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Advanced Features

This section covers features that go beyond day-to-day reporting and forecasting:

  • Consolidation — combine financial data across multiple entities into a single set of reports (Premium)
  • Annual Accounts Filing — manage the filing process and audit trail for statutory annual accounts
  • Booklet Export — generate professional PDF documents combining dashboards and reports
  • Monitr MCP — connect Claude, ChatGPT, Gemini, Microsoft Copilot, Grok, or any other MCP-compatible AI tool directly to your reports, budgets, and transactions (Premium)

These features are available on the Premium plan (consolidation, MCP) or on Lite and Premium (annual accounts, booklet export).