Punchcard product updates

CoAudit Workbook Approvals — Rebuilt

• Per-change diffs before you approve: when CoAudit wants to write to the workbook, the approval card now shows a row-by-row breakdown — the cell address (click it to jump there in Excel), what each cell will hold after the write, the current value shown struck through when it will be replaced, and CoAudit's stated reason.
• Explicit overwrite consent on the card: if a proposed write would replace existing data, a dedicated "Replace existing data" button appears so you can authorize it directly — no need to send CoAudit back to rephrase the same request.
• Safe writes proceed automatically: when CoAudit's writes are confirmed to fill only empty cells, the approval card is skipped entirely and the changes are applied without interruption.
• Impossible patches return automatically: if a proposed write genuinely cannot be applied (for example, it targets a range or worksheet that doesn't exist), it is automatically returned to CoAudit for revision — no dead card to dismiss.
• Partial write tracking: when a batch of writes partially succeeds, the resolved card clearly reports how many changes were applied and how many were skipped, and why.
• copy_range now uses the same overwrite protection: copying a range to an occupied destination now shows the same disclosure and requires the same explicit confirmation before replacing existing content — or auto-approves when the destination is empty.

Ask CoAudit — Redesigned Choice Cards

• Click to answer: for single-choice questions, clicking an option is the answer — no separate Submit step. The card advances to the next question or completes the batch automatically.
• Skip individual questions: a Skip button on each question lets you skip just that one while still answering the rest. The ✕ at the top right dismisses the entire card at once.
• Keyboard shortcuts: press 1–9 to pick the corresponding option directly, use arrow keys to move between choices, and ←/→ to page between batched questions.
• Streaming-safe: answering is blocked while CoAudit is still generating the option list, so you never answer against an incomplete set of choices.

Invite Dialogs — Outlook-Style Recipient Picker

• Chip-and-input recipient field: type or paste email addresses and they appear as removable chips. Paste an Outlook-style recipient list ("Display Name <email>") and names are preserved automatically.
• Autocomplete from your firm directory: start typing and matching firm members appear as suggestions with their name and email — click to add without typing the full address. The field is active immediately; you don't have to wait for suggestions to appear before entering addresses.
• "Add yourself" shortcut: your own name pins to the top of the suggestion list for one-click self-enrollment.
• Clear domain validation: addresses that don't pass your firm's domain check appear as red chips; click a red chip to restore the address to the input for correction. Chips entered before the directory finishes loading are automatically re-checked once it arrives.
• Client domain advisory: inviting clients from a different email domain than your existing client members shows a non-blocking warning so you can review before sending — the invite still proceeds.

Excel Add-in Improvements

• Live selection-context chip: when you have cells selected in Excel, a chip labeled with the range address (e.g., "N17:O18 selected") appears directly above the chat composer — so you always know exactly what selection will accompany your next message. Click × to exclude it from the outgoing message without changing your Excel selection.
• Cell-detail panel for uncited cells: the bottom panel now opens for any selected cell, not only those with attached citations. Cells without reasoning or evidence show a clear "No reasoning or citations on this cell" placeholder instead of hiding the panel entirely. The panel also defaults to open.
• CoAudit asks when context is unclear: when the linked task description doesn't provide enough signal to understand what is being tested, CoAudit will ask you to describe the audit purpose before acting. Once context is established — from your messages or a detailed task — it resumes its normal proactive behavior.
• Legacy workbooks open cleanly: workbooks created with an older version of the Punchcard add-in now open without compatibility warnings unless the workbook contains actual legacy citations.

Reliability

• Large file uploads are more resilient: the platform now handles resource pressure during bulk uploads more gracefully, reducing the chance of processing errors when many files are uploaded at once.

Bug Fixes

• Invite dialog suggestion list no longer clipped: the autocomplete dropdown in invite dialogs now renders in full over the dialog content instead of being cut off at the edge.
• Templates no longer include deleted document groups: saving a template no longer captures document groups that were previously removed from the task.

New Features

• CoAudit cell references are now clickable (Excel add-in): When CoAudit mentions a cell address, range, worksheet, or named range in a response, it appears as a clickable chip. Clicking it immediately selects those cells or navigates to the referenced sheet in your workbook — no more manually hunting for the reference.

• Jump to any page in a PDF: The page indicator in the PDF viewer is now an editable field. Type a page number and press Enter to jump there directly, instead of stepping through one page at a time on long documents.

• Cleaner file match states: Files now show one of five clear review states — Needs Match, Needs Review, Flagged, Accepted, and Out of Scope — with a badge indicating whether the match was made by AI or manually. This replaces the previous lock/unlock terminology for a more straightforward review workflow.

• Unsorted files are now reachable: Files that couldn't be automatically placed into a document group now appear in a dedicated Unsorted folder in the file explorer. You can open, move, or delete them from there, just like any other file. Previously these files were invisible and inaccessible.

