Highlights of the October 2025 Release

Attach documents in CP Cons (web client only)

Documents can now be attached directly to accounts and positions. This means contracts, reports, or calculations are centrally available in the right context — increasing transparency and reducing time spent searching, especially during consolidation.

No more document hunts: All information exactly where you need it

Anyone who has dealt with consolidation knows the issue: numbers trigger questions, but vital explanations are hidden in contracts, management reports, or emails. Instead of analyzing, one ends up chasing the right documents.

With the new Corporate Planner release, that time-consuming search is over.

From now on, using CP Cons in the web client, users can attach documents directly to accounts and positions — exactly where the information is needed. Excel spreadsheets, Word contracts, or PDFs: all relevant files are just one click away.

A real-life example: consolidation with clarity

In consolidating quarterly figures, you spot variances in a subsidiary. Previously, you would dig through folders, send emails, and await responses. Today, one click is enough: the management report, market analysis, or explanation of special effects is linked directly to the position — instantly viewable, centrally located, and up to date.

More than just document storage

This new feature makes Corporate Planner your central working platform:

• Everything in one place: documents are directly tied to financial structures

• Better collaboration: everyone works with the same information — no version chaos

• Simple operation: upload via drag & drop, and flexible extension

• Secure and role-based: access rights and approvals also apply to attached documents

• Long-term availability: documents remain visible over time

With this, the consolidation module becomes the central hub for numbers and background information. Instead of losing time searching for documents, you can focus on what truly matters: fast, well-founded, and seamless consolidation.

How it works

The new feature makes the consolidation module the central platform for figures and background information. Instead of wasting time searching for documents, you can focus on what really matters: a fast, well-founded, and seamless consolidation.

Practical use cases in consolidation

• Company-specific explanations: attach management reports and special-item analyses directly to the company positions

• Currency translation: store exchange rate lists and hedge contracts with the relevant positions

• Consolidation scope: attach participation agreements and organizational charts with the subsidiaries

• Eliminations: include documentation for intercompany transactions directly at elimination positions

• Goodwill valuation: link purchase price allocations and impairment tests to the appropriate accounts

You can find a full overview of all innovations in the new release in the Release Notes.