Punchcard product updates

Manual Annotation Tick Mark Controls

Clicking a lasso-drawn annotation on the PDF now opens the same context menu used by auto-detected numbers. From this menu you can apply tick marks, toggle between Suggested and Confirmed, remove an association, or delete the annotation entirely — the same controls, in the same place, for both detected and hand-drawn annotations.

Math Footing Calculator

Sign (+/−) changes now stick. Toggling a number's polarity in the footing panel would revert to the original sign on the next load. The toggle is now saved correctly.

Pressing Escape cancels a Stated Result edit. Previously, pressing Escape while typing in the Stated Result field committed the in-progress value instead of discarding it. Escape now restores the original value, as expected.

Stated Result is editable in automatic footing mode. Auditors can now correct an OCR-read Stated Result — such as a misread sign — when working in automatic mode, not only in manual mode.

European-formatted numbers calculate correctly in manual footing. Numbers using dots as thousand separators (for example, TEUR format 153.063) were misread as decimal values, producing incorrect sums. Manual footing now interprets these numbers the same way automatic mode does.

Operand order follows document reading order. Numbers in the footing panel now appear left-to-right within each row. Column crossfootings sort right-to-left across the page, matching the direction auditors naturally work.

Unreadable OCR values are clearly flagged. When document processing cannot interpret a number, the footing panel now shows an amber "Enter value" prompt instead of silently defaulting to zero — making it obvious where manual input is required.

Validation errors in the footing panel are now visible. Error messages (such as "Please enter a valid number") now appear as on-screen alerts. They were previously silent.

Reliability

Large multi-sheet Excel files now process successfully. Files with many sheets and a high volume of cells were previously causing the processing job to exhaust available memory, failing the entire upload. These files now complete processing without issue.

Bug Fixes

• Clicking a citation that references a different file now works correctly. If you were viewing one document and clicked a citation pill pointing to a different source file, the cited document failed to open. This is now fixed — clicking any citation pill switches to and highlights the correct source document, regardless of which file you were previously viewing. This applies to Word and Excel documents in addition to PDFs.

• Citation pills in certain workpaper cells now resolve correctly. Some citations in workpaper cells appeared as broken, unresolved references rather than clickable pills. These now correctly display as clickable pills and navigate to the cited page in the source document when clicked.

• Agentive-generated Excel workbooks are now consistently recognized by the Excel add-in. Workbooks produced by Agentive's AI automation are now always compatible with the Agentive Excel add-in when opened on your desktop, even if no citations were added.

Document Viewer

• Consistent empty state when no file is associated: Clicking a cell that has no linked document now shows a clear message — "No file selected" (with a prompt to pick one from the panel below) or "No files uploaded to this datasource yet" (with an upload shortcut) — instead of auto-loading an unrelated file from the datasource.
• Visual marker for rows without a matched document: In datasources where some rows didn't receive a matched document, the extraction cells for those rows now show a blue dash on a gray background, making it immediately clear that AI extraction won't run on that row.
• Viewer panel width no longer jumps: The document viewer holds its width as you move between different cell types — no more resizing when switching from a match cell to a retrieval cell and back.

Cell Detail Panel

• Section state remembered as you navigate: Collapsing a section (Answer, Reasoning, Activity, and others) now keeps it collapsed as you move between cells in the same session. Reloading the page resets everything back to fully expanded.
• Tick mark cells always reachable: Cells that have a tick mark applied but no associated document now correctly show the Cell tab, so you can view or update the applied tick mark without it disappearing.

Shared Document Groups

• Per-task matching mode: When multiple workpapers share a document group, each workpaper can now independently choose AI matching or Custom Rules matching — changing the setting in one workpaper no longer affects the others.
• Automatic ownership transfer: If the workpaper that originally created a shared document group stops using it, ownership automatically passes to another workpaper still using the group so it stays accessible with no disruption.
• Switching groups preserves settings and workflow: When you replace an attached shared document group with a different one, the current workpaper's matching configuration carries over and any connected downstream datasources are automatically re-linked — the workflow diagram stays intact.
• Full access for importing workpapers: Workpapers that share an existing document group can now comment on cells, change matching mode, and trigger runs — previously some of these actions silently applied to the original owner workpaper instead.
• Workflow diagram arrows always visible: Parent-to-child arrows now appear correctly for all datasources regardless of which matching mode each one is configured with.

