Punchcard Performance 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.

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.