February 5, 2026

Create Expenses with AI

AI in Double now supports Expenses, giving you even more support for turning complex receipts or other documents into ready-to-post transactions. If you’re already using Double's AI for posting journal entries or bills, you can now apply the same time-saving workflows to expenses for more consistency and fewer manual steps.

Apply the same AI workflows you already use for Bills and JEs.
Save prompts once and reuse them across more instances of your repeatable but manually intensive work.

Check out our article on how to post transactions using AI in Double.

*This feature is part of our Scale plan - learn more here.*

General Improvements

Added a preview to task templates so you can view exactly what will be added and/or changed when applying a template to a specific client.
You can now bulk edit tags on the Task list.
When creating a task from the Quick Add menu or your Email inbox, you can now add priority stars and/or tags in this initial step.
Streamlined the design of the comments and client uploads columns on the Client list.
Improved the experience for importing large schedules via csv to Accruals.

Bug Fixes

Fixed a bug where some clients encountered an error when creating a new close.
Fixed a bug where a user could not edit the Executive Summary after generating it with AI.
Fixed a bug where search was not working as intended in the Prepare 1099s report due to a Chrome update.
Fixed a bug where reconciliation popovers showed timestamped balances instead of schedule balances by default.
Fixed a bug where typing in Firm Analytics dropdowns did not work.
Fixed a bug where uploading photos to non-transaction questions behaved inconsistently.
Fixed a bug where selecting a preparer, reviewer, or manager triggered an error
Fixed a bug where organizer-related columns did not populate on the Tax Return client list.
Fixed a bug where account names wrapped inconsistently when emails were linked to account reconciliation tasks.
Fixed a bug where filters reset when switching between special filters.
Fixed a bug where a Super Admin was missing Vendor Email Templates.
Fixed a bug where hovering over close assignee roles caused delays on the Client List.
Fixed a bug where the timers table did not update in real time when data changed.
Fixed a bug where pressing Enter while searching tasks collapsed the move-file modal.