Follow up on the latest improvements and updates.

RSS

May 28, 2026

improved

fixed

File Reviews

Workflow / Task Management

Accruals

May 28, 2026

Post Multiple Transactions from Single File

Double's AI can now record multiple transactions from a single source file. Drop one document into your client uploads inbox and let our AI split it into a clean batch of bills, expenses, or journal entries ready to post.

Post a whole batch from one file:
Upload a multi-invoice PDF, csv or Excel file and process every transaction in a single pass instead of one at a time.
Let AI fill the gaps:
If a vendor or GL account doesn't exist yet, our AI will create it with your approval.
Review, then bulk-post:
Double-check the values and post the full batch in one click.
No AI? No problem:
Clients in the Core or Plus tier can still create multiple transactions from a single source file manually - just click into the file and select the "Multi-txn from file" option.

Check out the video below to see it in action.

General Improvements

Double’s MCP is now live in the ChatGPT App Store.
Column widths on the Client List are now remembered between sessions.
Added user permissions selections for Accruals when creating a new user.
Customizable variances now display for fiscal quarters in Final review P&Ls and Balance Sheets.
Single sign-on (SSO) firms can now connect to Double over MCP.
The Account Reconciliation UI for Sage Intacct clients now reflects entity-level accounting structure rather than locations.

Bug Fixes

Restored the Analyze Difference button on QBO reconciliations where it was previously missing.
Restored access to Batch Import in the Accruals view.
Resolved an error that prevented certain CSV files from importing in Accruals.
Fixed an issue where Scale trials weren't enabling Receipts.
Added a download button when opening CSV files from posted transactions and receipt history.
Fixed an error when granting client access to users who already had branch access.
Client List "Special" filters no longer reset when switching the Close filter between latest/open/all.
Fixed an input error when entering decimal values like "2.5" for recurring task intervals.

May 21, 2026

new

improved

May 21, 2026

Ask Double

Ask Double will be rolling out to all practices over the course of the next week. It is currently only available for QuickBooks clients.

Ask Double is here — an AI-powered chat interface built directly into the platform that lets you manage accounting workflows through natural language, without jumping between pages or building manual reports.

Run diagnostic reviews on demand
— prompt the AI to analyze a client's P&L or balance sheet and surface issues like negative bank balances or suspense account errors and provide a time and cost estimate for the fixes .
Drill down to the transaction level
— flag unusual entries like miscategorized fixed asset purchases for manual review without leaving the chat.
Catch up on client activity
— get instant summaries of recent notes, changes, and tasks so you're up to speed before starting your monthly work.
Create and assign tasks in chat
— query your high-priority items for the day, or have Ask Double create, assign, and set deadlines for new tasks on the fly.
Save workflows as skills
— turn any prompt sequence into a reusable skill you can run again or share with your team to standardize diagnostics across clients.

Check out the video below to see it in action. You can also learn more in our help article here.

General Improvements

AI transactions
— You can now use the AI composer to create Vendor credits, Invoices, and Sales receipts, in addition to the transaction types already supported.
AI model selector
— Added GPT 5.5 to the model picker and removed the low-reasoning option so you default to the strongest model available.
Chrome extension
— The "fix this rec" button now appears even when the relevant section in QBO is collapsed, so you no longer have to expand the section to take action.

Bug Fixes

Fixed a bug where changing the start date on a custom task in a template did not save.
Fixed an issue where Fix This Rec was pulling in only partial ledger detail.
Fixed a bug on the Prepare 1099s page that prevented users from re-including a previously excluded transaction.
Fixed an issue on the Cash Basis Balance Sheet where accrual-only transactions could appear in the activity drill-down.
Fixed inverted red/green coloring on the Balance Sheet drill-down at the vendor level.
Fixed a bug in Management Reports where identical footnotes could appear twice.
Fixed an issue where Flux Analysis could show out-of-date results after re-running.
Fixed a loading bug in Organizers where columns were fetched before view data had finished loading.
Fixed a bug where adding a new option in the Client List reset previously entered filter values.
Fixed a bug that prevented deleting standard users by incorrectly flagging them as having a connected personal inbox.
Fixed a bug where email comments could appear resolved when they were not.
Fixed an issue where closing tasks could appear out of order after rolling a close forward.
Fixed a fixed a crash that could occur when opening the Accruals tab from Close on certain period-end dates.

