Ideas

As a user I would like to have a report which checks if my Balance Sheet sums up correctly.

Anomaly detection in financial consolidation is the process of using AI and machine learning to identify unusual patterns within the data used to combine financial statements from different parts of a company. This helps pinpoint potential errors,...

A nice feature would be: set default values for variables in a report, in particular Version dimension.

example: when users / cost center owners review their expenses vs Forecast we have a place to hold comments. It would be amazing to aggregate comments up to business units with context from the data.

Add source Bank of America to extract exchange rates from.

Challenge: User has to copy journals to reflect the journals to multiple scopes Detail: The system currently designed to post journals to a particular scope by considering different accounting standards (IFRS, US GAAP) and currencies for different...

Challenge: Manual effort to reclassify accounts and no single place to view all the investments Detail: Period1: Investor originally invested 200K to Investee (Subsidiary). Period2: Investee booked 15K as current period retained earnings. Period2:...

Extend the storage to capture reporting positions for the notes (text narratives and tabular information) which cannot be captured by the existing cubes. Provide sample data and reports for the most common notes sections.

Users would benefit from an easy way to set up custom data validations, similar to the setup of consolidation rules. E.g. the amount on a PnL Account needs to match a movement on a BS Account.

Add a startpage with all ESG KPIs. If I click on a specific KPI like E1 I want to be directed to the E1 report.