A Factoring section lists your factoring clients, debtors, open invoices and approvals in one place
Factor/SQL accounts can upload invoice files and download purchase files
New releases are announced in the app and by email, and the release notes are linked from the user menu
The Comments tab shows who added each comment and when
Improvements
Reviewing an unmatched debtor offers likely debtors in one click and asks before saving the name as an alias
A debtor you pick for a transaction stays picked when matching runs again
A failed FactorSoft export names each invoice behind the failure and links to its fix
Drag a whole exports row to move it, and drop transactions into empty batches
Move Transactions is in the documents board's More actions menu
The policy debtor picker searches and pages through your whole debtor list
The assistant knows which client, policy and test you are viewing
The policy change review highlights added and removed lines and opens on any page
The assistant chat keeps your draft when minimized
A new permission lets reviewers edit or dismiss result comments written by others
ExamFlow and FactorFlow each show only the pages and controls that apply to them
Exports, contacts and dashboard pages load faster on large accounts
Resolved Issues
Large uploads complete reliably
The results page opens when its linked transaction no longer exists
Manual Run is unavailable on a sample with no documents
v3.28.0
New Features
Move several transactions to another day at once, with each move recorded in the activity history
Improvements
Analysis results and an open debtor verification travel with a transaction when it moves to another day
Data room day folders show their dates, list newest first, and hide empty days
Missing Documents works without a sample request and lists invoices by number
Exports lists transactions by invoice number instead of the PDF file name
Excel exports include the comments shown on the results page
Batch report overview values stay on one line, with margins on every sheet
Approving a sample moves straight to the next one
The Debtor Identity chip turns green as soon as a debtor is picked
The assistant names the policy a proposal changes before you apply it
A document type that serves as a policy's listing can no longer be marked as evidence
Resolved Issues
The results page opens on the current day after the day rolls over
A transaction moved out of a day no longer leaves an empty copy behind
Grouping runs report completion correctly, so the checks that follow grouping run every time
Grouping runs on batches that include a hidden blank page
The hourly duplicate-invoice check reaches every transaction on large accounts
Analysis results no longer say a source document was not provided
Analyses finish without repeating themselves
Documents with many pages process reliably
v3.27.2
Resolved Issues
Signing in with Microsoft works the first time for work accounts, including when accepting an invitation
v3.27.1
Resolved Issues
Days Due reaches FactorSoft for invoices processed before the field was renamed
Held emails can be released or discarded directly from the activity page
v3.27.0
New Features
Print a batch report from the Exports page: an overview of the day's transactions with review time and issue comments, then each invoice, downloadable as a PDF
Verification emails can attach data room files or a whole folder, chosen in the email verification workflow settings
Link contacts for just one client's debtors from that client's window on Clients & Debtors
Improvements
Link contacts can be narrowed with the same filters as the Debtors table, and shows how many contacts it will link
Searches for debtors, clients, contacts and invoices match with or without spaces and punctuation
The Debtors table shows the FactorSoft email and the verification contact in separate columns
A debtor's contacts are edited directly in its window, and adding a contact takes one step
Emails waiting for approval open as the email itself from Approvals, where you can edit, send or reject them
The engagement lead is notified when a run delivered through the FactorSoft portal finishes
The FactorFlow wizard's Payment Terms field is now called Days Due, matching FactorSoft
Switching views and loading approval counts is faster for large accounts
Resolved Issues
A transaction moved to another day keeps its debtor verification in progress
File pulls from FactorSoft continue when one delivery cannot be downloaded
The debtor list in recipient exceptions loads quickly
v3.26.0
New Features
Create a client in one flow: its policy and document routing are set up in the same dialog
Export a batch as a Factor SQL CSV, with the field mappings detected for you
A debtor can hold several contacts, and automations choose which of them a verification email goes to
Choose when each engagement's daily or weekly folder rolls over, in the time zone you work in
Zip files sent to an inbox are expanded into the documents inside them
Route email by sender name when you create or attach an address
Improvements
