Flight Path by Tern
Flight Path Turns 100: Tern's Financial Tools Timeline
Check out Tern Today: https://tern.travel/ Subscribe to Tern on YouTube: https://youtube.com/@terntravel?si=u0VwC9jh1Hru9Hej Limited edition Tern swag. Fill out the form here: https://forms.tern.travel/t/sf9P2kDxozus Episode Overview 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'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'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. Episode Topics ( 00:00 ) 100th episode celebration: David, Molly, and Brad revisit favorite Flight Path memories from two years of recording.( 10:31 ) 100 t-shirt giveaway: subscribe on YouTube, comment, and submit the form for a chance at limited edition Tern swag. Enter here: https://forms.tern.travel/t/sf9P2kDxozus ( 12:41 ) 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.( 15:28 ) Contact archiving: archive inactive contacts to keep automations and search clean while keeping full trip history.( 17:53 ) 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.( 26:34 ) 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.( 31:00 ) Advisor workflow updates: send email directly from the inbox tab, a new "in-law" contact type, and autofill for client billing addresses.( 32:47 ) Agency onboarding AI skill: ask Tern's AI chat to interview you about your agency setup and build a task list to get everything configured right.( 38:15 ) New Tern business podcast: launching next week with guests including the president of Travel Planners International and the CEO of Classic Vacations. Show Highlights Financial tools timeline gives agencies a clear read on when invoicing, service fees, and full accounting will roll outBooking integrations now separate the client's booking from agency reporting for more reliable syncingNew AI onboarding skill acts as a guided setup partner for agenciesA new Tern podcast is coming, focused on business lessons for advisors and agency ownersFree swag giveaway for the first 100 people who enter, to celebrate the community
