Punchcard Automation updates

What's New

• Structured triage interview after automation runs: When an automation run finishes, CoAudit now opens an interactive interview instead of a block of text. The AI presents the top three to five findings as individual cards — each with concrete fix options and a "handle later" escape — and works through a root-cause sequence: are files in the right groups? are matches correct? are failures genuine or a workflow mismatch? Workpapers created from a task template get an additional note when repeated failures suggest the issue lives in the template rather than individual rows. The same interview runs when you ask CoAudit to "review my analysis," and it won't re-read data already visible in the run card above.

• Preview what the AI will write before you confirm: When CoAudit proposes writing a value to a protected workpaper cell, the approval card now shows the pending value — or Pass / Fail for a testing column — plus the AI's one-line reasoning, before you confirm. Batches show up to eight rows at a glance so you can review the recommendations rather than accepting them blind.

• Citations toggle now governs the AI's citation behavior in workbook responses: The Citations switch in the chat header controls how actively the AI cites workbook cell values. On — the AI treats citing every supported value as mandatory and finalizes citations before responding. Off — the AI cites workbook cells only when you explicitly ask. The ability to add citations is always available regardless of the setting.

Improvements

• Firm Library loads without freezing: Firms with very large libraries no longer experience the browser becoming unresponsive when opening the Library page. The list now renders only what is visible on screen, so the page is responsive immediately regardless of file count.

Bug Fixes

• Workpaper editor suggestion pickers no longer crash: The @ mention, / skill, and # assertion suggestion pickers no longer cause the workpaper editor to crash when document content is updated while a picker is open.

• Clear message when a document group name is already taken: Creating a document group with a name already in use on the workpaper now shows a specific "Name already in use" notice instead of a generic failure message.

• Sidebar updates immediately after joining or leaving an engagement: Adding or removing yourself from an engagement now refreshes the left sidebar list right away, without requiring a page reload.

• Workpaper cells save reliably when multiple changes land at the same time: Simultaneous edits to workpaper cells are now saved reliably — an edit no longer fails when another save is happening concurrently.

• Files with unusual characters process correctly: OCR output and AI responses that include uncommon text characters now save correctly instead of failing partway through processing.

• Client Organizations list is more resilient: The client list now handles brief connection interruptions gracefully, showing your clients instead of an error page.

• "Replace Rows" replaces "Replace Selection Data": The sampling split-button dropdown option has been renamed from "Replace Selection Data" to "Replace Rows" for clarity.

New in CoAudit

• Clickable citations in AI-produced Excel workbooks: When CoAudit builds an Excel workbook for you, individual cells can now include citations that link directly to the source document pages — the same click-to-open experience you get from a workpaper exported in Punchcard. Ask CoAudit to build you a workbook and it will wire up the citations automatically.
• CoAudit can now delegate complex tasks to worker agents: For requests that require reading many files and authoring detailed evidence across a large workpaper, CoAudit can now hand off that exploration to a focused worker — keeping your conversation responsive while the heavy lifting runs. This capability was previously available only to administrators; it is now part of every task-mode CoAudit chat.
• Filter workpaper rows by review state: CoAudit can now scope its reads and actions to only the rows you've flagged, validated, or haven't reviewed yet. Ask it to "look at only the flagged rows" or "re-run only unreviewed items" and it will target exactly that subset.
• Automation re-runs preserve your reviewed work: CoAudit now correctly understands that re-running a workpaper automation never overwrites cells you've already validated or flagged — so you can safely ask it to refresh the rest of the workpaper without worrying about losing your review work.
• Upgraded AI model: CoAudit chat now runs on an upgraded model with noticeably better accuracy on complex routing and multi-step tasks.

Chat & UI

• Drag folders and ZIP files into the chat: You can now drop a folder (or several folders at once), or a ZIP archive, directly into the CoAudit chat composer — all files inside are collected and uploaded as individual attachments. Previously only individual files could be dragged in.
• Scroll position stays put when the AI finishes responding: When the AI completes a reply, your reading position is no longer snapped to the bottom of the conversation. If you scrolled up to read an earlier message, you stay there. The scroll-to-bottom button becomes highlighted with a bouncing arrow to signal that a new reply is waiting — clicking it or scrolling down clears the indicator.
• Redesigned AI loading indicator: The indicator shown while the AI is generating a response is now a slim, solid bar pinned at the bottom of the conversation with an animated Punchcard mark and status text. It no longer lets transcript content bleed through behind it.

Requests

• Simplified request status labels: Client-facing request statuses are now Outstanding, Returned, Submitted, and Accepted. The button clients use to submit work is now labeled Submit Request; when a request is already submitted, it shows Return to Outstanding instead. Both auditors and clients will see a one-time announcement on the board summarizing the label changes side-by-side.