The policy wizard asks how email reaches the engagement, and message text can be typed as Email rather than as evidence
Attachments with no file extension, and unnamed message parts, are identified by their contents
Uploads accept .jfif and .jpe images
Email that cannot be authenticated is held for review
Inbox activity rows list each email attachment, including any that could not be read
Image-only scans delivered by FactorSoft arrive as documents
FactorSoft surfaces appear only for firms connected to FactorSoft
Download archives are named after the engagement and date
The Excel export modal shows only Excel options
All Engagements appears above Individual Users when choosing a user view
Auto-delete and private are switch rows in the client dialog
The client dialog's name field reads Client Name for factoring clients
The engagement dialog's Test Cadence section is now New Folder Schedule
The unrouted-documents banner names only the sources that have items
Transactions with no documents are named on the day card
The standing sender approval is offered only where it changes something
Resolved Issues
Removed documents no longer count as ungrouped
Engagements load their transactions reliably
Date filters on transactions return the expected results
Output values format as dates only when the column is a date
Forwarded email keeps the original sender when Outlook writes the address in place of the name
Blank pages get their own span when documents are split
Missing documents are reported from what the transaction actually expects
Email receipts keep their original dates
Duplicate invoice flags catch up within the hour
v3.25.0
New Features
Each policy has its own page laid out as its pipeline, with Instructions, Workflows and Agents pages for everything it configures
Cash application matching and approval policies per business and per debtor, with a factor-wide default on the cash policy
Agents have their own pages: set the instructions each agent works under for your firm or for one policy
Ask the assistant to draft new automations, agents and tools; drafts wait for approval before they take effect
Emails sent to an inbox keep their message text as a document alongside the attachments, whether forwarded inline, forwarded as an attachment, or sent with no attachment at all
Improvements
Workflow settings are set per policy instead of per engagement group, and changing a default previews which policies it reaches
The policy Instructions page edits auto-approval rules and FactorSoft export settings in place, lists export requirements on each workflow, and keeps field mappings with the output fields
The sample navigation and results index show how many comments are still unresolved
Email verification sends from the mailbox chosen for that workflow
Cash application matching follows the policy's instructions; the confidence threshold setting is retired
Payment files delivered by email are matched within the hour
The cash reconciliation check follows the cash policy's verdict
Held emails and drafted automations appear in the approval queue for workflow owners
The policy and setup pages no longer carry a separate chat panel; the assistant covers those conversations
Resolved Issues
A payment matched to a business with more than one FactorSoft client key keeps the resolved key on the allocation
v3.24.1
Resolved Issues
Starting a run from the assistant works reliably
Portal deliveries with large document sets are accepted
The FactorFlow wizard's language and matching steps complete
Problems reported through the assistant reach the ExamFlow team
Clients with very large debtor books load reliably
v3.24.0
New Features
Cash application: upload bank files and remittances, match payments to open invoices, review exceptions and shortages, and export the result or download the TRM
Debtor contacts: keep an address book of debtor verification contacts, link them to debtors one at a time or in bulk from Clients & Debtors, and ask the assistant to manage them
Download an engagement's original uploads or its organized documents as a zip archive from the documents board
Ask the assistant to act on many samples in one approved batch
Improvements
The batch submit dialog names the requirements that are still unmet
The grouping tooltip explains why a document is unresolved
The results document carousel shows hidden leading and trailing pages
Non-evidence grouping can be reversed, and workflow progress is easier to read
Move transactions between groups from their menus, or move a whole container, on the exports page
Duplicating a policy copies its rules, output headers, and templates along with it
Policy change requests tell you who can approve them, and approvers see their queue
The FactorFlow wizard can mark a document optional, matches on one key list per document, and defaults to exact tolerance
Email inbox activity shows each attachment individually, flags attachments that never arrived, and records messages the spam and virus check rejected
Regular users can pick an individual user in the view picker and see their portfolio dashboard
