Punchcard Performance updates

New features

• Folders on Requests: Documents on a Request now appear as one outline of folders. Create, rename, move and delete folders (up to 10 levels deep), and drop in whole folders or zip files with their structure kept. Deleting a folder lets you Delete everything or Keep files by moving them up a level.
• Files tab for each engagement: Browse Requests, the engagement's own files and OneDrive in one tree, with breadcrumbs, multi-select, drag and drop, an in-page viewer and Download all for any folder.
• Find files: Search an engagement's files by name and by content together, with results that open at the matching page. Exact words are found even when the wording isn't a close match.
• OneDrive folders: Firms using Microsoft 365 can copy folders and files from OneDrive, Shared with me and SharePoint into an engagement. Punchcard only reads what the auditor can already open and never changes anything in Microsoft 365.
• Firm and Personal libraries: The Library now has a Firm tab (shared with your team) and a Personal tab (only you), both with nested folders, a built-in viewer, name and content search, and a Library link in the header. The old Punchcard-wide library has been removed.
• CoAudit and the Library: CoAudit can search and list library documents, and the chat "+" menu has a Library picker for attaching files or folders. Typing @ finds library files and folders as you type.
• Create workpaper from a Request: For firms with workpaper creation turned on, a Request without a Workpaper shows a Create workpaper button in its Workpaper section.
• Sub-request tables: The Table and Itemized views let you change a row's status directly. Columns fit their values better, and moves, deletes and folder edits show instantly with Undo.
• Activity tab: Clicking an activity row opens that Request in place and highlights the comment, file or field it refers to.
• Request comments: Row and cell comments on a Workpaper are now internal to the audit team and appear only on the Workpaper.

Improvements

• Firm Analytics now uses whole Monday–Sunday weeks and calendar months, with the current period marked as partial.
• Excel add-in: Apply template… is back, using templates saved in your libraries. Uploads open on a sensible default folder, with Undo and Replace or Keep both when names clash.
• Engagement header: The Requests, Tasks, Files and Activity tabs now sit in the title row. Tabs that don't fit move under a ⋯ menu.
• Library and Files tab speed: Large libraries open faster and scroll smoothly. Folder and file edits appear immediately.
• Clearer delete messages that name the document being deleted.
• Privacy: The user menu item "Privacy preferences" is now just "Privacy".

Fixes

• Excel add-in, manual calculation: CoAudit recalculates only the cells it just wrote, so a deliberately frozen random sample is not redrawn. It asks you to press F9 if recalculation fails.
• Importing Request lists: If the connection drops while CoAudit creates a Request list, it now checks and reports what was actually created.
• Timed-out CoAudit actions now say whether they were waiting on an approval, a cell edit or ongoing work.
• Excel add-in region: South African users are now routed to the EU region on first run.
• Request folder fixes: Select all, double-clicking folders and the sub-request table layout behave more reliably.

Performance

• Much faster search on large spreadsheets: CoAudit searches across big exports, such as journal-entry files with thousands of rows, in seconds instead of minutes, so they no longer fail partway through.
• Faster citations and page reads on large files: Citations and page reads on very large spreadsheets now resolve quickly instead of stalling.

Improvements

• Steadier connection in background tabs: A CoAudit chat left in a background tab or behind another window now stays connected, so it can still reach your Excel or Word pane when you return.
• Smoother recovery in Excel and Word: If the Excel or Word pane is briefly reconnecting, CoAudit waits and tries again instead of reporting that it can't reach the pane.
• Clearer feedback when work stalls: If a step produces no output for several minutes, CoAudit now ends it with a visible error instead of leaving you waiting with no explanation.
• Clearer guidance when a code session expires: CoAudit now recognizes when a code session has expired and starts a new one.
• More reliable issue reporting: When you ask CoAudit to report a problem or missing feature to the Punchcard team, it confirms only when the report was actually submitted. If it can't confirm, it tells you so.
• Better handling of unattached workbooks: When a workbook isn't attached, CoAudit now explains that cell notes and citations can't be saved, instead of attempting to write them and failing.

Fixes

• Citation links in tables: A citation that sits alone in a table cell now appears as a clickable citation instead of plain "[1]" text.
• Region switching in Excel and Word add-ins: Switching between the US and EU regions no longer bounces the pane back and forth between them. It now opens in the region you chose.

Features

• New Requests are revealed right away: after you create a Request on the board, it is selected, its group expands, and it scrolls into view, just like opening a Request link. If a search, filter, or hidden group keeps it off screen, a "created" message tells you so instead of leaving you guessing. This works for every way of creating a Request, including Create more and Copy.
• Resend client invites: on the Members page, you can resend the invite email to selected client users, either in bulk or one person at a time.
• Excel and Word add-ins in one package: the Punchcard Office store listing now covers both Excel and Word. Existing Excel installs pick up Word with the next version update.

Improvements

• Board ordering stays put: Requests are now ordered by identifier by default, so a Request no longer jumps to the top of its group each time its status changes. Boards that still had the old default ordering saved are moved to the new one once. If you choose "Last updated" again, it sticks.
• Firm Analytics lists newest first: activity and growth tables, the growth period picker, and contributor lists now show the most recent entries first. Charts still run left to right in time. Document lists also show when processing started.

