Flight Path Turns 100: Tern's Financial Tools Timeline

<p><strong>🌟Check out Tern Today:</strong> <a href="https://www.youtube.com/redirect?event=video_description&redir_token=QUM4Zm9rUVRaVHpObTI4cE9WcFhfLUlUelMzMHxBR3JiS2FseDhSN3dGRk5uRm9FSVJIZGt1UVpWcjZocllGUjNwYlF3MmJ4QXltdmNtdG5hcEg5eHh4NGI4WmhLcDllLUZabktZSi1CSjFGOUZDVEgtSXFPRzRic0x5SnpEVkJt&q=https%3A%2F%2Ftern.travel%2F&v=SCXJRDEalOQ" target="_blank" rel="nofollow">https://tern.travel/</a></p><p><br></p><p><strong>Subscribe to Tern on YouTube: </strong><a href="https://youtube.com/@terntravel?si=u0VwC9jh1Hru9Hej" target="_blank" rel="noopener noreferer nofollow">https://youtube.com/@terntravel?si=u0VwC9jh1Hru9Hej</a><strong></strong></p><p><br></p><p><strong>Limited edition Tern swag. Fill out the form here: </strong><a href="https://www.youtube.com/redirect?event=video_description&redir_token=QUM4Zm9rUXN3ZkEySFRCVVZ2U0VmWlo3cDN6d3xBR3JiS2Ftdk8ycnkxN2Q5WGE0ZlFuLUU4N1c2dnFMOUhOd3pqaE1EQ2FMMklYY1FqNFJlVjJldERocVZFbFVLeUc1dHlLdW1qeW9oX2xveF9RbW5rLTd5eUg5YlkwdXFHXzVL&q=https%3A%2F%2Fforms.tern.travel%2Ft%2Fsf9P2kDxozus&v=SCXJRDEalOQ" target="_blank" rel="nofollow">https://forms.tern.travel/t/sf9P2kDxozus</a><strong></strong></p><p><br></p><p><strong>Episode Overview</strong>David Shull (CEO), Molly Johnson (Head of Product), and Brad Turner (Head of Design) mark 100 episodes of Flight Path with a look back at two years of memories and a status update on Tern&#39;s financial tools, including outbound invoicing, service fees, agent billing, and full accounting, and where each stands with their payment processor and compliance review. The team also covers the week&#39;s product work: more consistent booking integrations, contact archiving, and a round of quality of life upgrades across the back office and advisor workflow, plus the announcement of a new Tern podcast for advisors and agency owners and a 100th episode giveaway for the community.<strong>Episode Topics</strong>(<a href="https://www.youtube.com/watch?v=SCXJRDEalOQ">00:00</a>) 100th episode celebration: David, Molly, and Brad revisit favorite Flight Path memories from two years of recording.(<a href="https://www.youtube.com/watch?v=SCXJRDEalOQ&t=631s">10:31</a>) 100 t-shirt giveaway: subscribe on YouTube, comment, and submit the form for a chance at limited edition Tern swag. Enter here: <a href="https://www.youtube.com/redirect?event=video_description&redir_token=QUM4Zm9rU0xXMjRvM3l0bTFlbzkwOVBZZ2VDcHxBR3JiS2FrSnVRbVpsVkJob0FqUGRCb0VLdEd5TE9iR1FaS3NhTEZyUUtMR2JFZHg2OUhYNGNlTXEwNktoWWtLOVR5UUhxTTYzOVZScnROcGNyWndMVjRWTlNCeGFhTm8wY0Rx&q=https%3A%2F%2Fforms.tern.travel%2Ft%2Fsf9P2kDxozus&v=SCXJRDEalOQ" target="_blank" rel="nofollow">https://forms.tern.travel/t/sf9P2kDxozus</a>(<a href="https://www.youtube.com/watch?v=SCXJRDEalOQ&t=761s">12:41</a>) Booking integration consistency: bookings through partners like Project Expedition now always go through, with clear notifications when a booking requirement still needs to be met.(<a href="https://www.youtube.com/watch?v=SCXJRDEalOQ&t=928s">15:28</a>) Contact archiving: archive inactive contacts to keep automations and search clean while keeping full trip history.(<a href="https://www.youtube.com/watch?v=SCXJRDEalOQ&t=1073s">17:53</a>) Financial tools timeline: status update on outbound invoicing, service fees, agent billing, and full accounting, moving through payment processor testing and compliance and bank partner review.(<a href="https://www.youtube.com/watch?v=SCXJRDEalOQ&t=1594s">26:34</a>) Back office and AI reconciliation: agency admins get an agent view of unclaimed bookings, and AI reconciliation now handles larger statement files with smarter supplier matching.(<a href="https://www.youtube.com/watch?v=SCXJRDEalOQ&t=1860s">31:00</a>) Advisor workflow updates: send email directly from the inbox tab, a new &quot;in-law&quot; contact type, and autofill for client billing addresses.(<a href="https://www.youtube.com/watch?v=SCXJRDEalOQ&t=1967s">32:47</a>) Agency onboarding AI skill: ask Tern&#39;s AI chat to interview yo