Tern’s Next Big Moves: AI, Invoicing & Integration

Tern’s Next Big Moves: AI, Invoicing & Integration

This week on Flight Path, we're zooming out and digging deep. David, Molly, and Brad share how Tern is pushing into its next chapter—refining the platform, integrating AI more meaningfully, and unveiling a new era of collaboration and connection for agencies and advisors alike.


Welcome & Updates from the Road
Where in the world is everyone this week? From ski towns to Florida road trips, the team checks in.


The Future of AI at Tern
We believe AI should empower—not replace—travel advisors. David breaks down why AI is different from past tech shifts, and how it can eliminate invisible work to supercharge your business.


What We’re Actually Building with AI Right Now
Molly and Brad dive into the early goals for our revamped AI Assist, how we’re improving trip imports, and what it means to separate data parsing from creative trip-building.


Consortium Integrations Are Coming!
We’re officially building our first integration with Signature Travel Network—and it’s just the beginning. Brad shares a sneak peek of what syncing contacts and marketing tags will look like directly inside Tern.


Huge Collaboration Wins Just Shipped

  • Documents are now fully collaborative 🎉
  • Credit card authorization is visible to collaborators 🙌
  • You can now reassign contact ownership and prep for bulk imports at the agency level.


What's Coming Next Week

  • Full traveler info collection in trip request & group signup forms
  • A smoother, more intuitive forms UI
  • AND… the long-awaited invoicing feature kicks off development 👀


Bonus Surprise
We’ve quietly been rebuilding Tern’s editor from the ground up. It’s sleek. It has undo. And it’s coming soon.


If you’re ready to work faster, collaborate more easily, and prepare for an AI-powered future—this is the episode to tune into. Don't forget to like, subscribe, and share with your team.


📌 Links & Mentions:


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Episoder(98)

Building The Ledger Behind Your Bookings

Building The Ledger Behind Your Bookings

Episode OverviewDavid Shull (CEO), Molly Johnson (Head of Product), and Katie Williams (COO) recap this week's agency owner webinar and dig into why Tern is building its own general ledger and payment...

7 Aug 26s

Back to Basics Is Shipping the Fixes You Asked For

Back to Basics Is Shipping the Fixes You Asked For

Episode OverviewDavid Shull (CEO, Co-Founder), Molly Johnson (Head of Product), and Brad Turner (Head of Design) open Flight Path's first full week of the Back to Basics campaign, the product push spa...

31 Jul 32min

Trip Statuses Now Update Themselves Automatically

Trip Statuses Now Update Themselves Automatically

Episode OverviewDavid Shull (CEO), Molly Johnson (Head of Product), and Brad Turner (Head of Design) walk through a stacked update week: trips can now automatically move between statuses like travelin...

24 Jul 41min

Group Trip Edits Can Now Sync to Every Subtrip

Group Trip Edits Can Now Sync to Every Subtrip

Episode OverviewDavid Shull (CEO), Molly Johnson (Head of Product), and Brad Turner (Head of Design) cover Tern's biggest group trips update yet: changes made to a group itinerary can now push down to...

17 Jul 41min

Agency Back Office Update Adds a Whole New Payroll Cycle

Agency Back Office Update Adds a Whole New Payroll Cycle

Episode OverviewTern co-founder David Shull, Head of Product Molly Johnson, and Head of Design Brad Turner catch up after a July 4th break. The episode centers on Tern's overhauled agency back office:...

10 Jul 41min

Commission Reconciliation Just Got a Whole Lot Simpler

Commission Reconciliation Just Got a Whole Lot Simpler

Episode Overview:David, Molly, and Brad are back with a packed episode covering the biggest AI chat upgrades to date, a major new agency back-office feature, and a meaningful update to groups. This we...

26 Jun 30min

Agency Payout Rules That Actually Fit How You Work

Agency Payout Rules That Actually Fit How You Work

Episode Overview:Brad Turner (Head of Design) and Molly Johnson (Head of Product) host this week's episode, joined by Spencer, one of Tern's lead engineers on AI. With David traveling back from a team...

19 Jun 42min

What Agentic AI Actually Does for Your Advisory Business

What Agentic AI Actually Does for Your Advisory Business

Episode Overview: Fresh off their biggest webinar yet, David Shull, Molly Johnson, and Brad Turner sit down for the behind-the-scenes debrief. This episode unpacks what didn't get enough airtime durin...

12 Jun 42min

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