March 2026
Budgeting & variance analysisDashboard chartsCustom report builderData warehouse export APIPO-to-bill matchingXero, Brex, and Ramp connectorsProportional consolidationProject P&L reports
Budgeting & Variance AnalysisProfessional
- Create budgets by account and fiscal period with multi-book support
- Track budget-vs-actual variance in real time across any dimension
- Copy budgets between fiscal years with one click
- Dimension-filtered budgets for department, project, and cost center views
- Budget approval workflows integrated with period management
Dashboard Charts
- Revenue and expense trend charts on the entity dashboard
- AR/AP aging breakdown with overdue segmentation
- Cash position chart with composition by account
- Configurable date ranges and period comparisons
Custom Report BuilderProfessional
- Build reports with flexible account selection, dimension filtering, and grouping
- Save report configurations as reusable templates
- Share templates across entities within the same organization
- Export to CSV, JSON, and PDF
- Scheduled report delivery via email
Data Warehouse Export APIEnterprise
- Bulk export financial data to Snowflake, BigQuery, or any warehouse
- JSON and CSV output formats with configurable schemas
- Incremental and full-refresh export modes
- API-driven with authentication and rate limiting
PO-to-Bill Matching
- Automatically match purchase orders to incoming bills
- 3-way matching across PO, receipt, and bill
- Auto-suggestions ranked by confidence score
- Match status tracking with exception handling
Connectors & Integrations
- Xero connector — sync chart of accounts, invoices, bills, and bank transactions
- Brex connector — import corporate card transactions and expenses
- Ramp connector — import card transactions with category mapping
- Connector registry framework for building and managing custom adapters
Proportional Consolidation
- Consolidate joint ventures and partial-interest entities at ownership percentage
- Configurable ownership percentage per subsidiary
- Automatic proportional roll-up in consolidated financial statements
Project P&L & Engagement Tracking
- Project-level P&L reports with revenue, direct costs, and margin breakdown
- Engagement-linked time tracking with billable hour logging
- Time entries flow into project P&L and AR invoices automatically
- Cross-engagement profitability comparison for accounting practices