Financial Statement Review: group verdicts, recalculation detection, and cross-country number format handling

Group-level decisions in Internal Consistency and Prior Year Consistency

Settling a group is now a single action. Confirming or flagging a number group resolves all its occurrences — current-year and prior-year — simultaneously. Previously each occurrence had to be handled individually, and prior-year numbers had no controls at all, leaving some groups stuck showing a partial verdict indefinitely.
Groups display the number of occurrences they cover rather than a running reviewed/total count. Sidebar progress now tracks groups, not individual occurrences — one group is one decision.
Each occurrence can be removed from its group independently. Every row, including prior-year rows, now has a "Remove from group" action to dispute a number's membership without changing the group's verdict for the remaining occurrences.

Recalculation: multiplication and division relationships

Financial Statement Review now automatically detects when a value is mathematically derived from other cells via multiplication or division — for example, a margin percentage calculated from revenue and expenses, or a contributions figure expressed as a percentage of covered payroll. Tick marks are suggested when the relationship holds and flagged when the calculation does not reconcile.
Only well-supported relationships are surfaced; proposals without enough corroborating evidence are filtered out automatically, keeping exception marks meaningful.

Number format detection per statement

FSR now detects whether each financial statement uses US or European number formatting from the document itself, rather than always applying the firm's default. This prevents incorrect footing results when a firm audits statements prepared in a different country's format — for example, a European firm reviewing a US-formatted balance sheet.

Fewer false exceptions in Internal Consistency

IC no longer raises exceptions on numbers that are part of an expected allocation or breakdown — for example, one expense line disaggregated across Program Services, Management, and Fundraising columns, or a list of component lines that sum to a total elsewhere on the statement. These represent expected differences, not genuine inconsistencies.
IC group formation is more precise: each member of a group must have an individual reason to belong, reducing cases where unrelated occurrences were incorrectly grouped together.

Foot/Crossfoot validation accuracy

The Foot/Crossfoot check now identifies more total rows across your statements and produces fewer incorrect corrections, including on statements where some formulas are genuinely wrong elsewhere on the same page.

Uploads of large files are more resilient. When the initial processing request took too long to return a response, files could appear as failed even though processing was still running in the background. The upload now checks the actual processing status and updates automatically when it completes.

The task overview page no longer fails to load when a category was deleted. If a task's assigned category had been removed from the engagement, opening that task would previously show an error. The page now opens normally and treats the task as uncategorized.