Fixes

• Engagement "Copy link" opens the client board: the copied link now points to the client board unless the engagement is team-only.
• Renaming a category works the first time: the rename field no longer loses focus as the menu closes, which used to take several tries.
• EU sign-in in the Office add-ins: switching the add-in pane to the EU region now works on desktop Office. If Office refuses the switch, the pane stays where it is and tells you the add-in needs an update, instead of showing a misleading sign-in error.
• Large pastes are more reliable: pasting very large tables, such as tens of thousands of rows, no longer fails partway through.
• Fewer interrupted requests: brief connection drops no longer cause sign-in checks to fail on pages such as the Workpaper Problems tab.

New Features

• CoAudit reads and analyzes large files directly in your browser: Files that were too large for standard text extraction — where read and search tools previously returned nothing — can now be fully read, searched, and computed over by CoAudit. The analysis runs in your browser against the file's real contents with no extra wait time or server processing. This works in both the web chat and the Excel and Word task panes. If a computation is too intensive for the browser, CoAudit will tell you and prompt you to continue in the web chat where it can handle the load.

Improvements

• Compact, auto-hiding navigation controls in the evidence viewer: Page navigation and zoom controls now appear as floating pill capsules anchored to the bottom of the evidence viewer. They fade out while you scroll or when the viewer is idle, and reappear when you move your pointer or press a key. You can type a page number directly into the page field and press Enter to jump straight there.

Bug Fixes

• Excel add-in no longer silently disappears on Office desktop: A configuration issue was causing the CoAudit add-in to vanish for some users on Office desktop installations. This is now resolved.
• CoAudit icon displays in the correct color: The cyan CoAudit icon now renders and refreshes correctly in the Excel and Word task panes.
• Parallel AI research writes are now properly coordinated: When CoAudit researches multiple topics simultaneously and writes findings to different cells, those writes are now correctly coordinated — no cells are left blank due to a permissions conflict between parallel tasks.
• Worksheet tabs with special characters in their names now work correctly: Cells on sheets whose tab names contain certain special characters are now handled correctly when CoAudit validates or writes to them.

Performance

• More reliable processing of large workpapers: Improvements to how the platform handles large document processing reduce system load during peak usage, making workpaper processing faster and more consistent when many large files are being handled at once.

Engagement Board

• Inline task numbering (list view, auditors only): hover over a task or request's index number to reveal an edit icon. Type a new number and a preview shows exactly which tasks will shift before you confirm; press Escape to cancel without saving.
• Renumber all (list view, auditors only): a new "Renumber" option in the Display menu reassigns sequential numbers to every task and request in the order they currently appear on screen. A preview dialog shows every change before anything is written.

CoAudit Excel Add-in

• Review any cell, cited or not: Validate and Flag now work on any cell — including cells with no attached evidence — from the ribbon buttons, keyboard shortcuts, or the in-pane verdict controls. Useful for values you've checked by eye and want to sign off on. Clearing a verdict-only cell removes the record entirely with no leftover trace.
• Clear keyboard shortcut: Alt+Shift+C (Windows) / Option+C (Mac) now clears a review verdict from the selected cell or range, completing the Validate/Flag/Clear keyboard shortcut set. Works whether the spreadsheet grid or the task pane has focus.
• Simpler engagement-switch confirmation: re-linking a workbook that has existing citations to a different engagement now shows a single, clearly-labeled button instead of two overlapping options — making the consequences easier to understand before confirming.

Engagement Settings

• External ID: auditors can now set or clear an External ID on any engagement — a unique identifier used to connect the engagement to an external integration. The field saves automatically when you move away; a conflict with an existing ID in your firm shows an inline error.

Fixes

• The Skills introduction callout can now always be closed: the close button, pressing Escape, and clicking outside the panel all dismiss it immediately, even if the network is slow.

Performance

• Notification emails are delivered more consistently. A recurring issue that occasionally caused digest emails to be delayed has been resolved.

New Features

Native keyboard shortcuts for Excel review

• Validate (Alt+Shift+V / Option+V on Mac) and Flag (Alt+Shift+F / Option+F on Mac) are now registered as native keyboard shortcuts in Excel — they work whether the spreadsheet grid or the CoAudit task pane has focus, so you never need to click back into Excel to stamp a verdict
• Shortcuts now apply to your entire selection at once — a single cell, a contiguous range, or a discontiguous Ctrl+click multi-area selection — matching what the ribbon Review buttons do
• On Mac, pressing Option+V or Option+F while the pane is focused no longer produces a system error beep
• The current shortcut assignments are always viewable from Keyboard shortcuts in the chat header ⋯ overflow menu

Arrow key navigation from the task pane

• Plain arrow keys pressed while the CoAudit task pane has keyboard focus now move Excel's active cell — you can navigate the workbook without clicking back into the spreadsheet

Smarter CoAudit write approvals

• When CoAudit writes to cells in multiple passes within a single response, later writes back to those same cells auto-approve — you no longer see a redundant approval prompt for cells CoAudit already wrote earlier in the same turn
• The "N writes only partly landed" notice is now expandable: clicking it reveals exactly which operations didn't complete and why, with color-coded markers distinguishing a value that never reached the cell (amber) from a citation or annotation that missed while the cell value itself wrote correctly (grey)

