Control.dev Release Notes

MCP write access is now more controlled, giving teams a safer foundation for AI-assisted workflows that can act on Control data.

What’s new

• Write-capable MCP actions are controlled separately from read-only access.
• Allowed write operations are limited to an explicit whitelist.
• Users get a safer path for AI-assisted updates without opening up broad write access.

Transaction syncing now handles more real-world source-system changes, so finance teams see fewer stale totals and fewer mismatches between drilldowns and statements.

What’s new

• Late edits and deleted records from accounting systems are picked up more reliably.
• Transaction drilldowns stay better aligned with statement totals.
• Dimension and counterparty views recover more cleanly when source data changes after the first sync.

Budgeting is now part of the planning workflow in Control, so teams can keep budget work closer to actuals and reporting.

What’s new

• Create and manage budget scenarios.
• Review budget history and lock versions when a plan is ready.
• Compare actuals against budgets and forecasts from the financial statement views.

When one transaction looks stale or needs a second look, you can refresh just that transaction instead of running a wider sync.

What’s new

• Refresh a single transaction directly from the transactions UI.
• Refresh a transaction from statement drilldowns when reviewing actuals.
• Resolve one-off transaction issues faster without interrupting the rest of the workspace.

Getting started in Control is now more guided. New tenants can move through setup with clearer defaults and fewer manual handoffs.

What’s new

• New tenants start with onboarding-aware defaults.
• Source setup paths guide users toward the next required step.
• Existing tenants are kept out of onboarding-only flows, so established workspaces stay available.

Custom Reports are now available for Enterprise customers who need recurring management views inside Control.

What’s new

• Build focused reports for board packs, management reviews, and stakeholder updates.
• Choose the rows and categories that belong in each report.
• Drill into report numbers without leaving the reporting workflow.

Ask a question, get an answer you can trust. The AI chat experience in Control now delivers more accurate responses grounded in your actual financial data, with full reasoning visibility so you always know how an answer was reached. Results are organized in a structured canvas — no more scrolling through a wall of text to find what matters.

What’s new

Answers grounded in your data

• Responses are verified against fetched financial data, so you can trust the numbers.
• Inspect the AI’s reasoning at any point — see exactly which data sources and logic informed each answer.
• Artifact identity and metadata stay clear even when multiple data sets are involved.

A chat experience built for real work

• Redesigned layout with better message readability and conversation flow.
• Seamlessly switch between asking follow-up questions, reviewing answers, and taking action.
• Longer conversations stay stable and responsive — no more losing your place.

Canvas keeps everything organized

• Fetched artifacts are organized into tabs instead of one long stream, so you can compare results side by side.
• Interruptions and reconnections are handled gracefully — pick up right where you left off.
• Go from question to actionable output faster with a cleaner investigation workflow.

Finance teams live in spreadsheets. Now Control data flows directly into Excel workbooks with managed connectors — no more ad hoc exports or copy-paste workflows.

What’s new

Managed Excel outputs

• Set up workbook-backed outputs directly from the Data Outputs area.
• Manage connectors, sheet targets, and sync behavior in one workflow.
• Replace ad hoc exports with reliable, repeatable data delivery to the spreadsheets your team already uses.

Guided configuration with AI assist

• Configure spreadsheet tabs with preview-first workflows instead of blind syncs.
• Use AI-assisted sheet configuration to speed up setup and reduce manual mapping.
• Review connectors and output structure in the product before publishing to workbook users.

Control data is no longer locked inside the product. MCP access lets external tools — AI agents, automation platforms, and custom integrations — work directly with your live finance context.

What’s new

Connect external tools to Control

• Set up MCP access from the Data Outputs area with a dedicated onboarding flow.
• Expose live finance data so AI workflows, copilots, and automation tools can query and act on real numbers.
• No custom API work required — MCP provides a standard interface that tools already understand.

