Close & Reporting
User Defined Subtotals
Accounting teams building custom income statement views - Operating Expenses, Adjusted EBITDA, non-GAAP subtotals - maintain those structures in Excel, where any change to the chart of accounts means rebuilding the subtotal logic by hand.
Report Builder now supports custom subtotals defined by accounts, groups, or rows. Subtotals are saved, reusable, and versioned within each report, and carry through to all exports automatically. They're also available directly in AI Variance Analysis for rule assignment and explanations - keeping your reporting structure and variance workflow in sync.