November 2025 Product Update
Rillet Product Updates in November 2025
November was a milestone month for Rillet. We launched Rillet AI Agents, a new ecosystem of workflow sidekicks operating natively inside Rillet. We also rolled out enterprise-grade roles and permissions for SOX-ready controls, shipped key improvements across billing, payments, FX, and APIs, and announced a new partnership with CBIZ to bring AI-native finance to more hypergrowth companies with the right implementation and advisory support.
Rillet AI Agents
This is just the beginning of a powerful ecosystem of AI agents, your workflow sidekicks built for hyper-specific use cases. All operating natively inside Rillet, in collaboration with your team, to move you closer to the Zero-Day Close.
You can pick your agents or let AI assemble the right squad for you. Here are three quick ways to jump in, but we encourage you to run wild.
See renewals and late payers by selecting the Contracts + Invoices Agents and ask:
- Which customers are late paying? (Bonus: you can export the results.)
- Who is up for renewal this month? (See the source data for yourself.)
Generate an ASC 606 analysis
- Go to Accounts Receivable → Contracts Agent, choose “Generate 606 analysis,” upload your contract, and enjoy.
Run a flux analysis & book necessary accruals (Nic’s favorite)
- Select the Flux Analysis Agent and ask for a flux for your chosen period.
- Dig into any variance, then have the Journal Entry Agent book the accrual automatically.
Custom User Roles & Permissions for SOX Compliance
You can now tailor access to fit how your team actually works, from your Billing Specialist to your CEO. Control who can see what, what they can do, and whether their access applies to a single subsidiary or your entire organization.
For example:
- In Cash Reconciliation, decide if your analyst can view, create, or delete transactions, quick entries, matches, or transfers.
- In Close Management, choose whether they can view, edit, delete, or approve journal entries.
Managed Roles
Managed roles help you keep control without slowing down. They are out-of-the-box, non-editable permissions that ensure users get consistent, secure access from day one. You can view them in Organization Settings, and while you can’t change them directly, you can duplicate a managed role to create a customizable version.
Copy products and invoice lines in the contract builder
When creating a new contract, you can now copy products instead of creating them from scratch. No need to re-enter details for the same or similar products.
Quickly create new invoices by duplicating existing lines — including billing periods, amounts, and descriptions. Modify as needed to build custom schedules in seconds.
Updated Stripe integration for auto-payments
Credit card auto-payments through Stripe now connect to existing customer profiles rather than creating guest accounts — providing the full functionality of standard Stripe accounts and a smoother payment experience.
Enhanced FX reporting for credit memo applications
Multi-currency companies now have enhanced visibility into FX adjustments when applying credit memos to invoices. FX gains and losses are automatically broken out to highlight the portion created specifically by rebalancing the memo to the invoice’s original exchange rate. This gives your team cleaner reporting, improved auditability, and greater confidence in multi-currency reconciliations.
Option to disable churn Smoothing
When churn smoothing is on (default), a brief 1 month churn followed by reactivation is shown as continuous ARR. Turning it off makes churn and reactivation explicit, giving you full control over how customer activity appears in your metrics.
Expanded APIs
We’ve added several new enhancements to the Rillet API to give your team even more power and precision. Additions include invoice payments, discounts on external invoice endpoints, filtering customers by name & subsidiary ID, customer invoicing, and shipping addresses.
What should we build next?
Let us know on LinkedIn or at hello@rillet.com
