If your trial balance shows debits ≠ credits, the AI agent can diagnose and fix the issue automatically.

Using the AI Agent

1. Open the AI Agent (green sparkle button, bottom-right)
2. Type: "Balance my books" or "Fix trial balance"
3. Confirm when prompted
4. The agent automatically performs all steps:
   • Removes duplicate GL entries
   • Removes orphaned entries (missing journal entries)
   • Removes zero-amount entries
   • Fixes unbalanced journal entries (posts corrections)
   • Recalculates all account balances from GL
   • Posts a final balancing entry if needed (≤ 500)
   • Verifies the trial balance
5. Agent reports results with what was fixed

Common Causes

• POS sales that failed to post journal entries
• Floating-point rounding from multi-item transactions
• Manually edited account balances without GL entries
• Voided transactions that didn't fully reverse

Manual Approach

1. Go to Reports → Trial Balance to see the difference
2. Ask AI: "Diagnose imbalance" to find culprit accounts
3. Ask AI: "Check all account discrepancies" for detailed GL vs TB comparison
4. Create a manual correcting journal entry for identified differences