A navigation built around how the close actually runs
The product's navigation was reorganised around the order people work in, from user feedback and usage patterns rather than from the org chart.
Making FINAHQ more intuitive
Here’s what’s new.
Logical grouping for faster access
We’ve consolidated fifteen or more standalone menu items into five clear sections:
Standard reports (formerly Financial Statements) — your go-to for projects and standard reporting.
Custom reports — everything custom in one place: templates, views, bookmarks and history.
Data and templates — centralised data management: global data tables, auto journals, formula aliases.
Tools — technical utilities: ERP exports, AI GL mapping (now out of beta).
Space when you need it
The new collapsible sidebar gives you more room for complex reports. Your preference is saved automatically.
Why we made these changes
Our analytics showed users spending unnecessary time navigating between related features. The new structure cuts clicks for common workflows.
What stays the same
- All your data, bookmarks and configurations
- Core functionality and features
- User permissions and access levels
We’re confident these changes will make your daily tasks more efficient. The navigation now reflects the natural flow of financial closing and reporting.
Part of Product updates. Releases and changes to FINAHQ, written for the people who have to use them on the next close rather than for a press release.
Questions
Commonly asked
What changed in the navigation?
Fifteen or more standalone menu items were grouped into five sections: standard reports, custom reports, data and templates, tools, and the rest. The sidebar also collapses, and the preference is remembered.
Where did the financial statements menu go?
It is now Standard Reports, covering projects and standard reporting. Custom templates, views, bookmarks and history moved together under Custom Reports.
Related
What we shipped: reporting module releases
New releases in the reporting module, and the reasoning behind each one. Written for the controllers who asked for them.