Bug Fixes

• Testing attribute name saves reliably on the memo page: Typing a name and then quickly reloading the page or closing the tab no longer silently discards the change — it now saves the moment you click away from the field.
• ZIP file previews work correctly in CoAudit chat: Files extracted from an uploaded ZIP now preview correctly in the document pane instead of showing a fetch error.
• PDF black-page recovery improved: Black or blank PDF pages are now detected and recovered from the moment a document opens, not only when navigating between pages.
• Collective workpaper columns compute correctly across multiple files: A column configured to produce one shared result across all files in a datasource group now generates a single synchronized value and applies it to every file, rather than running independently per file.
• Excel workbook delivery is more reliable: In rare cases, generating an Excel artifact could fail due to an internal step unrelated to the workbook's content. That step now fails gracefully so your workbook is still delivered.
• Task breadcrumb segments no longer collapse: Breadcrumb text in the task header now maintains a visible minimum width instead of occasionally collapsing to nothing.

Features

Safeguards for files shared across workpapers

When you move or delete a file in a document group used by more than one workpaper, Punchcard now shows a confirmation listing exactly which other workpapers will gain or lose access to that file. This applies to all file-explorer entry points: menus, drag-and-drop moves, bulk moves, file replacements, and deletions.

• Activity stream awareness: file moves and deletions in shared groups now appear in the activity stream of every affected workpaper, attributed to the person who made the change.
• Real-time notices: if a colleague moves or deletes a file from a group your workpaper shares, a brief notice appears so you're aware without needing to refresh.
• CoAudit approval cards: when CoAudit moves a file between document groups, the approval card now lists which other workpapers are affected before you confirm.

CoAudit: smarter PDF-to-Excel conversion

Converting a PDF to Excel now detects when a document's layout cannot be reliably extracted — such as borderless tables or payroll reports where columns are positionally arranged rather than tabular. Instead of producing a useless single-column spreadsheet, CoAudit guides you through a stepped escalation: first upgrading the document's text recognition, then applying geometric layout analysis if needed.

A "Re-run with higher-quality text recognition" option is also now available in CoAudit for any PDF processed with the standard engine — useful when a document's tables came out garbled or collapsed into a single column.

CoAudit: citations in AI-edited workpaper cells

When CoAudit edits a workpaper cell directly in chat, the cell now renders with full citation quality: clickable document highlights, inline citation pills woven through the reasoning, and clearly separated supporting and counter-evidence. Previously, cells written via CoAudit chat showed the value and reasoning but no linked citations.

CoAudit: full citation coverage tracking

CoAudit's citation-quality check now measures against all cells that should have citations — matched document rows across all retrieval columns — not only cells where citations were already attempted. Cells that were never filled and datasources with no matched files now surface as gaps, so the coverage report reflects the complete workpaper rather than only what was attempted.

CoAudit: aggregate and group spreadsheet data

CoAudit can now sum, count, average, and group data from spreadsheet files in a single query. For example, asking "What is the total amount by vendor?" returns grouped subtotals directly, without needing to browse every row first.

Correcting auto-sorted files from the activity stream

When Punchcard auto-sorts a file into a document group, the activity stream now shows a "Correct this action" link on that entry. Clicking it navigates the file explorer to the destination group, pre-selects the moved files, and shows an inline prompt to move them — making routing corrections a guided one-step flow.

Improvements

• Testing formulas — blank cell comparisons: a formula comparing two workpaper cells (e.g. comparing an extracted amount against a budget figure) now correctly shows as failing when one of the referenced cells has no value. Previously, a blank cell could cause the comparison to show as passing (green ✓), potentially producing misleading conclusions in testing columns.
• CoAudit collective columns: when CoAudit edits a collective (merged) column in chat, it now checks all rows sharing that merged value before writing, so changes to any member row never silently overwrite the entire group.
• Financial Statement Review sidebar: the "Open a current year financial statement" prompt now only appears when a non-current-year file is already open. It was previously visible in the empty state where clicking it had no visible effect.

Bug Fixes

• Ghost file entries: files whose uploads were abandoned mid-way (tab closed, network dropped) no longer appear as broken entries in the workpaper. A file now only appears after its upload is fully confirmed on the server.
• Unsupported file types: uploading a file type Punchcard can't extract text from (such as .html) no longer fails the entire upload batch. The file is kept and available for download, with a non-blocking warning shown in the upload progress card.
• Clicking a second file cell: clicking one workpaper cell to open a document, then clicking a different cell's file count, now correctly switches to the new cell's file list. Previously the viewer stayed pinned to the first cell's document.
• Word document viewer: when a Word file fails to display (for example, an older format or a file that cannot be rendered), the viewer now offers a "Try again" button and a "Download" option. Previously it only offered a full page reload, which would fail identically for the same file.
• Memo action buttons: the delete, move, and open buttons in the Memo tab's accounting-policy and testing-attribute rows no longer flicker and become unclickable as you move your cursor from the row toward the button.
• Incomplete AI-generated artifacts: if CoAudit's environment runs out of memory while building an Excel or Word file, the incomplete file is now discarded rather than delivered as if it were complete. The failure is reported clearly so you can retry with a smaller scope.
• Accessibility: the "Select All" checkbox now correctly communicates a partial-selection state to screen readers and assistive technology when only some items in a list are selected.

CoAudit Workpaper

• Circular column dependencies are blocked the moment you create them: if a formula, column reference, acceptance criteria prompt, or column name change would form a cycle with existing columns, the edit is rejected before it saves — the warning banner appears immediately with clickable column badges identifying every column involved, so you can correct the issue without navigating away. Only the specific edit that would introduce the new cycle is blocked; unrelated changes and recovery edits on a workpaper that already has a pre-existing cycle proceed normally.

