Hi Dana, thank you for taking the time to share your feedback! We’re thrilled to hear that our SEC reporting features and new AI capabilities, like AI drafting for flux analysis, are bringing value to your team.

We also hear you on wanting a smoother experience uploading and refreshing quarterly data. Efficient data flows are critical for quarter-end, and our team is actively working on enhancements to streamline this process. Please reach out to your Customer Success Manager or support team so we can review your current setup and share best practices to speed up your quarterly refresh!