May 14, 2026

improved

fixed

Workflow / Task Management

Receipts

Accruals

May 14, 2026

Bug Fixes & Performance Improvements

This week's update focused on performance improvements and polishing up existing features to make your Double experience even better.

General Improvements

Added support for posting invoices, vendor credits & credit card credits using AI, in addition to journal entries, bills, expenses, deposits, and sales receipts.
Users can now upload additional files to be included with a receipt and/or AI transaction by clicking the "Add file(s)" button.
Users can now edit transaction descriptions in Accruals schedules.
Templates can now include $ thresholds and will apply to Bills & Expenses without Attachments and Transactions > $ review tasks.
Sign-offs can now be added and modified in bulk within a task section on the close page.

Bug Fixes

Fixed an issue where the management report page would get stuck loading for certain users.
Fixed a bug where multi-select was not working correctly in the client uploads file table.
Fixed a display issue with modal positioning.
Fixed a bug where the P&L report displayed invalid values after toggling between months.
Fixed a bug preventing budget imports from QuickBooks Online in the Budget vs. Actuals report.
Fixed an error that occurred when posting receipt transactions with certain amount values.
Fixed an error preventing some receipt transactions from posting successfully.
Fixed a bug where auto-reconcile was not signing off accounts with $0 balances during month rollover.
Fixed a display issue where the "Add Accrual" button overflowed its table cell.
Fixed an error where receipt transactions failed to post due to a missing account reference.
Fixed a bug where non-depreciating fixed asset accruals could not be deleted.
Fixed an issue where the Accruals and Allocations sections were not visible for certain clients.
Fixed a bug where newly added clients did not appear in the client list.

May 7, 2026

new

improved

fixed

Management Reporting

May 7, 2026

AI Flux Analysis

AI Flux Analysis is now live in Double. Open your Final Review P&L or Balance Sheet, click the AI Flux Analysis button, and let the AI dive into vendor-level and transaction-level detail to surface hyper-specific insights automatically.

Configure your materiality thresholds
- define what counts as a meaningful variance so the analysis focuses on what actually matters to your client.
Fine-tune the analysis
- you can choose how high level or deep the analysis runs and can always make edits to the text before sharing.
Copy to client footnotes or an internal comment
- send findings to your client-facing reports or flag them for your team to review without having to manually dig through account detail.

Now available for clients on our Scale plan. Check out the video below to see it in action.

General Improvements

Our AI tool for analyzing reconciliation variances in QBO (aka "Fix this rec") now supports chatting with the AI to troubleshoot the results.
AI fix this rec now supports flagship AI models.
AI transactions can now read and analyze Excel files (in addition to csv, pdf and image files) for processing transactions.
Our redesigned chat-based AI transactions feature is now out of beta and is live for all Scale clients.
Users can now add a timer for a number of hours instead of needing to add a start and end time.
Canadian tax amounts now automatically recalculate when updating the tax code.
Users can now create tax code rules in Receipts.
Management reports now supports comparing to a prior period and % of income/expense in the same report.
Quick Add menu is now accessible from the Bank Feeds screen.
In Bank Feeds, if no matches are the right fit, users can categorize and post directly from the matches found cell.
AI Executive summaries now streams its reasoning to give users a better understanding of its thinking process.

Bug Fixes

Fixed a bug causing some P&L footnotes to not appear in published PDF reports, even though they were visible in the Close workflow and Reporting tab.
Fixed a bug where creating a new account from the Close tab completed silently without notifying the user.
Fixed an error that occurred when posting receipt transactions with item numbers longer than 21 characters.
Fixed a bug preventing Practice Admin users from deleting client files, even with file deletion permissions enabled.
Fixed the "Save and Reload" button in Manage Properties redirecting users to the client list instead of staying on the properties page.
Fixed the "Copy portal URL" button not copying the URL on Portal Settings and Practice Settings pages.
Fixed an error that occurred when updating user-client access assignments in Manage Users.
Fixed changing the start date on a custom task in a template not saving correctly.
Fixed accrual task assignee permissions so that standard and manager users can now properly assign tasks to other team members with accruals access.

April 30, 2026

new

fixed

Workflow / Task Management

Management Reporting

Emails

April 30, 2026

Allocations

You can now split account balances and individual transactions across classes, locations, or other accounts as part of your month-end close. Define percentage-based or amount splits, and Double will handle the journal entries — no more tracking allocations in a separate spreadsheet.

