Product updates and releases from the Coorfin team.
Every teammate now gets a home page shaped for their role — a CEO sees runway and growth, a department head sees their team's spend against budget.
Describe a rule in the Tasks chat — like a weekly performance summary for a sales manager — and Coorfin proposes a structured, schedulable rule for you to confirm.
Manual journal entries now require a second reviewer before they post. Nothing is edited in place — only reversed, with a full audit trail.
Open any customer and see their full picture in one place — outstanding balance, upcoming renewals, invoice history, and AR aging.