Punchcard
Back to changelog

Excel Add-in Opens Instantly, File Deletes Are Undoable, and Prior Year Matching Is More Accurate

Punchcard's Excel add-in no longer requires an engagement link before you can work; file deletions now include a short undo window; and Financial Statement Review prior-year matching is significantly improved for rollforward schedules and European filings.

FeatureBug FixUIAI

Excel Add-in

  • Open and start working immediately — no engagement link required at startup. The Excel add-in no longer blocks you with an engagement-link prompt when you first open a workbook. Chat, citation review, and cell work are all available right away with a slim banner you can act on when you're ready. Features that need an engagement (like importing documents) will ask you at the moment they're needed, with a short explanation of why.

  • File deletions now include a short undo window. After confirming a file deletion, the rows disappear immediately and an Undo button appears for a few seconds. Clicking Undo cancels the deletion completely. The confirmation dialog now also clearly states that deletion removes the file from the entire engagement — including the web app — and that citations pointing to the deleted file will stop resolving.

  • The Settings (gear) button now opens the engagement-link flow on an unbound workbook, giving you a proactive way to attach without waiting for a feature to prompt you.

  • Ribbon buttons now close the pane when pressed a second time. Pressing CoAudit, Viewer, or Documents while already on that view closes the pane. Pressing a different ribbon button navigates directly to that view without extra steps.

  • Document groups browser shows all tasks and groups in an expandable tree. The Add Document Groups picker now displays the full engagement tree at once — tasks expand to show their groups, groups expand to show a read-only file preview — rather than requiring you to drill into one level at a time.

  • Clicking a file in the document manager opens it beside CoAudit. On wider panes, clicking a file in the document list now opens the document side by side with CoAudit, rather than replacing the chat view.

  • Fixed: CoAudit no longer falsely reports that a range selection was cancelled. A bug caused CoAudit to say "the range selection was cancelled" even after you had successfully selected a range, prompting an unnecessary do-over. The selected range is now always honored correctly.

  • Clicking a cited cell now reliably reopens the pane. Various edge cases where the pane would fail to reopen automatically after being manually closed have been resolved.

Financial Statement Review

  • Prior Year: Opening balances now match their prior-year closing counterparts. In rollforward schedules (fixed-asset movements, debt, equity, and similar tables), opening-balance columns (e.g., "01.01.2025") are now correctly matched against the prior-year file's closing-balance columns (e.g., "31.12.2024"). These pairs were previously skipped entirely, leaving rollforward schedules with no prior-year tick marks.

  • Prior Year: Column headings with currency units match across files regardless of formatting. Column headings that express the currency unit differently between files — for example "31.12.2024 / EUR" in one file and "31.12.2024 EUR" in another — are now recognized as the same column and correctly grouped for comparison.

  • Prior Year: Category headings that span a full table page are no longer dropped. Fixed an issue where a section heading covering an entire table (common in German fixed-asset schedules, e.g., "Anschaffungs-/Herstellungskosten") was silently discarded during processing, causing the figures in that section to lose their column context and fail to match their prior-year counterparts.

  • Recalculations: Add or remove individual values from AI-discovered relationships. Auditors can now add or remove operands in multiplication and division relationships detected by the AI — not just reorder them or change their operators. A change applies only to the specific cell you opened, leaving all other cells that share the same relationship template untouched.

Home

  • My Engagements panel now shows per-engagement task progress. Each engagement row in the My Engagements panel now includes the number of tasks in review, tasks due in the next 7 days, overdue tasks, and a completion ratio (completed tasks out of all tasks). The due-soon count uses the same 7-day window as the suggestion chips at the top of the page.