• Clear message when file association conflicts with a running automation: if you try to match or drop a file onto records that are currently being updated by a running automation, you now receive an actionable message — "These records are being updated by another operation. Please retry in a moment." — instead of the operation hanging silently for several minutes before failing.

Activity Feed

• Client filter now correctly scopes the feed: selecting a client organization in the activity feed filter now actually narrows results to that client's activity. Previously, choosing a client appeared to apply a filter but continued showing activity across all clients.

AI Chat

• More reliable during long or data-heavy sessions: improvements to how the AI assistant manages context across extended audit sessions reduce the likelihood of unexpected failures or incomplete responses when working through large workpapers or multi-step automations.

General

• Expired sessions redirect to sign-in: when your session expires and cannot be automatically renewed, you are now taken to the sign-in screen instead of encountering a confusing error with no clear path forward.

• Simultaneous tick mark applications no longer conflict: if two auditors apply the same tick mark at the same time, both operations now complete successfully instead of one of them returning an error.

New

• Run AI testing on exactly the cells you select: Drag to select any range of cells in the workpaper grid (or Ctrl+click individual cells), then choose Run from the right-click menu or the panel that appears. AI testing runs only on those cells — fill empty values only, or overwrite existing ones — and the confirmation dialog shows a count per document group before you commit.

• CoAudit fills cells and creates matches with reasoning and evidence from chat: Ask CoAudit to fill in a specific cell value or match a document to a row, and the result now appears with AI reasoning, supporting evidence, and clickable citation highlights in the document viewer — stamped as AI-authored so it is distinguishable from manual edits. Writing over already-reviewed or locked cells requires your approval before the change is applied.

• Switch between files when reviewing a collective cell: When a workpaper cell aggregates values from multiple files, the filename label in the document viewer header is now a dropdown listing every contributing file. Click to switch — and any citation you draw after switching is saved against the file you are viewing, not the original.

Improvements

• More citations resolve to clickable document highlights: Citations on complex financial statements now resolve to highlighted regions far more reliably, including values in non-contiguous table cells (such as a label on one row and its amount on another) and scattered multi-value fields (such as a list of dates or amounts across different lines). Previously many of these appeared as unlinked text with no highlight in the PDF viewer.

• The free-text "Something else" option is always present on AI questions: When CoAudit presents a multiple-choice question in the chat, the open-ended "Something else…" text field is now always shown — you are never limited to only the options the AI offered.

• Number and date formats always match the engagement's firm: Workpaper cell values, pasted data, and sampling imports now consistently apply the number separators and date order configured for the engagement's firm — even when your account is pointed at a different firm. Previously, a European firm's amounts could display or import incorrectly in some sessions.

• Accepted and rejected cell states update the grid immediately: Accepting or rejecting a cell value is now reflected in the workpaper grid right away, without needing to refresh the page.

• Scoped runs show only the relevant progress: When CoAudit runs AI testing on a specific column or document group rather than the whole workpaper, the in-progress indicator now lists only the items being processed.

• Auto-generated chat titles match the conversation language: When CoAudit automatically names a chat, the title is now written in the same language as the conversation.

Bug Fixes

• Citations drawn on a sibling file now save correctly: After switching to a different file in the collective cell viewer and drawing a citation, the annotation is saved against the file you were viewing — not the original file the cell pointed to.

• Fill-empty runs now reach downstream document groups after a manual match: After manually accepting a file match in an upstream document group, a subsequent fill-empty run now correctly processes the newly eligible downstream rows instead of skipping them.

Bug Fixes

• Citations inside table-formatted content now link correctly. When a chat response presented information in a table, citations embedded in table cells previously failed to link back to the source document. They now resolve as expected.
• Workpaper automations apply your firm's preferred language throughout. Each step in a multi-step workflow analysis now uses the firm's configured language, so AI evaluation responses are consistent end-to-end rather than reverting to a default.
• Workpaper automations are more resilient. An optional lookup that previously could abort an entire automation run on a transient error now recovers gracefully, keeping the rest of the run on track.

Features

• AI responds in your language. CoAudit chat, cell reasoning, match agent, testing attributes, review checklists, and math validation notes all now reply in the language you write in. Write in French, get French back. English is the fallback when the language is ambiguous.

• Sampling handles European and regional number formats. Pasting EU-formatted amounts like 1.234,56 (dot as thousands separator, comma as decimal) is now recognized and parsed correctly without manual reformatting. MUS, Random, and Journal Entry threshold inputs — performance materiality, tolerable misstatement, floor amounts — also accept your firm's regional number format. Dates in day-first firms (e.g. DD/MM/YYYY) resolve correctly when the firm's format is configured; format tokens are case-insensitive, so dd/mm/yyyy and DD/MM/YYYY both work.

• Sampling PDF receipts use the firm's currency and date format. Currency amounts and dates in sampling reports now display in your firm's configured format. Currency symbols that can't be embedded in standard PDF fonts (₹, ₩, ₪, ₺, ₽, ₫) are shown as their standard three-letter codes (INR, KRW, ILS, TRY, RUB, VND) so values remain readable.

