Shipped Finance
Cited variance analysis
Ask why a line moved and get an answer with the source figures cited, not just a chart redrawn a different way.
What's ahead
Public roadmap
This page tracks direction, not a delivery promise; anything marked Building or Exploring can still change before it ships.
Exploring Territory mapping
Building Staged rollout
Shipped Analyst agent
AI agents
Shipped Modeling
Modeler agent
Describe the plan in plain language; the agent builds and edits the model and its scenarios inside your governed definitions.
Shipped Analysis
Analyst agent
Answers questions over your model and its cited actuals in plain language, always showing what it computed from.
Building Reporting
Narrative board-pack drafting
Draft the commentary behind a board pack from the same reconciled figures the numbers already carry, under active development.
Shipped Developers
MCP server
Gives other AI tools and internal systems programmatic access to the governed model, under the same permission and citation rules as the interface.
Reporting & consolidation
Shipped Finance
Financial consolidation starter kit
Multi-entity roll-up and intercompany elimination run on one canonical model, with statutory-reporting-ready, IFRS-aligned output.
Exploring Sales performance, Finance
Territory & quota mapping
Visual territory and quota planning against the same reconciled revenue base finance already trusts, in design, not yet available.
Collaboration & workflows
Shipped Collaboration
Guided contributor sequences
Walk budget and forecast contributors through their inputs in a set order, so nothing gets missed before a close.
Shipped Collaboration
Context-aware shared views
Open a board or a sequence and land exactly where a teammate left off, scoped to what your role can see.
Exploring Collaboration
Chat-tool notifications
Push reconciliation and close alerts into the team chat tool you already use, a direction we're exploring, not yet built.
Modeling & data
Shipped Modeling
Deterministic scenario recompute
Change an assumption in plain language and every dependent line recomputes across the model: same inputs, same output, every time.
Shipped Data
Warehouse connectivity
Connect Snowflake or BigQuery directly, alongside accounting systems and banking feeds, so modeling can start on data you already have.
Shipped Modeling
Dynamic dimension mapping
Add a dimension on the fly for a new report without remodeling the base; definitions stay defined once, reused everywhere.
Building Modeling
Staged model rollout
Deploy a change to one part of the model independently, review it, then promote it, under active development.
Exploring Compliance
Structured regulatory export
Map financial data straight into structured regulatory-filing formats, aligned to the IFRS taxonomy already tagged during intake.
Security & trust
Shipped Security
Configurable import controls
Review and test an import configuration before it goes live, keeping least-privilege, read-only-where-possible connections the default.
Exploring Security
Directory-based group provisioning
Single sign-on and directory-based provisioning are next on our roadmap; automatic group management is the direction after that.
Curious what's already live?
See the platformHave a feature in mind?
Tell us about it