Documentation Index
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AI Features Overview
DualEntry embeds AI directly into the workflows you already use - posting entries, reconciling accounts, reviewing documents, and closing periods. Every AI feature operates on your live ledger data, respects your role-based permissions, and writes to the same audit trail as manual actions. Nothing happens in the background that you cannot inspect, reverse, or override.What Is Included
Six AI capabilities ship with every DualEntry subscription. Each one targets a specific piece of the accounting workflow where pattern recognition or natural-language understanding removes repetitive effort. AI Accounting Copilot - A conversational assistant you open with Cmd+K (Mac) or Ctrl+K (Windows). You ask questions about your ledger in plain language, draft journal entries from a text description, or request explanations for flux variances during close. Copilot grounds every answer in your GL data and logs each interaction for compliance. Anomaly Detection - A nightly scan across posted transactions and account balances that flags duplicates, round-number entries, off-hours postings, and balance swings that exceed historical norms. You configure sensitivity per entity and choose how alerts reach you - dashboard widget, email digest, or close-management checklist items. Automated Categorization - When transactions arrive from a bank feed, OCR upload, or bulk import, DualEntry suggests GL accounts and dimensions based on rules you define and patterns it learns from your corrections. High-confidence suggestions apply automatically; lower-confidence suggestions land in a review queue for your approval. Bulk Update and Reclass - Select multiple records in any transaction list view, describe the change in natural language, and DualEntry parses your instruction into a preview grid showing current and proposed values. You approve row by row or all at once, and the operation records as a single reversible batch in the audit trail. OCR Document Upload - Drop PDFs or images of bills, receipts, and invoices into the Inbox. OCR extracts vendor name, invoice number, dates, line items, and totals, then populates a draft bill or invoice for your review. Corrections you make improve extraction accuracy over time. Spotlight Search - A keyboard-first search overlay that indexes transactions, master data, reports, settings pages, and recent copilot conversations. Results appear within 200 ms, grouped by type, and filtered by your permissions. Type filters likebill: or vendor: narrow results instantly.