• Currency declared in source documents is preserved in the workpaper. When the AI extracts a dollar amount from a document and your firm is configured for euros, the cell now shows the dollar sign while the firm's separator style still applies. The source document's currency no longer gets replaced by the firm's display currency.

Workpaper improvements

• Multi-question AI cards now show a visible Next button. When the AI asks a series of questions, the primary button reads Next on each question (enabled once the current question is answered) and morphs to Submit on the final question. The previous keyboard shortcuts still work; the button makes the forward path discoverable.

• Arrow and Tab navigation no longer changes the file viewer or side panel. Moving between cells with arrow or Tab keys now updates the cell detail panel only. Opening the file viewer or switching the right sidebar still requires an explicit click.

• Escape key follows a clear priority order in the Workpaper. If the CoAudit chat is expanded full-screen, the first Escape collapses it. If a cell is selected, the next Escape clears it. If either side panel is open, the next Escape closes both.

• Workpaper load failures now show a Retry button. If the workpaper fails to load (for example, during a brief interruption), the page now shows a friendly message and a Retry button instead of a loading spinner with no way to recover.

• Re-run now always forces fresh results. Previously, re-running automations could silently produce no changes when the underlying data appeared unchanged. The Re-run action now always triggers a full re-evaluation.

• Circular column dependencies surface an immediate error. If two columns reference each other in a cycle, automations now fail right away with a clear message identifying the involved columns, instead of silently retrying.

• Bulk validate and flag now work correctly across multi-cell selections. Using Ctrl+click to select cells across multiple rows and then validating or flagging them in bulk now processes all selected cells, not just the first group.

• Citation highlights appear immediately after a match automation run. Clicking a citation in a freshly matched cell now highlights the correct location in the document viewer without needing a page refresh.

• Testing attribute results appear immediately after running. Pass (✓) and fail (✗) verdicts, evidence bullets, and citation highlights now appear in the grid as soon as a testing attribute automation completes, without requiring a page refresh.

• Validated cells no longer show anomaly indicator badges. Cells that have been accepted/validated no longer display the amber count badge. Rejected cells retain the badge since the anomalies are typically the reason for rejection.

• More citations now correctly highlight in the document viewer. The AI sometimes returns citations containing formatted text (HTML table markup, ellipsis spans, punctuation) that previously couldn't be located in the source document, leaving citation pills with no highlight. These citations now resolve correctly for a wider range of document formats.

Fixes

• Deleting a testing attribute in the Memo now confirms the result. If the server was unable to remove the attribute, the row is automatically restored and an error message is shown, rather than appearing deleted until the next page load.

• Sampling receipts are no longer downloaded automatically when saving. Clicking Save Data no longer triggers an immediate Excel and PDF download. The receipt is now included in the workpaper export. The per-datasource "Download sampling report" button still provides on-demand receipt downloads.

• Opening Notification Settings no longer freezes the page. Previously, opening and then closing the Notification Settings dialog could leave the page unresponsive until a full reload. This is now fixed.

• @mention suggestions no longer cover the word being typed. The suggestion popover now positions itself so it doesn't obscure the text you are typing, and the list scrolls correctly for long lists of results.

• Evidence and citation edits in the cell detail panel no longer silently fail. Editing or deleting an evidence bullet on a cell whose citation was matched from plain text (rather than a bounding box region) now saves correctly.

• Downloading a deleted file from the activity feed now shows a clear message. If a referenced file has been removed, clicking its download button now shows a "File unavailable" notice instead of failing silently.

• Double scrollbar in the chat sidebar on Windows and Linux is fixed. The CoAudit chat sidebar no longer renders its own vertical scrollbar alongside the message list's.

New: AI Skills

Skills are named, reusable sets of AI instructions you save once and reference anywhere in your audit work — a Personal skill is private to you; a Firm skill is shared with everyone at your firm.

• Use a Skill in CoAudit chat by typing / or selecting one from the "+" Skills menu in the composer. The skill's instructions are automatically included when you send — you can still add your own context before hitting send.
• Reference a Skill in workpaper automation columns by typing / in any retrieval, match, or deep-analysis prompt field. Firm and Punchcard skills are available here; the skill's instructions are applied automatically at run time across every record.
• Browse and manage all your Skills in the Skills library, opened from the "+" menu in CoAudit chat. Search by name or description, filter by Personal / Firm / Punchcard scope, and view, edit, or delete skills you have access to. Saving a change to a Firm skill shows a confirmation before it affects your whole team.
• Co-Audit can author and refine Skills directly from the chat — ask it to save the current approach as a reusable skill without leaving the conversation. Saving a Firm skill from chat requires your confirmation first.
• Sent messages display skill names as inline badges; clicking a badge opens the skill's full detail view.
• The Skills editor supports full formatting — Enter, undo, bold, italic, and list indentation work as expected.

Memo

• Testing attribute descriptions in the Memo now use the same rich-text editor as the Audit Procedure field on the workpaper — format text and include assertion references without the description reverting to plain text or showing markup on reopen.
• Co-Audit now treats Testing Attributes as part of the memo. Asking it to "complete the memo" or "fill in the memo" will include the testing attributes alongside the narrative sections, rather than treating them as a workpaper-only concern.

