Punchcard product updates

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.

New

• Document tab in the workpaper file viewer: When a file is open in the viewer, a new Document tab shows all the file's details in one place — its classification (editable inline), which match group it belongs to (Unmatched, Match Unlocked, Match Locked, or Excluded, all changeable from a dropdown), related page ranges from the same document, the AI's notes and reasoning, and a per-file activity history.

• Match section inline in the cell detail panel: When you click a match cell, the file picker now appears directly in the cell detail panel below the grid, split into "Matched" (files already linked to this row) and "Other" (remaining files in the datasource). No need to switch between panels to manage a match.

• Direction toggle in the match panel: A toggle in the match panel header lets you flip between two perspectives: "files view" shows which documents you can match to the focused row; "rows view" shows all rows in the datasource grouped by whether they're already matched to the file you're currently viewing in the viewer.

• Move and Copy for matched records: Right-clicking a match now offers explicit Move and Copy choices. Move re-parents the match to a new row and removes it from the original — a confirmation dialog shows you the full count of records that will be affected before you commit. Copy adds a second match at the new location while leaving the original intact.

• Run AI on empty match cells: Right-clicking an empty match cell now shows a Run option alongside the manual file picker, letting you ask the AI to attempt a match automatically.

• Run confirmation dialog: Every Run button now opens a confirmation dialog showing a per-document-group breakdown of what will be run — matches, custom column cells, and testing attributes. You choose between Run (fill only empty results) and Re-run (overwrite all non-locked, non-reviewed results). On the very first run of a fresh workpaper, when nothing has been filled yet, the dialog collapses to a single Run button with no breakdown.

Improvements

• Tick marks can be re-applied after removal: Removing a tick mark and then re-applying the same one to the same number no longer causes a conflict. The removed annotation is preserved in the history rather than being permanently deleted.

• Client setup error message: If a new client's practice resources don't finish setting up within five minutes, the loading spinner now transitions to an error message directing you to contact support instead of spinning indefinitely.

Bug Fixes

• Workpaper grid cleanup after re-run: After running all automations, empty placeholder rows no longer remain visible in the grid until the page is reloaded — they clear automatically.

• "Fix with Co-Audit" no longer splits the chat panel: Opening "Fix with Co-Audit" from the workpaper no longer causes recent chat history to appear alongside the active conversation, splitting the panel in two.

• Sandbox engagements don't generate email notifications: Activity summary emails and @mention notifications are no longer sent for sandbox (practice) engagements.

• Partial match Move is clearly reported: If a match Move creates the new association successfully but cannot remove the original, you now see a specific message explaining what happened and how to finish the move manually.

Improvements

• Add Value stays accessible during operand assignment: When building a foot/crossfoot calculation by lassoing numbers one at a time, the Add Value button now remains visible even while a previous number is waiting for its row and column to be identified. You can keep adding numbers to the calculation without the button disappearing mid-flow.

• Row footing and column crossfooting are tracked as separate annotations: Tick marks for row footing and column crossfooting on the same number now coexist independently. Placing a column crossfooting no longer silently upgrades an existing row footing to Confirmed — both marks are preserved and reflect their correct direction.

Bug Fixes

• Task template description is now optional: The Save button in the Save-as-Template dialog is no longer disabled when the description field is empty. Templates can be saved without a description.

• Template save errors are now specific: When saving a template fails, the dialog now displays the actual reason (for example, if the source task is no longer available) instead of a generic "Please try again" message.

• Deleted-chat links no longer cause errors: Opening a link to a chat that was deleted, or restoring a session where the last active chat no longer exists, no longer produces an unexpected error.

New Features

• Workflow diagram in workpaper: A new interactive diagram in the workpaper sidebar visualizes all datasources as cards with connecting edges. Each card shows its type (Table Data, Client, or Auditor), column and file counts, and yellow warning banners when selection data or files are missing. Action buttons at the bottom let you run all automations or drill into per-datasource options — including a "Fill Empty" mode that skips cells that already have values.

• Context picker in task chat: An attachment popover now lets you choose exactly which files to include in your chat message. Files are grouped by datasource with "Select all / Deselect all" per group, a filename search, and a count badge. In task chat, a "Paste Selection Data" action opens the Add/Edit Selections modal directly from the chat panel — no need to navigate to the workpaper first.

• Chat can navigate directly to a sampling form: The Co-Audit Agent can now deep-link you to the workpaper and automatically open the selection data modal pre-set to a specific sampling method (Random, MUS, High Value, or JE Testing) — so following an AI recommendation takes you straight to configuration.

• Workpaper onboarding now offers two starting paths: When setting up a new workpaper, you can choose "Add Selections" (opens the import modal right away) or "No Selections" (proceed directly to naming a document group), matching how you actually want to begin.

Improvements

• Clearer selection data controls: The workpaper datasource toolbar now shows an "Add Selection Data" button when no data exists, and an "Edit Selection Data" split button when data is present. The split button separates "Replace Selection Data" (clear and re-import, including changing headers) from "Append Rows" (add rows while preserving existing column structure).

• Done tasks visible by default on the board: Completed tasks now appear on the board by default. Use the "Completed issues" filter to hide them — opting in to hiding rather than opting in to seeing.

• Status change confirmation when selection data is missing: When moving a client-visible task to a status clients can see, and the task has no pasted selection data, a confirmation dialog now appears. It lists each affected task and requires an acknowledgement before proceeding — preventing accidental client exposure of requests without data.

• Library file preview improvements: The library now shows a graceful fallback for corrupt or unreadable PDFs instead of a blank error. Excel previews include sheet tab navigation so you can browse between tabs.

• Welcome email errors now show the specific reason: If sending a welcome email to an auditor or client fails, the notification now shows the specific cause (e.g., "on suppression list — contact support to remove") instead of a generic error.

New Features

• AI exception clustering on TICKMARK automations: when a TICKMARK attribute column automation completes, AI now automatically groups the exception rows (rows that failed the tickmark evaluation) into labeled exception groups (A, B, C, …). Re-running the automation preserves any cells you have already accepted or rejected, so your review work is never lost.

Bug Fixes

• PDF export: F and CF tickmarks now render correctly when opening exported workpapers in Adobe Acrobat.
• Paste Sample / Add Table from Excel: the import now validates the column mapping upfront and surfaces a clear error instead of failing mid-operation.
• Automation reliability: fixed an edge case where re-running an automation on empty cells would not register correctly, causing the run to silently stall.
• Tickmarks: resolved a race condition that could produce errors when two tickmarks were created on the same workpaper in quick succession.

Improvements

• New Engagement form: The Create button now stays disabled until the engagement name is entered, making it clear when the form is ready to submit.
• Activity Feed filters: Filter labels have been updated to plain language — People, Activity Type, and Client replace the previous technical labels, making it easier to find what you're looking for.