistently
PermalinkA bill whose line amounts already include GST is now recognised from its own arithmetic, so the same bill no longer records correctly one day and with the tax added twice the next.
Read post-tax deductions correctly on Drafts
PermalinkA Draft that carries a post-tax deduction such as a withheld amount or a receipt-level discount is no longer reported as having negative tax. Bills whose printed quantity was tagged twice by the reader are now recorded instead of being rejected.
Record zero-tax bills live
PermalinkBills whose lines carry no tax are now recorded live even when the extracted line is marked tax-inclusive. With no tax on the line, the two pricing bases print the same money, so the bill is no longer held as a Draft with a false total warning.
Record bills with printed short dates
PermalinkBills that print a two-digit year such as 22-May-26, or an unambiguous numeric date such as 22/05/2026, are now recorded on the first attempt. Bills with declared GST components no longer drop to Draft over a missing rounding setting.
Search quotations and other documents
PermalinkAsk for quotations, proformas, delivery challans, purchase orders, debit notes, and credit notes the same way you already ask for invoices. Searches now return only the document type you asked for, so invoice counts and lists no longer include other documents.
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Show me my latest quotations.
Create documents without invalid unit errors
PermalinkDocument creation now recognizes standard unit names such as pcs and kg. Unsupported optional units no longer cause the entire request to fail.
Keep bill totals separate from settlement withholding
PermalinkDocument proposals now keep TDS/withholding out of bill totals, preserve attributable source credits as line discounts, and retain declared tax-component rounding exactly.
Handle purchase discounts and deductions accurately
PermalinkPurchases created from bills now place attributable pre-tax discounts on the correct line, preserve fixed post-tax deductions, and verify the saved tax and final total.
Review purchases before creating them
PermalinkPurchase proposals now show vendor details, line-item calculations, totals, and only essential source context in one consistent summary before you confirm.
Keep foreign vendor details on purchases
PermalinkPurchases created from foreign bills now preserve the vendor’s state or region and VAT number, and verify those details after saving.
Search CRM leads
PermalinkFind CRM leads by contact, pipeline, stage, filters, or free text.
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Show me leads generated today in my Sales Pipeline
Create purchases and expenses accurately from documents
PermalinkRefrens now reconciles line items, taxes, and totals from an attached bill, shows you a summary before creation, and verifies the saved amounts afterward.
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Record this purchase.
Use Refrens from WhatsApp
PermalinkConnect your Refrens account and use Refrens directly from WhatsApp, similar to ChatGPT and Claude.
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Hey Refrens, show me my latest expense.
Stay connected on more than one device
PermalinkUsing the same account on your phone and your laptop no longer signs you out of both.
Check a GSTIN before adding a client
PermalinkLook up an Indian GSTIN in the government GST registry and confirm the registered name and address before creating a client or invoice.
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Look up GSTIN 29AAJCR7259L1ZI and confirm the details before adding it as a client.
Copy example prompts
PermalinkCopy a ready-to-use prompt from release notes and paste it into your AI client.
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Run my Refrens daily business digest.
Disconnect an AI client instantly
PermalinkTurning off a connection now takes effect right away, however long you have been using it.
Edit existing documents
PermalinkUpdate the title, due date, tags, terms, or party details on a document you already created.
Work with clients directly
PermalinkLook up saved clients and create new ones before creating documents.
Email documents more reliably
PermalinkOptional From email and clearer send results.
Open created documents faster
PermalinkShare and PDF links now appear first in create responses.
Review permissions with less scrolling
PermalinkScopes are grouped with a live authorization summary.
Send documents by email
PermalinkEmail supported sales documents from your AI client with a dedicated permission.
Tell us when a tool is missing
PermalinkTell us about a capability you need so we can consider it for the roadmap.
Find warehouses safely
PermalinkLook up warehouse codes, names, and status before working with inventory.
Reuse clients in document creation
PermalinkUse a saved client when creating documents instead of entering their details again.
Read and update CRM leads
PermalinkView CRM leads and keep their details, follow-ups, and notes up to date.
Find invoices ready for IRN
PermalinkFind eligible Indian invoices that are ready for e-invoice IRN generation.
Connect through OAuth
PermalinkConnect an AI client through OAuth and choose the permissions it can use.