May 7, 2026

AI Flux Analysis

AI Flux Analysis is now live in Double. Open your Final Review P&L or Balance Sheet, click the AI Flux Analysis button, and let the AI dive into vendor-level and transaction-level detail to surface hyper-specific insights automatically.

Configure your materiality thresholds
- define what counts as a meaningful variance so the analysis focuses on what actually matters to your client.
Fine-tune the analysis
- you can choose how high level or deep the analysis runs and can always make edits to the text before sharing.
Copy to client footnotes or an internal comment
- send findings to your client-facing reports or flag them for your team to review without having to manually dig through account detail.

Now available for clients on our Scale plan. Check out the video below to see it in action.

General Improvements

Our AI tool for analyzing reconciliation variances in QBO (aka "Fix this rec") now supports chatting with the AI to troubleshoot the results.
AI fix this rec now supports flagship AI models.
AI transactions can now read and analyze Excel files (in addition to csv, pdf and image files) for processing transactions.
Our redesigned chat-based AI transactions feature is now out of beta and is live for all Scale clients.
Users can now add a timer for a number of hours instead of needing to add a start and end time.
Canadian tax amounts now automatically recalculate when updating the tax code.
Users can now create tax code rules in Receipts.
Management reports now supports comparing to a prior period and % of income/expense in the same report.
Quick Add menu is now accessible from the Bank Feeds screen.
In Bank Feeds, if no matches are the right fit, users can categorize and post directly from the matches found cell.
AI Executive summaries now streams its reasoning to give users a better understanding of its thinking process.

Bug Fixes

Fixed a bug causing some P&L footnotes to not appear in published PDF reports, even though they were visible in the Close workflow and Reporting tab.
Fixed a bug where creating a new account from the Close tab completed silently without notifying the user.
Fixed an error that occurred when posting receipt transactions with item numbers longer than 21 characters.
Fixed a bug preventing Practice Admin users from deleting client files, even with file deletion permissions enabled.
Fixed the "Save and Reload" button in Manage Properties redirecting users to the client list instead of staying on the properties page.
Fixed the "Copy portal URL" button not copying the URL on Portal Settings and Practice Settings pages.
Fixed an error that occurred when updating user-client access assignments in Manage Users.
Fixed changing the start date on a custom task in a template not saving correctly.
Fixed accrual task assignee permissions so that standard and manager users can now properly assign tasks to other team members with accruals access.