Changelog

Improved

• The view that shows how data points map from one version of a standard onto the next. See Copy and migrate.
• A data point's history records more of what happened to it, and a report copied from another now carries that history with it. See History.

Fixed

• A disclosure summary could come back with content belonging to a different disclosure.
• Copying a report could fail part way through.

New

• Connect your own AI client. The Cards runs an MCP server. A client such as Claude can read your reports, standards and gap analysis, and with the right scopes write answers back. See MCP and Connect a client.
• The 2026 revision of ESRS, with a way to move an existing report onto it and keep its answers. See Copy and migrate.
• The assistant can search and read your organisation files. See AI assistant.

Improved

• The assistant runs against a newer interface to the model, which makes long answers steadier.

Fixed

• Formatted text could lose some of its formatting on the way into a PDF. See PDF.

Improved

• An organisation file is now chosen in the language of the report that needs it. See Indexing for AI.

Improved

• A better input for tagging an organisation file. See Organisation files.

Improved

• Uploading an organisation file: a clearer design, and more careful handling of how the file is passed to the assistant. See Organisation files.

Improved

• Permission checks are applied more consistently across the API. See Permissions.

Fixed

• Mentioning a colleague in a comment did not always work. See Comments.

New

• Tags and a description on an organisation file, so you can say what a document is and the assistant picks the right one. See Organisation files.

Improved

• Finer permissions. See Permissions.
• A clearer organisation picker for people who work in more than one. See Accounts and access.

New

• A new PDF engine. More predictable layout and page breaks in long reports. See PDF.
• Excel files are indexed, so figures that live in a spreadsheet are available to the assistant. See Indexing for AI.

Fixed

• Yes and no answers could print incorrectly in a PDF.
• Importing could fail part way through. See Import and export.

Improved

• AI suggestions, and the assistant's chat. See AI suggestions.

Improved

• The files view. See Organisation files.
• On a VSME report, import and export options that do not apply to VSME are hidden. See Import and export.

Fixed

• A data point with a structured field could fail to load. See Data points.

Improved

• Reading text out of a PDF when it is indexed. See Indexing for AI.

Fixed

• Gap analysis could show the wrong state for a data point. See Gap analysis.
• Translation and rich text editor fixes.

Improved

• How a suggestion is produced and formatted. Raw formatting characters no longer leak into an answer. See AI suggestions.
• Support for VSME.