Changelog
v2026.03

Product Updates | March/2026

Here are the main new features and improvements at Pluggy in March 2026.

March highlights

  • Significant expansion of the payments features, with a complete new section in the dashboard and an evolution of the API.
  • Progress on Pix Automático and Smart Transfers, with improvements to management, events and the consistency of the flows.
  • Updates and greater stability in connectors, including BB Prev and CaixaPrev.
  • Evolution of the dashboard with a new onboarding, more complete analytics and improvements to data visualization.
  • Several fixes and stability improvements in syncing, webhooks and data quality.

⚠️ Some features are being rolled out gradually and may vary depending on the institution, the type of integration and the environment (sandbox or production). If something has not shown up for you yet, just reach out to us.

37 changes · 7 categories

💳 Payments11

New

Payments section in the Dashboard

You can now manage your payment requests directly from the dashboard, with creation, search, filters, pagination and a detailed view of each request.
Improved

Recipient management

Register, edit and search payment recipients by name or CPF/CNPJ, all from the dashboard.
Improved

Payer management

Register and manage your payers (customers) with a dedicated interface in the dashboard.
Improved

PIX Automático management in the Dashboard

Manage your PIX Automático schedules directly from the dashboard: view occurrences, track the status of each payment and cancel individual consents or schedules.
New

Smart Transfers

New Smart Transfers section in the dashboard to manage smart transfers.
New

/balance endpoint

New endpoint to check the available balance in the payment initiator.
Improved

Boleto metadata (Inter PJ)

Inter PJ boleto transactions now include detailed payment metadata.
Improved

Expiration webhook

You now receive a webhook when a payment request expires automatically.
Improved

CONSUMED event in PIX Automático

The CONSUMED event is now handled correctly in the PIX Automático flow.
Improved

Fix to the supportsAutomaticPix field

The supportsAutomaticPix field now returns the correct values for each institution.
Fixed

Invalid character fix

Fixed an issue with invalid characters in the payer name on PIX Automático transactions.

📡 New Connectors2

New

BB Prev (new version)

The BB Prev connector has been migrated to a more modern and stable version.
New

CaixaPrev (update)

The CaixaPrev connector has been reviewed and updated for greater reliability.

🚀 New Features5

New

Pending transactions (Open Finance)

Transactions with "pending" status are now automatically updated to "posted" when confirmed by the institution.
New

BrasilPrev

multi-fund support — You can now view investments broken down by fund in BrasilPrev.
New

Alphabetical ordering in the Widget

Institutions in the Pluggy Connect Widget are now displayed in alphabetical order to make them easier to find.
New

Payments in the bill model (Open Finance)

The payment list is now returned in the bill model via Open Finance.
New

Upgrade banner for v2

Dashboard v1 users now see a banner inviting them to migrate to the new version.

🖥️ Dashboard10

Improved

New onboarding

Redesigned welcome experience with guided steps, collaborator invitations and entry animations.
Improved

Full-screen Due Diligence

The Due Diligence form is now a full-screen multi-step wizard, more intuitive and better organized.
Improved

Production Checklist

The production readiness checklist has been redesigned as a "Request Production Access" card with an automatic health check of the integration.
Improved

Overview for Sandbox

The overview page has been redesigned for sandbox users, with integration tips and an analytics page.
New

Syncer statistics

New sync metrics with a retry chart, an updatable items KPI and per-item deduplication.
New

Filter by connector

You can now filter the sync statistics by a specific connector.
New

Items by institution chart

New chart with a list or chart view and a multi-select connector filter.
Improved

Lag by connector

Donut chart showing the update lag per connector, with each institution's brand colors.
New

Event payload

You can now view the full payload of webhook events directly in the details drawer.
New

Pending invitations

New interface to manage pending team invitations.

🔔 Webhooks1

Improved

Duplicate webhooks fix

transactions/created webhooks are no longer sent when the execution does not actually create a new transaction.

🐛 Fixes7

Fixed

Data fixes across several institutions

Fixed issues with transactions and accounts not being returned or being duplicated in: Caixa Econômica Federal, Sicredi, Nubank, Santander, Inter, Banco do Brasil, C6, Banrisul, Mercado Pago, Bradesco, Wise, 99 Pay, Itaú and Sicoob.
Fixed

Automatic retry for merge errors

Implemented a retry mechanism for consistent merge errors, reducing sync failures.
Fixed

Itaú PJ — invalid credentials

Fixed an error that returned a generic message instead of indicating invalid credentials on Itaú PJ.
Fixed

Item deletion

The delete item action now correctly removes the item via the API.
Fixed

Open Finance investments

Fixed an issue where investments were mixed up when new ones appeared in a different order.
Fixed

Banrisul transactions

Fixed the ordering of transactions that were returned in ascending order by the institution.
Fixed

Banco Paulista removed

Banco Paulista has been removed from the Open Finance connector list as it was discontinued.

📚 Documentation1

Improved

Playground updated

The Playground has been updated to make it easier to test each type of payment available.