Bug Fixes

• Reasoning notes no longer lost in the Excel add-in: Typing reasoning notes and then clicking back into the spreadsheet — or using a ribbon action like Validate or Flag — would silently discard the draft. Reasoning is now saved before switching to a new cell or closing the panel.

• Reasoning notes also saved when the panel is closed by a ribbon command: Even when a ribbon action closes the reasoning panel while you are mid-edit, your draft is captured before the panel disappears.

• Rotated PDF pages now display correctly: Pages stored sideways in a PDF now render upright, with citation boxes, tick marks, and review overlay numbers landing in their correct positions.

• Workpaper no longer shows a blank screen on errors: A loading failure previously left auditors on an unstyled, featureless page with no way to recover. A proper error screen with a Retry button now appears instead.

• "Loading conversation" no longer gets stuck: Navigating to a task via a chat's "Take me there" link could leave the task's chat pane spinning indefinitely. The conversation now loads correctly after navigation.

• Client not-found page keeps the full app layout: Navigating to a client URL that no longer exists now shows a clear "We could not find this client" message with a Back to clients link, rather than an unstyled plain-text error that looked like a broken page.

• Workpaper Run is more resilient: If a column was deleted between opening the Run dialog and confirming, the entire run would fail with an error. Now the stale column is quietly skipped and the run proceeds. A slow or dropped connection when starting a run also no longer shows a false failure banner while the run continues in the background.

• Financial Statement Review: improved accuracy for South African number formats: Space-grouped numbers with dot decimal separators — common in South African financial statements — are now correctly extracted. Multi-group numbers in this format were previously dropped silently during matching.

• Financial Statement Review: renamed document groups now included in file classification: Document groups that had been renamed by an auditor were previously excluded from the classifier, causing files to be routed to the wrong group. Classification now uses the group's current name.

Performance

• Pages load faster: The JavaScript delivered to your browser is meaningfully smaller — primarily by reducing the code bundled for syntax highlighting in CoAudit chat responses. Pages should feel snappier, especially on first load or on slower connections.

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.

Office Add-in

• 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.

Evidence Viewer

• 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.

Financial Statement Review

• 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.

CoAudit

• Task navigation goes to the right place. When you ask CoAudit to take you to a task — for example, "go to the most recent @mention" — it now opens that task's actual working area (the review page, workpaper, or overview) rather than the chat interface.
• AI queries are faster and more reliable. An issue caused the AI to get stuck repeatedly failing when querying certain engagement data, significantly delaying responses before eventually working around the problem. This is now resolved and queries succeed on the first attempt.

Financial Statement Review

• Fewer false math exceptions from AI correction. The AI math engine now rejects formula proposals that would incorrectly flag correctly-stated rows — including proposals that reference empty or header columns and single-cell assertions that don't hold. This reduces noise in Foot/Crossfoot results.
• Citation highlights point to the correct cell in wide tables. For statements with tables that span across multiple pages, clicking a citation now highlights the correct source cell. Previously, the highlight could appear over the wrong value.
• More reliable file processing. Fixed a regression where files requiring OCR could fail to complete, showing an error instead of finishing normally.

New Features

• Engagement identifiers are now auto-generated. When creating a new engagement, Punchcard automatically produces a short identifier from the client name and audit period year — for example, CVS26 for a CVS Health engagement ending in 2026. If that identifier is already in use, a unique variation is generated without any extra steps. The identifier field has been removed from the creation form.

• CoAudit search in Excel and Word is fully redesigned. Semantic search is now always on — no checkbox required. Results are split into two groups separated by a divider: exact text matches at the top, and topically related mentions below. A scope selector sits directly under the search box and is always visible; choose between the open file, the document group, all files in the workbook, or the entire engagement. Cross-file hits surface as cards showing the filename, page, and a snippet, split into verbatim matches and related-by-topic. The result count row shows compact badges for related mentions and cross-file hits. A spinner inside the search box indicates when a search is still running.

• Wide multi-page financial tables are automatically joined before processing. Financial schedules that overflow across pages — where the continuation page carries only amounts with no row labels, such as German fixed-asset rollforward tables (Anlagenspiegel) — are now automatically detected and merged into a single table. Foot/crossfoot validation and AI extraction now see the complete table rather than disconnected fragments.

• Netting entries are now recognized as valid footings. The Foot/Crossfoot validator now correctly identifies offsetting entries — where two titled rows cancel each other exactly to a zero total, common in German GAAP § 246 disclosures — and validates them rather than flagging them as exceptions. The validator also prevents double-counting when a formula's operands include a subtotal alongside that subtotal's own components.

Improvements

• Reordered F/CF calculator operands now survive page reload. When you drag operands into a custom order in the Foot/Crossfoot calculator, that order is saved and restored the next time you open the calculation.

• F/CF operand reordering is now available on all standard calculation types. Drag-to-reorder was previously limited to Calculate-First mode. It is now also offered on regular row footings and column crossfootings. The drag handle has been updated to match the grip style used elsewhere in the product, and the drop indicator is no longer hidden behind the dragged row.

