In this on-demand AccountsIQ product update webinar, we take you behind the scenes of the work our product and development teams have delivered over the last year – and what’s coming next.

Hosted by Danielle Cahill (Head of Partnerships & Account Management), with Sinéad Brennan and Ellen Dack from the AccountsIQ product team, this session is designed for finance leaders, system owners and power users who want to:

• Understand new and upcoming AccountsIQ features
• Learn why they’ve been built the way they have
• See live demos of key workflows
• Know how to adopt these features in their own AccountsIQ environment

The webinar also explains how to engage with your Account Management team, and how to use the ideas & roadmap portal to influence future development.

‍

Inside the webinar: key product updates & demos

1. New Homepage: your personalised finance “command centre”

Sinéad introduces the brand new AccountsIQ homepage, designed to solve a familiar problem: when finance users log in, they often face a big menu and multiple clicks before they see what needs attention.

The new homepage acts as a personal “command centre” where each user can quickly see:

• Activity tiles – live counts and shortcuts for:
  • AP inbox items to process
  • Purchase orders to approve/post/deliver/invoice
  • Sales orders and reoccurring invoices
  • Bank feeds and imports
  • FX revaluations and VAT returns (including last run date)
• Insight tiles – live metrics such as:
  • Debtor ageing and debtor days
  • Top five overdue accounts
  • Purchase commitments / accruals
  • Average days from PO raised to payment
  • Approval efficiency indicators (with the new workflow engine)

Key points:

• Per-user configuration: each user selects tiles from a tiles library based on their role and permissions.
• Drill-through actions: clicking a tile takes you straight to the relevant screen (e.g. AP inbox, POs awaiting approval).
• Live snapshot + manual refresh: activity tiles update frequently; insight tiles can also be manually refreshed for heavy queries.
• Beta + iterative design: homepage launches as a beta feature. In-product prompts will invite users to suggest new tiles and insights, shaping future phases.

Future vision:

• This homepage is the foundation for month-end close management and task orchestration:
  • Assigning tasks and owners
  • Tracking status and bottlenecks
  • Automated reminders
  • More collaborative, cross-ledger workflows

2. Workflow Approvals: flexible, multi-step approval engine

Ellen walks through the enhanced workflow approval engine, which is already widely adopted because it is:

• Powerful (multi-step, multi-approver, rules-based)
• Still easy to configure from within AccountsIQ

Approval settings

From Approval Settings, you can:

• Choose which processes require approval:
  • Purchase orders
  • Purchase invoices
  • Other document types, as enabled
• Enforce exact PO–invoice matching or allow for tolerances
• Control how integrated POs/PIs from external systems behave (auto-approved vs re-approved)
• Nominate an admin contact to receive alerts when a document enters an “admin required” state

Approvers & substitutes

You then define Approvers:

• Select a system user, auto-populate their email
• Optionally set:
  • Substitutes (e.g. for annual leave or sickness)
  • Preferred notification method: email or mobile app
  • “Prevent self-approval” for documents they’ve created, with a designated backup approver

Workflows & steps

Workflows are highly flexible and can be:

• Generic (one workflow covering many scenarios)
• Scenario-specific (e.g. “Employee expenses approval”, “Engineering equipment approval”)

For each workflow:

• Name it & select the process (e.g. purchase orders, purchase invoices)
• Optionally enable:
  • Auto-approval up to a certain amount
  • Tolerance for PO–invoice differences (net, gross, or percentage)
• Build multiple steps, each with:
  • Basis for the rule: BI codes/dimensions, GL codes, supplier
  • One or more approvers, with amount limits
  • Decision mode:
    • All must approve
    • Any approver
    • Manual selection (user chooses the approver on posting)

Example shown:

• Step 1: budget holder approval based on department (dimension)
• Step 2: escalation to a higher approver or finance
• Step 3: final approval for high-value or specific GL codes

Coming soon:

• Copy workflow and change process (e.g. duplicate a PO workflow and reuse for PIs) – highly requested by customers and due shortly.

The new workflow engine replaces the older “basic” approvals. Customers still on the old engine can contact their Account Manager to move to the new model.

3. PO Email Automation & upcoming approval reminders

The team then shows PO Automation – part of a broader process automation roadmap.

PO email automation (live)

You can define automation rules such as:

• When: a purchase order is approved, edited or cancelled
• If: it relates to certain suppliers (all, or filtered; e.g. only suppliers with “PO required” flagged)
• Then:
  • Auto-email the PO to:
    • The supplier’s business email or primary contact email
    • Optional CC recipients (e.g. department managers)
  • Attach standard Terms & Conditions to every PO email

Each rule shows a counter of how many PO emails have been automatically sent, providing a tangible sense of time saved versus manual emailing.

Approval reminders (coming soon)

The next automation type is Approval Reminders:

• Schedule reminders based on X days after document submitted
• Send daily reminders to approvers with outstanding documents
• Provide a consolidated “inbox” style view (list of documents awaiting approval) where users can approve in bulk

These reminders will work alongside the workflow engine and feed into approval efficiency metrics on the new homepage.

4. Non-financial metrics & KPI dashboards

Sinéad then revisits the new non-financial metrics capability and dashboards.

This feature lets you track operational, non-financial KPIs alongside your financial data, for example:

• Close/win ratios
• CSAT / NPS scores
• Headcount, units delivered, kilowatt usage, occupancy…
• SaaS metrics such as new logos, MRR, churn

Key capabilities:

• Define non-financial metrics and units in Setup → Non-Financial Metrics
• Map them to your existing dimensions (department, project, location, revenue stream, etc.)
• Import values via a template (similar to budget uploads) for:
  • Actuals
  • Budget
  • Revised budget
• Maintain or tweak values via a review & maintenance screen

On the KPI dashboards you can:

• See standard financial ratios and KPIs, plus your non-financial metrics
• Compare to last year, budget or revised budget
• View trend lines and percentage movements
• Filter by period and dimensions

Everything is built to be customisable:

• The AccountsIQ Bespoke Reporting team can:
  • Modify existing dashboards
  • Add new tiles, filters or metrics
  • Build industry-specific dashboards

These services can be requested via MyAccountsIQ in the Help Hub.

5. Side navigation updates

Based on extensive user feedback, the team preview changes to the side navigation:

• Smaller icons and labels, reducing vertical scroll
• Option to collapse the nav for more workspace while still seeing tooltips on hover
• A dedicated Setup page, making configuration areas easier to find and reducing menu clutter
• A smaller, neater submenu (replacing the large flyout) so it no longer dominates the screen

These improvements are based on usability testing and will roll out soon.

6. Ideas & Roadmap portal: influencing future development

Finally, Sinéad shows the Ideas & Roadmap area (accessible via the Help Hub), where you can:

• See features in discovery, in progress and released
• Register your interest in specific items (e.g. homepage, FX daily upload, approval enhancements)
• Submit new feature ideas and use cases
• Get notified when a feature moves through stages (e.g. into beta, into release)

This is a key channel for customers to influence:

• AI & automation initiatives
• Reporting and dashboard evolution
• UX/navigation improvements
• Functional gaps (e.g. cash flow module training, FX updates, workflow variations)

‍