Newimprovedfixed
November 12, 2026
Record a task in Chrome and turn it into an agent
Start a recording in the Double Chrome extension and do the task as you normally would. Double turns the recording into an agent that can repeat the work. Steps you record inside Double use Double’s own tools instead of browser clicks. The recorder is available to users with access to agents.
Check out the video below or read our help article to learn more.
Bank feeds for Xero clients
Bank feeds now work for US Xero clients (Canadian coming soon!). You can code transactions and post them to Xero. Bank rules can set the account, contact, memo and tracking categories.
Set AI usage limits per user
You can now cap each user’s share of your practice’s AI credits in
Settings > AI settings > Usage
. A user who reaches their limit can’t use Ask Double, AI Flux, AI transactions, AI executive summaries or Fix this rec until the next billing cycle or until you raise their limit. Bank feeds AI and agent runs aren’t affected.Read more in the help article here.
General improvements
- Credentials providers now include Keeper Security.
- Attach files to bank feed transactions before posting.
- Add a separate 1099 reporting address for vendors. It doesn’t sync to QuickBooks.
- Multi-user sign-offs now work on Tax tasks.
- E-signature signers now see how many documents remain, and you can resend reminders from the e-signatures page.
- Ask Double can read and set GST/HST tax codes on Canadian QBO bank feeds.
- In Ask Double, approvals for repeated calls to the same tool now share one card.
- Send files to Ask Double without typing a message.
- Ask Double and the Double MCP can read and update client details.
- New permission options for Ask Double and agents: Always allow, Allow for this chat, Allow once and Deny.
- New admin setting to let agents browse the web, off by default. 2FA is required when credentials are connected.
- Continue a stopped agent run in a new chat.
- Agents now appear on the bank feeds page.
- “Record agent sessions” is now “Record browsing sessions.”
- Set due dates within the close’s own month.
- Enter sales tax manually on invoices and sales receipts, as an amount or a custom rate.
Bug fixes
- Fixed collapsed P&L lines expanding after you edit a transaction.
- Fixed a partly typed Statement balance clearing the saved balance in account reconciliation, and “Invalid Date” showing in the “Reconciled through” hover.
- Fixed account reconciliation “Compare to” when no Statement balance is set, and the currency in the difference tooltip.
- Fixed the account reconciliation balance column showing the parent group’s total for a sub-account.
- Fixed Metrics cards printing one per page in the monthly report PDF.
- Fixed fast Exclude clicks dropping exclusions in the Duplicate entities report.
- Fixed the Flux context panel scrolling the page back to the top.
- Fixed report table columns jumping too wide after you reopen a task.
- Fixed custom reports, including Expenses Without Customers, leaving out journal entries when faster close is on.
- Fixed Ask Double and MCP report tools dropping row totals on rows with nested classes or locations.
- Fixed unscheduled prepaid accruals that couldn’t be deleted after their source transaction was deleted in QBO.
- Fixed invoice payments in Undeposited Funds not showing up as bank feed matches.
- Fixed Ask Double missing suggested transfers between two bank feed rows.
- Fixed invoice edits replacing the shipping address with the customer’s default.
- Fixed “Select all clients” in the Apply template modal ignoring your filters.
- Fixed bank feed connections getting stuck syncing and not importing new transactions.
- Fixed an “ERR” row in the task list for reconciliation tasks on deleted QBO accounts.
- Fixed removed users appearing in the assignee dropdown when copying a custom task.
- Fixed copied links to non-transaction questions opening an error page.
- Fixed monthly practice reminders moving off the chosen weekday after the first send.
- Fixed an allowed Ask Double action not running when another action in the same step was denied.
- Fixed Ask Double asking you to confirm answers you had already given.
- Fixed Ask Double refusing to create statement reconciliation agents.
- Fixed AI browser sessions getting stuck at the Intuit sign-in screen.
- Fixed agents not switching to the client company after signing in to QuickBooks through an accountant login.
- Fixed agents missing matching 1Password logins and showing unclear credential errors.
- Fixed the Run button failing for agents set to older AI models.