One-step engagement switch for cited workbooks

• When you try to link a cited workbook to a different engagement, the refusal now includes a Delete citations & reset workbook data button — a two-step confirm that wipes all citations, imported document groups, and the engagement binding in one action, then automatically continues the switch; cell values and formatting are never touched

Lassoed evidence becomes the default citation

• Lassoing or citing new evidence onto an already-cited cell now promotes the incoming citation to the primary (the one that opens when you click the cell) and demotes the prior one to supplementary — previously the original citation stayed primary regardless of what was added; if the cell's value write is blocked (e.g., a protected cell), the prior primary is automatically restored

Improvements

• Discontiguous bulk review: the ribbon's Validate / Flag / Clear buttons and the bulk selection banner now count and act on Ctrl+click multi-area selections — previously only a contiguous block was reviewed
• CoAudit date reading: CoAudit now reads date-formatted cells as proper calendar dates rather than raw serial numbers, preventing phantom discrepancies like revenue cutoff dates appearing a month off
• Clickable filenames in activity feeds: file links in the global Activity Feed and the task activity stream now open the file directly in the viewer for PDF, Excel, Word, and other supported formats — previously these always triggered a download
• Excel add-in responsiveness: moving between cells in the workbook is noticeably faster, especially when navigating quickly through a workpaper

Bug Fixes

• Roll-forward with duplicate data source names: rolling an engagement forward no longer fails when the source engagement contains workpapers that share a data source name — the duplicate is reused automatically rather than aborting the whole operation
• Workpaper Validate/Flag errors: when saving a verdict fails, the error dialog now shows the specific reason and offers a Retry button — previously a dead-end message appeared with no recovery path
• Workpaper grid after refresh errors: if the workpaper grid encounters an error after the initial load, it now shows a clear error state with a Retry option instead of displaying an empty grid with no explanation
• Client page navigation: navigating directly to a client's URL (including sandbox clients) no longer incorrectly shows "We could not find this client"
• PDF viewer blank pages: a PDF page that fails to render now shows an error overlay with a Retry option instead of a blank pane with citation overlays drawn over nothing
• OCR false failures: files that showed as failed during text recognition (but were actually stored successfully) now recover automatically rather than requiring a delete and re-upload

What's new

Skill library now available in the Excel add-in

Firm-saved and personal saved prompts are now accessible directly from the CoAudit pane in Excel. Browse your firm's authoring conventions, invoke prompts with @-mentions, or save new ones — without switching to the web app.

Approval controls redesigned for clarity and speed

Several improvements to how CoAudit presents pending actions for your review:

• "Approve all" now settles every pending action in one click. Previously, certain actions (file deletions, moves, patches that merge cells or clear evidence) were excluded and required one-by-one handling. They're now included. What each action will do — "merges cells," "clears evidence," "clears reasoning" — is stated in plain text on each row and in the strip summary so you know exactly what you're authorizing before clicking. All confirm buttons are consistently blue; the nature of the action is communicated in words, not button color.

• Each pending action has its own quick Approve button. Alongside the existing Skip button on each collapsed row, a matching Approve button lets you settle individual actions without expanding the card.

• Clickable cell-reference badges show where CoAudit will write. Each pending write displays cell-reference pills (e.g., "B5:D12 · 18 cells"). Clicking one selects that range in your workbook so you can inspect the target area before approving — nothing changes until you confirm. When any pending write lacks a sheet qualifier, all badges become plain text so a navigation click can't accidentally retarget a waiting write to the wrong sheet.

• Applied-writes summary after each AI turn. Once CoAudit finishes writing, an "Applied N cells in M writes" line appears with clickable badges for each range — a quick way to see and navigate to everything that just landed.

• Approval cards no longer get permanently stuck. On some machines, reading the workbook before showing the Approve/Decline buttons could stall indefinitely, leaving the card unresponsive with no way out. After a short wait, decision buttons now become available regardless, with a clear note describing what approving will do.

Performance

• Citations highlight faster after CoAudit writes. When CoAudit fills in multiple cited cells at once, all citation highlights now resolve together in a single request rather than sequentially. On a heavily cited grid this is the difference between highlights appearing in seconds versus a minute or more.

• Workbook writes complete faster for large batches. CoAudit now groups multiple cell writes, format loads, and container saves into fewer Excel round-trips. Larger workpaper fills — especially those spanning many rows or columns — complete noticeably faster.

Bug fixes

• Numbers now land as numbers. When CoAudit writes a value like "5000," it now correctly becomes a number in Excel — picked up by SUM formulas, sortable, and format-aware — rather than text that formulas skip.
• Dates written to date-formatted columns become proper Excel dates. A date string written to a column already formatted as a date (or declared with a date format) now converts to an Excel date value — sortable and formula-compatible — rather than quote-prefixed text.
• Lasso dates from Excel sources write as proper date values. When you Lasso-select a date from an Excel or CSV source, the captured date now writes to your workbook as an Excel date in your locale's format, rather than as a text string.
• No more false "overwrites existing data" warning for dates. CoAudit was incorrectly flagging a write as destructive when re-sending a date that already matched what was in the cell. Re-sending the same date is now correctly recognized as a no-op.
• Import retry stays available in the Files view. The option to retry a failed document import was disappearing when you were on the Files tab; it now remains accessible.
• Current view is preserved when importing context. Importing a context no longer navigates away from whichever view (Files, Documents, Viewer) you were on.

