> ## Documentation Index
> Fetch the complete documentation index at: https://control-dev.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Product updates

> New Control features, improvements, and reliability updates.

# Product updates

Follow the changes that affect how finance teams plan, report, investigate, and share financial data in Control.

<Update label="August 13, 2026" description="Allocation Keys v2 in Functional P&L" tags={["Reporting", "Functional P&L"]}>
  ## 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.
</Update>

<Update label="August 12, 2026" description="Agent Workflow Studio" tags={["AI & MCP", "Automation"]}>
  ## 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.

  Learn more in the [Agent Workflow Studio overview](/product-docs/agents/overview).
</Update>

<Update label="August 12, 2026" description="Self-serve enterprise SSO" tags={["Security", "Administration"]}>
  ## 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.
</Update>

<Update label="August 11, 2026" description="Audit Log Channel Tracking" tags={["Security", "AI & MCP"]}>
  ## 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`, or `Unknown`.
  * A **Channel** filter narrows the audit log to changes from one source.
  * Events recorded before this change appear as `Unknown`.
</Update>

<Update label="June 15, 2026" description="Controlled MCP Write Access" tags={["AI & MCP", "Security"]}>
  ## 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.
</Update>

<Update label="June 12, 2026" description="More Reliable Transaction Syncing" tags={["Transactions", "Data sync"]}>
  ## 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.
</Update>

<Update label="June 5, 2026" description="Budget Planning" tags={["Budgets", "Planning"]}>
  ## 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.
</Update>

<Update label="June 4, 2026" description="Single Transaction Refresh" tags={["Transactions", "Data sync"]}>
  ## 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.
</Update>

<Update label="May 8, 2026" description="Guided Onboarding" tags={["Getting started"]}>
  ## 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.
</Update>

<Update label="April 30, 2026" description="Custom Reports for Enterprise Customers" tags={["Reporting", "Enterprise"]}>
  ## 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.
</Update>

<Update label="April 7, 2026" description="Smarter Chat for Finance Teams" tags={["AI & MCP", "Analysis"]}>
  ## 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.
</Update>

<Update label="March 18, 2026" description="Excel and Spreadsheet Outputs" tags={["Data outputs", "Excel"]}>
  ## 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.
</Update>

<Update label="March 11, 2026" description="MCP Access for External Tools" tags={["AI & MCP", "Data outputs"]}>
  ## 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.
</Update>

<Update label="February 20, 2026" description="Finance Home Tab" tags={["Dashboards", "Analysis"]}>
  ## 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.

  AI transaction review also includes richer recommendation fields and counterparty context for reviewing flagged transactions.
</Update>

<Update label="January 30, 2026" description="Transactions Browser" tags={["Transactions", "Analysis"]}>
  ## 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.
</Update>

<Update label="January 27, 2026" description="Cash Flow Statements" tags={["Reporting", "Cash flow"]}>
  ## 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.
</Update>

<Update label="January 23, 2026" description="Functional P&L for Operating Analysis" tags={["Reporting", "Functional P&L"]}>
  ## 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.
</Update>

<Update label="January 16, 2026" description="P&L and Balance Sheet Editors" tags={["Reporting", "Financial statements"]}>
  ## 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.
</Update>