AI & Testing Attributes

• Collective testing attribute results corrected: Testing attribute columns set to Collective mode now correctly produce one shared pass/fail verdict for the entire record group rather than one result per record.
• Testing attributes on document-only datasources: Testing attribute columns now run correctly on datasources that contain only uploaded files (with no parent table), producing one result row per uploaded file.

New

• Automatic fiscal year detection: When you run Prior Year Consistency, the pipeline now reads the cover pages of your uploaded CY and PY documents to identify the correct fiscal year automatically. This means PY Consistency runs against the right year even when the engagement's audit period hasn't been configured. If the documents don't contain a clear dating phrase, the pipeline falls back to the engagement period as before — and replaces the auto-detected period whenever you swap out the uploaded files.

• Editable "Current year end" date in Prior Year sidebar: The fiscal year-end date used for PY Consistency is now visible and editable directly at the top of the Prior Year sidebar. You can correct the auto-detected date when needed. Clearing it re-enables automatic detection on the next run, and an info tooltip explains what the date controls.

• Combined IC + PY tick marks in exported PDFs: When a number carries both an Internal Consistency and a Prior Year tick mark, the exported PDF now shows them as a single readable label (e.g., "PY-7·IC-3") rather than two overlapping marks that hide each other.

Improved

• IC groupings are more precise: Numbers are now grouped only when they represent the same financial fact — same concept, same period, and same scope. Figures that appear in adjacent comparative columns (the same line item in different years) are correctly kept as separate items rather than surfaced as potential tie-outs.

• Empty subsections show "None" instead of blank headers: In the IC, Prior Year, and F/CF sidebars, subsections with no items now display a muted "None" label. It's immediately clear that the section has been reviewed and found clean, rather than leaving an empty collapsible header that appears to have content.

• Shared document group confirmation is now inline: Replacing a shared document group with another now shows a single inline summary of what will change — including which task will handle client uploads going forward — without opening a separate modal.

• Export error files include clear next steps: When a multi-file PDF export fails for one or more files, the error file inside the downloaded ZIP now opens with plain instructions for what to do, including a ready-to-copy message you can send directly to support.

Fixed

• "Check all" and "Flag all" buttons in IC and PY sidebars now work: Clicking Check on the Consistent bucket or Flag on the Flagged bucket was silently doing nothing. Both buttons now correctly approve and confirm the relevant suggested items.

• Prior Year loading indicator no longer spins indefinitely: After running or re-running Prior Year Consistency, the loading spinner in the sidebar clears as expected once the run finishes.

• PDF export correctly reports partial failures: When exporting multiple annotated PDFs and some files fail, the notification now reads "Export completed with errors" (or "Export failed" if all files failed) instead of incorrectly showing a success message.

• "Run everything" correctly identifies columns that have never been run: The run modal now properly recognizes new custom columns that haven't been executed yet, so the option to fill empty cells is available as expected.

• Activity summary emails deliver reliably: Fixed a bug where certain removed tasks could cause the daily activity summary email to fail to send.

• Shared document group data stays isolated to your task: In workpapers using shared document groups, certain data panels now correctly show only the current task's entries rather than mixing in entries from other tasks that share the same group.

Shared Document Groups

• Smarter import flow when client requests are involved: Switching a document group to a different shared source now handles every combination of client-upload ownership with the right confirmation experience. When both the current and target groups are owned as client requests by different tasks, a dedicated dialog appears — showing which task currently handles client uploads, what files will be affected, and what happens to client upload routing — before you confirm.
• See exactly which files will be permanently deleted before switching: When switching to a different shared document group would permanently remove files, the panel now shows the exact file count upfront. The confirm button stays disabled while this check runs, so you can never accidentally confirm before the full impact is visible.
• "Import document group" toggle: The toggle in the document group editor panel is now labeled "Import document group" when the group is standalone, and "Shared document group" once sharing is active, making its current state clearer at a glance.

