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Assigning a custom task to Accounting Intelligence opens an Accounting Intelligence conversation that already contains the task: its title, status, due date, company, preparer, reviewer, description, and its most recent comments. You work the task with Accounting Intelligence in that conversation, and you stay the person responsible for it. The task keeps its preparer and reviewer, and Accounting Intelligence acts with your permissions, not its own.

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Before you start

Check these before you assign a task, because the action fails if any of them isn’t true:
  • You have Accounting Intelligence access.
  • The task is a custom task. System tasks, such as Bank Match or Close Checklist cards, don’t offer the action.
  • The task’s status is To Do, In Progress, or For Review. Done and Dismissed tasks can’t be assigned.
  • You’re the task’s preparer or reviewer, or the task has neither yet.

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Assign the task

Start the conversation from the task’s menu on the Tasks board or in the List view.
  1. In Tasks, find the custom task you want help with.
  2. Open the task’s Task actions menu.
  3. Select Assign to Accounting Intelligence.
  4. In the Accounting Intelligence panel that opens, read the first response. Accounting Intelligence starts from the task’s details and comments, so you don’t need to restate them.
  5. Reply in the conversation to direct the work, for example by asking it to pull the balances the task refers to or to draft the entry it describes.
After you assign the task, it moves from To Do to In Progress if it hadn’t started yet. If the task had no preparer or reviewer, you become both, or only the preparer when Enforce separation of duties is on. The conversation is titled with “Task:” and the task’s name, and it’s shared with your organization so teammates can read it.

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Update the task from the conversation

Ask Accounting Intelligence to change the task itself as the work progresses. It can update the task’s title, description, status, due date, preparer, and reviewer, and it can create follow-up custom tasks. Each change pauses on a card, and nothing is saved until you choose Approve. Accounting Intelligence makes these changes as you, so the task’s rules still apply. If you’re the preparer and a reviewer is set, it can move the task to For Review but not to Done. Only the reviewer can mark the task Done. Records it drafts for you, such as a journal entry, follow your approval workflows the same as any other AI-drafted record; see How Approvals and Controls Apply to AI Actions. To finish, move the task to For Review from the board or from the conversation. The reviewer then marks it Done. Once a task is Done, Assign to Accounting Intelligence no longer appears in its menu.

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Reopen the task’s conversation

Each custom task has one Accounting Intelligence conversation. To get back to it, select Assign to Accounting Intelligence on the same task again. DualEntry opens the existing conversation instead of starting a new one. A teammate who selects the action on the same task opens that same conversation too.

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Troubleshooting

The menu doesn’t show Assign to Accounting Intelligence. The task is either Done or a system task. To work a Done task again, move it back to In Progress first. The action fails with Only the preparer or reviewer can change the status of this task. Someone else is the task’s preparer or reviewer. Ask one of them to assign it, or to add you as preparer or reviewer. The action fails on a Dismissed task. Select Restore in the task’s menu to move it back to To Do, then select Assign to Accounting Intelligence again.
Last modified on November 9, 2026