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.