• The CoAudit add-in now detects your firm's data region automatically. On first use, the add-in uses your device's timezone and network signals to determine whether your firm's data is in the US or EU cluster. When signals are clear, it routes silently. When they disagree, a banner asks which region your firm uses before proceeding — and that answer is remembered permanently. If you land on the wrong region after sign-in, a "Try the other region" option appears on the provisioning screen.

Bug Fixes

• Image files (PNG, JPG) no longer get stuck on a loading spinner. Image attachments on task pages now open and display correctly. Citation highlights on image files also now appear at the correct position on the page.

• Task pages no longer crash when a file appears in more than one document group. A configuration where the same file was shared across multiple document groups could cause task pages to fail entirely for everyone on the engagement. This is resolved.

• Internal Consistency no longer incorrectly groups large numbers of unrelated zero values. IC was sometimes lumping dozens of independent zero or round-number cells into a single group even when the underlying values had nothing to do with each other. Groupings now require a shared identifiable fact before cells are linked.

• English review checklists always produce output in English. Running the Review Checklist analysis on an English-language checklist could occasionally return extracted prompts in another language (such as Spanish). The language of the checklist is now detected and stated explicitly, so output language is consistent.

Financial Statement Review

• Reorder calculation operands — drag the grip handle on any operand row to set the formula sequence that is right for your calculation. Arrow keys on a focused grip do the same. The order you set is saved with the finding.
• Enter a value not printed in the document — in Calculate-First mode, type a literal number (such as × 100 for a common-size percentage) without needing to draw a box around anything in the source file. Typed values are treated as constants and excluded from rounding estimates.
• Operand set stays fixed on AI-discovered recalculations — when editing a relationship the system detected automatically, the remove button now appears disabled with a tooltip explaining why, rather than being hidden. You can still adjust operators and sequence.

Excel & Word Add-ins

Attaching and changing engagements

• Bind to an engagement directly — the setup flow when opening an unattached workpaper now asks for a client and engagement only, skipping the task step. The confirm button reads "Attach to engagement."
• Change Attachment opens pre-filled — the overlay now shows your current client and engagement already selected. Update only the level that actually changed.
• Switching to a different engagement clears previous documents — re-linking to a new engagement removes document groups from the old one so your Documents panel reflects the new scope immediately.

Document manager

• Groups appear at the top level — the Documents panel now lists your document groups directly, without having to open a task folder first. The originating task appears as context on each row.
• Import multiple groups in one step — check individual groups or an entire task header to select all its groups, then confirm in one action. Groups already in the workpaper appear as "Added" rather than offering a tick.
• Remove a group from this workpaper — the group menu now includes a "Remove from this workbook" option that detaches the group without deleting it. Files remain available to other workpapers.
• Empty groups say so — a document group with no files now shows an explanatory message and an Upload button instead of appearing as blank space.
• Files cited from other sources remain visible — documents your workpaper has cited that live outside its imported groups appear as a read-only entry, so you can still open and reference them.
• Client request groups fully manageable — document groups tied to client request tasks can now be renamed, deleted, and used as upload targets in the add-in.
• Uploading into a new engagement works immediately — if the engagement has no tasks yet, the upload flow now offers to create the first one in the same step rather than discarding your file selection.

CoAudit chat

• Unified conversation history across Excel and Word — the chat history panel shows all your conversations in the current engagement regardless of which add-in started them. Moving between an Excel workpaper and its Word narrative shows one combined history.

Sign-in

• Unverified email shows a clear next step — if your account email has not been verified, the add-in now shows a specific, actionable message and a "Check again" button rather than a generic error.

Reliability

• Selecting cells no longer jumps the scroll position in Excel — an issue where Excel scrolled back to the selected cell after you had scrolled away is fixed.
• Ribbon buttons recover automatically from brief failures — temporary update failures now retry on the next action without requiring a reload.

Partner API

• Retry-safe sampling submissions — include a request.id field in your POST request to make it idempotent. Submitting the same identifier again updates the existing sampling task rather than creating a duplicate, equivalent to a manual resend. The response echoes back the identifier you sent. Omitting request.id preserves the original behavior where each POST creates a new task.

Bug Fixes

• FSR tasks open on the review page from the breadcrumb menu — clicking a Financial Statement Review task in the top navigation breadcrumb menu previously landed on the task overview. It now opens the review page directly.
• Opening a task with @mentions no longer shows "Save failed" — a formatting step that ran when loading a task was incorrectly treated as an unsaved edit. This no longer triggers a save attempt or an error notification.
• Task overview errors no longer affect the rest of the workspace — if the overview panel encounters a problem, it now degrades locally rather than replacing the entire work area with an error screen.
• Lasso and cite work for all same-firm auditors — auditors from the same firm who were not explicitly listed on a task could not lasso or cite evidence in the add-in. This is fixed.
• Annotating a document no longer closes it — using lasso, cite, or Sum on a freshly opened document no longer dismissed the document while the operation was in progress.
• Review sign-offs show the actual reviewer's name — on workpapers bound to an engagement without a linked task, sign-offs now identify the reviewer by name correctly rather than showing a generic placeholder.
• All cited files appear in workpapers with many citations — workpapers citing a very large number of files now correctly display the full set.

