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Changelog

What's new and improved in BalanceTrace.

newv0.1

Engagements, workpapers and trial balances

The first public milestone is live:

  • Create engagements and manage your audit team.
  • Organise workpapers into sections with preparer/reviewer sign-offs.
  • Build multi-entity, multi-period trial balances with AI-assisted FSLI mapping.
  • Track PBC requests and run automated accounts review on statutory accounts.