Built for AI-powered finance workflows

• Let AI agents pull actuals, compare periods, and surface anomalies using the same data your team reviews.
• Feed structured financial context into downstream analysis, reporting, or decision-support tools.
• Keep access scoped and auditable — teams control what’s exposed and to whom.

No more navigating through statement pages to find what matters. The Home tab gives finance teams a single starting point built around the metrics and signals they check every day.

What’s new

A dashboard that matches your daily workflow

• Start from KPI cards showing key metrics like revenue, EBITDA, net income, and cash position — updated with your latest actuals.
• Add chart widgets to track trends across periods: revenue growth, cost ratios, working capital movement, and more.
• Use grid widgets to surface the data slices your team reviews most — top accounts by variance, entity-level summaries, or period comparisons.
• Customize the layout with default widgets as a starting point, then shape it around how your team actually works.

From signal to action in one click

• Jump from any widget directly into the relevant drilldown, statement, or transactions view.
• Period and scope context carries over — no need to rebuild filters after every navigation.
• Review widgets surface items that need attention so follow-up work starts from the dashboard, not from memory.

Also in this release: AI transaction review now includes richer recommendation fields and counterparty context, so flagged transactions can be reviewed and corrected without switching between pages.

A single transactions experience for all investigation work. Move from statement drilldowns into raw rows, grouped analysis, or pivot views — and filter by entity, account, dimension, period, or counterparty as the question changes.

What’s new

One place for transaction investigation

• Move from statement drilldowns into a unified transactions browser.
• Switch between raw rows, grouped analysis, and pivot views without leaving the page.
• Group and filter by entity, account, dimension, period, or counterparty as the question changes.

Built for larger review cycles

• Server-side pagination and aggregation handle heavier transaction sets without slowing down.
• Filtering and sorting stay reliable in grouped and pivoted modes.
• Move from summary to proof faster during close.

Cash Flow editing and actuals now work as one connected workflow. Design the layout, validate movement, and drill into supporting detail — all with the same period and scope controls used across other statement types.

What’s new

Cash Flow editor and actuals in one place

• Work with Cash Flow editor and actuals views as a single connected workflow.
• Validate movement with drilldown paths that retain surrounding statement context.
• Reuse the same period and scope controls instead of rebuilding the view from scratch.

Consistent with the rest of your statements

• Cash Flow follows the same editing patterns as P&L and Balance Sheet — no new concepts to learn.
• Drill down from any line into supporting transactions with full entity, account, and dimension context.

Standard P&L structures don’t always match how the business is actually reviewed. Functional P&L lets finance teams model operating views with dimension-level control on every node — so reporting aligns with how decisions are made, not just how the chart of accounts is organized.

What’s new

Dimension filtering at every level

• Configure per-node dimension filtering to build views around business functions, cost centers, or any other slice.
• Support duplicate account placements when the same account needs to appear in more than one management view.
• Keep statement behavior consistent across P&L, Balance Sheet, Functional P&L, and Cash Flow.

From structure to actuals in one flow

• Move directly from layout design into actuals to validate that the structure produces the right numbers.
• Reuse the same period and scope controls across all statement types.
• Compare functional views across periods without rebuilding filters.

P&L and Balance Sheet editing, comparison views, and drilldown-ready actuals now live in one flow. Finance teams can move from structure changes to validated numbers without leaving the workspace.

What’s new

One workspace for P&L and Balance Sheet editing

• Build and refine P&L and Balance Sheet layouts in dedicated editors.
• Keep row groups, formulas, and structure changes in the same workspace as your review flow.
• Move between editor and actuals views without rebuilding filters or losing context.

Better comparison views for close

• Switch between year-over-year and period-over-period comparisons in the same analysis flow.
• Keep monthly, quarterly, half-yearly, yearly, and YTD views aligned across statements.
• Filter to specific entities or pivot them side by side when Balance Sheet review needs more detail.

Drill down into proof faster

• Open supporting transactions directly from statement lines.
• Validate numbers with entity, account, dimension, and currency context still in place.
• Reduce handoffs between structural edits, review, and transaction-level investigation.