This document details the features which have been added in each release of AuditBot.
Monday 18th August 2025
Agentic Field Extraction - AuditBot now uses the latest AI technology to vastly improve document scanning. Documents are read with much higher success and fewer fields need to be entered manually, even on complex or unusual looking documents.
Import Nominal Codes improvements - Nominal Code mappings can now be imported from IRIS, Caseware and CCH accounting software.
Performance improvements - Refactoring has been performed across many areas of the application to improve performance. Test result generation now completes much faster after documents have been scanned.
Nominal Ledger logic improvements - Further improvements to the logic which is used to retrieve values from the Nominal Ledger. Text results are now more accurate when dealing with unusual ledger postings.
FX calculation improvements - Handling of foreign exchange calculations has been improved across all tests.
Rescan button - it is now easy to rescan documents from the Files tab in a test. This is useful after adding aliases for a client company to improve scanning.
Cutoff test improvements - Matching of data between current year and post year Nominal Ledgers has been improved for better test results in cutoff testing.
Nominal Code improvements - It is now possible to enter nominal codes manually, even without uploading a nominal code import.
Forgot password - A forgot password link has been added to the login screen so that users can easily recover their accounts.
Audit credit usage information - Users can now see their audit credits and usage from the dashboard.
Files tab improvements - When scanning large table documents, a “Discard” button has been added to easily remove unwanted data from documents (e.g. header rows).
Alias improvements - Colon symbols “:” are now ignored when scanning documents. This greatly improves the success of scanning and requires fewer aliases to be creased.
Monday 30th June 2025
Wages test improvements - Simplified the document requirements for Wages Transaction and Wages Walk through tests. Payroll data is now matched to payslips using the employee last name for greater flexibility. Removed duplicate Nominal Code field “Bank Wages Nominal Codes” as this was identical to “Bank Nominal Codes”
Improved logic when matching rows in the Nominal Ledger - we’ve made further improvements to this logic based on feedback from users.
Import Nominal Code improvements - It is now possible to manually enter nominal codes, as well as importing via CSV. A “Show nominal codes” link has been added to the Add Audit screen.
Cutoff Test improvements - Post Year documents are now correctly matched to the Post Year Nominal Ledger which is uploaded at the beginning of an audit.
Document Alias improvements - A new “Rescan Files” button on the files tab allows you to quickly re-scan uploaded documents after making changes to your client alias settings.
Sales and Purchase test improvements - Period of service date fields no longer appear on tests where they are not used.
Sales Transaction Test improvements - Automated Sampling has been removed temporarily while we improve the design.
Monday 9th June 2025
Improved logic when matching rows in the Nominal Ledger - AuditBot now uses a multi-step logic to find correct postings in the Nominal Ledger. The improved logic is much more flexible and allows for scenarios such as: Full or partial refunds and multiple invoices created from a single order reference.
Improved performance for tests with many documents - We have increased AuditBot’s capacity to handle many documents (40+) in a single test.
Cutoff Calculation improvements - We have revised cutoff calculations to handle a wider variety of situations.
Allow multiple documents to be uploaded for the Nominal Ledger - Some auditors reported problems working with very large Nominal Ledger documents (100,000+ rows, 25MB+). In this situation auditors often export the Nominal Ledger as multiple files (e.g. per quarter). AuditBot now allows multiple files to be uploaded and combined for use in an audit.
Saturday 31st May 2025
Trial functionality - Ability to limit number of audits per audit firm during trial usage of AuditBot has been added.
Assertion(s) field added to Excel exports - After removing SSF tab, this field has been reintroduced on the first tab of each Excel export.
Excel Export no longer requires test conclusion - It is now possible to export from any test which has results, regardless of whether a conclusion has been provided.
Team Member Settings Screen improvements - Users are now ordered by email address. There have been multiple bug fixes for user permissions. Breadcrumbs have been added. Various bug fixes to invitation user flow.
Alias improvements - New default aliases have been added to improve scanning.
Sales Order improvements - Subtotal field has been removed from SalesOrder document.
Test Method improvements - Methods have been updated across all tests.
Scanning error improvements - Errors during scanning are now better reported.
Email verification email improvements - The verification email sent to users now has a better design template and text content.
