> ## Documentation Index
> Fetch the complete documentation index at: https://docs.dualentry.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Account balances and bank match AI scoring (Sep 24, 2026)

> Release notes for September 24, 2026

## 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.