Features

• Redesigned Excel and Word add-in layout. CoAudit chat is now the default view when you open the task pane — no extra click required. The document viewer and file manager live in a collapsible right sidebar. On wider panes, both panels appear side by side with a draggable divider; on narrower panes, dedicated controls let you switch between them. The sidebar's width is remembered across sessions.
• File sorting and grouping in the Document Manager. A new display-settings control (gear icon) in the file toolbar lets you sort files by date added (newest first, the default) or by name, and — when inside a document group — group files by citation status or text-recognition status so you can focus on what still needs work. If any files have failed text recognition, the gear shows a red badge and the first menu item takes you straight to those files.
• Clear guidance for unprovisioned accounts. If you sign in with an account that isn't yet connected to an audit firm, the add-in now shows a plain "Welcome to Punchcard" screen explaining what to do, with a Check again button (provisioning can complete while the pane is open) and a sign-out option — instead of a working-looking interface where every action silently failed.

Bug Fixes

• Non-admin workbook attachment now works. Non-admin users can now attach a workbook or document to an engagement from the add-in — the form was previously locked and gave no indication why.
• CoAudit "Conversation too long" shows immediately. When a chat grows too large to continue, the error appears right away instead of after several invisible failed attempts. The message and guidance remain the same.
• Scrolling in Excel no longer jumps. With the add-in open, scrolling the spreadsheet no longer snapped back to the selected cell.
• Word add-in notifies you when a restart is needed. If a ribbon action stops responding because Word needs to be restarted, the add-in now shows a clear notification — instead of silently freezing all ribbon controls.
• Cite, Lasso, and Sum now open the document viewer. Activating a drawing tool from the ribbon now reliably brings the document into view, rather than landing on the file list and cancelling the draw.
• Document Manager no longer shows a previous user's files. After signing out of the Word add-in, the file tree is cleared — a subsequent user no longer sees the prior account's document groups and file names before their own files load.
• Engagement category colors are more readable. Dot colors in the engagement breadcrumb menu now use the same calibrated palette as the rest of the product — several shades that were previously too light to read against their backgrounds have been corrected.

CoAudit Chat

• Choose your AI model and effort level: A compact dropdown in the CoAudit chat footer lets you select which AI model to use and how deeply it should reason — from fast responses to more thorough analysis. The platform's recommended setting for most audit tasks is pre-selected. Your choice is saved per conversation and restored when you reopen it; switching between chats restores each conversation's individual setting. Models that are temporarily unavailable are shown as disabled rather than hidden.
• Conversations that grow too long now explain what happened: When a conversation reaches a length the AI can no longer continue from, CoAudit surfaces a clear inline message — "This conversation has grown too long for the model to continue. Start a new chat to keep going — the messages here are saved." Your full conversation history remains accessible from chat history.
• Conversations that stop responding now tell you why: If CoAudit completes several turns without producing a response (typically because the conversation has grown very long), it now surfaces a "This conversation has stopped responding" message with guidance to start a new chat. Nothing is lost — all prior messages are saved.

Workpaper & File Handling

• Files in Financial Statement Review stay where you put them: A bug was causing files uploaded to a specific document group in Financial Statement Review to be automatically re-routed to a different group. Files now land and stay in the document group you chose — FSR never applies automatic sorting.
• Automatic file sorting is now targeted: Drag-and-drop auto-sorting only activates when you aim at a designated upload target — a row's Unsorted cell or the corner task-level cell. Dropping files elsewhere on the workpaper page no longer triggers auto-routing.
• Dropping a file on an empty area of the page no longer navigates away: Previously, dropping a file outside a recognized upload target could cause the browser to leave the workpaper and open the file directly. This no longer happens.

New

Drop files anywhere on the Workpaper — they sort themselves

Drag files onto any row in the Workpaper table to upload and attach them to that specific selection. Drop files anywhere else on the page and each file is automatically sorted into the best-matching document group — no manual assignment needed. A new "Unsorted" column on the right side of the table tracks files as they process, with a per-file status popover showing progress and an option to remove files that couldn't be matched. The reference-file panel now only expands when you deliberately hover the paperclip icon, so dropping files anywhere else on the page always goes to the auto-sort flow.

CoAudit can answer questions about your audit data

The CoAudit chat assistant now has direct access to your audit portfolio. Ask "show me all overdue tasks," "what's the oldest outstanding client request?" or "find tasks assigned to me in this engagement" — CoAudit queries your clients, engagements, tasks, activity log, and workpaper comments to answer. Available in both standalone chat and task-embedded chat.

Financial Statement Review: footing and recalculation in one unified procedure

Footing (sum checks) and Recalculation (multiplication and division checks) are now presented as a single "Recalculation" procedure in the sidebar and cover sheet. Draw your operands as usual — the system detects the operation type automatically and routes the result to the correct check. Your firm's existing footing glyph applies to all results. The Manage Tick Marks dialog no longer shows the now-redundant duplicate entries from before the merge.