Number field improvements - Scrolling with the mouse wheel no longer causes number fields to change value when overriding documents.
Wages & Balance Sheet tests hidden - Tests which are in development have been hidden until testing has been completed.
Audit creation bug fixes - Fixes to validation messages when creating a new audit.
FX bug fixes - Various fixes to tests to ensure that changes to FX on results tab causes recalculation of test result.
Terms and conditions updated - Terms and conditions for all users have been updated.
Friday 23rd May 2025
Automated Sampling - Automated sampling is now implemented for the Sales Transaction Completeness Goods test. A Sales Order Book document is now required at audit-level to use this test.
Two Factor Authentication - 2FA implemented via email for all users when logging in.
Password strength improvements - AuditBot now requires stronger passwords to be chosen by users.
Shorter session time - AuditBot now requires users to login again after 3 hours of inactivity.
Team Members Settings Screen - To manage users across each audit firm.
Match invoice using added to Method field - The choice of how to match invoices to the nominal ledger is now included in the Method text for each test.
IRIS chart code mapping improvements - The mapping of IRIS chart codes to nominal codes has been improved using latest mapping data.
Email template improvements - Emails sent by AuditBot are now branded and include more information.
Suggestion improvements - Currency values are handled more accurately when they are suggested during document overrides.
Sales Occurrence Test improvements - This test now has separate Goods and Services versions.
Post Year End Nominal Ledger validation - Errors are now shown when there are validation issues with the Post Year End Nominal Ledger.
Payslip field fix - Removed unused field on Payslip document.
Sales Transaction Excel improvements - Various improvements to the Excel export for Sales Transaction tests.
Sales/Purchase Cutoff Goods fixes - Some bugs relating to test status were resolved.
User registration security fixes - Some security issues relating to user registration have been resolved.
Client access temporarily removed - Client access has been removed while some refinements are made to the functionality.
Button UI fixes - Buttons are now disabled throughout the application immediately after being clicked to prevent users from clicking multiple times.
Table UI fixes - Column alignment is now correct on tables across the application.
Wednesday 30th April 2025
All users must accept terms & conditions - When logging into AuditBot, all users are asked to accept terms & conditions. Clients and Auditors will accept a different set of terms.
Document Scanning improvements - We’re now combining multiple techniques to extract values from complex documents. This will reduce the instances where users are required to enter values which can be found in documents during scanning.
Payment method improvements - We’re now collecting the billing address in the application alongside the payment method. We are also checking that the payment method is valid each time that users login and will prevent access to AuditBot if the payment method becomes invalid.
Update Payment method - We’ve added a new settings page which allows users to update the payment method in their account at any time.
Invite Your Team improvements - We’ve added a new settings page which allows users to invite team members to specific audits.
Post Year End Nominal Ledger - We have added a new document to AuditBot for the Post Year End Nominal Ledger. This document is used in Cutoff tests.
Cutoff improvements - We have improved the cutoff calculations to cover a greater range of situations. We have also added the Method field to the overview tab of the Sales and Purchase tests.
Nominal Codes improvements - AuditBot now recognises more Nominal Codes during import including Wages and Salaries, Subcontract Labour, NI and Pension. These codes are used in Wages tests.
Wages Reconciliation improvements - The TB tab of the Excel export for Wages Reconciliation is now populated correctly using new nominal codes.
Sticky Action Row improvements - We have moved more important action buttons to the sticky action row to ensure that they are always on screen for users and the next action is clear.
Files Tab text improvements - We have improved the wording of requirements for documents on the files tab.
Wednesday 16th April 2025
Payment method enforcement - All Audit firms are now required to provide a valid payment method when accessing AuditBot. Users who already have accounts will now be required to complete the process before accessing the application.
AuditBot Branded Excel Exports - Excel Exports now carry the AuditBot branding for all tests.
Wages Transaction deduction calculation improvements - recent testing showed that the deductions calculations in the Wages Transaction Test were sometimes incorrect. We have reviewed the calculations and resolved these issues.
Aliasing added to Nominal Ledger - Alias functionality now applies to the Nominal Ledger, providing more flexibility when importing documents with different column names.
