What’s new
Product updates and improvements, newest first.
NetSuite: chart of accounts, budgets & document-level lines
Three new data scopes: create your chart of accounts from NetSuite (and keep names + active state in sync), pull ERP budgets into a plan version, and drill to document-level P&L lines with a deep link per transaction. Actuals now carry the department dimension, and vendor/customer imports can map any source attribute onto custom fields.
Learn more →Plan a raise or promotion in one click
The position editor is now person-centric: a header for who someone is over a list of time-slices. Hit Add change, pick the month it takes effect and adjust what changed — a raise, a promotion, an FTE change or a move becomes a new slice, prefilled from the current one, and the old slice ends the month before automatically. Editing anyone opens their whole timeline, and it all saves together.
Learn more →Monthly sync, a group-wide roster, and help that stays on screen
Automatic sync now runs monthly on your day of the month (weekly gets a weekday picker), every run in the history opens into its full record, and the sync preview shows every imported column — pay, dates and your custom fields — with a loud up-front warning when your role couldn't write to a target. Headcount gains a multi-entity filter (pick a parent, get the whole group), a search box, sortable columns and years on start/end dates. And every (?) help bubble and sample peek now stays fully on screen.
Learn more →Custom fields — import a whole catalog, and nicer editing
Download the custom-fields template, fill one row per field and upload it back — every valid row becomes a field, with a preview first and safe re-uploads (existing fields are skipped, never duplicated). Select options are now typed as pills (Enter adds, × removes — no more comma lists), and every field can carry a description plus a help text that shows as a (?) hint wherever the field is filled in.
Learn more →Integrations: fine-tuning from your feedback
Discover gets the example-record pager and cleaner samples; field mapping trades the sample column for a compact hover peek, shows every custom field as a row and marks your edits as yours immediately. Value-mapping rows stay put while you map, the sync preview shows a bigger sample and warns up front when your role can't write to a target, and re-mapping a subcompany now moves people to the new entity instead of duplicating them.
Learn more →Integrations: real samples, a real preview, sync on your clock
Discover now shows real example values from your data, and field mapping gets an example-record pager (‹ ›) plus a sample per row — check the mapping against real people, not descriptions. Value mapping uses the same table as field mapping, the dry-run renders the first rows exactly as they'd land, and automatic sync is a toggle with frequency and your local time of day. The AI still only ever sees aggregates, never an employee's value.
Learn more →Custom fields — across your whole model
Define your own typed fields (text, number, date, select) in Settings → Custom fields; they appear in the object's dialog right away — on positions, entities, departments, locations, vendors, accounts, versions, drivers, assets, assumptions and metrics. And the Personio sync can fill them: map any source attribute — including your tenant's custom attributes — onto a position field like cost center or career level. Fields you maintain by hand are never touched by a sync.
Learn more →Your real roster lives in Actual
The Actual version now holds your real org as facts — synced from HR, imported, or maintained by hand — and an empty plan version starts with one click from the Actual roster. Payroll is never derived in Actual (booked payroll stays with accounting). Plus: add a new vendor right where you plan its spend.
Learn more →Integrations: AI mapping & scheduled sync
Discover now saves a real snapshot of your source — every field with type and examples, every department, office and account. One click suggests the whole mapping onto your model (AI with confidence, exact matches automatic, you fine-tune), and any connection can refresh itself daily or weekly with a run history and failure notifications.
Learn more →Routine templates
Start an AI routine from a template instead of a blank prompt: Weekly burn check, Month-end summary, Runway alarm, or Budget hygiene. Each opens the editor pre-filled — review the instructions and cadence, then save.
A clearer integrations catalog
Brand integrations now show their real logos, and the catalog is split into Available now and Coming soon — with Stripe, SAP, Google Sheets, HubSpot, Shopify and PayPal on the roadmap. Connection tiles say Connected, Not tested yet or Error in plain words.
Dashboard views & focus suggestions
Keep several dashboards per workspace and switch between them from the new Views menu. Save any arrangement under its own name — or create a ready-made view in one click: Cash focus, Planning cycle, or Board pack.
Plan vs. Actual, visually
The Plan / Actual Grid gains a Visual display: full-year bars per account against your compare version, signed variance chips, and a month-by-month heat strip — where you stand, at a glance. The numeric grid is one toggle away.
A sharper interface
A design pass across the whole app: terminal-style labels that let the numbers dominate, higher-contrast navigation with a smoother collapse, and quieter motion throughout — in light and dark.
Personio connector + richer headcount
Sync your roster straight from Personio (HRIS). Positions now carry first and last names and a variable pay component, so payroll planning matches how you actually compensate.
NetSuite, end to end
Connect NetSuite with OAuth 2.0 machine-to-machine credentials, test the connection live with SuiteQL, and sync a consolidated P&L into your actuals.
Learn more →DATEV standard charts of accounts
Start from a full SKR03 or SKR04 chart — pick it during onboarding or apply it later from Settings → Chart of accounts, then edit freely.
CSV & Excel import, round two
Drag several files at once — real .xlsx included. A four-step flow with a mapping matrix, per-file progress and clear diagnostics, plus vendor mapping on import.
A guided start & a real Inbox
New workspaces get a full-screen guided setup — company basics, chart of accounts, entities and your first plan. And the Inbox is now driven by real notifications: budget approvals and requests land as actionable cards.