The user menu lists every page when you are on a section sub-navigation page
Tightened access controls: only policy publishers change the FactorFlow catalog, only workflow owners send emails held for approval, Share Externally appears only on folders you can share, and pages you cannot save or load are no longer offered
Resolved Issues
You stay signed in through a brief service interruption
Signing out clears everything from the previous session
The integrations, email inbox, and FactorSoft pages open for users without those permissions instead of showing an error
Page load no longer shows a permission error to non-admin users
The upload dialog keeps long file names tidy so files lay out in a grid
v3.23.2
New Features
Ask the assistant to dismiss a day, or restore one that was dismissed
Improvements
Turning a workflow off removes its checks from that engagement, including its export requirements and duplicate invoice flags
Resolved Issues
You can edit an engagement from the home page without needing permission to change its retention schedule
Reference documents load reliably
The exports page loads reliably
Debtors match reliably when a batch is reconciled
v3.23.1
Improvements
FactorSoft connection notices can be dismissed
FactorSoft connection notices appear on the home page instead of on every page
Invoice syncing is an on/off setting under FactorSoft settings, and starts off
v3.23.0
New Features
Turn a workflow on or off for every engagement at a client from one switch, with an indicator on the engagements that differ from that default
Review and act on a change request without leaving the notification feed
Improvements
The notification feed stays current as requests are approved, rejected, and cancelled
Approval notifications open the request they refer to instead of the top of the queue
Approving a new procedure asks who should own it
The client picker shows each client's FactorSoft client number
Exported invoice values come from the analysis results you reviewed
A failed export check names the component that failed
Transactions with no analysis result are held back from export
The review banner counts only deliveries that still need routing, and lets you dismiss them
The data room no longer lists the databases that back your scripts
ExamFlow and FactorSoft wording matches the flow you are working in
Invited outside collaborators are now labelled External, and the extra permissions that came with the Manager role are granted per person
Tightened access controls on held email and FactorSoft batches
The daily tracker counts approved and unapproved transactions separately
The tracker's Approved Amount totals the samples you've approved, whether or not they've exported yet
Tracker times show in your timezone (Eastern by default) instead of UTC
Tracker counts display as whole numbers and amounts as dollars
The tracker's internal key column no longer appears in the spreadsheet
Resolved Issues
Jobs whose processing was cancelled now resolve instead of remaining open
The processing indicator clears when a job fails
The permissions dialog no longer appears during ordinary page loads
v3.22.0
New Features
The assistant is now available in the app
The daily processing tracker is now a live table in the data room, with a spreadsheet copy that updates automatically
Improvements
The daily tracker refreshes after every approval, rejection, and export — its Last Updated column (UTC) always reflects the latest activity
Tracker entries are filed under the day the work belongs to, not the moment the update happened
Large document batches process reliably
Assistant chat messages render rich formatting
The client directory is visible to all team members, not only admins
Resolved Issues
Email content routing stays enabled
v3.21.0
New Features
Claim a day to show your team you're working it — turn on day claiming in platform settings
The engagement list highlights days with work to do that nobody has claimed
Search your organization's full activity history from the new History page
Engagement and day activity logs are searchable and filterable
Choose which pages sit in the sidebar and which in the user menu
Improvements
Analyses use your current policy rather than the policy as of when the day was created
Documents group more accurately using their extracted invoice numbers
Debtor matching rejects candidates whose bill-to address contradicts the debtor on record
Large purchase submissions export to FactorSoft reliably
Resolved Issues
Days stay ready for document uploads after setup edits
The email review queue accurately reflects emails awaiting review
The status icon on a failed sample no longer overlaps the sample number
v3.20.0
New Features
Create Procedure opens a guided wizard that walks you through building the procedure step by step
A FactorFlow day can be set aside so it no longer counts as work waiting to be exported
The email inbox screen explains why a message was held and offers one-click fixes
Improvements
The debtor review on the exports page shows debtor addresses and how each debtor was matched