Financial Statement Review: dedicated "Add a comment" button

A new message icon in the PDF toolbar puts you directly into comment-placement mode — click any spot on the document to start a thread, without navigating through the tick-mark picker. Previously, adding a standalone document comment required going through the tick-mark flow, and in math-validation mode it was not possible at all. Standalone comments are now visible and accessible across every sidebar mode.

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Improvements

• Engagement Settings empty states are now clickable — "Add your first category" and "Add your first variable" now open the creation form when clicked. Previously they looked like buttons but did nothing.
• Activity stream file names open the viewer — clicking a file name in a task's activity feed now opens that file in the document viewer. Deleted files remain as plain text.
• Activity feed updates after file changes — uploading or deleting a reference file now refreshes the activity stream immediately, without requiring a full page reload.
• Archived engagements display correctly — engagements in Archived status now show as "Closed" across the client list, engagement table, and sidebar, rather than appearing as "Planning." Archived is also now a selectable option in the engagement status picker.
• Financial Statement Review outputs in the document's language — tick-mark notes, group labels, and analysis text now match the language of the financial statement being reviewed. A regression had been causing English-document output to appear in Spanish or German for many files across multiple firms.
• FSR accuracy improvements for German and EU-format statements — Financial Statement Review now correctly skips index pages, asset registers, and other appendix tables rather than flagging their entries as financial exceptions. Single-column numeric tables in EU decimal format are now correctly extracted and validated.
• FSR navigation after confirming a result — after confirming a footing or recalculation result, the sidebar now correctly advances to the next item in sequence, including sibling relationships on the same cell (such as both a row sum and a column crossfoot on one number).
• PDF viewer controls always respond — the zoom, page navigation, and fullscreen controls now respond to clicks even when the toolbar has faded from inactivity. Hovering them brings the toolbar back.
• @mention comments always save — if a notification email to a mentioned colleague can't be delivered, the comment saves successfully regardless. Previously a delivery failure would cause the whole comment to appear to fail.
• "Paste from clipboard" shows a loading indicator — the paste button in the sampling table now shows a spinner while waiting for clipboard permission, so it no longer looks unresponsive during the browser prompt.
• Citations in AI responses render correctly — inline citations in CoAudit responses now display properly even when some references can't be resolved, and unresolved placeholders no longer appear as stray characters in the message text.

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Bug Fixes

• Fixed a hang that could occur when selecting a match on certain workpaper files — the action now responds quickly rather than waiting several minutes before failing.
• Fixed an issue where navigation could freeze for users with Cyrillic, Asian-script, or emoji characters in engagement or task names.
• Fixed large documents occasionally failing to complete text recognition when multiple documents were being processed at the same time.

Office Add-ins — Redesigned Review Panel

• Citation details now appear in a docked bottom panel below the document viewer, so the source document and your review notes are visible at the same time. Toggle the panel open or closed with a button in the pane controls, drag the divider to adjust its height, and the add-in remembers your preference across sessions. The panel works the same way in both Excel and Word.
• Validate and Flag are now available directly in the panel — no need to reach for the ribbon for single-citation verdicts. Unreviewed citations show Validate and Flag buttons in the bottom panel; once a verdict is set, the button becomes a status badge (Validated / Flagged) with a one-click clear option. The ribbon Review group still handles bulk selections in Excel.
• New Settings button (gear icon) in the ribbon lets you re-link a bound workbook or Word document to a different engagement or task without closing the pane. Use the familiar cascading picker to select or create a client, engagement, or task.
• Sign-in is more reliable. If Microsoft's authentication flow takes an unusual path, the add-in now detects the completed sign-in and returns to the pane automatically rather than appearing stuck. If the pane ever lands on the wrong page, clicking any ribbon button brings it back immediately.

Workpaper

• Clicking a cell now opens the correct source document. The document viewer opens to the file where the cell's primary citation is highlighted — not to a fallback file that may have nothing to do with that cell's evidence. Citations that reference a file from a different part of the engagement also load correctly.
• The collapse/expand arrow on datasource column groups now points in the correct direction after each click.

Navigation

• Browse sibling engagements from the breadcrumb — hovering the engagement name in the breadcrumb opens a panel listing all engagements under the same client, sorted by most recently updated. Each row shows the engagement's status, title, and a color-coded bar of task and request counts by status. Clicking any row navigates to that engagement while preserving your current Tasks or Requests view.
• Refreshed breadcrumb design — the breadcrumb adopts a new chip style with cleaner idle, active, and hover states. On the engagement board, the audience label ("Tasks" or "Requests") no longer appears as a trailing segment; the trail ends at the engagement name.
• Board Display menu no longer freezes the page — the column, row, and ordering settings panel now stays open while you select options from its dropdowns, and the board behind it remains scrollable. Previously, opening the Display menu made the entire page unscrollable until it was closed.

