Skip to main content
DualEntry provides AI directly in the workflows you already use, from posting entries and reconciling accounts to 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 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: Copilot, bulk operations, and global search. The Agents panel, covered in the next section, is the surface where you direct Copilot.
  • AI Accounting Copilot: 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 Copilot 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. Copilot 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 the copilot 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 the copilot 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.

​
Agents, skills, and connectors

The Agents panel is the surface where Copilot 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.
  • 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 Copilot can act in systems outside DualEntry.
  • How to Send Dunning Emails with Copilot and Gmail: An AR collections workflow that drafts payment reminders from the live invoice record and leaves the send to you.

​
How AI features interact

These capabilities are designed to complement each other rather than operate in isolation. Automated categorization and anomaly detection both support Close Management: categorized transactions reduce the review backlog, and a review of open anomaly alerts for the period is one of the tasks you add to your close checklist. Alerts do not become checklist items on their own, and Copilot cannot read them, so the alert list is where that review happens. What Copilot does have is your ledger, so once you open a flagged record from the alert list you can ask it to explain the entry. Global search connects the other features: any record one of them surfaces is reachable through a keyboard shortcut. For example, if anomaly detection flags a suspicious journal entry, you can press Cmd+K, search for the entry by number, and open it directly. From there, you can ask Copilot to explain the entry or reclassify it, without navigating through menus. The Agents panel extends the same pattern outward rather than adding a separate tool. A question you ask every month becomes a skill, a skill worth running unattended becomes a scheduled agent, and a connector lets the result leave DualEntry, as when a collections review turns into drafted Gmail reminders. Each step reuses the assistant that is already grounded in your ledger and already logging to the audit trail.
Last modified on August 27, 2026