EU and German Document Accuracy

• Fixed: EU financial values ending in zero cents were being dropped: In EU-format tables — such as German balance sheets — values whose cents ended in zero (for example, 15.375,50 or 16.991,00) were being silently excluded during extraction. This affected roughly 30% of numbers in affected tables, causing footings to fail and numbers to appear missing. These values now extract correctly.
• Fixed: prior-year comparisons could mis-route for round amounts: A related issue caused the year-over-year comparison logic to silently treat all values as equal for certain round figures, which could misdirect reconciliations across periods. This is now resolved.
• German section references and legal citations no longer treated as financial numbers: German document markers — such as "Anlage 3", "Kapitel 5", "§ 322 HGB", and numbered headings — are now correctly excluded from financial number extraction, reducing noise in AI analysis on German audit reports.
• German fixed asset schedules no longer incorrectly combined: The system was sometimes merging separate sections of a fixed asset schedule (Anlagespiegel) that document different financial events — for example, acquisition costs on one page and accumulated depreciation on another — into a single table, dropping data in the process. These sections now remain separate.
• Fewer false inconsistency flags on comparative-period columns: The inconsistency checker was occasionally raising exception marks on comparative-period columns based solely on shared row position, even when the values are expected to differ across periods. This has been corrected.
• Improved extraction for EU headerless and multi-block schedules: Table extraction quality improved for EU-format financial statements that span multiple sections without standard column headers.

Processing Reliability

• PDFs with complex graphics now process reliably: PDFs containing many vector-graphic elements — such as diagrams or heavily formatted pages — were causing OCR processing to fail entirely for that file. These files now process normally, with all text and numbers extracted as expected.

Bug Fixes

• Deleting tasks with many attached files now completes reliably. Previously, deleting a task with a large number of files could fail partway through, leaving the task in an inconsistent state. The deletion now runs to completion every time.
• An unexpected error message on certain page transitions is resolved. Some users were occasionally shown an "unexpected response" error when the app redirected them between pages — for example, after a session change or when accessing a page they don't have permission to view. These redirects now work smoothly without showing an error.

Bug Fixes

• Sum calculator restored in the cell detail panel: When working with cells that sum values across a document, the yellow Σ total display and calculator had disappeared from the right-hand panel. It's now back — clicking into a sum cell shows your running total, and you can adjust the sign of individual components or remove them directly from the panel.

• Match automations running again: On some workpapers, the automated matching process was silently stopping before completing. This is now resolved — match columns run to completion as expected.

• AI chat handles interrupted sessions more reliably: Two separate issues could cause the AI chat to stop responding — one when a tool action was cancelled mid-run, and one when a session was interrupted before completing. Both are fixed; resuming a chat after an interruption now works correctly.

Removed

• "Create by Procedure" is no longer available: The task creation flow that accepted a procedures document and generated a suggested workflow from it has been removed. Tasks can still be created from templates, from scratch, or via the Financial Statement Review flow.

Improvements

• Applying a template is now instant. The intermediate document group mapping screen has been removed from the template apply flow. Selecting a template and clicking Apply creates the task immediately — no extra confirmation step required.

• Email invites accept any paste format. When adding team members or clients to an engagement, you can now paste addresses in any common format: space-separated, comma-separated, one per line, or directly from Outlook ("First Last <email@firm.com>"). Invalid addresses are flagged inline before the invite is sent, so you can fix them on the spot instead of hitting a generic error after the fact.

• Foot/Crossfoot calculator lists operands in document order. Values in the F/CF calculator are now shown in the order they appear in the PDF — page by page, top to bottom — making it straightforward to trace each number back to its location in the source document.

Bug Fixes

• "Apply Valid" / "Apply Exception" no longer fails after a tick mark is removed. Re-applying a footing result to a number that previously had its tick mark removed now succeeds as expected, instead of showing a "Failed to finalize calculation" error.

• AI chat panel no longer goes blank during streaming. An issue that caused the chat panel to crash and stop rendering while a response was being generated has been fixed.

• Workpaper page is stable on long-running engagements. An issue causing the workpaper page to crash on engagements with a long activity history has been resolved.

Bug Fixes

• Automations now run correctly on imported document groups. When a document group is shared with your workpaper from another workpaper in the engagement, running automations — including testing attributes and run-all — now operates on your workpaper's data. Previously, these operations could silently target the original owning workpaper and produce no output.

• Workpaper grid no longer shows blank rows after automation runs. If your workpaper uses an imported document group, running a full automation could cause rows to disappear from the grid. This is now fixed.