CoAudit AI

• Approval cards no longer end the AI session — when CoAudit reaches a step requiring your approval, it pauses inline and resumes automatically once you approve or decline. You no longer need to type anything to continue the AI's work after acting on an approval.
• Decline reason improves the AI's next attempt — when you decline an approval, you can optionally explain why. The AI receives your explanation and adjusts its next proposal, eliminating the need for a separate follow-up message.
• Excel add-in: approval cards stay visible across all tabs — a pending approval now appears above the chat, Documents, and Viewer tabs so you won't miss it if you switch views while the AI is waiting.
• Excel add-in: workbook operations run without interruption — the AI can now read and write workbook cells across a long authoring session without pausing between operations, making complex workbook tasks faster to complete.

Firm Library

• Contextual empty states — when a tag filter returns no results, the library shows "No documents match the selected tags." When a text search returns nothing, it shows "No matching documents found." The upload prompt appears only when the library is genuinely empty with no active filters, so filtered views no longer suggest your library is empty.
• Preview files uploaded by colleagues — firm members can now open and preview documents that a colleague uploaded to the shared library. Previously, opening another person's file showed a "Failed to load file preview" error.

File Uploads

• Bulk uploads no longer silently drop files — uploading a large batch of files at once no longer fails partway through and discards some files. A real production session had previously lost files mid-batch; this is resolved.

Workpaper Automation

• AI processing recovers from concurrent edits — if workpaper records are deleted while the AI is actively processing them, the remaining extracted results are now preserved rather than the entire batch being discarded.

Accessibility

• Screen reader labels for draw and comment controls — the comment toggle, draw line/arrow button, and split-button in the document viewer toolbar now announce their names and active states correctly to screen readers.

Excel Add-in — Workbook Authoring

• Writing to a workpaper cell now requires a single approval, not three or more. Previously, filling one cell correctly could require separate approvals for the value, the formatting, and the citation. All of these are now batched into one step, so you approve once and everything is applied together.
• AI can read a cell's current contents — including its formula, citation, and formatting — and update only the parts that need to change, leaving everything else untouched. This makes targeted corrections predictable and avoids accidentally clearing a reviewer's existing work.
• Cells you've already filled are protected from silent overwrites. If AI tries to write over a cell that contains your work, it stops, shows you what is already there, and waits for you to confirm before replacing anything. When you do approve a replacement, the confirmation card leads with a clear notice that existing data will be replaced.
• AI can now attach multiple evidence citations to a single cell. When a figure rests on more than one piece of supporting evidence — for example, a ship date and freight terms from two different lines of the same document — each source gets its own clickable highlight in the document viewer.
• When AI cites a passage it cannot locate in the source file, it now reports exactly which quote didn't match and suggests how to retry, rather than silently appearing to succeed with no highlight to click.
• The approval mode selector is now labeled Manual and Skip all approvals (previously "Ask" and "Approve All"), with a raised-hand icon for Manual and a warning-triangle for Skip, making the difference clear at a glance. The collapsed toggle shows the short form (Manual / Skip) to fit the task pane.
• File imports always require their own approval, even when a write session is active. Other workbook writes — values, formatting, citations — still proceed without interruption once a session is approved; importing a document group always shows a separate approval card.

Excel Add-in — Document Manager

• Two tabs now appear over the file list: Cited and Text. The Cited tab shows which files have evidence linked to workbook cells. The new Text tab groups files by text-recognition status — successfully processed, still recognizing, failed, and unsupported — with a red badge for failures and a purple badge for files still being processed, visible from the Cited tab so extraction problems are never silent.
• Text recognition status refreshes automatically while files are processing: every two seconds for the first 30 seconds, then every five seconds up to two minutes, then every 15 seconds. A "Check again" link appears if recognition hasn't finished within that window.
• File names appear in the Document Manager as soon as you select them for upload, with a spinner in place of the file-type icon, so you can see what is in flight without waiting for the transfer to complete.
• Drag files, folders, or ZIP archives directly onto the Document Manager to upload them. Dropping onto an open document group uploads into that group; dropping above the list opens the standard destination chooser.
• The region selector (US / EU) now appears only when needed — during sign-in or when the pane cannot connect — rather than displaying a banner on every launch.

CoAudit Citations

• Multi-word quotes now match correctly in source documents. Citing a phrase such as "Pay Date: 12/22/2025" previously failed to find a match because the quote spans multiple words in the document's underlying text, producing a full-page highlight with nothing to click. The highlight now lands precisely on the quoted text.
• Citation highlights cover the full quoted phrase, not just the first word. A three-word quote now produces a single highlight spanning all three words.
• False citation matches are prevented. A quote can no longer match text where it appears only as part of a longer phrase — for example, "Pay Date" will not highlight "Repay Dated."

Karbon Integration

• Firm admins can now connect their Karbon integration without contacting support. Previously this required a backend command run by an operator. Firm admins can now go to Admin → Integrations → Karbon and paste their Karbon access key directly. The key is verified against Karbon before being saved, so a typo cannot replace a working connection.

