Punchcard
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Citation hover preview, CoAudit workbook-edit awareness, and FSR reliability

Punchcard adds transient citation hover previews in the Excel add-in so you never lose your place, CoAudit now tracks your cell edits between turns, and Financial Statement Review is faster and more reliable on large documents.

FeatureBug FixPerformanceUIAI

Excel Add-in

New and improved

  • Hover to preview citations without losing your place: Moving the pointer over a citation card in the evidence panel now shows a transient document overlay. Your current document's scroll position, zoom, and search state stay exactly as you left them — the preview simply appears on top. Move the pointer away and it disappears. Clicking a card still permanently navigates the viewer to that citation. The "Peeking" label on the hovered card confirms which preview is showing.

  • CoAudit notices when you edit cells between turns: When you change workbook cells after a CoAudit message, the next reply automatically includes context about which ranges changed. CoAudit can reason about your edits without you needing to explain them — useful for sessions where you're working through the spreadsheet alongside the AI.

  • Approval cards now lead with the AI's intent: When CoAudit proposes a write action, the card's headline is the AI's plain-language description of what it's doing — for example, "Fill in the recalculated March totals." The full cell-by-cell detail is still available and still runs behind the scenes to power the Apply button and safety checks, but the card face gives you the summary at a glance. Top-level approval prompts appear over the message input, not nested inside the conversation.

  • "Copy info for support" in the chat menu: The ⋯ menu in the CoAudit chat header now includes a Copy info for support option for all users. Clicking it copies a formatted diagnostic summary you can paste directly into a support email.

Fixed

  • White text on CoAudit-authored table headers: When CoAudit wrote header or total rows in a spreadsheet, the result was sometimes white text on a white background — unreadable. Header and total rows now use a proper blue fill with white text, matching standard table styling. Review-state highlights on cited cells are always preserved and unaffected by table formatting.

  • Workbook cross-references in reasoning now render correctly: When CoAudit's reasoning references other cells or ranges in the workbook, those references now appear as clickable pills — click to select those cells, hover to preview them. Previously they appeared as raw syntax in the text.

  • Cells cited from the workbook no longer show "No match found": Cells whose evidence comes from other cells in the workbook — for example, a "Traced – agree" conclusion citing figures from elsewhere in the spreadsheet — no longer incorrectly display the red "No match found" banner.

  • Selecting a cited cell opens evidence immediately: Switching to a cited cell while the Documents list or a bulk-selection view was active now navigates directly to the citation evidence, without prompting you to confirm.

  • Excel pane no longer flickers on open: Removed the visible screen flicker that occurred when opening or resizing the task pane on Windows desktop Excel.

  • Reasoning in the evidence panel is read-only: The click-to-edit reasoning field and "Add reasoning" button have been removed from the cell detail panel. CoAudit writes and updates reasoning through its own tools; the panel now displays it as read-only text. Inline citation links and workbook cross-references in the reasoning remain interactive.

Chat

  • Status indicator hidden when everything is healthy: The connection status dot in the message composer footer now only appears when a problem is detected — amber when reconnecting, red when disconnected. When all connections are working normally, the indicator is not shown.

Financial Statement Review

  • Internal Consistency step shows a live completion count: The FSR progress card now displays a running tally during the Internal Consistency step — for example, "14 / 87 groups checked" — so you can see how far along the check is on large financial statements. The math step is labeled Recalculation in the progress card.

  • Internal Consistency completes reliably on large documents: Several issues were causing the Internal Consistency step to fail partway through on large financial statements. These are now resolved.

  • Internal Consistency analysis runs faster: The analysis step that powers Internal Consistency now handles large financial statements significantly faster.

Reliability

  • Fixed a crash on direct page navigation: Going directly to a page URL (rather than navigating within the app) could crash the sidebar in some situations. This is fixed.