Follow up on the latest improvements and updates.

RSS

July 16, 2026

new

improved

fixed

July 16, 2026

Metrics with Ask Double

You can now create and manage client metrics through Ask Double and the Double MCP/API — no more rebuilding a metrics setup tab by tab.

Ask Double can create metrics — tabs, variables, and visuals.
Standardize metrics across your whole book of clients at once, instead of setting them up one client at a time - just say "copy the metrics from client A to all of my other clients," and it flags any conflicts before overwriting.

Check out the video below to see it in action or read more in our Help article here.

General Improvements

You can now edit and duplicate transactions with Ask Double.
You can now buy additional AI credits for your practice.
The Loan Amortization feature is out of beta and available to all Scale clients.
You can now create a reversal directly from the Duplicate flow on a transaction.
Receipts with multiple transactions now show the specific posting error for any line that fails, so you know exactly what to fix.
The receipt image preview now has zoom in/out controls that won't cover the transaction input fields.
A new "Refresh account numbers from Xero" button re-pulls current bank account numbers and keeps reconciliation tasks grouped across all closes when a number changes.
You can now start a new Ask Double chat straight from the quick-add (+) menu.
MCP now supports creating and editing sub-tasks (checklists) on any task type — custom, close, firm, and project.
The Ask Double button and "Working…" state now shimmer so it's clear when it's actively working.
The Sage browser extension now lets you pick a client manually when it can't detect one automatically, instead of showing an error.
Improved the reliability of bank feed processing for clients with very large transaction volumes.
Ask Double can now turn work it just finished into a reusable skill — just say "create a skill for this." after a sub-agent work.

Bug Fixes

Fixed an error some users hit when connecting their email.
Fixed an issue that stopped automated client portal reminder emails from sending.
Fixed an error that appeared when opening a client's Uploads inbox.
Fixed an issue where editing a loan payment amount could unexpectedly add extra payments to the schedule.
Fixed a failure when creating a loan schedule through Ask Double that could leave behind a task that couldn't be deleted.
Fixed an error that could occur when using the AI composer on a client upload or emailed receipt.
Fixed an issue where Ask Double chat messages could show up blank.
Fixed an issue where Ask Double couldn't find certain transactions that exist in both Double and QuickBooks Online.
Fixed a display glitch when deleting a prompt in the AI Transaction modal.
Fixed the color of the "Message Client" button.
Fixed the "Compare To" column so auto-synced statement balances now display correctly without a manual re-sync.
Fixed an issue where a transaction question could be posted under the wrong client.
Fixed an issue where the Task List could go blank after completing a task.
Fixed a comment window that could render partially off screen, making it hard to reply.
Fixed comment scrolling on the Client List so the Send button stays reachable.
Fixed comment navigation so jumping to a linked transaction no longer forces a full page reload, and auto-opened comment windows can now be closed.
Fixed draft transactions from edit/duplicate flows lingering in the uploads inbox — abandoned drafts are now discarded when you close the modal, with a warning before you lose changes.
Fixed file names with unsupported characters (like : or |) breaking on rename and on files arriving via email or MMS.
Fixed an issue that prevented viewing files under the Client Portal tab in Files.
Fixed an account setup issue that prevented some newly invited users from appearing in the user list.

July 9, 2026

new

improved

fixed

Workflow / Task Management

Management Reporting

July 9, 2026

AI Workpapers with Ask Double

Ask Double can now help build workpapers by reconciling accounts against supporting documents and turning that work into a ready-to-review workpaper.

Match account balances to supporting docs
Create a workpaper faster with less manual tie-out work

Check out the video below to see it in action or read more in our Help article here.

Import Accruals with Ask Double

Ask Double can now import accruals for you — just drop in your supporting file, answer a couple quick questions, and let it handle the setup.

Upload files directly in chat
Import prepaid expenses, fixed assets, and more with guided review before posting

Check out the video below to see it in action or read more in our Help article here.