Request Table

• The amber acceptance-criteria badge on a failing file upload is now a clickable button that opens the system validation notes for that file directly — no need to navigate through the Files tab first.
• Auditor-internal notes written against specific workpaper values no longer appear in the shared client-facing columns of the Request table.
• When a cell contains multiple files, the warning badge now correctly identifies the specific file that failed acceptance criteria rather than defaulting to the first file in the cell.

Board

• The selection checkbox in board list view now appears when you hover anywhere on a row, not just directly over the small checkbox icon.
• Tooltips in board list view no longer clip behind the sticky row header.

Engagement Settings

• The Private engagement toggle is now clearly shown as disabled — with an explanatory tooltip — for auditors who don't have permission to change an engagement's privacy setting. Previously the toggle appeared enabled, allowed a click, and then silently reverted, with no explanation.

Bug Fixes

• Opening an engagement link you don't have access to now shows an access-denied message immediately instead of displaying a loading screen that never resolves.
• Inviting a team member or client no longer stays stuck on "Sending…" indefinitely. If there's a delay, the form surfaces an error message so you can try again.
• The task chat panel and task overview no longer go blank during certain navigation or AI-streaming transitions.
• The @-mention suggestion popup in text editors no longer causes a crash when you close a dialog while the suggestion list is still open.
• When asking Co-Audit to create a custom file in the chat, it can now load any task file using the same references it uses for reading and searching — files that were visible but couldn't be processed before will now work correctly.

Workpaper Automation

• Run size protection with guided actions: Before any automation run starts, Punchcard checks whether the workpaper exceeds safe operating limits. Oversized workpapers now show a clear, quantified notice in the run dialog — a hard block if the limit is exceeded (with a direct link to "Test a sample" via JE Sampling, or CoAudit guidance), or an amber warning that still lets you proceed when you're close to the limit. The check appears the moment you open the run dialog, before anything is submitted.
• Larger formula-only workpapers: When every column uses formulas or lookups with no AI prompts, automation can now process significantly larger datasets. Because no per-row AI cost is involved, the record limits are substantially relaxed for these runs.
• Correct column order for formula runs: Workpaper columns that reference the values of other columns now run in the right order, so dependent columns always see up-to-date upstream values rather than stale or empty ones.
• Smarter auto-matching setup: When you paste selection data or attach a document group to an oversized datasource, Punchcard no longer automatically configures AI matching in a way that would immediately be blocked when you try to run it.

Engagement Creation

• Identifier collisions are now blocked, not silently resolved: If the identifier you enter for a new engagement is already in use, submitting the form now stops and highlights the collision — with a one-click "Use [suggestion]?" button to accept the recommended alternative. Previously, submitting would silently create the engagement under a different identifier than you chose.

PDF Viewer

• Zoom buttons always work: The + and − zoom buttons in the workpaper PDF viewer no longer become stuck after zooming. Previously, certain cancelled zoom actions could leave the controls unresponsive until the page was reloaded.

Chat & AI

• Extraction results stay visible: After asking the AI to extract structured data from a document, the results table now stays visible at the top level of the conversation — including the Copy Raw Data button and clickable PDF-linked cells. Previously, these were collapsed into the "worked for N seconds" summary once the AI finished, making them inaccessible until manually expanded.
• Working indicator during background steps: In task chat, the "AI is working" indicator and Stop button now remain visible while the AI completes background steps (such as running automations) after its reply has appeared. Previously, the interface could look like a completed message while the Stop button lingered with no visible explanation.

Memo

• No more mis-routed clicks on accounting policy add: The "+" button to add an accounting policy now shows a brief disabled state while engagement variables are loading. Previously, clicking during the loading window could silently add a plain text entry instead of opening the variable picker.

Platform Reliability

• Workpaper cell values display correctly: Date, number, and currency cells in the workpaper grid now show formatted values (e.g., 01/06/25, 1,200.00) instead of raw stored values that were appearing after a recent update.
• Task creation no longer freezes: The new task and request creation form no longer becomes unresponsive after you submit it.
• Invited clients and guests log in reliably: First-time invited clients and guests no longer encounter an error on their very first login when there is a brief disruption to authentication services.

What's New

• Guide link in the sidebar: A Guide link now appears under Co-Audit in the left navigation for all users. Auditors are taken to the platform guide; clients are taken to the client-specific guide. Both open in a new tab.

Improvements

• Workpaper automation progress in CoAudit chat: While a workpaper automation is running, a compact bar above the chat input shows which step is active and how many remain. A Cancel button lets you stop the run at any time. Previously, in-progress steps showed no activity indicator and could appear stalled.
• Private engagement setting is now easier to find: The option to mark an engagement as private has moved to the Overview section of Engagement Settings, where it sits alongside other engagement details rather than inside a separate options menu.
• File deletion takes effect immediately: Deleting a file now removes it right away, without the previous short delay or undo prompt.