Excel Add-in

New and improved

• Hover to preview citations without losing your place: Moving the pointer over a citation card in the evidence panel now shows a transient document overlay. Your current document's scroll position, zoom, and search state stay exactly as you left them — the preview simply appears on top. Move the pointer away and it disappears. Clicking a card still permanently navigates the viewer to that citation. The "Peeking" label on the hovered card confirms which preview is showing.

• CoAudit notices when you edit cells between turns: When you change workbook cells after a CoAudit message, the next reply automatically includes context about which ranges changed. CoAudit can reason about your edits without you needing to explain them — useful for sessions where you're working through the spreadsheet alongside the AI.

• Approval cards now lead with the AI's intent: When CoAudit proposes a write action, the card's headline is the AI's plain-language description of what it's doing — for example, "Fill in the recalculated March totals." The full cell-by-cell detail is still available and still runs behind the scenes to power the Apply button and safety checks, but the card face gives you the summary at a glance. Top-level approval prompts appear over the message input, not nested inside the conversation.

• "Copy info for support" in the chat menu: The ⋯ menu in the CoAudit chat header now includes a Copy info for support option for all users. Clicking it copies a formatted diagnostic summary you can paste directly into a support email.

Fixed

• White text on CoAudit-authored table headers: When CoAudit wrote header or total rows in a spreadsheet, the result was sometimes white text on a white background — unreadable. Header and total rows now use a proper blue fill with white text, matching standard table styling. Review-state highlights on cited cells are always preserved and unaffected by table formatting.

• Workbook cross-references in reasoning now render correctly: When CoAudit's reasoning references other cells or ranges in the workbook, those references now appear as clickable pills — click to select those cells, hover to preview them. Previously they appeared as raw syntax in the text.

• Cells cited from the workbook no longer show "No match found": Cells whose evidence comes from other cells in the workbook — for example, a "Traced – agree" conclusion citing figures from elsewhere in the spreadsheet — no longer incorrectly display the red "No match found" banner.

• Selecting a cited cell opens evidence immediately: Switching to a cited cell while the Documents list or a bulk-selection view was active now navigates directly to the citation evidence, without prompting you to confirm.

• Excel pane no longer flickers on open: Removed the visible screen flicker that occurred when opening or resizing the task pane on Windows desktop Excel.

• Reasoning in the evidence panel is read-only: The click-to-edit reasoning field and "Add reasoning" button have been removed from the cell detail panel. CoAudit writes and updates reasoning through its own tools; the panel now displays it as read-only text. Inline citation links and workbook cross-references in the reasoning remain interactive.

Chat

• Status indicator hidden when everything is healthy: The connection status dot in the message composer footer now only appears when a problem is detected — amber when reconnecting, red when disconnected. When all connections are working normally, the indicator is not shown.

Financial Statement Review

• Internal Consistency step shows a live completion count: The FSR progress card now displays a running tally during the Internal Consistency step — for example, "14 / 87 groups checked" — so you can see how far along the check is on large financial statements. The math step is labeled Recalculation in the progress card.

• Internal Consistency completes reliably on large documents: Several issues were causing the Internal Consistency step to fail partway through on large financial statements. These are now resolved.

• Internal Consistency analysis runs faster: The analysis step that powers Internal Consistency now handles large financial statements significantly faster.

Reliability

• Fixed a crash on direct page navigation: Going directly to a page URL (rather than navigating within the app) could crash the sidebar in some situations. This is fixed.

Excel Add-in: Conversation and Navigation

• Workbook conversation memory: CoAudit in Excel now automatically resumes your last conversation each time you reopen a workbook. Each workbook maintains its own independent conversation thread — opening two workbooks side-by-side keeps two separate, unentangled chats.
• Conversation history popover: The chat header now shows the current conversation title. Clicking it opens a date-grouped history list (Today, Yesterday, Last 7 days, Last 30 days, Older) covering conversations from both Excel and Word sessions for the engagement — so moving between your workpaper and a Word narrative shows one combined timeline.
• Viewer breadcrumb navigation: The file and folder labels in the document viewer header are now clickable pickers. Clicking the filename shows the other files in the same group so you can switch without going back to the Files tab; clicking the folder label opens the full document group browser to jump anywhere.
• Manage Document Groups opens in a wider separate window: Instead of taking over the task pane, the Document Groups manager now opens in a dedicated window with more room to work. On workbooks not yet linked to an engagement, the window includes an engagement selector so you can link and start importing without leaving it.
• Citation links open the viewer reliably: Clicking a numbered citation reference in an Excel add-in chat response now consistently opens the document viewer at the cited page and highlights the relevant passage — even when the Files tab was previously open.

CoAudit Chat

• Citations are always on: The toggle for enabling or disabling PDF citation highlights has been removed. When document context is present, citations are always active — no switch to manage.
• Workbook write approval cards show changes by default: When CoAudit asks for approval before writing to the workbook, the full list of cell-by-cell changes is now shown immediately so you can review exactly what will be written before confirming.

