Features
- Account balances endpoint: The public API now exposes a read-only account balances endpoint that returns a trial-balance-equivalent view, with one signed balance per account and pagination up to 200 rows per page.
- HubSpot deal termination sync: Terminating, archiving, or reversing a contract now writes the termination date, type, and fee back to the linked HubSpot deal.
- Yapily consent tracking: Bank connections through Yapily now track when reconsent is required and surface that date on the connection list and detail views.
- Data Analytics saved reports: You can now save reports in Data Analytics with visibility controls and permissions enforced at query time.
- Accounting Intelligence suggestions respect permissions: Suggested actions from Accounting Intelligence now only appear if you have permission to perform them.
- VAT/GST rate description on bills: The tax rate tooltip on the bill create and view screens now shows the VAT/GST rate description.
- Data Analytics filter value picker: The filter row in Data Analytics now lists the distinct values for a selected field, with search and paging, so you can pick a value instead of typing it.
- Data Analytics CSV and XLSX export: You can now export a Data Analytics report to CSV or XLSX and track progress until the file is ready to download.
- HubSpot invoice PDF links: Synced HubSpot invoices now link directly to the matching invoice and PDF in DualEntry.
- Finicity bank connections: Bank connections through Finicity now track connection lifecycle status alongside the other supported providers.
- Bank match AI scoring: When several bank match candidates share the same amount, an additional AI model now scores them to pick the best match, falling back to the existing method when needed.
- Data Analytics scheduled report delivery: You can now schedule a saved Data Analytics report to be emailed on a daily, weekly, monthly, or period close cadence.
Fixes
- Contract schedules anchored correctly at month end: Contracts starting at the end of a month no longer drift to the 28th in later periods. Schedule dates now stay anchored to the correct day.
- Contract endpoints respect company restrictions: Contract endpoints that previously ignored company scoping now correctly restrict access for users limited to specific companies.
- QBO deposit resync no longer wipes existing lines: Remigrating a QuickBooks Online deposit now reuses existing customer deposit lines instead of deleting and recreating all of them.
- Cubby integration auto-maps your company: After connecting Cubby, your organization and company are now mapped automatically instead of requiring manual selection.
- MCP connector approval now matches your settings: Tools set to “Always allow” no longer prompt for approval, and tools set to “Needs approval” now appear correctly with an approval prompt instead of disappearing.
- Balance Sheet Detail parent account balances corrected: Parent accounts in the Balance Sheet Detail report no longer drop their own ending balance from the total.
- Billable expenses bulk actions work across all transaction types: Bulk actions on billable expenses now apply correctly regardless of the source transaction type.
- Data Analytics money cells and totals corrected: Money cells now show a currency symbol when unconverted. Grouped totals no longer mark a group as mixed currency when each child uses a single currency. Flat reports now return a grand total instead of relying on the page loaded in the browser.
- Revenue roll-forward schedules include unposted recognitions: The revenue roll-forward template now includes draft recognitions with their scheduled amount and remaining balance, instead of showing every line as fully recognized.
- Non-USD QuickBooks Online reports reconcile correctly: Statement reconciliation no longer rejects QuickBooks Online reports in currencies other than USD.
- Archiving an intercompany invoice clears its GL entries: Archiving a contract’s associated intercompany invoice now reverses its elimination GL entries instead of leaving them posted.
- Stripe payment methods map to the correct customer: Saved payment methods synced from Stripe now link to the imported Stripe customer instead of a possibly unmapped one.
- Data Analytics reports fail with a clear message: Reports with unsupported aggregations or unknown formula references now return a clear error message instead of failing unexpectedly.
- OAuth connections require a signed state parameter: Connecting a third-party integration through OAuth now requires a signed state parameter, closing a gap that could let a connection be hijacked.