Bug Fixes

• Board status chart now filters your task list: Clicking a status segment in the right-side panel on the engagement board now filters the board to show only tasks with that status. Clicking the same segment again clears the filter. Previously, clicking had no effect on the task list.
• Comment badges on request table files now open the comment thread: The blue badge on a file cell in the Request Table now appears only when there are open, unresolved comments — not for resolved or reply-only threads. Clicking the badge takes you directly to that file's comment thread instead of opening the file viewer.
• CoAudit formatting in task descriptions and memo sections: When CoAudit updates a task description or a memo section, the content now appears correctly formatted instead of showing unwanted markup characters.
• Activity feed filter panel no longer shows misleading counts: The filter flyout in the activity feed was displaying counts based only on the items loaded on screen, which could be lower than the true total. The counts are now hidden to avoid confusion — filtering still works as expected.
• Documents containing tables now process reliably: Some files with embedded table content were getting stuck and retrying repeatedly without completing. This has been resolved.

AI & CoAudit

• Files uploaded in CoAudit task chat are now auto-sorted into the correct document group as soon as they finish processing. A persistent trail in the conversation records what happened — "Uploaded invoice.pdf", "Sorted 3 files into Invoices · Bank Statements" — so you always know where your files landed, even after leaving and returning to the chat.
• Ask CoAudit to move a misrouted file: if a file ends up in the wrong group, tell CoAudit ("move invoice.pdf to the Invoices group") and it will move it without leaving the chat.
• Excel cell background colors and cell comments are now captured during file processing. Cells with color-coded classifications or embedded auditor notes in Excel workbooks are now visible to AI extraction columns.
• Excel files with formulas now show correct values instead of blanks. Formulas that previously computed to empty — common in programmatically produced spreadsheets — are now evaluated correctly.
• Chat messages with file attachments now reliably receive AI responses. A bug where certain messages appeared to send successfully but never produced a reply has been resolved.

Workpaper & Automations

• Testing attribute automations now pick up every file, including those added after the first run. Previously, files uploaded to a shared document group after you first ran an automation were silently skipped. All files are now included on every run.
• "Fill empty" reruns now correctly process all rows, including rows that were added since the previous run.
• Automations and Match Agent runs stay isolated to the correct workpaper when a document group is shared across multiple workpapers. Results no longer bleed between workpapers sharing the same document group.

Engagements & Clients

• Engagement identifiers no longer block creation or editing when already in use. The identifier field now adjusts automatically (e.g. SAND → SAND2) instead of returning an error that requires you to try again.
• Document groups created from PBC request imports are now available in the document group picker across other workpapers in the same engagement, so evidence collected for one workpaper can be reused without re-uploading.
• Creating new client organizations is faster. The New Client form now responds immediately after clicking Create instead of freezing on firms with many existing clients.

Workpaper Sampling

• Saving selection data now generates a PDF sampling report alongside the Excel file. Click "Save Data" after setting up a Random, MUS, or Journal Entry sample and a formatted report is produced automatically. It includes a summary table, population breakdown chart, and method-specific parameters — plus the per-test hit-count table and Benford's Law histogram for Journal Entry testing (when that test is enabled).
• Sampling reports are bundled into all workpaper exports. Every export format — Workpaper Only, Files + Workpaper (.xlsx), and Files + Workpaper (.zip) — automatically includes the relevant sampling sheets and PDF reports.
• The Benford's Law histogram is now interactive. Click the chart to expand it to fullscreen for a closer view. You can also adjust how many digit pairs are flagged as anomalous directly from the fullscreen view.
• When you reopen the selection data dialog to edit an existing random sample, your previous filter settings are preserved.

Co-Audit Chat

• Edit existing workpaper columns without deleting and recreating them. You can now ask Co-Audit to update an existing column's name, prompt, data type, or pass/fail icons — the change applies in place, preserving the column's position and history.
• Choose how AI columns analyze files per row. When asking Co-Audit to add an AI prompt column or testing attribute column, you can specify whether the AI should evaluate each file individually or summarize across all files for a given row.

File Processing

• Very large spreadsheet and CSV files now process correctly. Files such as journal entry exports with 50,000 or more rows were previously rejected as too complex to read. These files now upload and extract text successfully.
• CSV files with accented letters, special characters, or files created with European regional settings now process correctly. Files that previously failed to upload due to encoding issues will now work.

Workpaper Automations

• Running all automations on a workpaper is more reliable. A performance issue that caused automation runs to fail silently on large workpapers has been resolved.

Task Management

• Save any task as a reusable template from the breadcrumb menu at the top of any task page (auditor only). Set a name, description, visibility (Personal, Firm-wide, or Global), and tags. The dialog previews the task's structure and warns you if a template with the same name already exists, giving you the option to overwrite.
• Client users can submit their completed workpaper for auditor review from the task overview page. If the task is already in review, they can return it to To Do.

Other Improvements

• Keyboard shortcut for task search. Press Ctrl+F (or Cmd+F on Mac) on the engagement board to open the search bar without clicking the icon.
• Edited comments are now marked. Comments that have been modified show an "Edited" label; hovering over it shows the exact date and time of the last edit.
• Drag files directly onto the engagement library panel to upload without opening the file picker dialog.
• ZIP files uploaded to the engagement library are automatically extracted — each file inside is added as a separate document.

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.

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.

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.

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

• 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.

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.

