Punchcard product updates

Features

• Co-Audit Chat — The AI assistant has been renamed from "Copilot" to Co-Audit Agent across the platform, reflecting its deeper integration into the audit workflow.
• In-chat navigation — Ask the Co-Audit Agent to take you anywhere on the platform and it will present a confirmation card ("Navigate to [page]?") before moving you there. Your chat history carries forward when navigating to pages with a chat area (workpaper, overview, request table, task chat), so you never lose context mid-conversation.
• Task search and discovery from chat — The Co-Audit Agent can now search for tasks by name, description, or short identifier across all your engagements, and list all engagements you have access to — directly from the chat input.
• Create tasks from chat — Ask the agent to create a new task and it will do so without leaving the conversation. You can create blank tasks or instantiate from a firm template (pre-configured with datasources, columns, and automations). A "Task created" card appears with Go to task / Stay here options, and your current chat carries forward to the new task.
• Acceptance criteria tools in workpaper chat — The Co-Audit Agent can now list, create, edit, delete, and run acceptance criteria on a workpaper datasource directly from the task chat. Deletion requires explicit user approval. The agent will not proactively create acceptance criteria — it only acts when you ask.

Improvements

• File search is more powerful — searchFilePages now supports regex patterns, page ranges, case-sensitive mode, and word/line-based context extraction. It also auto-detects total page count to prevent out-of-range searches, skips pages that error rather than treating them as matches, and returns a clean error immediately for inaccessible files.
• Deep analysis survives page refreshes — Run status (running / completed / error) is now persisted server-side. If you refresh the workpaper while a deep analysis is in progress, the spinner is restored immediately and the run continues uninterrupted.
• Deep analysis progress card stays in sync on reconnect — If your WebSocket reconnects mid-run, the deep analysis progress card is updated in place rather than being dropped or duplicated.

Improvements

• PDF to Excel on large documents: The extraction pipeline that cleans and fills converted tables now processes pages in batches. Large PDFs that previously failed mid-conversion due to size limits will complete successfully. Pages that are exceptionally large are escalated to a higher-capacity model; pages that still exceed limits are skipped gracefully rather than aborting the entire conversion.

Bug Fixes

• OCR retry reliability: If an OCR job had to retry after partially completing, subsequent attempts could fail with a conflict error — leaving the file stuck in a failed state. Retries now cleanly replace any partial results, so files recover correctly without manual intervention.

Fixes

• Table data extraction has been restored to consistent, accurate performance — auditors working with complex tables in uploaded documents will see reliable extraction results again.
• OCR document indexing has been improved to ensure page content within uploaded files is fully indexed, reducing gaps where content could be missed during AI-assisted review and search.

Copilot Chat

• Citation continuity across conversation turns: when the AI cites document evidence with numbered references like [1] or [2], those source links are now carried forward into follow-up exchanges — the AI can correctly refer back to previously cited content in multi-turn conversations without losing context
• Copy and download controls on AI tables: markdown tables in AI responses now include a toolbar to copy or download tabular data directly, eliminating the need for manual selection
• Built-in product coaching: ask the copilot where to find any platform feature and it will describe what it does and guide you to the right page — the full platform layout is now part of its context in every chat mode

Engagement Board

• Filters persist across engagement switches: search queries and active filter selections now carry over when switching between engagements in the same browser session; assignee and category filters are automatically reconciled against the new engagement's valid values, with unrecognized values quietly dropped

Review

• Calculate-First mode for foot/crossfoot validation: draw all operands on the PDF first, then apply the result to a cell — an alternative to the standard flow; footer action buttons (Save, Reset, Apply Valid/Exception) stay pinned and accessible while scrolling the calculator panel
• Assignment focus mode: when the system cannot automatically link a drawn operand to its row and column in the table, the calculator collapses and a focused card guides you step-by-step to draw the row and column headers in the PDF to complete the link; the calculator re-expands once the link is resolved

Task Overview

• Task properties update live from AI chat: status, priority, due date, assignee, and category now reflect changes made via AI chat in real time — no page refresh needed
• Description stays current without refresh: the task description editor automatically remounts when AI chat updates the content externally, so edits appear immediately

Workpaper

• OCR is resilient to server interruptions: OCR processing now runs as a durable background job — if the server restarts mid-upload, the job is automatically picked up and completed on another node; duplicate OCR requests for the same file within 5 minutes are deduplicated; files no longer get stuck in a failed state due to transient server issues
• Formula cells export as live Excel formulas: cells whose value starts with = are written as real Excel formulas in all .xlsx exports — values calculate automatically when the file opens; number formatting (currency, date, number) is applied based on the column's data type
• Testing attribute columns are visually distinct: columns used for testing procedures now display with a blue header background and bold centered label, always appearing as the rightmost columns within their datasource group for quick identification
• Automation output reliability improved: AI-generated text in match and testing attribute automations is sanitized before saving, preventing rare write failures caused by edge-case characters in LLM outputs

New Features

• Export chat to Word: Download the full conversation from any task chat as a .docx file — available in the three-dot menu in the task chat sidebar.
• Engagement disambiguation: When multiple engagements share the same short identifier (e.g. ACME-2025), navigating to that engagement now shows a disambiguation screen listing each match with its client name and audit period. Open the right engagement directly or jump to its settings from the same screen.

Improvements

• AI analysis performance: Workpaper AI runs now process document pages more efficiently, reducing wait times for large or complex files.
• FSR year detection: Tables with ambiguous year references are classified more accurately, reducing mismatches during financial statement review.

Bug Fixes

• Chat overflow: Long URLs and text in chat messages now wrap correctly instead of overflowing or being clipped.
• Requests with files counter: The "Requests with files" count in the request table now stays accurate after uploading files individually rather than in bulk.

• Faster search results — Document search results are now available sooner after file upload, with more precise page-level matches.
• More reliable automations — Multi-step automation workflows are less likely to fail silently, especially on engagements with many workpapers running concurrently.
• Improved name matching — Automations are better at identifying the same entity across different documents, reducing false mismatches.
• Fewer processing failures — Documents with unusual formatting or large text blocks are less likely to fail during upload processing.

New Features

• Word document export from Copilot: Ask Copilot to generate a Word (.docx) file — it will produce a formatted document from your conversation and deliver it as a download button directly in the chat. Supports headings, lists, and tables.

Improvements

• Redesigned board export: The export button now opens a modal with two distinct sections:
  • Status Report — export tasks to Excel filtered by one or more statuses. Client users see requests labeled accordingly and cannot include backlog items.
  • Files + Workpapers (auditors only) — choose your format: a .zip archive compatible with the Citations Excel Add-in, a single .xlsx with embedded files, or a workpapers-only .xlsx. Workpaper sheets now include threaded Excel comments drawn from task activity at the cell, row, and file level.
• Cleaner export experience in chat: After Copilot generates an Excel or Word file, a download button appears in the chat — no stray or broken download links.