• Match accept operations apply to the correct workpaper. Accepting file or record matches on a shared document group now correctly records results under the workpaper you are working in, not the workpaper that owns the document group.

• Live updates now refresh the correct workpaper. When an automation clears or updates a shared document group, the refresh now appears on the workpaper you are viewing rather than the owning workpaper.

AI Improvements

• German, Italian, and Spanish financial statements: Internal Consistency analysis now correctly identifies and ignores non-financial numbers in EU-language documents — page numbers, footnote references, phone numbers, dates, table-of-contents markers, and identifier abbreviations are filtered out in German, Italian, and Spanish, matching the coverage already in place for English. Auditors working on EU-language engagements will see cleaner, more relevant IC candidates with less noise to review.

Bug Fixes

• Shared document groups now run correctly: When a task uses a document group shared from another task (the "Use existing" option), workpaper automations were sometimes pulling in evidence from the wrong task or returning no results at all — leaving cells blank after a successful run. Both issues are resolved; shared document groups now process accurately.

• Reference files visible after sandbox provisioning: Reference files attached to template engagements were not appearing in the provisioned sandbox copy. This is now fixed, and engagements already affected have been corrected automatically.

• FSR re-run progress displays reliably: When re-running a single Financial Statement Review step (internal consistency, prior year, or foot/crossfoot), dismissing the progress notification before it finished could cause subsequent reruns to show no visible progress. Fixed — the progress card now appears correctly on every rerun.

EU Number Formatting

• European-formatted numbers are now fully supported across math validation and financial statement review. Firms using commas as decimal separators and periods as thousands separators (e.g. "1.234,56") will see numbers parse, foot, and display correctly throughout workpapers and the FSR review sidebar — previously these were misread or shown in US format.
• Multi-group European integers like "1.234.567" are now correctly recognized as whole numbers rather than being truncated.

Task Creation

• After creating a task from a template, you're taken directly to the most relevant page — the Workpaper for templates that include data sources, the Review page for document-review tasks, and the Overview for everything else. Previously, template-based tasks would sometimes drop you on the wrong page.
• A one-time "New: Reuse groups in templates" tip appears the first time you reach the template reconciliation screen, with a matching tip the first time you use "Use Existing" in the workflow sidebar. Both dismiss with a single "Got it" click.

Workpaper

• The Problems panel no longer shows a misleading entry before analysis has been run. Every new workpaper used to show a permanent informational row prompting you to run analysis — even when nothing was actually wrong. That entry is removed; the panel now only surfaces real issues.
• The Problems panel is visually cleaner: Fix with Co-Audit buttons on category rows now appear on hover (matching the per-row behavior), and the severity count badges next to category names have been removed.
• Automations run on shared document groups now show their progress and results correctly in the chat. Previously, the progress card could appear empty and results might never arrive in the chat when a data source was shared across tasks.

PDF Viewer

• The annotation drawing tool remembers your last-used color between sessions. The default color is now grey (previously red), and your chosen color is restored the next time you open a file.
• The FSR sidebar now shows "No findings yet" when no results are present, more accurately reflecting that running a test will produce output.

New Features

• Sticky artifacts bar in Co-Audit Chat: A persistent bar above the chat input now surfaces every downloadable file the AI has produced in the current conversation — Excel workbooks, Word documents, PDFs, ZIP archives, and other exports. The bar collapses to a count badge when not in use and expands to show labeled, colored pills for each file with one-click download. It stays visible as the conversation grows, so you can reach any generated file at any point without scrolling back through earlier messages.

• Draw proof marks directly on PDFs: A new drawing tool in the document review toolbar lets auditors mark up PDF pages with lines, arrows, and accounting double-underlines. Choose a stroke color from a 9-color palette — the toolbar icon tints to show your active selection. Click any mark to select it; a delete button appears for your own marks. Marks are stored per file, visible to all viewers, and included in the annotated PDF export.

Improvements

• Problems tab refreshes automatically: The Problems tab in the workpaper now updates on its own as soon as AI analysis finishes running. You no longer need to reload the page or re-run the check to see the latest results.

• Post-run fix suggestions back in action: After running automations on a workpaper, the Co-Audit assistant once again provides grouped, prioritized suggestions for the issues found — a behavior that had been inadvertently dropped in a recent update and is now restored.

