July 30, 2026

Connections in Ask Double - now in private beta

Almost everything you need is already in Double. But every so often there's one piece that isn't — a Slack thread, a note in Notion, something in your CRM. Connections let Ask Double reach those tools directly, so you can ask "catch me up on this client before my call" and get an answer that draws on both.

Three tools to start
— Slack, Notion, and HubSpot, with more on the way.
You decide what it can do.
Every connection separates read tools from write tools, so you can let Ask Double look things up on its own while requiring your approval before it sends or changes anything.
Sign up for the private beta
here

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

General Improvements

The AI Composer's "use similar transactions" now works across all transaction types, not just the one you started in.
Better search, filters, and date matching when finding similar transactions.
Post expenses without requiring a vendor, matching the earlier deposits change.
Cleaner transaction references that hide internal numbers that weren't meaningful.
Admin and superadmin users are now grouped in the Client Settings user list, making removable users easier to find.
Column-width preferences now save to your account and follow you across devices and browsers.
Creating subtasks is faster — start typing right away instead of adding then clicking an empty subtask.
Sign-off columns on the Tasks page got alignment and label polish.
The activity log now records when a transaction or non-transaction question is marked resolved.
Reduced the checkbox click area on the new-user modal to prevent mis-clicks.
Reviewing dimensions on multi-line Sage journal entries is now easier — see them without opening each line individually.
Improved load times for Profit and Loss reports on large Sage accounts.
Branch admins can now see contacts with no associated clients in Practice Settings.
Simplified the accruals view down to a single "Actions" column.

Bug Fixes

Fixed a visible divider line on the Bank Feeds page in the custom tasks/files modal.
Fixed SharePoint file sync, which had stopped working.
New 1099 vendor requests now appear immediately instead of requiring a refresh.
Subtasks copied between tasks now appear right away instead of only after a refresh.
Fixed transaction-type validation and prefilter behavior in the AI prompt table.
Fixed an invalid PDF upload that could break an Ask Double conversation.
Fixed a bug where a Xero connection could show as successful while the account remained unconnected.
Fixed an issue affecting how 1099 bill payments synced with QuickBooks Online.
Fixed an issue causing bank feed connections to get stuck in a "Disconnecting" status.
Fixed a bug where the bank feeds account-setup window could get stuck open with no way to dismiss it.
Fixed a bug where the client portal preview didn't match what clients saw using "Ask a question."
Fixed an issue where importing and reconciling fixed asset accruals could produce an empty Excel export.
Fixed an issue affecting the fixed asset import process.
Fixed a bug causing the AI transaction composer to fail with a "something went wrong" error.
Fixed an issue where Ask Double could generate metric formulas that broke charts.
Fixed a bug where receipt PDFs no longer resized when the viewer window was adjusted.
Fixed an issue that could cause saving an organizer template to fail.
Removed a duplicate "Actions" column that appeared in allocations.
Fixed a bug where transactions could be posted using an incorrect account reference.
Fixed a bug that caused task assignment to fail after creating a review task.
Fixed an issue where user roles could silently revert to Admin.
Fixed a bug causing Ask Double to loop repeatedly when creating time entries.
Fixed an issue where organizer permissions were not applied correctly.
Fixed a bug where the client upload inbox wouldn't open from the client list.
Fixed an issue where a disconnected client's contact appeared as "Unknown" in client communications.
Fixed a bug where filtering the client list by property didn't show all matching clients.
Fixed an issue where Ask Double could return an empty spreadsheet.
Fixed a bug where the organizer link from the client list opened client communication instead.
Fixed a bug where certain links opened the wrong page due to a routing conflict.
Fixed a layout issue causing the close progress panel to overflow the screen.
Fixed a bug where Ask Double could stop partway through a workflow.
Fixed an issue where Practice Settings tabs weren't clickable while viewing the reporting tab.
Fixed a bug causing the file preview modal to render off-screen.