Financial Statement Review

Merge tables that span page breaks

• Select two adjacent-page tables in the review sidebar and choose a merge strategy: Vertical (the table continues across the break) or Horizontal (columns are split side by side).
• A live preview shows row accounting, a list of any values that would not carry over (named by amount, not just counted), and whether column headers can be reconciled — all before you commit.
• Merges are non-destructive: existing tick marks, variance analyses, and comments are preserved and carried to the merged result.
• A dashed seam line in the PDF marks where tables were joined. Undo a merge by hovering the seam and clicking Unmerge, or using the revert control in the sidebar list. Math validation re-runs automatically after each merge or unmerge.

Correct a misread presentation scale

• Every Foot/Crossfoot calculator now shows a unit chip (e.g., "TEUR", "thousands") auto-detected from the table header.
• Click the chip to correct a wrong detection — for example, changing "full amounts" to "thousands" when the statement is in TEUR. All findings in that calculation re-score immediately, and tick marks on findings whose verdict changed are flagged for recheck.
• A filled chip indicates a system-detected unit; an outlined chip means you set it manually. A "Reset to detected" option restores auto-detection.

PDF text search

• Press Cmd/Ctrl+F while viewing a PDF to open a find bar with previous/next navigation through all matches.
• In dual-pane Current Year / Prior Year view, the shortcut routes to the pane you last interacted with.
• The shortcut is not intercepted when the cursor is inside a text field such as a comment box.

AI analysis now matches the document's language

• Internal Consistency grouping labels, Foot/Crossfoot correction reasoning, and Prior Year comparison analysis are now written in the document's own language — German, Spanish, Italian, and others — rather than always in English.
• Table titles extracted during enrichment are preserved verbatim rather than translated.

Accuracy improvements

• Fewer false math exceptions: the math correction step now discards proposed total-row compositions that fail to reconcile on any constraint before flagging them. This removes a class of false exception marks on correct statements, such as the example where two unrelated line items were incorrectly marked as totals.
• Percent-change columns with negative bases: whether a "% change" figure uses a signed or absolute-value convention is now inferred from the document by majority vote rather than assumed, removing false exceptions on correctly-stated rows.
• Multi-line row labels in European-format statements — including labels that open with a currency-prefixed value like "−€1,234.56" or "€−1,234" — are now correctly joined into a single row, preventing false footing exceptions on wrapped captions.

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CoAudit Chat in Excel and Word

Workbook authoring (Excel)

• CoAudit can now read and write the live Excel workbook — cell values, formulas, number formats, fill colors, merged cells, and citations — directly from the task pane.
• Ask CoAudit to build a cited workpaper schedule: it reads source PDFs, extracts figures with page references, writes values and formulas into cells, and attaches citations so each number traces back to its source page in the PDF.
• Write Sessions: approve a described block of work once ("populate the detail sheet for 26 paystubs, with citations") and all workbook writes in that scope proceed without interruption. Sharing a document group from another task still asks individually.
• Approve All: a toggle beside the Citations control grants a standing approval for the current conversation, so nothing interrupts a long unattended run. Resets when the tab is closed.

CoAudit chat now in Word

• The Word task pane now includes CoAudit chat with the same AI assistant as the web app. Citation review and source evidence are unchanged; workbook authoring tools are Excel-only.

Document group management in the pane

• Create, rename, and delete document groups from the task pane without opening the web app. A 3-dot menu on each group offers Rename and Delete, with a file count shown in the confirm dialog before deleting.
• The + tile offers two options in one click: create a new group or import an existing group from another task in the engagement.
• Empty document groups now appear immediately after creation rather than staying invisible until a file is uploaded into them.
• Files uploaded through the pane now trigger text recognition automatically, matching web upload behavior.
• Renaming or removing a shared document group from an importing task no longer affects the source task or any other task that shares the group.

Other add-in improvements

• The ribbon button that opens the citation and evidence surface is now labeled "Viewer" (previously "Review") to distinguish it from the Validate / Flag / Clear review actions.
• The import panel navigation has been simplified: the engagement name and a back chevron appear in the header rather than in the scrolling body, so the context label stays visible as you drill into folders.

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Workpaper

• PDF text search: press Cmd/Ctrl+F while a PDF is open in the workpaper to search the document's recognized text with previous/next navigation.
• Removing the last client-uploadable document group now presents an explicit choice: move the task to the internal Tasks board, or keep it as a client request with no upload destination. The outcome is no longer decided automatically without input.

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Reliability

• Certain files were permanently undownloadable if their name contained a space near a dot (e.g., "Report pg. 2"). These files now download correctly.
• Navigating directly to an engagement board URL could occasionally leave the page blank if a navigation attempt was dropped during load. The page now shows a spinner and retries until navigation succeeds.
• MUS formula panel: the formula result shown in the Monetary Sample Size panel now matches the formula's own arithmetic rather than the final selected row count, which could differ on small populations.
• File moves within the workpaper now complete atomically, so a move on a large file with many records no longer risks leaving data in a half-migrated state if it runs long.

