Features
- Account renumbering in bulk import: The bulk import field mapper now supports renumbering multiple accounts, matching the capability already available in chart of accounts.
- Accounting Intelligence can update vendors, customers, and items: The Accounting Intelligence and MCP server can now update existing vendor, customer, and item records, not just create them, including setting the revenue recognition method on an item during a bulk update.
- Accounting Intelligence can read prior session data during delegation: When a specialist agent takes over an Accounting Intelligence session, such as a bulk upload, it can now read the full data from a prior artifact instead of only a three-row preview, so you no longer need to re-upload data that already exists in the session.
Fixes
- Stripe connection: Fixed an issue that could prevent a Stripe account from connecting successfully.
- Ramp integration audit trail: Ramp classification syncs no longer create repeated, unnecessary edit entries in the audit trail for bills that did not actually change.
- Direct expense sync currency mismatch: Fixed a “base currency balance mismatch” error that could occur when syncing direct expenses through the public API.
- Fund entity classification deletion error: The error message shown when deleting a Fund Entity classification fails now more clearly explains the problem.
- Accounting Intelligence links to the app: Fixed cases where the Accounting Intelligence’s links to specific screens in DualEntry did not render correctly when the underlying text was escaped or used a full URL.
- Accounting Intelligence data access controls: Fixed an issue where an Accounting Intelligence query could return data from another organization instead of being properly restricted to your own.
- Bank match streaming: Fixed an issue where live progress updates for a create-and-match job did not stream correctly.