Changelog

What's cooking

Exporting

  • An entirely new dashboard is included in this release that lets you set up you workpaper on a single screen with a whole lot less effort.
  • Attribute creation and field assignment has been reworked to better align with the auditor workflow.
  • Export your evidence as annotated PDFs. The fields marked as attributes will be highlighted in the PDF.
  • Export your entire workpaper as a excel document. Further improvements to the excel export will be coming soon including a lead sheet.

Generate samples from your population

  • Generate samples from your population using a random, stratified, systematic, or monetary unit sampling approach.
  • The tool is available on our website as well and works entirely in your browser.

Add formulas columns to your worksheets

Formulas

  • Add columns that derive their values from other columns. This lets you quickly compare the values of different columns.
  • Generate formulas using a prompt instead of writing them yourself. This lets you create complex formulas without knowing the syntax.

UX

  • Click on related records to inspect them in the sidebar.
  • Dragging CSV files into your workbook will now automatically match columns and import them.

Join the waitlist

Be the first to know when the personal plan becomes available. We'll notify you as soon as spots open up.