General Improvements

Standard users can now bulk edit assignees and due dates for custom tasks directly from the Task List.
Improved handling of negative transaction amounts when syncing from Sage Intacct.
Added a clearer message when your Xero session expires while recoding, so it's obvious when you need to reconnect.
Ask Double has a refreshed look — new top-right button, updated branding, smoother expand/collapse — plus in-app prompts on the Close and Tasks pages to start a quality review or see what to work on next.
Search your chat history inside Ask Double.
Interactive financials can now be aggregated by class and location, in both reporting and the client portal.
Recurring custom and firm tasks now support bi-monthly and multi-day-per-week cadences.
Turn off "Shorten task descriptions" to see the full, untruncated description again.
Added a Resend Code button to MFA login so you don't have to restart if a code doesn't arrive.
Clarified the Account Reconciliations toggle label.
Updated Xero upgrade copy to reference Ask Double.
MCP:
create_client
now accepts a Monthly/Quarterly close cadence,
get_task
returns due-date recurrence info, and you can create account-reconciliation tasks via MCP.

Bug Fixes

Fixed an issue where expenses and bills without attachments could load indefinitely.
Fixed a bug that prevented some firm notes from opening.
Fixed a display issue where the client list could overflow when a client had many tasks.
Fixed the Performance column tooltip so it stays visible on hover.
Fixed a bug where clicking "Info" on a client took you to Files instead.
Fixed an issue where quarterly closing task due dates weren't appearing in the Task List.
Fixed an issue where task context wasn't carried into the Ask Double window.
Fixed an issue where Ask Double could incorrectly block task assignments for admins with branch-scoped access.
Fixed commenting on posted receipts, which previously failed on some transactions.
Fixed Ask Double incorrectly reporting no classes when creating a journal entry.
Fixed the AI composer error on client uploads.
Fixed bank-feed transaction clustering on large clients.
Fixed missing variables in the Metrics tab of Interactive Reports.
Centered the loading animation on the create-password page after accepting an invite.
Display polish: removed the grey border on the Ask Double modal, fixed client-list button sizing, corrected ••• menu sizing, and restored task-description colors.

July 2, 2026

new

fixed

improved

July 2, 2026

Introducing: Live Spreadsheets in Ask Double

Double will begin rolling out improved spreadsheet support over the next few days. With this new update, users can create, preview, and edit spreadsheets live in Ask Double—without leaving the chat. You can also view any spreadsheet attached to a task in the new editor.

Create, preview, and edit spreadsheets directly inside Ask Double.
Open Excel files in a side panel with familiar spreadsheet controls.
Download finished spreadsheets when you're ready or attach them to a task.
View and edit existing spreadsheet attachments in the new editor.

Check out the video below to see it in action or read more in our Help article here.

General Improvements

Refreshed the Ask Double empty-chat state with prompt cards to help you get started faster.
Post a reversing journal entry in one step with the new reverse toggle and Reverse action button.
Added an account mapper to Client settings for Sage Intacct clients.
Improved handling of duplicate QuickBooks Online vendor names when creating a new vendor.
The skill selector now surfaces the available skills that match your personalization settings.
Improved the composer layout when copying or editing multiple transactions at once.
Ask Double now supports editing end-close due dates over MCP.
The MCP tools list_users and get_user now return a last_seen timestamp.
Transaction Review Reports for Class now populate automatically.
Updated the client-page "home" icon to match the primary nav.

