August 20, 2026

Import bank transactions with Ask Double

Upload a CSV, PDF, or image, and Ask Double helps prepare it for import into a new or existing bank account.

Import formatted or unformatted CSVs, images, or PDFs (like a bank statement)
Let Ask Double ask the right questions to structure your data
Review a preview before confirming the import
Add a new bank account or update an existing bank feed without manual reformatting
For Scale users only

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

New Private Betas: Faster Load Times & AI Agents

We are excited to invite you to join two new private beta tests designed to make your accounting workflows faster and more automated:

Faster Close Page Load Times: Test our new Close page architecture featuring a simple top toggle to switch between the new, optimized version and standard Close at any time.

Double AI Agents: Build custom AI agents to automate recurring accounting tasks across selected clients on a schedule or event trigger, handing work off to your team when human review is needed. (Free for beta testers!)

General improvements

Create accrued expenses with Ask Double (Scale). Ask Double can now book a full accrued expense through the Accruals feature — account, vendor, amount, recognition start, duration, and reversal method — including multiple at once from a review table.
Batch your sign-off completion emails. The "Batch related sign-off notifications" setting now also batches completion emails, so a full review no longer sends 20–30 separate messages — you get one rolling email per 30 minutes.
Skip duplicate transactions on CSV import. When uploading a CSV to an existing bank feed, flip on "Skip duplicate transactions" to drop rows that already exist in that account (matched on date, amount, and description).
No more duplicate vendors from bank feeds. Bank feeds now check for an existing vendor before creating a new one, keeping your vendor list clean.
One reconnection banner per login. Bank connections now show a single reconnection banner per login instead of one for every account underneath it.
Cleaner QuickBooks reconnects. Reconnecting a QuickBooks Online client no longer re-creates file-review tasks that already exist.
Answers from Ask Double now include deep links — to settings surfaces, tasks, closes, clients, files, organizers, and more — so you can jump directly to the right place.
Deep links to client question threads. Link directly to a specific transaction or non-transaction question thread.
Faster, calmer Ask Double notifications. The "response ready" notification now auto-dismisses and won't interrupt you when you're already viewing the thread.
Attach files to Notes from the MCP / Ask Double. File attachments on Notes are now supported through the Double MCP and Ask Double.
Accruals access follows permissions. Access to Accruals is now driven by a user's permissions rather than practice-level settings, so team members without access no longer see the Accruals tab.
Cleaner tax-client setup. Tax-only clients can no longer be created for practices without the Tax Suite, preventing clients that never appear on the client list.
Clearer "not found" errors when an email or attachment no longer exists at the provider, instead of a generic failure.
See how many clients you selected before previewing a template.
Wider file previews. Excel files in Posted Transactions now open in a full-width preview.
Skip the extra login. If you're already signed in, visiting the login page now sends you straight to your client list.
Shared AI chats visible by default. New chat runs default to "Standard & up" visibility, so shared chats don't hit surprise access walls.
Faster accruals report on clients with large amounts of data.

Bug fixes

Fixed a generated PDF becoming inaccessible in chat after it was moved.
Fixed bank-feed reconnect showing the wrong router.
Retrying a failed accrual entry now regenerates the entry number, avoiding QuickBooks number collisions.
Fixed the tracking-categories dropdown formatting for Xero-connected clients.
"Reply all" now keeps the original CC recipients when replying to an email you sent yourself.
Fixed an error when adding an attachment from the client portal.
Fixed files in the client uploads inbox that wouldn't open or appeared duplicated.
AI Journal Entries no longer hangs when you edit a duplicated transaction.
"Draft with AI" now generates content for the Summary note on the Reporting Executive Summary.
Deleted loans no longer appear in loan lists.
Loan tasks now keep their order when you open a new close.
Fixed the total tax field staying empty when a vendor rule applied a tax code.
The scroll bar in the transaction file-review modal can now be dragged with the mouse.
The Prepare 1099 Report column manager now shows the year matching the close period.
Receipts matched to credit card payments now stay attached to the transaction and appear in QuickBooks.
Clients who are no longer connected will stop receiving reminders about old unanswered transaction questions.
Fixed a sign-in error that appeared after entering a two-factor authentication code.
Fixed an issue that prevented importing accruals from an exported schedule file.
Ask Double now registers your click when you select one of its suggested responses.
Very long section names no longer overlap neighboring section names.
The client list progress flyout no longer extends past the top of the browser window.
"Completed at" and "completed by" details are back on the task status hover.