AI Supported Company Financial Statement Uploads
Blooma will now parse and create Income Statements and Balance sheets uploaded to Company Contacts in the Contacts section. This process is similar to how Rent Rolls and P&L statements are uploaded using the document upload center.
Generative AI
Generate a Deal narrative written by AI using the data contained in your Deal. Navigate to the Deal page and click “View Deal Narrative”. From there you can click “Generate Summary Narrative” to receive a narrative summary of the status and condition of your Deal and the data contained within.
Standardize Line Items Presenting Auto-Complete
You can use the 'Standardize Line Items' button (shown below) and Blooma will use AI to automatically standardize your line items in the Cash Flow section. View and edit the suggestions and click 'Save' when you're satisfied with the results. Note: Blooma will combine line items with identical descriptions and display the aggregate sum in the amount column.
Bulk Update Contacts
In the Admin section, Administrators now have to ability to update contacts in bulk.