Choose Account to distribute a full account balance (like Rent Expense across multiple departments), or select an individual Transaction to allocate specific spend or income details. Available now for Scale clients.

To learn more, read our help article here.

General Improvements

The AI Journal Entry composer can now create new vendors and chart of accounts entries on the fly, supports deposits and credit card credits natively, and remembers your workflows as reusable skills to reduce back-and-forth on repeat transactions.
Client reminder emails now include organizers, e-signature requests, and bank feed connection requests alongside transaction questions, so clients see everything they owe in one place.
Mark attachments on recurring custom tasks to roll forward automatically when the task recurs — no more re-uploading the same working files each month.
CSV bank feed imports now support up to 5,000 transactions in a single upload, up from the previous 500-row limit.
The comment inbox now remembers your last-used filter (Open, Unread, or All) across sessions so you land exactly where you left off.
Applying a custom task template now correctly overrides existing tasks on a client.
Metrics visuals no longer show duplicate legend entries, and the Break-Even Point formula has been corrected for edge cases.
Merged file previews in Client Uploads now scroll correctly so all pages are accessible.
Zapier's "status changed" trigger now reliably includes the new status value on every run.
Improved transaction report column widths on the close page for Safari users.
Several fixes to comment box UI polish, attachment window display in upload review, and Chrome extension transaction question syncing.

Bug Fixes

Fixed an issue where merged vendors in Xero were still appearing as separate entries in the Custom 1099 report.
Fixed a bug causing 1099 filing requirement selections and entity types to revert to "No" after saving and refreshing the page.
Fixed a bug where disposed assets were incorrectly showing positive starting and ending balances on the accruals schedule report in periods after disposal.
Fixed a bug where notification preferences for the client digest defaulted to the user who created the client, ignoring the selections made when adding a new unconnected client.
Fixed a page crash caused by the Cmd+K shortcut conflicting between the global command palette and the rich text editor's link insertion on the Client Info page.
Fixed an issue where admin users in firms with branches enabled could not view capacity planning reports that included deleted team members.
Fixed a bug where sent emails appeared under multiple clients in the email history, even though the email was only sent once to the correct recipients.
Fixed a bug where vendor name tooltips overlapped text in the AI Bank Feeds auto-classifications table, making vendor names unreadable on hover.
Fixed a bug where the "Analyze difference" button in the Chrome extension did nothing when clicked on the QBO Reconciliation page.
Fixed an issue with by-client aggregations in Firm Analytics not displaying correctly.

April 23, 2026

improved

fixed

Workflow / Task Management

Time Tracking

Receipts

Tax

April 23, 2026

AI Transactions: Completely Redesigned
We've rebuilt AI Transactions from the ground up. Instead of starting with a blank text box, you can chat with an intelligent agent, trained in posting various transaction types.
Open the chat, tell the agent what you need in plain language, reference a transaction you've already posted in QBO, pull up a previously saved prompt, or apply a skill you've already built. The agent handles the mapping and asks clarifying questions along the way.
Once the transaction is drafted, the agent offers to save your instructions as a reusable skill - so the next time a similar file comes in, you're one click away from done. Client-specific preferences are saved to memory automatically, so the agent gets smarter with every interaction.
And if something isn't quite right, you don't start over. Reopen the chat, continue the conversation, and the agent updates both the transaction and the skill based on your feedback.
This redesign is now released in beta for clients on the Scale plan. To get access, fill out this form.
General Improvements
Added a new merge tag for email templates to include notifications and reminders for organizers, e-signatures & bank feed connections. 
Budgeted hours by client can now be pulled into the client list dashboard.
Implemented SSO login for Chrome extension.
Design updates related to refreshed comments view.
Updated the pdf viewer in Receipts & AI Transactions to increase document width.
Allow bulk selection + scanning of files in the Uploads inbox.
Added the option to clear/remove Customer/Project from a transaction.
Improved navigation when creating new organizers in the Tax Suite.
Bug Fixes
Fixed overlapping vendor labels in the bank feeds auto-classification table, making vendor names easier to read.
Fixed an issue where validation errors persisted in the Quick Add and Client Uploads transaction forms after closing and reopening the modal.
Fixed a bug where the Close tab only pulled the schedule balance from one accrual schedule when multiple schedules shared the same accumulated depreciation account, causing a mismatch with the Accruals tab.
Improved the User Management table to clearly display Accruals permissions for each user.
Fixed a bug where the Chrome extension showed an "unable to login" error even when credentials were valid.
Fixed a bug where disabling and re-enabling a column in the client list placed it in the wrong position.
Fixed a bug where a user was unable to cancel a scheduled email because the preview and cancel option did not appear.
Fixed a bug where edits to a saved view in Firm Tasks (such as sort order) were not being saved.

