Product updates
Follow the changes that affect how finance teams plan, report, investigate, and share financial data in Control.On-demand dimension filters in Functional P&L
Functional P&L actuals now have a Dimensions filter in the toolbar. Compose any combination of dimension items on the spot, without defining it in the layout first.- A checklist grouped by dimension: items within a dimension combine with OR, different dimensions with AND. The popover previews the resulting clause.
- The filter intersects row-level layout rules and travels into drill-down. It is stored in the page URL, so links and Saved Views keep it.
- Pivot the selected items of one dimension into columns, up to 10 items.
Named slices in Functional P&L
Functional P&L actuals are now filtered with named, reusable slices instead of an ad-hoc dimension picker.Superseded on August 27, 2026: slices were removed and replaced by the on-demand Dimensions filter described in the entry above; keep reusable combinations as Saved Views instead.- Define slices in the Functional P&L editor, next to Allocation Keys. A slice combines dimension items across dimensions: OR within a dimension, AND across dimensions.
- Select one or more slices by name in the actuals toolbar. Multiple slices combine with OR, and slice scopes intersect row-level layout scopes.
- Pivot slice items into columns when the selected slices stay within one dimension, up to 10 items.
- Slices are saved with the layout, so every user selects from the same definitions.
Simplified AI setup with EU-only processing
AI features are now enabled by default for new organizations, and all AI processing uses EU-only routes. There is no longer an AI processing choice to make.- New organizations start with AI features enabled. No opt-in step appears during onboarding.
- AI inference stays on approved EU routes, and general web search is disabled.
- AI settings are now a single Enable AI features toggle in Settings → AI and automation. Organization admins can turn AI off or on at any time.
- The duplicate AI Settings page was removed from the organization profile dialog. Manage AI from Settings → AI and automation instead.
Clearer AI mapping batches
Account and dimension mapping grids now keep the unmapped count stable as you browse and make large AI-assisted mapping runs easier to understand.- Auto-map N unmapped shows the workspace-wide total and no longer changes as you scroll through the grid.
- Each run handles up to 100 accounts or dimension items. For larger selections, the button shows that Control will map the first 100 and leave the rest for the next run.
Separate eliminations without entity pivot
You can now show eliminations in their own column in statement actuals without pivoting the view by entity.- Separate eliminations into column in the entity picker stays available when entity pivoting is off.
- Without pivoting, Control shows an aggregate Entities column, an Eliminations column, and a Group total column.
- The split applies to P&L, Balance Sheet, Functional P&L, and Custom Reports actuals.
- Values are converted to the group currency while eliminations are separated. The toggle is not available when comparing to a previous period.
Shared review for account mapping suggestions
Account mapping proposals that need approval now appear once in System Chat for the whole workspace.- Review the affected local and group accounts before choosing Accept all or Cancel all.
- One decision applies to everyone. Completed or outdated proposals move to History with their outcome.
- Use Continue privately to investigate an exception without changing the shared thread.
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.
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 connections can allow specific updates to Control data separately from read access.- Write-capable MCP actions are controlled separately from read-only access.
- Allowed write operations are limited to an explicit whitelist.
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
New workspaces have a setup guide for connecting data sources, mapping accounts and dimensions, and preparing financial statements.Follow the onboarding guide to set up your workspace.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
- Review the fetched financial data behind an answer.
- Inspect the data sources and logic that informed an answer.
A chat experience built for investigation
- Move between follow-up questions, answers, and actions in one workflow.
- 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.
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.