AI features & MCP server for all
We’ve opened the Caleido MCP server and AI features to every organization, so you can ask an AI assistant about your financial data and build charts by describing them.- Turn on Allow AI features for this organization in Settings > AI. One user per organization turns it on for everyone
- Connect Claude, ChatGPT or another AI assistant: copy the server URL under Connect via MCP in Settings > AI, or from Connect MCP in the top bar, add it as a custom connector and sign in with your Caleido account
- The assistant reads financial statements, KPIs such as equity ratio, EBITDA margin or DSO, bank balances and cash movement, receivables and payables, and transactions. It can’t change anything, and it follows your permissions
- Chart AI: describe the chart you want in the chart editor, then refine it one step at a time. Every change is listed and can be undone
- AI search on tables turns a phrase into a filter and tells you which condition emptied the table when nothing matches
Operational rows
We’ve added operational rows, so you can track non-financial figures such as headcount, hours, units sold or stock next to your financial rows.- Create a row on the new Operations tab in the Builder, with its own unit, data type and decimals
- Choose how periods add up: sum, average, latest and more, or a cumulative level for figures such as stock or headcount
- Type or paste values straight into the report grid, in actuals and budget columns alike
- Drop a dimension onto the row to split it, for example headcount by department
- Connect Clockify in Settings > Integrations to bring tracked and billable hours into operational rows
Chart editor & other improvements
- Chart editor: a chip row replaces the toolbar, named layouts (Planning, Comparison, Custom) follow the chart’s periods, undo and redo cover the whole chart, percent-formatted formulas show %, and cumulative series can Count from the Selected range or All history
- Sharing (redesigned): the share window has Share, Schedules and Activity tabs, with per-person access and expiry, editable schedules and a preview image of the report in the invitation email
- Report tables hide empty rows (bring them back with Show empty report rows in Settings > Behavior), and the table’s budget selector now sits under Table settings
- Exports from the General ledger, receivables and payables and bank transactions run in the background, and global search finds invoices, transactions and budget items by counterparty name, business ID, VAT number or reference number
- Help videos open in a larger library with search and Finnish titles, and curated workbooks keep the columns they were published with while showing names in your UI language
Bug fixes
- Integrations: QuickBooks invoices with bundle items are now imported, dimension syncs no longer fail when two ERP dimensions swap names, and an interrupted sync no longer stays stuck in progress
- Dimensions: relabelling or splitting an ERP dimension item no longer clears it, split amounts accept a decimal comma, and Caleido accruals follow their source line’s dimension item
- Budgeting and tables: pasted budget values are no longer saved as 0, deleting budget items no longer hides the parent row, and the General ledger loads faster and no longer follows the budget menu
- Charts and templates: leaving a new chart or template with unsaved changes now warns you, and a chart editor crash, gridline style, Copy as PNG on every cadence and hover highlights in exports are fixed
- Multiple other fixes and visual corrections