We're excited to announce a significant update that puts you in full control of your integrations!

Security is paramount for us, and we understand that creating user accounts for our team or sharing credentials through any system can create significant friction.

We are launching a new section in our app that allows you to autonomously set up and manage any integration. This means you can now:

• Securely set up new connections on your own.
• Reauthenticate your accounts anytime if there are issues with credentials.

How does it work?

• Go to the integrations section in the app.
• Click on "Connect" to set up a new connection.
• Manage existing connections by renaming, deleting, or reauthenticating them as needed.

Find all the details for each integration on our Abacum Academy. 

Let's say you're working on your monthly report for December 2023, but you also need to start building your budget for the next year. Currently, our switchover date is set at the model level, meaning you can't have your budget referencing December 2023 while your forecast updates with new actuals. This makes budgeting in Abacum tricky.

What's new? 

Now, you have more control. You can set switchover dates at the version level, tailoring them for different needs. Want your forecast to update dynamically with new actuals while keeping your budget stable? No problem. Just head to the versions section, click "Edit", and choose "Auto" or "Custom" to specify the exact month for the switchover.

Learn more about this on Abacum Academy.

Example: Imagine you're using Abacum for both forecasting and budgeting. With the new version-level switchover dates, you can set an auto switchover date for your forecast, ensuring it adjusts with new actuals. For your budget, you might choose a custom switchover date to maintain stability, unaffected by future actuals syncs. This gives you the flexibility to manage your financial data the way you want.

This new development makes it easier for you to handle multiple use-cases simultaneously, improving flexibility and accuracy in your financial planning journey.

We're delighted to unveil our newest integration: the ability to automate NetSuite reports retrieval!

Previously, retrieving NetSuite reports through Saved Searches posed significant limitations. Certain accounts lacked transactional data, making it impossible to accurately reproduce figures like those in the Balance Sheet. Our new automation feature overcomes these limitations, providing a reliable method to access and sync NetSuite reports seamlessly into Abacum.

What are we releasing?

With this release, you can now schedule and automate the export of NetSuite reports directly to your Abacum account. Here's how it works:

1. Create a designated contact: Add [email protected] to your contact list.
2. Prepare your reports: Structure your reports to meet our system requirements.
3. Schedule exports: Set up scheduled exports based on your preferred frequency.

For detailed instructions, refer to this link.

If you have any questions or need assistance setting up this feature, don't hesitate to reach out to our dedicated Abacum support team. We're here to help you every step of the way!

We're excited to introduce our latest integration between Stripe and Abacum, aimed at enhancing your revenue forecasting and reporting processes. Here's how this integration can benefit you:

• Automated Cash Flow Forecasting: Seamlessly combine customer, billing, and subscription data from Stripe to automatically forecast cash flow.
• Clear and Insightful Reports: Easily generate reports with key metrics like customer acquisition cost, churn rate, and revenue growth, all utilizing data from Stripe.
• Advanced Business Insights: Dive deeper into your business with advanced analyses such as unit economics and cohort analysis, helping you and your team to understand customer behavior and uncover growth opportunities.

What's New?

Now, you can effortlessly access data directly from Stripe within Abacum, including charges, disputes, voids, subscriptions, customers, transactions, invoices, payments, and more.

Excitingly, we're pleased to announce that Abacum is now available in the Stripe Marketplace, providing you with added convenience and accessibility. You can find us in the Stripe Marketplace here.

If you want to learn more, you can visit Abacum Academy or reach out to your dedicated customer success manager, who will be happy to guide you through the setup process and provide ongoing support.

What's New?

You can now easily rename dimension items across the platform, including versions, modules, and tables/spaces!

How Does it Improve Your Experience?

This feature greatly improves the experience of renaming dimension items from the dimensions page, preventing errors, and eliminating the need for manual updates and complex workarounds when renaming items in use. Edit dimension items autonomously and with confidence from a central location, ensuring consistency throughout the platform's core resources: dimensions, datasets, tables/graphs, filters, variables' formulas, and version inputs.

Following the rollout of our native cohort modeling feature, we are pleased to introduce our native integration with Chargebee.

Recognizing the critical role of precise data in revenue planning, this integration facilitates access to essential metrics such as MRR, customer data, and collections information.

Setting up the integration is really straightforward—all that's required is the provision of your Chargebee domain and an API Key. For detailed instructions, please refer to our academy: Chargebee Integration. 

Through this integration, you gain immediate access to a comprehensive range of data, including subscriptions, customer, invoices, subscription line items, quotes, charges...

Should you wish to delve deeper into this integration, don't hesitate to reach out to your dedicated Customer Success team.

Furthermore, you can find additional guidelines about our native cohort modeling here.

Understanding the utilization of dataset columns has historically posed challenges. Some dataset columns were "locked" due to their use in dimensions, measures, or transformations, hindering adjustment—a common struggle for users like you.

What's new? With our latest update, we've implemented a solution. You now have the ability to check outgoing and incoming dependencies on your datasets and columns through the info panel in the dataset sidebar. Initially, you'll receive a summary of usage, followed by a more detailed view of dependencies.

In response to your feedback, we've introduced an additional column to your dimensions view, offering you vital insights into your dimensions. Now, you can identify:

• Whether a dimensions is set to auto.
• If all dimensions are mapped.
• Any unassigned elements.

How Does It Help?

This latest enhancement empowers you to easily spot any unassigned dimension item and take prompt action. No more manual searching through dimensions!

What's new? 

We're pleased to announce that we now allow direct creation of new dimension items during Version uploads! Say goodbye to ignored rows as you can now map new items while submitting budgets and forecasts, eliminating the need to update dimensions beforehand.

How does it improve your experience? 

Upload your version Excel file with new dimension items and promptly map them in their respective dimension. Take greater control of your new forecasting data. No more tedious dimension updates are required before uploading your Versions successfully. 

We have received valuable feedback from users who have encountered sync errors after renaming tabs in Google Sheets. This issue arose because the system relied solely on tab names as reference points, leading to difficulties in syncing the data when these names were changed.

So, what's the good news?

Now, when you establish a connection between a Google Sheet file and Abacum, we not only record the file ID but also the tab ID and tab name. This ensures that even if you decide to update your tab names or file titles, Abacum remains connected to the correct tab ID.

But what happens if you accidentally delete a tab? Initially, Abacum will attempt to locate the tab using its ID. If this proves unsuccessful, it proceeds to search for the tab name within the file. In the unlikely event that both methods fail to locate the tab, you will receive an error message, alerting you to the issue.