Product updates
Follow the changes that affect how finance teams plan, report, investigate, and share financial data in Control.Allocation Keys v2 in Functional P&L
Allocation keys now express real-world splits more accurately and are easier to assign across rows.- Live driver keys can combine several grounding accounts, groups, or formula rows, and can be narrowed by entity or dimension-item filters.
- Manual keys let you enter monthly percentages that must total 100%. Blank months fill forward from the last entered value.
- Assigning a key is a two-step choice: pick the key, then pick the receiving items for that row. Use Select all or Clear all for bulk changes.
- Group assignments inherit to every account underneath the group. Assigning a different key on a child row overrides the inheritance for that row only.
- Selecting only some receivers keeps the omitted share on the source row as Unallocated. Control never renormalizes the selected receivers.
- The Actuals Allocation Key column now shows the applied weight for the visible periods, and residual Unallocated trace rows are hidden while keeping the assigned key on the source row.
Agent Workflow Studio
The new Agents area gives finance teams a governed home for scheduled and event-driven agent workflows. Build a workflow from a template, publish it as an immutable version, and let Control run it on schedules, business events, or signed external triggers.- Start from templates such as Monthly management report, Daily finance digest, and New counterparty review, or begin from a blank draft.
- Move workflows through draft, validate, and publish. Published versions are immutable and numbered; new edits produce a new version.
- Trigger workflows manually, on a cron schedule with a next-runs preview, on Control events like Month ready to close, or from signed external systems through a tenant-bound event gateway.
- Every run is persisted with events and audit entries. External writes to Slack or Gmail file an approval proposal that a reviewer approves or rejects before anything leaves Control.
- Connect Slack and Gmail through Nango, and mint one-time signed event credentials for external senders.
Self-serve enterprise SSO
Organization Owners and Admins can now configure SAML single sign-on for their organization directly from Control Settings.- A new Security & SSO section appears in Settings for eligible admins.
- Verify organization domains and configure a SAML connection with your identity provider.
- Available to organizations with self-serve SSO enabled; OIDC is not supported.
Audit Log Channel Tracking
The audit log now shows how each recorded change reached Control, so you can tell a manual edit apart from an AI or API-driven change without cross-referencing actors.- A Channel badge on each event tags the source as
UI,MCP,API,System, orUnknown. - A Channel filter narrows the audit log to changes from one source.
- Events recorded before this change appear as
Unknown.
Controlled MCP Write Access
MCP write access is now more controlled, giving teams a safer foundation for AI-assisted workflows that can act on Control data.- Write-capable MCP actions are controlled separately from read-only access.
- Allowed write operations are limited to an explicit whitelist.
- Users get a safer path for AI-assisted updates without opening broad write access.
More Reliable Transaction Syncing
Transaction syncing now handles more real-world source-system changes, so finance teams see fewer stale totals and fewer mismatches between drilldowns and statements.- Late edits and deleted records from accounting systems are picked up more reliably.
- Transaction drilldowns stay better aligned with statement totals.
- Dimension and counterparty views recover more cleanly when source data changes after the first sync.
Budget Planning
Budgeting is now part of the planning workflow in Control, so teams can keep budget work closer to actuals and reporting.- Create and manage budget scenarios.
- Review budget history and lock versions when a plan is ready.
- Compare actuals against budgets and forecasts from financial statement views.
Single Transaction Refresh
When one transaction looks stale or needs a second look, you can refresh that transaction instead of running a wider sync.- Refresh a single transaction directly from the transactions interface.
- Refresh a transaction from a statement drilldown while reviewing actuals.
- Resolve isolated transaction issues without interrupting the rest of the workspace.
Guided Onboarding
Getting started in Control is now more guided. New workspaces can move through setup with clearer defaults and fewer manual handoffs.- New workspaces start with onboarding-aware defaults.
- Source setup paths guide users toward the next required step.
- Established workspaces remain outside onboarding-only flows.
Custom Reports for Enterprise Customers
Custom Reports are now available for Enterprise customers who need recurring management views inside Control.- Build focused reports for board packs, management reviews, and stakeholder updates.
- Choose the rows and categories that belong in each report.
- Drill into report numbers without leaving the reporting workflow.
Smarter Chat for Finance Teams
Ask a question and get an answer grounded in your financial data. Results are organized in a structured canvas, with reasoning and source context available for review.Answers grounded in your data
- Responses are verified against fetched financial data.
- Inspect the data sources and logic that informed an answer.
- Artifact identity and metadata stay clear when several data sets are involved.
A chat experience built for investigation
- Move between follow-up questions, answers, and actions in one workflow.
- Longer conversations remain stable through interruptions and reconnections.
- Review fetched artifacts in canvas tabs instead of one long message stream.
Excel and Spreadsheet Outputs
Control data can flow directly into Excel workbooks through managed connectors, replacing repeated exports and copy-paste workflows.Managed Excel outputs
- Set up workbook-backed outputs from the Data Outputs area.
- Manage connectors, sheet targets, and synchronization behavior in one workflow.
- Deliver repeatable data updates to spreadsheets your team already uses.
Guided configuration
- Preview spreadsheet tabs before publishing data.
- Use AI-assisted sheet configuration to reduce manual mapping.
- Review the connector and output structure before workbook users receive it.
MCP Access for External Tools
MCP access lets AI agents, automation platforms, and custom tools work with live financial context from Control through a standard interface.- Set up MCP access from the Data Outputs area.
- Let compatible tools query the same financial data your team reviews in Control.
- Scope and audit access instead of building a separate custom API integration.
Finance Home Tab
The Home tab gives finance teams a starting point built around the metrics and signals they review regularly.A dashboard for daily finance work
- Use KPI cards for metrics such as revenue, EBITDA, net income, and cash position.
- Add chart widgets for period trends and grid widgets for recurring data slices.
- Customize the layout from a set of default widgets.
Move from signal to detail
- Open the relevant drilldown, statement, or transaction view from a widget.
- Carry period and scope context into the destination view.
- Use review widgets to surface items that need attention.
Transactions Browser
Use one transaction workspace for raw rows, grouped analysis, and pivot views. Change the investigation without leaving the page.- Move from statement drilldowns into the unified transactions browser.
- Group and filter by entity, account, dimension, period, or counterparty.
- Use server-side pagination and aggregation for larger transaction sets.
Cash Flow Statements
Cash Flow editing and actuals now form one connected workflow.- Design a Cash Flow layout and validate movement in actuals.
- Reuse the same period and scope controls available across other statement types.
- Drill into supporting transactions while retaining entity, account, and dimension context.
Functional P&L for Operating Analysis
Functional P&L lets finance teams model operating views with dimension-level control on each node, so reporting can reflect how the business is managed.- Configure node-level dimension filters for business functions, cost centers, or other slices.
- Place the same account in more than one management view when needed.
- Move from layout design to actuals and compare functional views across periods.
P&L and Balance Sheet Editors
P&L and Balance Sheet editing, comparison views, and drilldown-ready actuals now live in one connected flow.Build and review statements
- Build P&L and Balance Sheet layouts with row groups, formulas, and accounts.
- Move between editor and actuals views while retaining review context.
- Compare year over year or period over period across monthly, quarterly, half-yearly, yearly, and year-to-date views.
Investigate supporting detail
- Open supporting transactions from a statement line.
- Retain entity, account, dimension, and currency context in the drilldown.
- Pivot entities side by side when reviewing Balance Sheet values.