• Document group removal is clearer and safer: Removing a document group from a workpaper now clearly separates "remove from this workpaper only" from "delete entirely." When you are the last workpaper using a group, the confirmation dialog shows exactly how many headers and values will be affected and includes an explicit option to delete the group and all its files — so nothing is permanently removed unless you choose it.

• AI-generated PDFs now download directly: PDF files produced by the AI assistant download to your computer immediately, consistent with how Excel, Word, and ZIP artifacts behave. Previously they opened in the browser instead of downloading.

• More accurate financial table extraction: Balance sheets and similar documents where a row label appears in multiple adjacent columns are now extracted correctly. Numbers are matched to the right column positions rather than being shifted one column off.

• Workpaper template reuse picker scrolls correctly: When applying a template on an engagement with many document groups, the reuse picker now scrolls cleanly through the full list. Sample datasource rows in the picker are correctly locked to "Create a new group" (with a tooltip explanation) since that type of data cannot be reused across tasks.

Bug Fixes

• Document viewer no longer carries over between pages: A document opened in the workpaper viewer no longer persists in the side panel when navigating to the Overview, Memo, or Chat page. Each page now opens with a clean state.

• Comment threads fully visible on active tasks: On tasks with high volumes of file activity, comment threads were appearing empty in the sidebar even though replies existed. All threads now display in full.

• AI file creation more consistently available: Fixed a recurring issue where the AI's ability to produce files (Excel, Word, PDF) could become unavailable for an extended period following spikes in cloud infrastructure pressure. The system now cleans up proactively to prevent capacity from being exhausted.

Fixes

• Internal Consistency no longer flags figures from different time periods as potential tie-outs. When the same line item appears in side-by-side comparative columns — for example, current-year and prior-year balances on the same row — the tool now recognizes these as two separate facts that are expected to differ, and leaves them as individual items rather than surfacing them as matches to investigate.

• Zeros, dashes, and blank cells are no longer clustered across unrelated schedules. These values typically mean "no activity" or "not applicable" for each individual cell. The IC tool now treats them independently rather than grouping them as apparent matches across equity rollforwards, fair value schedules, and other multi-column layouts — eliminating large clusters of spurious findings auditors would otherwise need to dismiss.

• Numbers throughout multi-section tables are now attributed to the correct column. In tables with distinct upper and lower halves — such as a balance sheet divided between an assets section and a liabilities section — figures in the lower section were sometimes tagged to the wrong column heading. This is now resolved, improving the accuracy of foot and crossfoot validation results for these tables.

New

• Empty workpaper onboarding: when a workpaper has no columns yet, the grid now shows a clear "Set up columns" message with two options: a Draft with Co-Audit button that opens the Co-Audit chat and immediately asks the AI to propose columns from your task context, or an "Or configure manually" link that opens the workflow sidebar. The previous placeholder — fake column names like "Invoice #" and "Vendor" — has been removed.

Workpaper

• Cell panel follows your focus: clicking a different cell while viewing the Problems or Document tab now automatically switches to show that cell's content. Previously you had to click back to the Cell tab manually.
• Consistent review action labels: the Validate, Flag, and Lock pills now use matching past-tense labels ("Validated", "Flagged", "Locked") across all column types. These actions are hidden entirely on columns containing pasted sample data, where AI judgments don't apply.
• Problems tab actions in the tab strip: the Run All and Fix-with-Co-Audit shortcuts now appear on the right side of the tab strip when the Problems tab is active, rather than inside the panel body.
• Deleting files is more reliable: deleting a file that had math tick marks attached no longer fails partway through — the cleanup now completes successfully.

Financial Statement Review

• Spell Check and Grammar Check share findings: the two checkers now coordinate so Grammar Check defers to Spell Check on overlapping issues (possessives, punctuation, terminology). The same underlying problem no longer appears flagged twice.
• Correct wrong footing totals directly: when OCR reads an incorrect value in a row total or column cross-footing, you can now edit it in place — the same inline correction experience that was previously available only for manually-drawn footings.
• Findings visible immediately in the F/CF sidebar: findings are no longer grouped behind collapsed page headers. All flagged and consistent items are visible as soon as the sidebar opens.
• Math calculator errors stay visible: when saving a footing calculation fails, a persistent error banner with Retry and Revert buttons appears inside the panel, keeping your edits intact. Previously, only a brief notification appeared and the panel appeared saved.
• Fewer false-positive Internal Consistency suggestions: the IC checker no longer flags schedule entries labeled "No." (as in "Special District No. 2") as financial figures, no longer groups debt maturity schedule rows as a consistency tie-out, and now requires specific evidence for each individual figure rather than a single general rationale for an entire group.
• SC/GC PDF overlay shows only the selected finding: previously every finding in a Spell Check or Grammar Check session was highlighted on the PDF simultaneously. Now only the finding you click is highlighted.
• Math sidebar scrolls less aggressively: navigating between occurrences in the math sidebar no longer jumps the entire section to the top — the view scrolls only enough to keep the active row visible.