Days Due can be edited on the exports page like any other field
Duplicate invoice warnings flag only invoices submitted before the current documents arrived
Factoring engagements keep their documents unless document deletion is turned on for the engagement
Mail sent to a shared inbox is routed by the sender's display name as well as their address
Long selection lists can be searched instead of scrolled
The exports page loads faster when there are many rows to review
Resolved Issues
Dismissing a dialog by clicking outside it or pressing Escape keeps what you typed
v3.19.2
Improvements
You are notified when a submission finishes grouping without producing any samples to analyze
v3.19.1
Maintenance
Backend improvements and bug fixes
v3.19.0
New Features
New Exports page lists every FactorFlow day that still has transactions waiting to be submitted
Export field values can be edited in place on the exports page, with edited values marked and checked before submission
Policies can be archived and restored, with archived policies kept on their own page
Reference documents can be given a label so analysis can tell them apart
Improvements
Debtor Book debtors are approved per engagement rather than across the whole organization
Comment blocking is a single switch on the policy instead of a severity threshold
Splitting a document keeps the parts in their original groups and classifies each one
Invoices already sent to FactorSoft are not exported a second time, on every client
Engagement-scoped pages show the engagement name in the header
The dashboard mentions retention only when documents will actually be deleted
Edits on the policies page appear immediately instead of after the page reloads
Deleting an engagement or client also removes the stored AI request and response content
Pages scanned upside down are detected and rotated during processing
Pages are matched more reliably to the document types configured in your policy
Emailed attachments are recognized by their contents when the filename doesn't identify the file type
Resolved Issues
Duplicating a policy now copies every setting, including the ones the create form does not show
New document types and output headers can be created and edited from the policies page and from policy chat
The session-expired notice appears only when your session has actually ended
Arrow keys on the results page follow your current selection
Sidebar tooltips close when you move the pointer away
Email files with no subject convert correctly
FactorSoft exports containing large scanned images now complete
The processing indicator clears once a document's job has ended
Document grouping resumes after an interruption
v3.18.4
Resolved Issues
Analysis now reads the full contents of spreadsheet documents
v3.18.3
Improvements
Placeholder images are now included for FactorSoft purchases with no supporting documents
Resolved Issues
FactorSoft request errors are now reported as errors rather than as a connection outage
v3.18.2
Improvements
Added an approved-amount column to the daily processing tracker
FactorSoft data sync now resumes after an interruption instead of starting over
Resolved Issues
Unused FactorFlow day cards now use standard styling
v3.18.1
Maintenance
Backend improvements and bug fixes
v3.18.0
New Features
Grouping categories can be marked optional
New Debtor Book entries can be created inline from the reference-files debtor picker
v3.17.1
Resolved Issues
Batch totals now include transactions with no supporting documents
Exports now handle file names containing encoded characters
v3.17.0
New Features
Borrower-facing client upload portal
Manual document splitting from the documents page
Move documents and transactions between sibling tests, including drag to sidebar
Factoring dashboard widget bank with per-user customization
FactorFlow sidebar day navigation and manual hold buckets
Client-domain sender allowlist with approved-senders search
FactorSoft downtime detection with client alerting and delivery reconciliation
Column reorder with persistence on the FactorSoft Invoices page
Improvements
FactorFlow home summary ordered by pipeline stage, with a summary strip
Per-day export status and triage on the FactorFlow day list
Invoice number shown at the front of factor sample info
Intake source shown across the uploads modal
Transaction info column now renders for groups with no documents
Numeric condition operators always offered, with the header retyped on pick
Policy now runs on transactions with no supporting documents instead of skipping analysis
Resolved Issues
Engagement auto-deletion stays off unless explicitly re-enabled
Removed documents no longer count toward FactorFlow needs-review totals or appear in the exports listing
FactorSoft connections now accept addresses entered with or without a protocol prefix
No-buy records identified only by a dispute key now appear in list filters and badges
v3.16.4
Improvements
Renamed Dashboard navigation to Home and removed the FactorSoft Invoices page
Apply-or-queue choice when accepting AI policy changes
Dates in exports now use a consistent format
