CoAudit chat finds engagements by partial name, Office Add-in flow improvements, and Financial Statement Review accuracy gains

CoAudit Chat

Find engagements by partial client name: Searching for an engagement in CoAudit chat no longer requires an exact match. Typing a short or partial name now finds the correct client automatically.

Create a new task directly from the document group destination chooser: When adding a document group, the destination picker now includes a "＋ New task…" option regardless of whether tasks already exist. Type a name and the task and document group are created together in one step.
AI cell updates now complete on the first attempt: CoAudit's AI tool for writing values directly into workbook cells now works reliably. Previously it could get stuck making repeated attempts without making any changes.
Land on the rename row after creating a group: After creating a new document group, the Add-in now brings you directly to the group's rename row so you can name it immediately.
Duplicate group name error is now readable: Trying to name a document group with a name already in use now shows a clear, plain-language message — and keeps the rename field open so you can choose a different name right away.
No unexpected navigation when selecting a task in the chooser: Choosing a task in the document group creation flow no longer caused the document manager to jump unexpectedly to a different location.

Image evidence files display correctly on first open: Opening a PNG or other image evidence file for the first time now shows the image in the correct position. Previously, a loading indicator could push the image out of view until you closed and reopened the file.

Fewer false exception flags: The AI layer that checks formula accuracy now rejects certain patterns that were producing incorrect flags, reducing cases where valid numbers were marked as exceptions.
Multi-page table structures handled more accurately: Two-page financial tables — including those with multi-line header bands common in German-format statements — are now correctly identified and merged, improving the accuracy of reviewed figures.
Text recognition in analysis workflows is more reliable: Files requiring text recognition during certain analysis runs now process correctly instead of failing silently.