PDF Viewer

• Ctrl+scroll zoom no longer snaps to page 1: using Ctrl+mouse wheel to zoom out previously could drive the zoom to 0%, collapsing all pages and snapping the viewer to the beginning of the document. Zoom is now clamped to a safe range and page position is preserved.

Reliability

• Automation failures show clearly: failed automations — including Review Checklist, Spell Check, Grammar Check, and math analysis — now display as errors in the progress panel. Previously they could appear as successful or spin indefinitely.
• AI correctly reports when a file is temporarily unavailable: if a document becomes unreachable mid-search, the AI now tells you to retry rather than reporting "no matches found." If partial results were found before the interruption, those are returned alongside a clear warning.
• FSR pipeline runs more reliably on multi-section documents: a timing issue that could cause the Internal Consistency step to proceed without embeddings from all document sections — adding a several-minute delay with no visible explanation — has been resolved.

New Features

• AI-produced files in task chat. The Co-Audit agent can now build custom Excel spreadsheets, Word documents, and PDFs directly in the chat — not just describe what to do, but hand you the finished file. Ask for things like "build a loan schedule with a separate sheet per vendor" or "fill this form from our workpaper data" and a colored download chip appears at the end of the response. The agent can also read evidence and reference files already attached to the task when building its output.

• Move and Copy matched evidence. Right-clicking a matched row in the workpaper now offers a Move or Copy option under "Move to":

  • Move — removes the original match and creates it under the chosen parent row, with a preview of all downstream records that will be affected before you confirm.
  • Copy — adds a second association without touching the original, useful when the same evidence belongs under multiple parents.

• Run on empty match cells. Right-clicking an empty match column cell on a parent row now shows a Run option alongside "Pick document," so you can ask the agent to fill the match automatically rather than picking a file manually.

Improvements

• Template reconciliation is faster and clearer. When applying a template whose document groups share names with groups already in your engagement, the reconciliation screen now:

  • Lets you type a custom name when creating a new group (formula references update automatically).
  • Shows a "Client request · ID" chip next to any reuse option that's already shared with clients, and warns you that client uploads will continue going to the original task — so you know the upload ownership consequence before confirming.
  • Skips the screen entirely when there are no naming conflicts, jumping straight to a one-click Apply summary.
  • Highlights inline when two rows would resolve to the same name.

• First-run modal is simpler. When you open the Run dialog on a scope that has never been run, you now see just the scope description and a single Run button. The breakdown table and duplicate Re-run button only appear after something in the scope has been run.

• Remove Match is consistent everywhere. The consequence preview — showing how many downstream matched rows will be removed — now appears regardless of whether you use the grid right-click menu, the cell-detail panel, or the document-detail panel.

• Document group picker shows more context. The "Use Existing Document Group" panel now displays a file count badge on each group row, and task labels include the short task ID for faster scanning.

• AI artifact sessions start faster. The Co-Audit agent's file-building sessions now reach a ready state noticeably faster than before.

• Better AI model for EU users. The default AI model for auditors in the EU region has been upgraded to match the model used in the US.

Bug Fixes

• Co-Audit sidebar no longer splits in two. Opening "Fix with Co-Audit" from the Problems tab previously rendered a duplicate strip of recent chats below the chat panel. The chat panel now takes the full sidebar height as expected.

• Download chip appears once on saved chats. Reopening a chat that contained an AI-produced file used to show the download chip twice. It now appears exactly once.

• Template column setting for "run on no match" is now preserved. A per-column setting that controls whether the agent runs when no evidence match is found was being silently dropped when saving or applying templates. It now round-trips correctly.