Resolved Issues
Dates are read more conservatively and left as-is when the format is ambiguous
Fields that require manual review are excluded from auto-approval
The results review chat now loads the sample's documents
v3.16.3
Resolved Issues
Uploading a duplicate listing sheet no longer affects existing invoice groups
v3.16.2
Resolved Issues
Reference files now process reliably
v3.16.1
Resolved Issues
The results page stays in place when scrolling up
v3.16.0
New Features
Listing-only transactions can now be exported to FactorSoft without supporting documents
Opt-in grouping and cash application workflow
Debtors can come from either FactorSoft or a data room Debtor Book, chosen per client
Per-engagement email intake visibility and file source tagging
Source-files zip download from the results modal
Client visualization dashboards and spreadsheet previews
Hide and restore documents from the grouping chat
Data room files can be edited directly by the agent
ExamFlow user guide
Improvements
Samples auto-approve when your corrections satisfy the checks
Email verification is reply-driven and actionable
Expanded policy chat proposal capabilities
Uploaded files grouped by intake source
Table sort and filter preferences are saved, with a saved-filter toggle in the FactorSoft selector
Address-aware debtor matching that learns aliases over time
Real per-engagement retention off switch, with retention badges on dashboards
Document actions now fit the available space
Resolved Issues
Overlapping grouping runs no longer affect active samples
Invoice descriptions are trimmed to the length FactorSoft accepts
Removed documents are excluded from FactorSoft export evidence and flagged on the results page
Improved results-page scrolling, magnifier, and sidebar navigation
v3.15.8
Resolved Issues
Improved results auto-scroll, alias resolution, and policy duplication
v3.15.7
Improvements
Change-request previews now show the whole document with the changed blocks highlighted
v3.15.6
Resolved Issues
Large documents now complete processing reliably
v3.15.5
Resolved Issues
The processing placeholder clears as soon as a file finishes
v3.15.4
Resolved Issues
Improved approvals visibility and Edit with AI formatting
v3.15.3
Resolved Issues
Samples with many pages now complete analysis reliably
v3.15.2
Maintenance
Backend improvements and bug fixes
v3.15.1
Resolved Issues
Saving a user on the platform page now completes reliably
v3.15.0
New Features
Assistant chat that can answer questions about your data
Custom charts you can create by describing what you want in chat
Shared per-engagement chat
Export requirements: configurable checks that must pass before an export
Test-level history feed
Editable agent prompts
Email verification page with severity judgments, quote citations, and full conversation transcripts
Improvements
Thinking indicator, markdown, and auto-scroll in assistant and engagement chats
Results and documents header actions grouped behind overflow menus
Faster email reply detection
Tightened access controls on agent and automation features
Resolved Issues
Approval digests are skipped when email is not configured
v3.14.0
New Features
Hide documents from a sample
Improvements
Simpler FactorSoft connection setup
FactorSoft can be connected independently of FactorFlow policy setup
Document classifications use consistent naming
v3.13.6
Resolved Issues
FactorFlow uploads are blocked until the Invoice trigger is configured
v3.13.5
Resolved Issues
PO number displays as text in the export preview
v3.13.4
Resolved Issues
FactorFlow policy names are created correctly
v3.13.3
Resolved Issues
User and client creation and deletion now complete reliably
v3.13.2
Improvements
Field edits made during review now apply to the FactorSoft export
Resolved Issues
FactorFlow determines the invoice type from the document-type role rather than a fixed classification
v3.13.1
Resolved Issues
CSV files with uneven rows now parse correctly, and long PO numbers are accepted by batch export
v3.13.0
New Features
New-sample drop zone and delete-sample on the documents page
Setting to turn off scroll snapping on the results page
Whole-result history view in the cell history dialog
Improvements
Observations from grouping are used during analysis
New FactorFlow tests capture the policy's output columns at creation
Debtor records sync during a FactorSoft single-client sync
Resolved Issues
FactorFlow grouping identifies the invoice-number column more reliably
Improved drag and drop on the documents page
Files are placed in Organized Documents reliably after upload
v3.12.7
New Features
FactorFlow tests pick up output column changes from the policy automatically
Improvements
Worksheets with many embedded images upload without stalling
Resolved Issues
The sample approval button updates immediately
v3.12.6
New Features
Reject action for engagement results samples
Improvements
Outlook message attachments extracted as separate documents at upload
Procedure execution retries automatically after a timeout
v3.12.5
New Features
Engagement sample search across document group data
