Bugs found in Fiscal.ai SaaS
Fiscal.ai is a leading AI-driven financial platform designed to revolutionize financial operations by simplifying data analysis, forecasting, and budget tracking. Through comprehensive features, it accelerates decision-making and automates complex financial workflows for businesses of all sizes.
Our QAwerk team performed a detailed Bug Crawl on Fiscal.ai, illuminating challenges within its interface and core functionalities.
The insights below outline key defects related to UI resets, persistent processing, chat management, and asset uploads, aimed at enhancing reliability and user efficiency.
'Reset Metrics' button fails to clear 'Exclude' checkboxes in filters
Severity:
Major
Precondition:
User logged in.
Steps to Reproduce:
- Go to the ‘Screener’ tab.
- Populate filter fields.
- Check multiple ‘Exclude’ boxes.
- Click ‘Reset Metrics’.
Environment:
Windows 10; Chrome 140, Firefox 142, Edge 140
Actual Result:
Filter fields reset, but ‘Exclude’ checkboxes remain checked.
Expected Result:
All filters, including ‘Exclude’ checkboxes, should reset.
Persistent search animation upon entering non-existent company name
Severity:
Major
Precondition:
User logged in.
Steps to Reproduce:
- Navigate to the ‘Chartings’ tab.
- Click ‘Company’ input.
- Enter long non-existent name (e.g., “test company 123123”).
Environment:
Windows 10; Chrome 140, Firefox 142, Edge 140
Actual Result:
The search animation runs endlessly.
Expected Result:
Display “No results found” or stop animation if no matches.
Ability to use deleted Copilot chat
Severity:
Major
Precondition:
User logged in.
Steps to Reproduce:
- Go to the ‘Copilot’ tab.
- Ask a question in chat.
- Delete the chat via options.
Environment:
Windows 10; Chrome 140, Firefox 142, Edge 140
Actual Result:
Chat is removed from the list but remains open and active for sending messages.
Expected Result:
Deleted chats should close and prevent further input.
Failed light theme logo upload hampers subsequent dark logo updates
Severity:
Major
Precondition:
User logged in.
Steps to Reproduce:
- Go to ‘Settings’ → ‘Edit Charts’.
- Upload a valid dark theme logo successfully.
- Upload an invalid large light theme logo (e.g., 18MB, limit 0.5MB).
- Get “File too large” error.
- Attempt another dark theme logo upload.
Environment:
Windows 10; Chrome 140, Firefox 142, Edge 140
Actual Result:
The success message appears, but the dark theme logo does not update.
Expected Result:
Dark theme logo should update despite prior light theme upload failure.
Error was raised when uploading new light theme logo after deletion
Severity:
Major
Precondition:
User logged in.
Steps to Reproduce:
- Upload a valid light theme logo successfully.
- Delete it.
- Attempt to upload a new, valid light theme logo.
Environment:
Windows 10; Chrome 140, Firefox 142, Edge 140
Actual Result:
Upload fails with error: “There was an error uploading, please try again.”
Expected Result:
The new logo should upload successfully without error.
'Reset Metrics' button remains active after manually clearing all filters
Severity:
Minor
Precondition:
User logged in.
Steps to Reproduce:
- Go to the ‘Screener’ tab.
- Ensure the ‘Reset Metrics’ button is inactive.
- Apply ‘Country’ filter.
- Remove ‘Country’ filter manually.
- Confirm filters cleared.
- Click ‘Reset Metrics’.
Environment:
Windows 10; Chrome 140, Firefox 142, Edge 140
Actual Result:
‘Reset Screener’ dialog appears despite no filters.
Expected Result:
The button should remain inactive if no filters are applied.
Fiscal.ai faces critical and major issues affecting filter resets, continual UI loading states on invalid search queries, improper chat state management after deletion, and logo upload inconsistencies. To maintain streamlined workflows and user trust, it is crucial to prioritize fixes through comprehensive testing on multiple browsers and configurations. Leveraging QAwerk’s expertise will support raising platform reliability and overall financial operational efficiency.