Delivery Note document type - We have added a new type of optional document called Delivery Note. This document has been added to the Sales/Purchase Cutoff Goods tests.
Improved document scanning - Scanning of complex document layouts has been improved by combining multiple techniques to extract useful values from the data returned by the AI model.
Result validation improvements - Now that the results tab in each test is reporting specific conflict issues per item, we needed to add additional columns to the results table which show any values which can be in conflict. We’ve done this across all tests.
Improved error reporting - AuditBot now provides useful errors in a wider range of situations, ensuring that users always have some indication of what has happened when an error is encountered.
Improvements to Cutoff tests - Several improvements to the cutoff calculations mean that the test is returning correct results for a wider range of situations.
Improved UX for Alias settings - We’ve made the alias settings easier to use by adding an ‘Actions’ column with buttons for editing, saving and cancelling.
Move Excel export to sticky action row - The excel export action, which is considered the final step in any test, now appears in the sticky action row so that it is always on screen.
Prevent tests getting stuck during scanning - There were some situations which could leave a test stuck on the progress screen during scanning. We have improved the handling of errors during scan to resolve this.
Removed references to ‘Mercia’ and SSF from application - Text referring to the ‘Mercia’ methodology were temporarily removed along with SSF calculation of sample size.
Fixed bug which caused VendorName to be blank - in some cases the VendorName field could lose it’s value during tests. We have fixed this issue.
Improved consistency of test names - We are renaming all tests to have a consistent format and naming convention. We tweaked several test names in this update to make them more consistent.
Disable Incomplete Sample button while scanning - prevent users from changing the sample size while scanning is in progress.
Improvements to file streaming - When uploaded files are displayed in the browser, they are streamed to the users browser. We have optimised this process so that files appear faster and download quicker.
Thursday 3rd April 2025
Updated Application styling - We’ve redesigned the entire application to make it easier to use and more modern. Our design team has reviewed every page and rewritten the CSS styling from scratch. The result is a more consistent and usable application. There are some minor known issues which we plan to resolve over the next two releases.
Sticky Action Footer - We have introduced a new sticky action footer element to many screens across the application. This ensures that the next action for the user is always on screen. We are in the process of moving important buttons into this section. Further updates will follow in future releases.
Sales Transaction Test improvements - We have split the Sales Transaction Test into two versions for Goods and Services.
Period Of Service - We are starting to introduce optional document fields. The first of these is Period Of Service which has been added to the Sales Transaction Test (Services).
Delivery Note - We are starting to introduce optional documents. The first of these is Delivery Note which has been added to Sales and Purchase Cutoff tests.
Allow pasting of dates - It is now possible to paste values into all date fields across all date fields.
Wages Reconciliation Test improvements - We have split the Wages Reconciliation test into two separate tests for Monthly and Weekly wages. This makes it easier for auditors to use both types of test for companies who have both types of employee.
Test name improvements - We have made some adjustments to test names to make them more consistent across the application.
Wednesday 19th March 2025
Upload limit increased to 50MB - The maximum size for a file which is uploaded has been increased from 20MB to 50MB to allow larger data sets to be used.
Note functionality removed - Users are no longer asked to provide a note when editing documents in the files tab. The interface to display notes has also been removed from the files tab.
Add Audit improvements - The Add audit screen now shows one field at a time so as not to overwhelm the user. The Audit End Date field now has a custom message to advise the user that the field has been pre-populated. The field is also highlighted in yellow to make this clear. The user can clear the yellow colour by modifying the Audit End Date or by clicking the “confirm” link.
Import Nominal Codes improvements - A template is now provided for download to assist in creating the imported file. The Nominal Code fields are now hidden always but the user can unhide them after importing the file by clicking “Show nominal codes”.
Toast alert improvements - There are a few situations where the user must be alerted (for example when trying to create an audit without inviting any clients). We use a “Toast” popup for this which appears in the bottom right of the screen. We have improved the appearance and the behaviour of these messages.
Fast typing bug fix - On some fields, characters were lost if the user typed too quickly into the fields. This bug has been resolved across all fields.
Default locale set to EN_GB - The default locale was set to EN_US, it is now set to EN_GB by default.