Skills

• All users can change a skill's audience: Non-admin users can now switch a skill's visibility between Personal and Firm. Previously the audience selector appeared interactive but did nothing for non-admins on existing skills. Promoting a skill to the firm still requires a confirmation step; the Punchcard-wide global option remains admin-only.

Bug Fixes

• Citation highlights work for possessives and apostrophes: Citation highlights now correctly resolve for words like "employees'" and "participants'" as well as contractions. Previously these could fail to highlight or land on an unrelated passage in the document.
• Task descriptions no longer cleared on open: A bug that could silently overwrite a task's written description the moment the task page opened has been fixed. Task descriptions now load and display without risk of accidental erasure.
• Smoother sidebar transitions in the Excel add-in: Opening, closing, expanding, and collapsing the document sidebar no longer causes a brief blank flash. Content remains visible throughout the transition.

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.

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.

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.

Performance

• Large Excel uploads no longer freeze the browser tab. Uploading large spreadsheets previously caused the tab to lock up for a minute or more and sometimes left a file that appeared in the list but could never be downloaded. Uploads now complete in under a second regardless of file size.

AI & Sandbox

• Co-Audit Agent sandbox steps now show what they're doing. When the agent runs code to build a report or analyze data, each step is labeled in plain English — for example, "Building Excel workbook" — instead of a static spinner. The underlying code is still available behind a "View code" toggle for those who want it.
• The Stop button now immediately halts sandbox work. Pressing Stop while the agent is executing code interrupts all further steps right away rather than letting them run to completion.

Workpaper

• Circular-reference detection covers more scenarios. Punchcard now catches circular dependencies that arise when pasting data with a different column mapping, when a match relationship is auto-linked, or when a match mode is switched. When a loop is found, the warning banner displays the exact chain as clickable column pills so you can jump straight to the involved column.
• Batch run approvals now name each column. When the Co-Audit Agent queues several column-level runs for approval at once, each entry in the approval card now shows the specific column name and its document group. Previously all entries showed only the document group, making a batch of runs on the same group indistinguishable.
• Editing a deleted column now shows a clear message. If you try to update a column that a teammate has already deleted, Punchcard now explains that the column no longer exists instead of showing a generic error.

Reliability

• Extraction progress no longer flickers. The Review & Corrections panel in the chat sidebar stays steady while an extraction is running instead of flashing repeatedly.
• Financial Statement Review consistency checks are more stable. A rare scenario where two consistency rules targeted the same entry at the same time could cause the analysis to stop partway through. This is now handled gracefully.
• Logging in from multiple locations no longer produces an error. Opening Punchcard in a second tab or browser at the same time as an existing session previously triggered a server error in some cases; it now resolves cleanly.

Workpaper Match Actions

• Adding a match now appears in the grid immediately — clicking "Select Match" in the cell detail panel reflects the new association right away. Previously the grid cell stayed blank until you refreshed the page, even after a successful match.
• Removing a match from the cell detail panel now works correctly — matches cleared through the panel are actually removed and no longer reappear after a refresh.
• Moving a match that partially fails now shows an accurate result — when some records couldn't be moved because they were protected, you now see which records were kept rather than a false "Match moved" confirmation.
• Adding a match no longer causes a brief flash on the match button or flicker in the cell detail tab bar.

AI Cell Reasoning

• Cell reasoning now leads with the decisive basis — the first line states the key finding directly; each following line presents one supporting fact with its source citation. Lines prefixed with ✗ (shown in red) call out discrepancies or exceptions the AI encountered and how it resolved them. This makes it easy to scan what the AI found without reading through a paragraph of prose. Cells generated before this change continue to display as before.

Lasso & Citations

• Drawing a new lasso makes that region the primary citation — the newly drawn bounding box becomes the top citation for the cell, displacing the previous primary. Citations still referenced in the cell's reasoning text are preserved; stale ones are removed. This applies to single-lasso, sum-lasso, and citation-removal paths.
• Drawing a lasso on a match or tick column attaches evidence without changing the column's result — the pass/fail outcome or match state is preserved; only the supporting citation is updated.
• Lassoing any cell in a Collective-mode column syncs all siblings — the same value and primary citation are applied to the whole group. Each sibling keeps its own individually referenced citations.
• Fewer unresolved citation pills on complex financial statements — citations in match and testing attribute columns now reference precise locations in source documents using structural coordinates, virtually eliminating greyed-out (unresolved) pills on dense tables and financial-statement layouts.

Re-Pasting Data into a Workpaper

• You can now explicitly skip mapping a column — the column mapping step (shown when you replace workpaper data that has downstream references) now always offers a clear skip option. For match columns the default is still to remove the old column; for columns referenced by a prompt or formula, the option is available but not pre-selected, so you have to make a deliberate choice to proceed.
• The mapping step shows only when something would actually break — if every referenced column still has a matching name in the new data, the step is skipped automatically and your references carry across correctly. The step now also correctly detects when a match column depends on an entire datasource, not just a single named column.
• Unresolved columns warn rather than block — if a prompt-referenced column is left unmapped, the modal explains what will be affected (including which specific columns) and lets you continue and fix the prompt later, rather than preventing the save entirely.

