November 9, 2023

Changelog: October 2023

We're back with another round of updates and enhancements, all designed to make your experience smoother, more intuitive, and more powerful.

This month, we've focused on giving you better visibility and control over your records and reconciliation processes. Here's what's new:

Metrics Visualizations

Dive into your data with our new Metrics Visualizations. Now, you can gain immediate insights with at-a-glance graphs and charts that illustrate your reconciliation and record metrics. These visual tools are not just about aesthetics; they're about bringing data to life, making complex information easily digestible, and helping you make informed decisions faster.

Enhanced Many:many Record Tracking

Keeping tabs on your many-to-many relationships just got easier. Our Enhanced Many:many Record Tracking features provide a comprehensive view of interconnected records, offering you a clear path through the often complex web of financial transactions. This means less time spent navigating through records and more time for strategic analysis.

Improved Reconciliation Results Management

We understand that managing the outcomes of reconciliation can be just as important as the reconciliation itself. That's why we've improved our Reconciliation Results pages to allow you to more easily resolve exceptions that span multiple reports.

Reconciliation Creation Redesign

Creating reconciliations should be a straightforward task, and with our Reconciliation Creation redesign, it is. We've deconstructed and rebuilt the reconciliation creation process, making it more intuitive and less time-consuming. This redesign allows you to set up new reconciliations with precision and ease, ensuring that your financial data is always in sync.

As always, we're committed to delivering updates that enhance your financial operations. We listen, we iterate, and we're excited for you to experience the benefits of these new features. Dive in and discover how these updates can transform your daily tasks into a seamless part of your success story.

November 9, 2023

Some more posts

Changelog: January 2024

This month, we're focusing on providing you with more control and clarity over your data and processes.

February 7, 2024

Techniques in Financial Reconciliation, Part I: Data Acquisition & Transformation

In part 1 of our new series, we break down the key considerations for the first step of your financial reconciliation process: Data Acquisition and Transformation.

Kyle Maloney
February 3, 2024