Bug Fixes & Improvements

Automation

• Unmatched file records are now excluded from Run All across every column: Previously, the exclusion of unassigned files (records the match agent couldn't link to any upstream selection) was not consistently applied to all column types in match-result datasources. It is now enforced universally — every column in a Run All pass skips these records, preventing degenerate or meaningless results from propagating into your workpaper. Root datasources and lineage-scoped runs are unaffected.

Reliability

• Improved resilience during high-load automation runs: Internal database connection handling now retries more aggressively across a wider window, reducing the chance of transient connection errors during large or concurrent workpaper automation runs.

New Features

• FSR PDF exports now open with a structured cover sheet. The prepended cover sheet provides a full tick-mark index in two sections — §01 lists every flagged exception with its mode, tick-mark identifier, description, and reviewer notes; §02 is a complete index organized by mode (PY → IC → F/CF). Every row is a clickable internal link that jumps directly to the matching page in the financial statements (and to the exact on-page location when a bounding box is available). The cover sheet also includes a masthead (client name, engagement title, reporting period) and a six-entry tick-mark legend, making the exported PDF self-contained for offline review.

Bug Fixes

• Cloned engagements: reference and library files are now accessible to all recipients. Previously, auditors provisioned via a sandbox clone were denied download and viewer access to reference and library files because file ownership still pointed to the source engagement. Files are now correctly scoped to the destination task, and access is restored immediately for all clone recipients — including non-admin auditors.

• Engagement board: disabled board pills now show real counts and smarter guidance. When the Requests or Tasks board is turned off in engagement settings, the pill now shows the actual task or request count instead of a hardcoded zero. If hidden tasks exist — for example, after cloning from an ALL-visibility engagement — the tooltip explicitly flags it: "This engagement has client-visible requests but the board is hidden. Enable it in engagement settings." When the count is zero, the original shorter tooltip is shown. Auditors can now tell at a glance whether there are tasks waiting on them vs. whether the board is simply unused.

• Automation progress cards are more accurate after network interruptions. On reconnect following a pod rotation, stale failure markers in the automation progress card are immediately replaced by the correct live status if the background retry has already succeeded — no more misleading red indicators on automations that actually completed. In the AI chat run card: a "Reconnecting…" pill appears during brief connectivity gaps so in-progress runs look like transient buffering rather than failures; the "Analysis skipped" warning is suppressed while a run is still in flight and only surfaces after the run reaches a terminal state; and Cancel now reliably targets the correct run by its unique ID rather than the short automation ID.

File Explorer

• Multi-file selection across datasources: checkboxes appear on hover; a header checkbox selects every file across all datasource folders at once; Shift+click range-selects including across folder boundaries; folder headers show a live selected/total count (e.g., "3/8")
• Floating bulk action bar: when 2 or more files are selected, a pill-style bar anchors to the bottom of the file explorer showing the selection count, a clear button, delete, and (for auditors) an Actions dropdown
• Bulk download: download all selected files as a single zip; files from multiple datasources are organized into labeled subdirectories; a single selected file downloads directly without zipping
• Bulk re-run OCR: re-run text recognition on all selected files at once from the Actions dropdown
• Bulk match grouping transitions: move selected files between match groupings — Unmatched, Match Unlocked, Match Locked, or Excluded; each option shows how many of the selected files are eligible
• Right-click bulk context menu: right-clicking any file in a multi-selection shows the bulk actions menu instead of the single-file menu
• Datasource folder collapse/expand: each datasource folder can be independently collapsed or expanded; newly uploaded datasources auto-expand; collapsed state survives data refreshes; an upload button appears on folder header hover (auditors only)

Deep Analysis

• Chat auto-opens after completion: when a deep analysis question finishes, the resulting chat opens automatically in the task chat sidebar — no need to navigate manually; freshly created chats appear without a page refresh
• Deep Analysis chats in history: Deep Analysis chats in the chat history sidebar display a purple bolt icon to distinguish them from user-started conversations; the "Deep Analysis: " title prefix is stripped so only the question title is shown
• Faster start: deep analysis no longer waits for embedding or classification pipelines — questions begin processing immediately after OCR completes

Financial Statement Review

• AI math correction: the FSR pipeline now includes automatic math validation correction — for each detected table, the AI identifies total rows and columns, determines the correct operand set and sign assignments (add vs. subtract), and commits corrections only when the result achieves zero discrepancies; partial improvements are never applied; discovery mode also establishes operand formulas for totals that were detected by OCR but had no formula yet, improving validation coverage after the first AI run without requiring a separate follow-up pass

Workpaper

• Table row extraction completeness: the AI extraction safety net now catches leading-row omissions in financial statement tables (e.g., combined net assets or partners' capital statements with no parent header row); both leading-row gaps and zero-row returns trigger a correction re-prompt, ensuring all values appear in the workpaper grid
• Reviewed cells stay highlighted during Run All: accepted (green) and rejected (red) cells no longer flicker white or yellow mid-run when bulk automation is triggered — their visual state is maintained throughout the entire run; as an added safeguard, reviewed cells are now skipped even if the protected flag is absent

Engagement Board

• Collapsible document search results: document search results are now organized as collapsible groups — task → datasource → file → matching pages; each level is independently collapsible; tasks that matched only on title or description appear at the top labeled "Metadata match" with no document evidence shown; clicking a task header navigates to the task overview; clicking a file result opens it at the matching page

