Reports. A new Reports tab on every company. Build reports from templates with document tabs (rich text, letterhead logo), have AI draft sections from your data with live streaming, ask questions in a chat beside the report, and export to Word or PDF. Trace any report value back to its source documents, see formula chains with their values, and get flagged when numbers have changed since a report was finalized.

Covenants. Track each company’s credit agreements, facilities and covenants on a new Covenants tab.

Stress testing. Stress a company’s financials against its covenants on a new Stress Test tab, or run one scenario across your whole portfolio and see which covenants break.

Portfolio reporting. The Companies page is now a configurable reporting table: choose columns, group, filter, and set “Flag when” rules, all from a single toolbar.

Notes schedule line items now show alternative codes and an explanation when the coding is uncertain.

New Boom C&I codes for lines of credit, officers’ pay and COGS depreciation, plus more accurate codification for contract surety and C&I statements.

Archive document tabs in the file validation views (and reopen archived ones).

Fixed: Excel workbooks with chart sheets and PDFs with off-page text no longer fail to process; hidden workbook rows are revealed when a trace points to them.