Closed beta launch

In January 2023, we released our free beta to alpha customers. It focused on improving the onboarding + Spend Overview experiences based on the feedback we’d gotten from alpha customers so far:

• Customers wanted a way to connect more than one bank account after onboarding

• Customers wanted a way to roster using the alias under their Google Workspace domain

• Customers wanted a way to remove transactions that weren’t a part of their subscriptions

The key things we focused on as part of these improvements were giving users more control over their data, being clearer about how their data is used to uncover insights, and removing any bugs that popped up throughout these changes.

New features

• Onboarding v2

  • We refreshed the UX design for all of the onboarding screens

  • We added a Priority screen, where users could submit what brought them to Talisman

  • We added support for users to select any alias connected to their Google Workspace in order to pull their roster

  • We added explainer screens before the Google Workspace + Plaid pages that walk users through the benefits of connecting their employee roster and bank account prior to asking them to connect

• Main experience

  • We refreshed the UX design for the pages in the main experience

  • We added a Subscription management page, where users could review + create subscriptions displayed in the Spend Overview page

  • We added an Accounts page where users could connect additional bank accounts post-onboarding

Bug fixes

• Onboarding

  • We fixed image display issues on the Priority screens in onboarding

  • We fixed an issue on the Priority screens in onboarding where a user couldn’t click ‘Next’ after marking their goals with Talisman

  • We fixed an issue with the Google Workspace step where the roster from Google wasn’t being pulled

  • We fixed an issue with the Google Workspace table in onboarding that wasn’t allowing users to sort their alias

  • We fixed an issue with the Plaid connection that was requiring users to have an AccessToken

  • We fixed an issue with onboarding where subscriptions were not saved going into the main experience

  • We fixed an issue with the Possible subscription list in onboarding, that wasn’t displaying the checkmark for confirmed subscriptions

  • We fixed an issue with the Subscription & Possible subscription modals where the names weren’t being properly recorded when the user made any changes

• Spend Overview

  • We fixed an issue with the Possible subscription insight that wasn’t removing Possible subscriptions the user marked as ‘Not a subscription’

  • We fixed an issue with the Subscription insight where it was not displaying the names of subscriptions

  • We fixed an issue on the Subscription spend table where the logo for the payment method wasn’t displaying

• Subscription management

  • We fixed an issue on the Subscription management table where if transactions were removed from a subscription, changes weren’t saved and those transactions were still associated with the subscription

• Accounts page

  • We fixed an issue with the Accounts page where users were unable to add a new bank or credit card account using Plaid