Bug Fixes

Fixed a connection issue that could cause the email confirmation page to hang while setting up your practice inbox.
Fixed a bug that prevented raising questions on uncategorized transactions.
Fixed an issue where the Bank Feeds tab would not fully load.
Fixed a bug where a receipt attached to both a transaction and the upload inbox couldn't be deleted from the inbox.
Fixed an error that blocked importing an accrual schedule when the source account already existed.
Restored the missing "Ask client" button in the Chrome extension for QuickBooks Online.
Fixed the delete button on transaction attachments so the confirmation prompt opens no matter where you click.
Fixed an issue that prevented transactions from uploading in Bank Feeds.
Fixed a bug where only the Close tab appeared for connected clients upgraded to Scale for Accruals.
Fixed invalid role options that could appear when adding a new team member via Ask Double.
Fixed chat titles that were defaulting to the prompt instructions instead of a relevant title.
Fixed QBO bill payments failing due to an invalid PayType value.
Fixed "Post & Review Next" not working for grouped transactions.
Fixed monthly P&L and Balance Sheet reports rendering with blank month-column headers.
Fixed the last reconciled transaction displaying incorrectly.
Fixed AI Transactions not working for Sage Intacct users.
You can now edit file names containing backslashes via MCP and Ask Double.

June 25, 2026

new

improved

fixed

Workflow / Task Management

June 25, 2026

Create transactions with Ask Double

Ask Double can create transactions for you directly in the chat. You can start from an uploaded document or just describe the transaction in plain language, and Ask Double will extract the details, ask about anything that's missing, and post it once you approve. Available for QBO users on Scale only.

Check out the video below to see it in action or read more in our Help article here.

General Improvements

AI Flux analysis notes can now be bulk added to your Comments or Footnotes. Learn more in our help article here.
Posted transactions now show a status card (and a table for batches) in Ask Double, with click-through to the transaction in QBO.
You can now switch a transaction's type mid-conversation in Ask Double instead of restarting the flow.
Admins can now add new team members directly through Ask Double.
Ask Double can now create monthly closes for one or more clients at once via MCP.
AI Flux Analysis variance explanations are now included in Final Review P&L and Balance Sheet CSV/Excel exports.
Clicking "Run skill" now inserts the skill into your prompt instead of running it immediately, so you can edit before sending.
The skill editor now renders Markdown properly, making tables and formatting far easier to read.
Account Reconciliation and Final Review now open Ask Double directly from their AI buttons.
Project header chips, client list, and close-page headers received design-system polish (sentence-case labels, consistent menu sizing, cleaner padding).

Bug Fixes

Fixed Ask Double chat scrolling back to the top after each message.
Fixed the chat input not showing its focused state until you started typing.
Fixed standard users getting a generic error instead of a clear "contact your admin" permission message in Ask Double.
Fixed posting large transaction groups (100+) failing against QBO rate limits.
Fixed the unmapped-accounts message to read "Finish mapping your accounts" so it's clear mapping is still needed.
Removed Xero from an upsell banner since Xero isn't supported.
Fixed the error boundary not displaying on production errors after the router migration.
Fixed the clipped "+" icon on the Add close button.
Fixed South African (ZA/ZAF) tax code mapping for QBO VAT clients.

June 18, 2026

new

improved

fixed

June 18, 2026

 Edit Transactions with AI
You can now edit a posted transaction in place or duplicate it into a new draft, then make changes manually or with AI Composer (Scale). It's a faster way to fix entries and reuse recurring ones like payroll journal entries. Available for QBO users only. 
Check out the video below to see it in action or read more in our Help article here. 
Skill Sharing
Ask Double now remembers your preferences and lets you save reusable workflows as skills. Keep them private, share them firm-wide, or link them to specific clients so your team runs the same SOPs consistently.
Check out the video below to see it in action or read more in our Help article here.
General Improvements
Ask Double's chat input is now focused as soon as you open it, so you can start typing right away.
Widened the account list in the Sage account mapper so that account names display fully without being cut off.
Removed an unnecessary warning banner that was incorrectly appearing for transaction-based allocations by class.
Updated the suspended subscription messaging to direct contacts to mailto:billing@doublehq.com for faster resolution, replacing the previous reference to Intercom.
Bug Fixes
Fixed a broken settings icon in the navigation bar.
Fixed a bug where clicking on a vendor in the Newly Added Vendor report would jump to the top of the close page instead of navigating to the correct location.
Fixed an issue where Chase bank feeds were getting stuck in a perpetual syncing state and not updating with new transactions.
Fixed a bug where new sections (loan amortizations, allocations) were automatically being added to all client views instead of only the intended one.
Fixed a bug in the AI bank feed where "Find other matches" was selecting the wrong transactions and displaying an incorrect total.
Fixed a bug where the recognition period for an accrual entry would reset after being set manually.
Fixed a bug where the delete close confirmation modal displayed a raw numeric code (e.g., "202511") instead of a human-readable month and year (e.g., "November 2025").
Fixed an issue where workflow pre-check tasks were being generated for new clients even when the associated close section had been deleted from the practice.
Fixed a display bug affecting the visibility of Skills in the Ask Double interface.
Fixed an issue that was preventing new users from signing in to their Double account.

