Feature Requests

Able to analyze data by week and create metrics by week.

I suggest that you allow folks to change the font size in financial reports. My clients are complaining that they're hard to read.

Add gross profit to executive summary options. Client wants to see the YoY comparison just like with revenue and cogs.

I have some clients that we send quarterly financials instead of monthly. We have the close set up to be quarterly, but when you go to run the reports, I would love a P&L that you could customize the dates on by quarter. January 1 - March 31st and run those totals.

We have account Managers who are unable to customize reports; this is definitely a feature we believe they should have access to. They are not in the Admin role because there are other managers that have their own individual clients within the company, and therefore would not warrant Admin level access

It would be nice if we could add the Newly Added Customer/Vendor report to the management report package. This would allow clients to catch fraudulent activity quickly if someone is creating fake vendors/customers.

It would be super helpful to add investors to Management Reports only without having use the assignable questions feature. I have clients with investors who only need access to monthly management reports otherwise every time I have a transaction question I need add 2 names to each question. Thank you for the consideration!

An indirect-method cash flow report that keeps the standard cash flow structure, but makes the Net Income starting point understandable for non‑finance readers by including Profit & Loss context directly in the cash flow view. For example, showing Total Revenue and Total Expenses (or a simple line like “+ Revenue − Expenses = Net Income”) above or attached to the Net Income line. That way the report doesn’t present Net Income as a single unexplained “black box” number and readers don’t have to cross-reference a separate P&L to understand what Net Income represents.

The ability to provide Summary Notes (AI-generated or otherwise) to each page in the Financial Reports, similar to the Executive Summary Page.

When a variable in a stacked bar chart is zero for the date range, the whole chart breaks. It would be great for this to just either appear as zero or greyed out or something, rather than having to go in and remove it to get the chart to work. I'm concerned I won't remember to add it back in later if that variable comes back.