> ## Documentation Index
> Fetch the complete documentation index at: https://docs.dualentry.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Accounting Intelligence

> A conversational assistant grounded in your ledger data, plus the agents, skills, and connectors that extend it beyond a single conversation.

Accounting Intelligence is DualEntry's conversational assistant, reachable from the Agents panel, from an individual record, or from global search. It grounds every answer in your GL data, respects your role-based permissions, and logs each interaction for compliance.

* **[How Accounting Intelligence Works](./ai-accounting-intelligence)**: how conversations are scoped, how answers are grounded in your ledger, and what it may and may not change.
* **[Agents Panel Reference](./agents-panel)**: navigation sections, composer controls, and the entity and accounting-basis selectors that scope every question you ask.
* **[Skills Reference](./skills)**: saved, reusable instructions you invoke with `/`, so recurring work is worded the same way regardless of who runs it.
* **[Scheduled Agents Reference](./scheduled-agents)**: instructions that run on a cadence with nobody in the composer, suited to recurring review work.
* **[How to Test a Scheduled Agent Before You Rely on It](./how-to-test-a-scheduled-agent)**: prove an agent's instruction, scope, and output path with interactive and live test runs before it starts running unattended.
* **[How to Connect an MCP Connector](./connect-an-mcp-connector)**: connect a hosted connector such as Gmail, or add an MCP server your team runs, so Accounting Intelligence can act in systems outside DualEntry.
* **[MCP Connector Directory](./mcp-connector-directory)**: the third-party connectors Accounting Intelligence can already reach, grouped by category.
* **[How to Send Dunning Emails with Accounting Intelligence and Gmail](./send-dunning-emails-with-copilot-and-gmail)**: draft payment reminders from a live invoice record and leave the send to you.
* **[Draft Accruals with Accounting Intelligence and an Agent](./draft-accruals-with-copilot-and-a-scheduled-agent)**: have a scheduled agent find the liabilities missing from an open period, then size and draft each accrual with Accounting Intelligence.

A skill worth running unattended becomes a scheduled agent, and a connector lets the result reach outside DualEntry, as when a collections review turns into drafted Gmail reminders. For the reverse direction, an outside client such as Claude or Cursor reaching into DualEntry, see [DualEntry MCP](../mcp/index).

Return to [AI and Automation](../index) for the full section.