June 11, 2026

new

improved

fixed

Time Tracking

Accruals

June 11, 2026

Loan Amortization Schedules — Now in Private Beta

You can now track loans directly in Double. Enter the loan terms and Double generates a full amortization schedule with monthly journal entries for adjusting principal and interest.

Edit any payment, and the schedule recalculates — adjust interest, principal, or total payment amounts and all future periods update automatically.
Early payoff handled for you — Double caps principal at the remaining balance and zeroes out remaining periods so you never over-amortize.
Reconcile with confidence — tie your loan payable account balance directly to the schedule in your monthly close.

Loan Amortizations is currently in private beta. Interested in early access? Reach out to our support team. Only available for Scale tiers (including Scale trials) connected to QBO. Read more in our help center article.

General Improvements

Ask Double can now change the visibility of uploaded files, making it possible to share documents with clients directly through chat.
Project header chips now show only statuses with outstanding items, and display a "Caught up" state when there's nothing left to do — making your close views easier to scan.
The "Client options" button on the client list now sits next to the "Create Close" button, so it's visible without horizontal scrolling.
Accruals access is now always enabled for Admin users, matching Super Admin behavior.
Active timers are now automatically closed when a user is deleted, preventing open timers from persisting on deleted accounts.
Added spacing between the Intercom launcher and the Ask Double send button to prevent mis-clicks.
Continued polish to the redesigned comments experience.

Bug Fixes

Fixed a bug that prevented deleting skills in Ask Double.
Fixed an issue where the Balance Sheet report was being cut off when downloaded as a PDF.
Fixed a bug where uploaded CSV and Excel files were not being automatically moved to Transaction Files.
Fixed an issue where the close due date was not appearing on the Close page or in the Client List.
Fixed a bug where clients were not appearing in the Client List or client settings despite existing in the system.
Fixed a bug where deleted users were still appearing in the "Copy client access from" menu when adding a new user.
Fixed the practice chat overflowing on long client names.

June 4, 2026

new

fixed

improved

Client Portal

Workflow / Task Management

Accruals

June 4, 2026

Ask questions right from the Financials tab in the Client Portal

Clients viewing a published report or interactive financial report can now ask the firm a question without leaving the report.
The question flow opens on top of the report, so it’s easier to keep the report in view while reaching out.

General Improvements

Ask Double now searches Double's help center live to answer product questions.
Accrual actions (create, edit, delete) are now recorded in the Activity Log for full audit traceability.
Folder and subfolder structure is now preserved when downloading a parent folder as a ZIP.
Added an upload-date column to the attachments list so files with the same name are easy to tell apart.
You can now delete and restore upload-inbox files from trash.
Reconciliation task view fly-out is narrower and no longer causes layout issues on smaller screens.
Cleaner help-center search links in Ask Double (removed an unnecessary new-tab notice).
AI transactions now supports Canadian tax codes.

Bug Fixes

Fixed tagging users in Comments.
Fixed comment scroll behavior when a comment is selected.
Fixed comments on completed tasks incorrectly showing as a deleted task.
Fixed AI workpapers carrying a prior statement balance into a new close.
Fixed AI journal entries pulling in deactivated accounts.
Fixed QBO posting failures caused by certain class IDs.
Added a success message when deleting files from Files › Auto-organized.

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.

→