April 16, 2026

improved

fixed

Time Tracking

Emails

Accruals

April 16, 2026

Catch Up Missed Months In Your Accruals

Whether you've issued an invoice after the service term started or booked a prepaid expense the month after the subscription began, you can now add a "catch-up period" when creating a prepaid expense, fixed asset, or deferred revenue schedule.

Just toggle it on, tell us how many months to catch up, and we'll prepend the missed periods to your schedule — booked to the same accounts, in the current open month, so your monthly run-rate stays accurate. Available across all three accrual types and all three conventions (full month, mid-month, and actual days).

To learn more, watch the video below or read our help article here.

General Improvements

Non-depreciating assets (like land) can now be added to your accruals schedules for quick, automated reconciliation each month.
You can now filter for timers added via Double's MCP in Time Tracking reporting.
The activity log now tracks actions taken via Double's MCP and users can filter specifically for these action types.
The full transaction description is now visible when creating a new accrual schedule from the transaction.
Users can now delete undelivered emails from the notification banner.
Made significant performance improvements to the Prepare 1099s reports.

Bug Fixes

Fixed a bug preventing vendor name from auto-populating from a completed W9 form.
Fixed a bug that prevented users from typing to search in the account exclude list during transaction review.
Fixed an issue where some previously categorized transactions would reappear in bank feeds.
Fixed an issue causing the duplicate vendors report to be missing for some clients.
Fixed "Select all" so it can now also deselect copied custom tasks.
Fixed a bug causing AI journal entry to post to a different date than specified in the prompt.
Fixed the "Compare to prior time period" toggle on metrics visuals so it now responds when clicked.
Fixed a receipt rule issue that caused a vendor to be incorrectly applied to unrelated bills.
Fixed an error when recording a vehicle sale (asset disposition) on a fully depreciated asset.
Fixed header button alignment in the redesigned 1099 flow.
Fixed vertical centering of the email and EIN/Tax ID columns on the 1099s report.

April 9, 2026

new

Workflow / Task Management

Collaboration / Commenting

Receipts

Accruals

April 9, 2026

Comments Refresh

Staying on top of client and team conversations just got a lot easier. We've redesigned the comments experience so you can find what you need, see what matters most, and keep work moving without getting lost in the noise.

What's new:

A cleaner, more intuitive design
makes finding and recalling conversations easier than ever.
Smarter search
helps you surface the right comments faster.
See what needs you, not everything open
- your client list now only flags unread comments so you're not distracted by open threads that don't need your attention. Firms that want to display all open comments can enable this in their Practice Settings.

This will be gradually rolling out to practices over the next few weeks.

General Improvements

You can now create accrual templates to apply across clients.
Google Gemini models are now available for AI transactions and AI reconciliations.
You can now download files directly from the document previewer in Client Uploads through the “…more" dropdown menu.

Bug Fixes

Fixed a bug that prevented comments from loading on the client list.
Fixed an issue where comments remained marked as "Unread" after being viewed.
Fixed a bug that prevented users from updating or clearing date-type properties under Client Info → Properties.
Fixed a bug where the emoji picker in client notes opened behind the notes modal.
Fixed a bug where recurring tasks created via the inbox's Add task option were saved as non-recurring tasks.
Fixed an issue where tasks weren't carrying over when creating a new close.
Fixed a visual issue where the Practice settings modal was positioned too low on the screen.
Fixed a Xero bug where updating an account could unintentionally update a linked account.
Fixed an issue that prevented some users from successfully connecting a Xero ledger.
Fixed an error that caused the Management Reports configuration page to fail when saving changes.
Fixed a bug that could cause duplicate bank feed transactions to appear in reconciliations.
Fixed a bug where the Bank Feeds "For Review" section could get stuck.