Office Add-ins (Excel & Word)

• Word ribbon now matches Excel — The Word add-in ribbon now includes the same controls as Excel: CoAudit (AI chat), Sum (draw boxes across pages to total values), and Clear citations. These were previously absent from the Word ribbon, requiring workarounds.
• CoAudit / Review tabs in full-screen chat — When the AI chat panel takes the full screen on a narrow pane, tabs at the top let you switch between CoAudit and Review without navigating away.
• Cross-document search cycling — After searching across your source documents, the next/previous arrows now cycle through results from all files in sequence, opening each document at the matching location as you step through.
• Sum mode keeps drawn boxes visible — While drawing additional sum components, citation boxes already saved for that cell stay highlighted in the viewer so you can see exactly what you have already captured before adding more.
• Upload destination redesigned — Choosing where to upload files now shows a card list with an "Upload Here" button for each folder, matching the look and feel of the document import flow.

PDF Viewer

• Comments on drawn lines and arrows — Selecting a drawn line or arrow in the PDF viewer now opens the same action menu as a citation number, including the ability to add and view comment threads. Previously, drawn marks only offered a delete option.
• Sum calculator matches cell currency format — The running total in the sum calculator now uses the same number and currency format as the workpaper cell it feeds, so the displayed values are consistent.

Workpaper & Automation

• Automation conflicts give a clear retry message — When a match or automation run encounters a conflicting in-progress operation (such as a file deletion), it now fails within seconds with a clear message to retry, rather than hanging silently for several minutes before erroring.
• Manual footings are fully editable — Manually added footings in the math sidebar now support the same edits as pipeline-discovered footings: you can correct the stated result and adjust operator signs, and the verdict updates automatically when the numbers change.

Reliability

• Bulk uploads recover from brief network interruptions — Large file uploads now automatically retry when a transient network issue occurs, instead of failing and requiring a complete re-upload.
• Files that finish processing late no longer stay stuck — OCR occasionally completed after the initial wait window, leaving files in a permanent "timed out" state. These files now automatically show as ready when processing finishes.
• Deleting tasks with many files now succeeds reliably — Tasks with a large number of attached files now delete completely rather than timing out partway through.

Financial Statement Review

• More consistent table structure reading — The AI that identifies rows, headers, and columns in financial statement tables has been upgraded to a significantly more reliable approach, reducing misclassified rows and inconsistent results across successive runs on the same document.
• Improved accuracy on German financial schedules — Several patterns that caused false exceptions on German-format statements are now handled correctly, including schedules where the total column appears to the left of the detail columns, and expense or provision line items that were incorrectly flagged as subtotals.
• Footing discovery improvements — The system now correctly proposes footings for single-member section subtotals, balance-sheet identity rows (where two total rows are cell-for-cell equal), and paragraphs containing label-less totals that were previously invisible to the discovery engine.

Workpaper

• Export menu labels now match what you receive: the "Workpaper Only" and "Files + Workpaper" export options now show the correct file format — .zip when sampling reports are bundled in, .xlsx otherwise. The label and the download now always agree.

CoAudit Chat

• Feedback is now confirmed with a message: clicking thumbs up or thumbs down on a CoAudit response now shows a brief confirmation ("Thanks for your feedback") so you know your rating was recorded.
• The AI recovers from spreadsheet column name mismatches: when querying or filtering spreadsheet data, the AI now finds columns even when capitalization or spacing differs from the file's headers, and tells you the available column names when it still can't resolve one — so fewer repeated failed attempts before it finds the right data.
• Documents with spaces or special characters in their names now work correctly: files whose names include spaces, parentheses, or similar characters no longer cause issues when the AI processes or delivers them.
• Engagement variables are resolved more reliably in task chats: the AI can now look up engagement-wide variables correctly across all task types, including scenarios that previously returned an error.

Financial Statement Review

• Citation highlights now point to the correct text: an issue where a citation sometimes highlighted text in the wrong part of a page — such as a character inside a row label instead of the actual value — has been fixed.
• Fewer false exception flags on valid line items: several categories of incorrectly flagged amounts are no longer surfaced as exceptions, including roll-forward opening balances, ratio and rate rows, amounts in limit or percentage columns, and certain narrative-captioned items.
• Progress tracking during analysis is accurate: the status indicator shown while Financial Statement Review is running now reflects each step's real progress. Previously, the indicator could show outdated information during a re-run or after reconnecting.
• Analysis completes reliably after a re-run: a case where the progress spinner would hang indefinitely following a failed re-run has been fixed.

Platform

• Invite dialog shows the correct client name: the dialog for inviting team members or clients in Engagement Settings now reliably displays the correct client organization name. It previously showed "No client" in some situations.
• Library content search closes correctly when dismissed: clearing or closing a content search while results were still loading now dismisses the panel as expected instead of leaving it stuck open.
• Login restored for users with duplicate account records: a small number of users who were unable to access Punchcard due to a duplicate account record can now log in successfully.