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.