Product Update

September 2026 Product Updates

By Kristen Lueck, VP of Product

Every day our product and engineering team is hard at work improving the Auxilius platform to better meet the needs of clinical trial sponsors. We're excited to ship a number of new features and enhancements as a part of our September product release. Below are some of the highlights.

1. Streamlined Change Order Mapping with Change Order Autoload

Upload and review change orders into Auxilius faster than ever.

This September we are shipping a newly improved Change Order Autoload feature, further streamlining how change orders are uploaded into the Auxilius system. Fully self-service, Change Order Autoload automatically maps your change order, updates existing activity unit costs/amounts in Auxilius, and prompts new activities to add as needed — all in a few simple steps.  

Two things we love about this: (1) Self-service and instant: upload, map, and confirm — your data is ready to use right away, on your timeline, and (2) Mappings are remembered: future months are just upload, review, and save.

2. Improved Over-Budget Activity Alerts

More easily catch and review activities running over budget as a part of your close process, helping you catch errors faster and anticipate change orders.

Embedded in the vendor budgets step of the close checklist is a new skimmable Activities Over Budget table. This table itemizes every activity where Expense LTD including this month is over total budget: vendor contract, activity, category/hierarchy, Expense LTD incl. this month, current total budget, and the amount over – all put together in a simple, glanceable table. This, in addition to CloseIQ, are two ways we are helping sponsors quickly understand their numbers and identify outliers as a part of the close process.

3. Sharper Investigator Forecasting Based on Country-level Enrollment Mix — For Patients that Haven't Enrolled Yet

Fine tune your expected enrollment mix at the country level for a more precise investigator forecast for patients that haven't enrolled yet.

While per patient costs have always been calculated at the country level for enrolled patients in the Investigator Forecast, now you can weigh country-level enrollment mix for patients that haven't enrolled yet as well. Now, you can customize how each region should calculate expected patients costs and specify the number of expected patients for each region to properly weight expected visit costs.


4. Draft Monthly Audit Package On Demand 

Don't wait for close to get your audit package.

In addition to audit packages that are made available after each close, now you can generate a draft of the you monthly audit package before you close. Now if you keep a month open for expected adjustments, you can still pull the package you need for close in the meantime.

This builds off some exciting product enhancements we shipped in our July release:

  • Close IQ (AI Close Summary) — AI surfaces your highest-materiality fluxes so you review faster
  • Improved Vendor Estimate Autoload — a faster, self-service way to get vendor estimates in
  • Redesigned Investigator Payments Reconciliation — cleaner layout and match-rate analytics
  • Smarter EDC Ingestion — new sites and visit/procedure descriptions surface directly to you

We're committed to continuously improving Auxilius to help sponsors close their books faster and manage their clinical trial budgets with confidence. Curious how these updates could fit your team? Get in touch and we'd be happy to walk you through it.

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