Live file-processing indicator on the factoring engagements dashboard
Improvements
Email attachments extracted as separate documents at upload
Dashboard processing fraction replaced with a single status spinner
FactorFlow dashboard's Samples to Review split into Needs Review and Ready
Data room bulk deletes feel instantaneous
Sample approval button reflects is approved rather than I approved
Procedure execution now uses a calculation tool for non-trivial math and shows its work
Resolved Issues
You are signed out promptly when your session expires
FactorSoft batches use the submission date rather than the earliest invoice date
v3.12.4
New Features
Factoring dashboard review columns, filter, and unrouted-documents warning
Improvements
Approved FactorSoft debtor names are used during analysis
Resolved Issues
Samples with large images now complete analysis reliably
v3.12.3
Resolved Issues
FactorSoft acknowledgements now treat any successful response as success
v3.12.2
Resolved Issues
Evidence flag changes can be applied through change requests
v3.12.1
Resolved Issues
FactorFlow uploads work when a procedure has no output template
v3.12.0
New Features
Debtor resolution review and override
Clearer, structured reporting when an export fails
Improvements
Email verification is stricter about confirming versus disputing an invoice
Email verification batches per test rather than per engagement
Resolved Issues
Email integration status reflects all connected accounts
v3.11.7
Resolved Issues
Improved FactorSoft delivery acknowledgement and missing-relationship handling
v3.11.6
Maintenance
Backend improvements and bug fixes
v3.11.5
Resolved Issues
Engagement creation completes reliably
v3.11.4
Resolved Issues
Batch export stops with a clear message when a debtor cannot be resolved
v3.11.3
Resolved Issues
Change request permissions apply consistently
v3.11.2
Maintenance
Backend improvements and bug fixes
v3.11.1
Resolved Issues
Documents group correctly when the classification differs from the document-type name
v3.11.0
New Features
Data room database for working with virtual spreadsheets
On-demand sync for a single FactorSoft client
Improvements
Searchable FactorSoft client selector in the engagement modal
All policy edits go through the approval-choice dialog
Column picker for FactorSoft tables, with the full set of client, debtor, and relationship fields
More reliable sign-in on slow networks
Clearer message when signing in with an account that is not yet provisioned
Tightened data room access boundaries between organizations
Resolved Issues
Processing completes reliably under heavy load
Image uploads convert to PDF reliably
Procedure execution retries when analysis comes back incomplete
Sign-in emails match regardless of capitalization, and a missing account gives a clear message
v3.10.2
Resolved Issues
FactorSoft status is rechecked after a connection error before reporting a failure
v3.10.1
New Features
Automatic field mapping for FactorSoft exports
Improvements
Output template and all header fields are copied when duplicating a procedure
Reworded user-facing copy to a more professional tone
FactorFlow documents page is blocked in place when setup is incomplete
FactorSoft scope and address can be set per client
Resolved Issues
Jobs complete reliably
Agent chat retains proposal state
The first chat message reaches the agent without being duplicated
v3.10.0
New Features
Shared email inbox that routes messages by thread participants, with a quarantine for anything it cannot place
FactorSoft vendor delivery with scheduled polling
Configurable color system with a Colors settings modal
Per-policy FactorSoft export field mapping with an exports preview
Combine-all for FactorSoft draft batches
Opt-in debtor identity export check
No-evidence marker for procedure execution output fields
Collapsible policies with engagement and policy search
Improvements
Export Requirements modal replaces the policy modal, with checks reorganized
Exports page gains override gating, unparseable-field blocking, and instant confirmation
Approve button redesigned with an optimistic icon animation
Results and Exports are gated on sample approval state
Delete action for procedure reference files
Transactions-processed metric added to factoring dashboards
Resolved Issues
FactorSoft exports complete reliably, with recovery for interrupted batches
FactorSoft sync preserves existing client and debtor records
v3.9.1
Improvements
FactorFlow invoice and listing roles are now set per policy on the document type
v3.9.0
New Features
Document types can be marked as evidence or non-evidence
FactorFlow match-and-merge grouping with an incremental trigger
Invoice listing rows extracted from PDF listings
Email notification when a job fails
Improvements
Non-evidence documents are excluded from grouping warnings and per-sample analysis
Resolved Issues
Prompt editing resumes correctly
Improved chat input microphone layout and diff rendering
Empty or unreadable workbooks are reported as a file problem rather than a system error
v3.8.0
New Features