Wages Reconciliation test improvements - the test is now split into weekly and monthly to allow both to be tested in a single audit more easily.
Test header improvements - “Created on” date has been replaced with “Audit Start Date”.
Excel Export improvements - It is no longer possible to export an Excel worksheet from a test until it has been completed and a test conclusion has been entered. We also added support for multiple paragraphs in the Method and Objective fields where they have been modified by the user in AuditBot.
Document Validation improvements - AuditBot now provides detailed information when it is unable to match documents together across all tests. The reporting is now more detailed and covers a wider range of situations.
Settings improvements - The settings menu item now shows a menu with items “User Settings” and “Aliases”. User Settings is a new page which enables the user to update their profile photo, name, email, phone number and password. Aliases have been moved away from the main settings page to their own section.
Required Field improvements - required fields are now clearly marked throughout the application.
Email sender improvement - Emails are now sent from noreply@auditbot.co with name “AuditBot”.
Results table bug fixes & improvements - We fixed several bugs relating to the results table in tests. We also make the actions button on each row (three dot icon) visible at all times so that users can find it easily. We have also added a tooltip to every cell in the results table. This enables the user to. easily see the full value of the cell without needing to expand the column. It is also now possible to resize columns in the results table.
Test Tab improvements - A bug which caused the test tabs to appear in a random order sometimes has been fixed. We have also added numbers (1, 2, 3) to the tabs to make the process clear. The error message which is shown when there are matching errors has also been improved, including linking to knowledge base articles to assist the user.
Phone field validation improvements - The validation of phone numbers has been improved to provide better UX.
Register button text changed - The registration button on the homepage has been changed from “Let’s Get Started” to “Create Account”
Details of Sample text amend - The text has been amended to make it clearer that the values in this section are pre-populated.
Navigation expanded by default - The navigation is now expanded by default until it is collapsed by the user. This should help to make the expandable features of the navigation clearer to users. We also fixed some bugs where expanding the navigation affected the layout on some screens.
Welcome message changed - When inside an audit, the client name is shown rather than the “Welcome back, {username}”.
Conclusion as to reasonableness of sample size - height of this field has been reduced.
Invite clients field improvements - Inviting clients to an audit now has improved UI using a single combobox field instead of multiple text fields.
Wednesday 19th February 2025
Dashboard UX improvements - additional data now displayed on dashboard: Client name, audit end date, auditor. When no audits have been created, the image is now smaller to fit on the screen. The text next to the image has been changed to clearly inform the user what action to take next. Empty breadcrumb has been hidden. Invalid dates are no longer shown in “Last Updated” column.
Add Audit UX improvements - hide all fields until a client has been selected. Allow user to type in the “Client Name” field to search for clients in the list. Date fields now default to month view. Date fields do not show validation errors until the user has entered a value. Display error message when no users have been invited. Show warning when removing email field from “Invite Clients To This Audit” section. Reverse order of Start Date and End Date Fields. Suggest start date based on end date. References to “company” have been changed to “client”.
Nominal Ledger UX improvements - show an error to the user if the Nominal Ledger cannot be parsed, including a link to the Test Requirements article in the knowledge base.
Add Client UX improvements - text amends to the “Client information” modal.
Overview tab UX improvements - added message “Go to Files Page” with instructions so that the next action is clear to the user.
Files tab UX improvements - hide “All Files” section until documents have been uploaded.
Login UX improvements - improved the validation error message when logging in.
Document matching improvements - Order Reference and Invoice Reference are now case insensitive, leading to fewer matching errors. Other values that are used to match documents have also been made case insensitive to improve matching.
Improvements to file uploading - the text shown on the button while uploading files has changed from “Upload Files” to “Save Files”. This is to make the process clearer to users.
Improvements to Excel export - downloaded Excel exports now have useful filenames which include the test name, client name and audit end date.
Test header improvements - the name of the test is now the main heading at the top the page. Test number has been moved to the right hand side.
Document validation improvements - we are continuing to roll out the document validation feature across all tests. In this update we applied the feature to many more tests and now there are only a few tests which do not use this feature.
Nominal Ledger improvements - negative values are now ignored when calculating creditor totals in the nominal ledger.