April 2, 2026

new

Workflow / Task Management

Accruals

April 2, 2026

Double MCP Server
You can now connect Double to Claude or ChatGPT and manage your work without ever leaving your AI assistant.
• Delegate and reassign tasks
 — ask your assistant to reassign a teammate's work when they're out of office.
• Turn meetings into action items
 — paste in a transcript and have tasks created, assigned, and due-dated automatically.
• Get team performance insights
 — ask who's completing the most work or flagging late on deadlines.
• Sync with your calendar
 — create calendar reminders from your Double tasks due today.
To learn more about how this works and what you can do with our MCP server today, check out this help article. More supported interactions are on the way!
General Improvements
You can now record asset dispositions and impairments directly in Double's Accruals, so write-downs and disposals are handled within your existing workflow rather than outside the system.
The icon on tasks linked to client portal questions now correctly shows the client question icon, making these tasks easier to distinguish at a glance.
Improved the Chrome Extension installation flow so SuperAdmins have the information they need to complete setup.
Bug Fixes
Fixed a bug where line items would disappear when creating a journal entry from the Quick Add menu.
Fixed an issue where email notifications were not being sent when clients uploaded files.
Fixed a bug that prevented users from opening certain files.
Fixed an issue where saved view column order on the client list was not persisting between sessions.
Fixed an intermittent issue where filtering by task tag on the task list would sometimes return no results.
Fixed an error that occurred when checking the "2026 Filed" and "W9 on File" boxes in 1099 preparation.
Fixed an issue where completed organizer questions appeared out of order when downloaded.
Fixed a bug that prevented users from scrolling to the top of the page selector when adding a new report page.
Fixed an issue where QuickBooks Online data refresh could freeze at ~90% and lock the UI for certain clients.
Fixed a bug where archived emails were not appearing in the Archive folder in personal and practice inboxes.
Fixed a display issue where the bulk edit dropdown would render behind other components in file reviews.
Fixed an issue where the "Needs reply" option was incorrectly available to clients even when the firm had disabled inbound questions.
Fixed a bug where role selection for Close Statuses notifications was not saving properly.
Fixed the Save Prompt button being missing or misplaced in AI Journal Entries.
Fixed a display issue where the tax tracker text in the client portal was running off the page.
Fixed a bug where the "Notify client" checkbox was not being respected when uploading a file as a question in non-transaction questions.
Fixed an issue where users could not scroll through the assignee dropdown when assigning a transaction question.
Fixed the Text Color and Highlight Color buttons not working in Client Notes.
Fixed the Deferred Revenue "Customer" list in accruals to display customer names instead of only numbers.

March 26, 2026

improved

fixed

File Reviews

Workflow / Task Management

Accruals

March 26, 2026

Access Client Roles & Properties from the Task List

You can now pull user roles and client properties into your Task List views, giving you all the information needed to triage work without having to jump to the Client List.

This will be gradually rolling out to practices over the next few days.

General Improvements

AI reconciliation analysis results are now automatically saved as a comment on the account reconciliation task, making it easy for your team to reference later.
When creating journal entries with AI, Double will automatically populate a journal number.
New accrual schedules now default to appearing at the top of the Closing section when added, rather than the bottom.

Bug Fixes

Fixed a bug where all accounts and checklists were missing from the Account Reconciliation section of a client's close period.
Fixed a bug where the "Reconciled Through Date" modal was not opening.
Fixed a bug where button text appeared invisible (white on white background) after a page refresh.
Fixed a bug where hiding columns in the Search All Transactions view had no effect.
Fixed a bug where Account Reconciliation task names did not update after renaming accounts in QBO and refreshing the page.
Fixed a bug where transaction questions could not be assigned from the Chrome extension within the QBO bank feed.
Fixed a bug where editing certain Accrual values (that don't affect the schedule) was not saving correctly.
Fixed a bug where sorting clients by close status on the Client List was not working.
Fixed a bug where the success notification was not appearing after completing a recurring task in the Task List.
Fixed a bug where email signatures were not rendering in outgoing emails.
Fixed a bug where certain Zapier triggers were not firing when a close status changed.
Fixed an error that appeared when switching a report's basis to Cash.
Fixed an issue where long transaction descriptions were overflowing outside their display area.
Fixed the Search All Transactions modal appearing too low on the screen.
Fixed the background overlay on the meeting notes modal to improve visibility.
Improved performance in Account Reconciliation by avoiding unnecessary balance refreshes when deleting tasks.

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