Co-Audit Agent

• Column scope for run_automation: the AI can now re-run a single attribute column across all rows in a datasource — the right action after updating a column's prompt and wanting every row recomputed without triggering a full workpaper re-run

Clients

• Filter banner: when active filters hide one or more items from the client list, a banner appears showing the hidden count with a Clear Filters button to reset all active filters at once

Workpaper

• Bulk accept/reject now covers all row types: Validate, Flag, and Clear operations in the range selection panel now apply to consolidated cells (cross-datasource inline rows) and top-level non-group rows — these were previously silently excluded. The accepted/rejected/pending counts in the range panel also update in real-time as review states change from any surface (right-click menu, live sync), without requiring you to re-select the range.
• Deep analysis spinner appears immediately: Starting a deep analysis run — whether a single question or a bulk run — now shows the progress spinner right away in the toast notification, instead of briefly displaying an empty circle before the run is registered server-side.
• Crash fixes in the workpaper editor: Two stability issues were resolved: one that could crash the workpaper when collapsing the chat panel via ESC in certain edge cases, and one triggered by mention transforms in the text editor.

Chat

• PDF-to-Excel exports work in follow-up messages: You can now ask the AI to export a PDF to Excel in a follow-up message, even after the original attachment has scrolled out of the latest turn. Previously the export tool was only available in the same message where the file was attached, making common workflows like "now export that to Excel" fail unexpectedly.
• Reorganized task chat sidebar header: Navigation controls (back to board, chat history) and action controls (new chat, expand/collapse, more options) are now split into distinct groups in the task chat header, improving discoverability and reducing visual clutter.

Formulas

• More reliable collective formula reductions: Formulas that aggregate multiple AI-retrieved values now handle mixed types correctly — numeric comparisons, boolean logic, and currency symbols (including $ prefixes) are preserved across collective reductions in AI retrieval formula paths.

Workpaper Grid

• Simplified row layout: single-child lineage paths now collapse inline — when a parent record has exactly one matched child, that child's values appear directly on the parent row, eliminating redundant rows. Multi-child fan-out continues to show individual child rows.
• Always-expanded rows: parent rows are no longer collapsible. Child rows appear automatically when there is genuine fan-out (2 or more children in the same datasource), removing the need to manually expand rows to see data.
• File pills on match columns: MATCH and MATCH_AGENT columns now display matched files as styled pills with a file-type icon and truncated filename. Hover to see the full name. Unmatched records show a red ✗. Contra-evidence count appears as a red badge on the pill corner.

Memo

• Editable memo fields: Purpose, Source, Scope, Procedures, and Conclusion are now editable directly on the memo page and persist on save.
• Editable testing attribute descriptions: testing attribute descriptions on the memo page can be edited inline, with hover controls to delete or link entries.
• Memo included in exports: memo fields now flow through the engagement-level export.

Automation

• Unassigned files excluded from Run All: records in match-result datasources with no parent assignment (files the match agent could not link upstream) are excluded from Run All automation passes. These records have no lineage context and previously produced unreliable downstream results.
• Lineage scoping tightened: downstream MATCH datasources with no parent records in the selected lineage scope are now fully skipped, preventing unintended record recreation during lineage runs.

Cell Detail Panel

• Inline citation pills: citation references in AI reasoning are now rendered as interactive pills rather than raw tags, including bare [N] tags the model occasionally produces.
• Match actions: the panel now wraps match cells in an Answer section with Re-run and Unlock actions directly accessible.
• Inline editing commits on blur: editors in the cell detail panel now save automatically on blur — no explicit save/cancel step required.

Bug Fixes

• Activity feed client visibility: auditor-only TEXT fields are no longer shown to clients in the activity feed or email notifications.
• Memo field updates: fixed an issue where memo field updates and their activity log entries were silently failing.
• Sidebar width: fixed a crash caused by invalid persisted sidebar width values.

AI & Chat

• Post-run automation summary: After triggering a workpaper automation from chat, the AI now automatically follows up with a ranked summary of proposed fix groups — most impactful changes first, with representative before/after examples — and asks for your authorization to apply them. If the run failed, it explains what went wrong. This summary appears immediately after the run and persists on subsequent chat revisits.
• Engagement search when creating tasks: When asking the AI to create a task from chat, you can now refer to an engagement by name, client, or short ID (e.g. "QA agentive") and the AI will filter to the right match. If nothing matches, you'll get a helpful suggestion rather than an error.

Workpaper

• Match source markers: Cells in match agent columns now display a small superscript on the passing icon showing how each protected record was sourced — ᶜ for client-assigned records, ᴹ for manually protected or matched records, and no suffix for agent-auto-matched records. These markers are preserved when exporting to Excel.
• Lasso deduplication: Manually lassoing a PDF region for a record that already exists (same file, same parent) now updates and promotes that row in place rather than inserting a duplicate row.
• Manual match acceptance deduplication: Manually accepting a file or record match in a match-agent datasource now promotes any existing agent-created rows for the same file/parent combination rather than creating duplicates — ensuring your manual acceptance survives the next agent cleanup pass.

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.

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

• 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.