PDF Viewer

• The viewer recovers automatically when the browser reclaims display resources — if a blank or black page appears due to the browser dropping the rendering canvas (common when switching between many tabs), the viewer silently remounts and restores your current page without any action on your part. A built-in limit prevents this from looping if recovery fails repeatedly.
• PDFs open faster in multi-panel views — files are fetched and cached once per session and shared across all panels that show the same document, eliminating redundant downloads when the same file is open in multiple places.

Other Fixes

• Panel resize handles are much easier to grab — the draggable divider between panels in the task view now has a wider interactive area, so you no longer need to position the cursor precisely on a 2-pixel line to resize.
• Chat accurately reports when a document isn't ready — if a file's text hasn't been extracted yet or extraction failed, the chat names the file and explains the specific status (still processing, no extractable text, or failed) instead of silently skipping it or showing a generic placeholder.
• Financial Statement Review manual footings no longer flag scaled columns incorrectly — manual footings in TEUR or "in thousands" columns are now validated using the same rounding tolerance as automated footings, so legitimate rounding residuals are no longer flagged as discrepancies.

Performance

• Pasting and saving sample data on large workpapers is dramatically faster. On data-heavy engagements, operations that previously timed out or took more than ten seconds now complete in a fraction of that time — including both loading sample data and saving it with complex column dependencies.
• Workpaper cell edits and other workpaper actions load faster on engagements with large volumes of records, improving responsiveness across the board on data-heavy engagements.

Features

• Financial Statement Review now supports South African number formats. Firms using comma-decimal, space-grouped formatting (for example, "1 234 567,89") are correctly parsed and displayed throughout Financial Statement Review — including calculations, recalculation tolerance checks, and document matching.

Bug Fixes

• "Import Excel file" and "Copy from Request" are now available in the sampling modal when a workpaper template already has selection columns defined. Previously, only clipboard paste was offered in that state; all three entry methods are now consistently accessible.
• Pressing Escape while editing a task title now cancels the edit and restores the original title, instead of leaving you stuck in edit mode with a partially typed name saved.
• The app no longer hangs on the "Welcome Back" loading screen. An intermittent issue that prevented the app from forwarding to your engagement board on a cold load has been fixed.
• Clicking the logo or home button no longer routes to a broken page for users on certain engagements — the app now always resolves to a valid destination.
• The "Select All" checkbox in the multi-engagement client invite dialog now shows an indeterminate state when some — but not all — engagements are selected, making the current selection state easier to read at a glance.

New Features

• Private engagements: Mark any engagement as private from the engagement settings page options menu (⋯). A private engagement — and all its tasks — is hidden from firm colleagues who aren't explicitly named as team members. Only named members and admins can see it. The toggle updates immediately and reverts automatically if saving fails.

• Excel viewer renders cell colors and comments: The Workpaper Excel viewer now faithfully recreates background fill colors and font colors from the original file, so color-coded headers, highlighted rows, and styled tables appear exactly as they do in Excel. Cells with comments or notes show a small red triangle in the corner; hovering reveals the comment text.

• TEUR-aware math validation: The Financial Statement Review calculator now detects when a document is presented in thousands or millions (TEUR, MEUR, "in thousands") and automatically adjusts. Operand values display as integers matching the statement convention, a quiet unit label confirms the active scale, and the verdict reads "≈ Validates on rounding" when a footing passes within the tolerance band but isn't an exact tie. Column totals that appear before their operand columns — common in some European reporting layouts — are now also validated correctly.

• Plain text and RTF files can now be uploaded: .txt and .rtf files are now accepted for upload and AI extraction, joining PDFs, Excel files, and CSVs.

• Real-time identifier availability when creating an engagement: The short identifier field now checks availability as you type and shows an inline hint if the chosen identifier is already taken — for example, "ACME" is already in use. This engagement will be created as ACME2. — so you know the final identifier before submitting.

• CoAudit can link workpaper columns as engagement-wide variables: When working with the CoAudit agent on a Workpaper task, you can ask it to mark a column's extracted output as an engagement-wide variable, making those values available for reference across all tasks in the engagement.

Bug Fixes

• Excel citations now highlight the correct cell: Citation highlights in the Excel viewer now land on the right cell even when the spreadsheet has leading blank rows or columns before the data area.

• Citations on repeated values highlight one cell, not a span: When a cited value (such as "$0") appears in multiple cells of the same table row, the citation now highlights a single cell rather than drawing an incorrect band across unrelated cells.

• Page no longer freezes after closing a confirmation dialog: Clicking Cancel on a confirmation dialog — such as a file delete confirmation — could leave the entire page unresponsive to clicks. This is fixed.

• Workpaper automation correctly populates records for shared datasources: Running automation on a task that shares a datasource no longer produces an empty grid. Each task now generates its own records correctly.

• Financial Statement Review handles partial document processing more gracefully: If one section of a document encounters a problem during processing, the successfully processed sections are now preserved so the review can continue rather than failing entirely.

• CSV exports with title rows now import correctly: CSV files that begin with a report title line or blank line before the column headers — common in GL and payroll exports — are now recognized and imported correctly.