After Date Cash bug fix - fixed an error preventing users from creating a new copy of the After Date Cash test within an audit.
Sales Cutoff Goods bug fix - fixed an issue where results were sometimes duplicated in this test.
Purchase Cutoff bug fix - fixed an issue in Purchase Cutoff results where discrepancies were not always detected. This fix was applied to the goods and services versions of the test.
Purchase Walkthrough Services improvements - various improvements to the results tab and excel export.
Purchase Cutoff bug fix - fixed an issue where results were not calculated if invoice is matched to NL by Order Reference. This fix was applied to the good and services versions of the test.
Wages Walkthrough improvement - removed Time Period field (no longer in use).
Help & Support link updated - the help & support link on the main navigation now triggers an email to the correct email address.
Monday 10th February 2025
UX Improvements to audit & test flow - various elements hidden or removed. Additional audit setup fields are hidden until a client has been created.
Additional fields added to audit overview - Audits now show client company name and auditor name in the audit overview table on the dashboard.
UX Improvements to registration process - various elements hidden or removed. Helper text removed from most fields. Other countries added to Country field. City field added.
Incomplete Sample functionality - Sometimes client might not have supplied a full sample for a test, but the auditor may wish to press ahead. A new button “Incomplete Sample” has been added to the test overview tab. This feature allows the sample size to be changed prior to scanning so that an incomplete sample size can still be tested.
Case sensitivity improvements - we have removed case sensitivity on many fields such as Order Reference and Invoice Reference. This will improve matching across all tests.
Suggestion improvements - improvements to the way suggestions are made when overriding scanned document fields.
Wages Walkthrough improvements - Added Excel export and improved conflict detection.
Purchase Cutoff improvements - Various improvements to results calculation, results table and Excel export.
Improved parsing of dates - More date formats are not supported when parsing/scanning dates in documents.
Sales Walkthrough improvements - Various improvements to the results calculation, results table and Excel export.
Results bug fix - Fixed a bug which prevented results from appearing on Wages Transaction and Wages Walkthrough Test.
Registration bug fix - Error 400 no longer occurs when trying to register with an email address that already exists.
Session management improvement - The application now handles expired session tokens without producing errors.
SSF calculator improvements - Validation improved for residual population field
Thursday 30th February 2025
Supplier Statement document now uses invoice model - we’re now using the invoice prebuilt model to read supplier statement documents. Where these documents have a good layout, more fields should be detected automatically during scanning.
Approved email addresses and domains only for registration - to protect the application against use by authorised parties, the registration process can now only be completed using pre-approved email addresses or domains.
Objective and Method are now editable - The objective and method for each test can now be edited by the user and any changes made a re reflected in the Excel export.
Fixed “Details of Sample” for Supplier Statement Test - this test now includes the correct pre-populated details.
Fixed Average Employee Numbers calculation for Wages Reconciliation Test - the calculation now correctly follows the Excel worksheet.
Improvements to results and Excel exports - We’ve been working to improve results and Excel exports across all tests. This release includes improvements for: Supplier Statement Test, Sales Transaction Occurrence, Sales Cutoff, Sales Walkthrough (Goods), Wages Walkthrough, Purchase Transaction.
Document validation roll out continued - Errors are shown during scanning when the application is unable to link documents together using references. We have been rolling this out to more tests and now the errors cover more situations.
Wednesday 22nd January 2025
Production server is live - AuditBot is now live on the production URL which customers will use: https://app.auditbot.co/ currently this version is running on v5.0 which is the same as the staging, test and development servers. Going forward the production server will run 1 release behind the staging server. So when we release a new version, it will be tested and verified on the staging server before being released to customers on production.
Alias defaults and settings - A default set of aliases are now applied to each audit when it is created. You can view these by going into an audit and clicking the settings icon (cog) bottom left. On this view you can see all document fields and aliases. You can edit the aliases for any field by double clicking them. Aliases greatly improve scanning by allowing the user to customise scanning behaviour.
Document Validation roll out - In v4.0 we added new functionality to validate documents during upload on the Purchase Transaction (Goods) test. We are slowly this rolling out the document validation functionality across more tests.
