Built for a global ledger

This month was about making DualEntry work the way an international finance team does. You can now set a list price for each currency, use the exchange rate your bank actually used, and connect to banks in Canada. Data Analytics and automatic payment reminders also arrived, along with a round of tax, reporting, and integration upgrades. Everything is below, with links to the docs.

Data Analytics

Build reports on live ledger data and schedule them to land in any inbox. Read the docs

Multi-currency and banking

• Multiple price lists: Set a list price per currency on any item, and invoices and sales orders pick the matching price automatically.
• Use the rate your bank actually used: Enter the rate your bank applied on each side of a transfer, and the journal entry matches the bank statement to the cent.
• Canadian bank connections: Bring your Canadian accounts into the same bank feeds as your US ones, through Plaid.

Tax and VAT

• VAT & GST: Import bills and invoices with a rate on each line, sync rates to Ramp, and get file-ready GST/HST returns.
• US Sales Tax Detail: Every sales line by state and nexus, including zero-tax and exempt sales.

Receivables and payments

• Automatic payment reminders: Set a schedule once, and DualEntry emails customers about overdue invoices outside Stripe.
• Bulk credit memo application: Apply a batch of credit memos to customer payments in one import.
• Stripe IDs on exports: Invoice, payment, credit, and refund exports now include the Stripe ID.
• Expense lines on purchase orders: Add freight, consulting fees, or a software subscription to a PO as expense lines. They flow straight to the bill, and you can bill them in part as invoices arrive.

Reporting

• EBITDA Income Statement: Tag interest, tax, depreciation, and amortization accounts, and get EBITDA out of the box.

Integrations and API

• ADP Workforce Now: Each payroll run posts as a consolidated journal entry for each company.
• Public API expansion: Create bank transfers, cash sales, direct expenses, intercompany entries, and vendor prepayments.

Close and automation

• Accrual templates: Generate, post, and reverse accrual journal entries automatically, under Transactions.
• Scheduled agent history and run status: Every scheduled agent run keeps its own history, and each agent shows whether it is running, ready to view, waiting on you, or failed.
• Image attachments: Attach PNG and JPG files to journal entries, intercompany entries, allocation journals, and revenue recognition contracts.

Also shipped

• Stripe card payments and network tokens
• Specialist agents
• Accounting Intelligence reports and analysis
• Connectors and approvals in chat
• MCP safety and audit attribution
• Tasks board improvements
• Bank Match improvements
• Reconciliation improvements
• Tax provider updates (Anrok, Numeral, Kintsugi)
• Invoice PDFs and email tracking
• AR aging improvements
• Contract and revenue recognition drill-downs
• Default classifications
• Journal entry and elimination improvements
• Report filters and exports
• Line-item custom fields
• Brex, Rippling, Ramp, and QuickBooks updates

See everything we shipped in the changelog.