Fall '26 edition: Prompt your finance

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Multi-entity (group) rollup

One question, every entity, one answer. Group controllers ask for spend, balances or open items across every entity they cover and get a consolidated view, without logging into each entity or stitching spreadsheets together.

How it works

  1. Identifies every entity you can access and runs the same question across all of them.
  2. Combines the results into one view, and is explicit about which entities answered and which could not.
  3. Highlights the outliers: the entity behind on approvals, holding the risk, or driving the spend.
  4. Drills into any single entity on request, without you switching context.