Improved styling and navigation - We’ve improved the look & feel of the application in many areas. The tabs section of tests are now much larger and clearer. All buttons now look more obviously like buttons. We’ve also added a breadcrumb to the top of every page to help users navigate around inside an audit.
Show/hide rows when editing table data - Some documents have tables of data inside them, such as the payroll report or the trial balance. When scanning these documents, the user has the ability to correct mistakes and generally override any values that have been found by the application. We’ve added the ability to filter this data to show only rows which have missing data. You can also turn off this toggle to see all rows of data.
Tooltip added to Pension Scheme Type - based on feedback, we added a tooltip to the Pension Scheme Type field to make clearer how it should be used.
Excel Export Improvements - we’ve been working through the Excel exports for every test and making improvements and correcting bugs.
Wednesday 8th January 2025
Client role & login flow - AuditBot now implements multiple user roles. The auditor and client are now separate users who work together to complete the audit. It is still possible for the auditor to complete the entire audit themselves if they wanted to.
API integration (merge.dev) - The first parts of the API integration have been added. The client user is now able to use Merge Link to connect to their accounting software. In a future release it will be possible to import data from the accounting software rather than uploading files.
Import nominal codes - during audit creation you can upload a CSV file to quickly import nominal codes. The column headings for this CSV should be: IRIS Code, Nominal Code. IRIS Code should contain a single integer number. Nominal Code can contain a single value or multiple comma separated values.
Document validation during scanning - AuditBot now gives immediate feedback on documents during scanning. This helps the user to recognise problems earlier in the process and avoid empty test results. For example, if Order or Invoice References from uploaded documents are not found in the Nominal Ledger, this is shown to the user after scanning in detailed error messages. Currently this feature is only implemented for Purchase Transaction (Goods). In future versions this will be expanded to all tests.
Repeating tests within an audit - it is now possible to repeat a test within the same audit. Once the test has started, you can select “Repeat Test” from the three dot icon on the test overview screen to create a new version of the test.
Improved document field labels - AuditBot no longer displays internal field names like “invoiceid” to the user. Instead the document summary and aliases refer to fields using user-friendly labels such as “Invoice Reference”.
Match documents using Invoice Reference or Order Reference - when setting up a new test, a new option has been added to choose how documents are matched to the Nominal Ledger.
Replace uploaded documents after scanning - if after scanning documents during a test, the user finds that an document has been uploaded in error and would like to replace it, this is now possible on the files tab.
Attempt to detect Invoice Reference and Order Reference in the document’s file name - If AuditBot is unable to find the Invoice Reference or Order Reference in the content of the document, it will also check the filename of the document. If it finds something that might be useful, it will be suggested to the user.
Changes to the order of documents during upload - Sales Order now appears before Sales Invoice in sales tests. Purchase Order now appears before Purchase Invoice in purchase tests.
SSF Calculator Improvements - various improvements and bug fixes for SSF sample size calculation.
Improved handling of dates - AuditBot can now recognise dates in more formats (e.g. 30 Aug 24). This improves the scanning of documents and reduces manual entry.
Various improvements and bug fixes to results tab and excel export - We fixed many bugs and improved the display/formatting of fields such as “Total Sample”.
Wednesday 11th December 2024
Improved document scanning - where some document fields are not found using a prebuilt model, a second scan takes place using a general model and aliasing is applied to improve results.
Reduced minimum confidence threshold and added suggestions - previously the confidence threshold was set to 50%, this has been removed. Values which have a confidence score lower than 50% are suggested rather than pre-filled.
Security improvements - removed infrastructure secrets from the codebase and implemented passwordless connections.
SSF calculator improvements - Added (a) (b) (c) labels to calculator fields. Fixed bugs with calculations.
Improved document fields summary - Fields are now presented in a table rather than as plain text.
Added pre/post YE to Bank Review - The Bank Review Test now presents results in two tables: Pre YE and Post YE.
Added notification after scanning - A new notification now makes it clear to the user that the test results are ready to be reviewed.
Added hints to date fields - Date fields now inform the user of their required date formatting.
Text amends - tweaked the names and titles of tests throughout the application. Removed unnecessary text.
Refactoring and internal improvements - General improvements to code for better performance and readability.