• Office lock files are rejected at upload: Temporary Office files (those beginning with ~$) are now immediately rejected with a clear unsupported-file error rather than being silently submitted for processing.

Performance

• Excel viewer opens large files faster: Cell color scanning is now limited to the visible portion of the sheet on open, so large workbooks no longer cause a noticeable delay when first viewed.

New

• Comment indicators on tick marks: A corner badge now appears on tick marks that have active comment threads — amber for unresolved comments, blue when all comments are resolved. Reviewers can spot annotated marks at a glance without hovering over each one.
• Deep Analysis controls in the Run dialog: The Run confirmation dialog now lists each Deep Analysis question with a count of pages already covered (e.g., "3 of 5 pages"). Use per-question checkboxes to include or skip individual questions before running.
• CoAudit artifacts available in personal chats: The full artifact toolkit — generating Excel workbooks, charts, and Word documents — is now available in personal CoAudit chats, not only in task-linked chats.
• Formula columns export as live Excel formulas: Formula columns in the workpaper now export as real =... Excel formulas with cross-column cell references instead of frozen computed values.

Improvements

• FSR cover sheet for all exports: The Financial Statement Review PDF cover sheet — with a clickable index of every footing and cross-footing mark — now generates for all annotated FSR exports.
• "Set as Testing Attribute" available on all columns: The option to mark a workpaper column as a Testing Attribute is now visible on all eligible attribute columns.
• Fill Empty covers partially-analyzed questions: "Run Empty" now fills missing page coverage for Deep Analysis questions that were only partially run, rather than skipping them entirely because some pages already had results.
• Workpaper exports are faster on repeat runs: Population sheets are built once when you save a sampling run and reused on subsequent exports, making repeated exports significantly faster for tasks with large data populations.
• "Paste from clipboard" gives specific feedback: The Paste from Clipboard button now shows a clear message when the clipboard is empty, when the copied content isn't recognized as a table, or when clipboard access is denied — with guidance to use Ctrl+V as a fallback.
• Column picker shows a live selection summary: The Excel import column picker now displays your current header row and column selections in real time, with clearer instructions.
• Workflow connections wired automatically: Adding or attaching a datasource from the sidebar now automatically connects it to the correct parent in the workflow diagram — no manual wiring needed.

Bug Fixes

Exports

• Large workpaper exports no longer crash: Exporting workpapers with very large data populations no longer crashes or hangs the browser tab.
• Multi-datasource exports produce valid files: Workpaper exports containing more than one datasource no longer generate Excel files that Excel needs to repair on open.
• DATE values in exports are now correct for all time zones: DATE column values in exported workpapers were showing one day earlier than expected for users in time zones at or east of UTC (UK, Europe, India, Asia Pacific). This is now fixed.

Selection Data (Add/Edit Selection Data)

• Original population preserved after sampling: Opening "Edit Selection Data" after pasting data and taking a random sample now correctly shows the full original population, not just the sampled rows.
• Row checkboxes honored in No Sampling mode: Checking specific rows when using No Sampling now imports only those rows. Previously, all rows were always imported regardless of which boxes were checked.
• Editing a table no longer creates a duplicate node: Importing an Excel file while editing an existing table datasource no longer creates a second empty node in the workflow diagram.
• Clear no longer causes an infinite loading screen: Clicking Clear on selection data no longer sometimes left the modal stuck on an endless loading spinner.
• Copy from Request imports into the correct datasource: Using "Copy from Request" while editing an existing datasource now correctly loads data into that datasource instead of creating a new one.
• Dates in pasted and sampled data are now correct: Date values entered by pasting or through the sampling wizard were also affected by the GMT+ timezone shift described above — also fixed.

Files and Matching

• Deleted files show a clear notification: Attempting to download a file that has since been deleted now shows a "File unavailable" message instead of a generic error, both on the task overview page and in the workpaper file explorer.
• Accepting a large batch of matches now works reliably: Selecting and accepting a very large number of matched files in a single action no longer fails silently.

Workpaper and FSR

• European number formats recognized correctly: AI-powered number extraction now correctly reads numbers formatted in European conventions (e.g., German financial statements where periods are thousands separators and commas are decimal separators), so those values are no longer silently dropped.
• Foot/Crossfoot re-run properly clears prior marks: Re-running Foot/Crossfoot validations now removes marks from any prior run, eliminating leftover marks in the PDF overlay that could not be clicked or dismissed.
• FSR sidebar no longer flashes "No findings yet": The Financial Statement Review sidebar no longer briefly shows "No findings yet" while results are still loading.
• Escape key closes dropdown menus correctly: Pressing Escape while a dropdown menu is open (such as the engagement breadcrumb menu) now closes the menu instead of navigating you back to the board.

New Features

• Copy data directly from another request: A new "Copy from Request" option in Import Table Data lets you populate a workpaper table by copying data from another task in the same engagement. Pick the source task, choose a sample datasource or a tabular file, then configure the header row and columns using the same picker as a direct Excel import. Both source groups ("Sample Selections" and "Table Files") are always shown with a clear indication when a group is empty.

• Pick which sheet to import from multi-sheet Excel files: When importing an Excel file that has more than one worksheet, a sheet selector now appears in the column picker so you can choose exactly which sheet to use. Previously, imports always used the first sheet with no option to change it.