Per-user permissions for policy editing, with a capabilities panel
Document pin and compare
Per-engagement auto-delete with daily and weekly cadence for FactorFlow
Archive access control and retention schedule permissions
Email verification restructured as an approval gate with templated emails
Improvements
Redesigned FactorSoft exports page
Sharing and export permissions, plus a derived manager role
Images embedded in spreadsheets are extracted reliably, and empty workbooks are handled gracefully
Export renamed to Download on the results page
Keyboard hint dismissal now persists across navigations
Resolved Issues
FactorFlow samples are not duplicated when an invoice listing is uploaded
Job status reflects the current state accurately
Improved carousel scroll-button boundary and spacer width in single-pin mode
FactorSoft batch submission is disabled when the integration is not connected
v3.7.1
Maintenance
Backend improvements and bug fixes
v3.7.0
New Features
Email inbox replacing the per-exam email address, with sender management
Gmail and Outlook email integration with a standalone Integrations page
Tagging for data room files, folders, and documents
Data room approvals now show whether they were automatic or manual
Improvements
Security hardening across sign-in and session handling
Error messages no longer expose internal details
Data room download links expire faster, and files outside a safe list download instead of opening in the browser
Faster navigation with caching, prefetch, and loading skeletons
Pending and Approved filters moved from the sidebar to the results page
Procedure reference file uploads require a manager role
Resolved Issues
Chat status updates reliably
Data room file approvals complete reliably
Document progress bars and needs-approval hover update smoothly
Much faster analysis result loading
Chat recovers automatically when a provider is busy
v3.6.3
Resolved Issues
Additional sign-in reliability improvements
v3.6.2
Maintenance
Backend improvements and bug fixes
v3.6.1
Resolved Issues
Sign-in completes reliably under load
v3.6.0
New Features
Data room with folders, permissions, version history, activity feed, and audit log
Data room approvals: audit-grade attestations on files and folders
Create Tests wizard that fills multiple tests in parallel, with a data room file picker
Cross-sample consistency review, incremental per sample
Per-cell change history for procedure results
Reference files for FactorFlow policies, scoped per procedure with per-document settings
FactorSoft data sync for clients, debtors, and relationships, with debtor overrides
FactorSoft batch export with invoice list extraction and auto-matching
Redesigned exports page with sidebar layout and invoice list matching
External data room sharing via per-recipient links
Improvements
Procedure categories removed; tests are created directly
More accurate spreadsheet analysis
More accurate text extraction from PDFs
Markdown tables and other formatting render across all surfaces
Multi-value output fields formatted as comma-separated values
AI field edits are auto-approved and marked as AI edits
Resolved Issues
Procedures auto-run reliably
Damaged spreadsheets are detected and recovered
Pasted spreadsheet data keeps rows wider than the first row
Jobs complete reliably after a retry
Grouping failures are shown on the documents page
v3.5.1
Improvements
Procedure execution auto-fixes errors before completing
v3.5.0
New Features
Guest access at the engagement level, with sign-in promotion and redirect support
Email-based document upload for FactorFlow engagements, with a configurable exam email address
FactorSoft integration
Document page rotation
Click-to-grab OCR text from the document viewer while editing a field
Output column conditions driving FactorFlow auto-approval, with a conditions UI on the Policies page
Results review chat can edit result values directly
Custom instructions for document grouping
Improvements
Approve toggle button and filtered results views
Missing fields render as yellow instead of red and no longer block export
Setup chat proposals are merged across rounds
Comment severity gate for procedure auto-approval
Resolved Issues
Upload folder structure is preserved through filename cleanup
Columns with $ and % variants no longer collide
Large document sets load reliably
Guest uploads are gated on test setup being ready
v3.4.4
Resolved Issues
XLS files are read as Excel
v3.4.3
Resolved Issues
Jobs report a final status reliably
v3.4.2
Resolved Issues
The data type applies on the procedure setup page
v3.4.1
Resolved Issues
Procedure execution completes reliably
v3.4.0
New Features
Data types can be set directly on output columns
Expanded metrics with field approval, timing, and usage panels
Improvements
Field approvals are categorized on analysis results and preserved through your edits
Metrics are restricted to admins and managers
Folder paths are preserved in document names
Resolved Issues
Email notifications are sent while the grouping agent is active
Improved upload state handling and expanded status grouping