What is included
Six AI features are embedded in specific accounting workflows, each targeting a piece where pattern recognition or natural-language understanding removes repetitive effort. Three run without being asked: anomaly detection scans on a schedule, automated categorization fires as transactions arrive, and OCR extracts as soon as you drop a document onto a bill or direct expense list. You invoke the other three yourself: Accounting Intelligence, bulk operations, and global search. The Agents panel, covered in the next section, is the surface where you direct Accounting Intelligence.- Accounting Intelligence: A conversational assistant reachable three ways. Open the Agents panel on the right of the window with Option+Cmd+] (Mac) or Alt+Ctrl+] (Windows). Use the embedded Accounting Intelligence on an individual record. Or use Ask Accounting Intelligence inside global search, opened 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. Accounting Intelligence grounds every answer in your GL data and logs each interaction for compliance.
- Anomaly Detection: An hourly scan across posted transactions that flags likely duplicates, amounts far outside a vendor or customer’s recent history, and accounts or classifications a vendor rarely uses. Three detectors run, each on by default and each a single on or off switch for your organization, and you add custom rules for thresholds of your own. Alerts appear in the alert list and as callouts on the flagged record, and dismissing one with a reason feeds into how later scans score similar findings.
- 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. No suggestion is applied on its own: each one waits on the Auto tab of the Bank Match page until you accept, edit, or exclude it.
- Bulk Update and Reclass: Change many records at once. Use structured list actions like Edit classification and Archive, or describe the change to Accounting Intelligence for a mass field update or bulk reclassification. Both operations preview before they commit. Every change is logged to the audit trail, but neither is reversible as a single unit: undoing means running the opposite change.
- OCR Document Upload: Drag a PDF, PNG, or JPG onto the Bills or Direct Expenses list, or send one to Accounting Intelligence in chat. OCR extracts vendor name, invoice number, dates, line items, and totals into a draft bill, direct expense, or invoice for your review before posting.
- Global Search: The keyboard-first bar that indexes 25 record types alongside navigation destinations, labels each result with its group, and filters everything by your permissions. Cmd+K opens it from anywhere.
Working with anomaly detection
Anomaly detection is the one AI feature with a recurring routine attached, because alerts accumulate whether or not anyone reviews them, and nothing in the product prompts you to look. Three how-to pages cover that routine end to end, from the first-run decisions through the monthly review before you lock a period.- How to Set Up Anomaly Detection Before Your First Close: All three detectors are on by default. The first task is judging whether each one earns its place on your ledger and turning off the ones that do not.
- How to Create a Custom Detector: Write a rule for a threshold the AI detectors do not cover, such as a large journal entry against a bank account, with the fields and operators a rule can actually express.
- How to Clear the Anomaly Queue During Close: Work the alert list down before you lock the period, and write dismissal reasons that improve how later scans score similar findings.
Agents, skills, and connectors
The Agents panel is the surface where Accounting Intelligence conversations, saved instructions, scheduled work, and outside systems come together. Five pages cover it in depth.- Agents Panel Reference: The panel’s navigation sections, composer controls, and the entity and accounting-basis selectors that scope every question you ask.
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Skills Reference: Saved, reusable instructions you invoke with
/. A skill keeps recurring work worded the same way regardless of who runs it. - Scheduled Agents Reference: Instructions that run on a cadence with nobody in the composer, suited to recurring review work such as a Monday list of newly overdue invoices.
- How to 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. This is the reverse direction from DualEntry MCP below, which lets an outside client reach into DualEntry instead.
- How to Send Dunning Emails with Accounting Intelligence and Gmail: An AR collections workflow that drafts payment reminders from the live invoice record and leaves the send to you.
DualEntry MCP
Everything above happens inside DualEntry. DualEntry MCP runs the other direction: it’s the Model Context Protocol server that lets Claude, Cursor, and other AI clients connect to your ledger from outside the product, acting under your own DualEntry role the same as if you were signed in yourself. Ask a connected client something like “show me all invoices over $5,000 from last month,” or have it draft and post a journal entry directly, and it reaches exactly the records and actions your own login allows, nothing more. Every action it takes writes to the same audit trail as a change you make yourself, and a request for something outside your role returns a plainMissing permission: message rather than the data.
See DualEntry MCP for connecting MCP clients like Claude or Cursor, the full tool and permissions reference, and a worked example that posts a period-end accrual.