Performance

• Copy from Request source picker opens faster for large files: Row counts, column counts, and column headers in the source picker now load immediately instead of re-reading the file each time the picker opens. Files with tens of thousands of rows that previously caused a multi-second delay now appear instantly.

Bug Fixes

• All worksheets are now selectable when importing older Excel files: In some Excel files uploaded before a recent update, worksheets beyond the first appeared grayed out in the import sheet picker. Those sheets are now always selectable and always show the correct preview data for that sheet.

• Citation pills scroll to the right location on the first click: Clicking a citation pill in cell reasoning now navigates the document viewer to the correct passage immediately. Some citations previously required two clicks before landing in the right spot.

• Viewer header and toolbar stay visible after clicking a citation: Clicking an inline citation pill in cell reasoning no longer causes the document filename and toolbar buttons to disappear. The header stays intact while the citation is highlighted in the document.

• Toolbar buttons stay fully visible in a narrow viewer: When the document viewer is at a constrained width, toolbar action buttons (lasso, search, and others) now remain fully visible — the filename truncates before any buttons are hidden.

• "Informed by" tree: clicking a value node navigates the workpaper fully: Clicking a value link in the "Informed by" provenance tree now moves the grid selection, cell-detail panel, and document viewer to the referenced cell together. Previously the document viewer could fail to update or show the wrong content.

• "Informed by" tree: citation pills show one highlight and scroll vertically: Clicking a citation pill inside the "Informed by" tree now shows a single highlight on the document (no duplicate outline) and scrolls straight to the cited passage without any sideways movement.

• Wide preview tables scroll horizontally in Copy from Request: The data preview on the Copy from Request confirmation step now displays a horizontal scrollbar for tables with many columns, so all column data is visible without being squeezed.

New

• Request Once, Use Many is now available to all users: Attach an existing document group to multiple workpapers without asking clients to re-submit files. The option appears in the Source section when adding or editing a workpaper column. Co-Audit is also aware of which tasks share a document group when answering questions.

Workpaper

• Date formulas now calculate correctly: Formulas that compare or subtract dates — such as computing the number of days between an invoice date and a payment date — now produce the right result instead of treating the dates as arithmetic. Both M/D/YYYY and YYYY-MM-DD date formats are recognized.
• Large Excel files process faster: Processing large Excel spreadsheets during upload is now significantly more efficient, reducing slowdowns and failures on heavy files.
• Tick mark and template audience picker is cleaner: The Global/full-site audience option is now shown only to site admins, removing a choice that had no effect for regular auditors.

Files and Workflow Panel

• Explicit close and reopen controls: The right-side panel now has a ✕ button to close it entirely. When closed, a sidebar icon replaces the folder tabs and reopens the panel to whichever tab (Files or Workflow) you had open last.
• Reopening Files preserves your place: If you had a match cell selected when you closed the panel, reopening Files returns you directly to that cell's file view and match controls — not back to the top-level document picker.

Co-Audit AI

• Extraction tools work after a page refresh: The "correct extraction" and "edit extraction" tools now continue to work after refreshing the page. Previously they would report that extraction results were unavailable — even when the data was still intact.
• Declining a navigation suggestion no longer shows an error: Choosing "No thanks" when Co-Audit proposes a navigation now records as a neutral completed step in the chat, not a red error indicator.
• AI responses and analyses are more reliable: Fixed a category of failures where AI-generated content — including chat replies and document analysis results — occasionally failed to save due to special characters in the output.

Platform

• Library file deletion is now instant: Removing a file from the firm or engagement library now completes right away, even for recently-uploaded files that could previously take an extended time to delete.
• All emails now show the Punchcard logo: Invitation emails, task notifications, comment alerts, and activity summaries now display the full Punchcard wordmark, correctly rendered without clipping.
• Uploads to new document groups now work: Fixed an issue where uploading files to a document group created with the "Create New" option could fail silently.
• App updates no longer interrupt your session: When Punchcard deploys a new version while you're working, you'll see a "New Version Available" prompt and can refresh smoothly — rather than being unexpectedly redirected to the login screen.

Performance & Reliability

Large Data Paste Handling

• Pasting huge Excel tables no longer freezes the application. Previously, importing journals with hundreds of thousands of rows would hang the browser for many minutes. The new optimized parser and incremental processing keep the workpaper responsive throughout the entire import.
• Massive improvements to memory usage for large data imports. The system now samples data intelligently rather than processing every cell upfront, preventing the browser from running out of memory on very large pastes.
• Smart confirmation dialog for very large pastes. Pastes exceeding 200,000 rows now show a recommendation to use the file upload feature instead, which handles that scale more efficiently without blocking the UI.

Data Integrity

• Fixed cell splitting when pasting Excel data with line breaks. Previously, cells containing quoted text with embedded newlines would incorrectly be split into multiple rows during import. This now works correctly.
• Single-column table pastes no longer split valid wrapped cells. Previously, wrapped cells in single-column tables would be broken into extra rows during import.

Authentication

• Users can now log in with the updated organization authentication domain. The organization's recent authentication system update is fully supported, so all accounts can access the platform without interruption.

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.

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.

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.