NewimprovedfixedAI
November 5, 2026
Manage allocations with Ask Double (Scale)
Ask Double can now create allocations and answer questions about existing ones.
- Describe the allocation you want: the source account, the destination accounts and their shares, and anything to exclude. Ask Double sets it up with the same allocation model as the manual workflow, including revenue share.
- Ask it how an existing allocation is configured, what it posted, and how it has behaved in past closes.
- For Scale clients only.
Check out the video below or read more in our help article found here.
Bank feeds: faster to load, and ready for Canada
The bank feeds page now reads from Double’s ledger cache, so it loads much faster. For Canadian clients, you can set GST/HST tax codes on bank feed transactions and in bank rules.
Ask Double memory upgrade
Tell Ask Double to “Learn from this conversation” and it saves what it picked up, such as how you categorize a vendor or where a recurring charge belongs, and applies it in future chats.
General improvements
- Match and split bank feed transactions with Ask Double (Scale). Ask Double can now find the ledger transactions that could match a bank feed transaction, match it to the ones you pick (e.g., one payout against 90 open bills), and post a single transaction split across several lines.
- Prepare 1099s with Ask Double and the Double MCP. Pull a client’s 1099 vendors, filter by Needed / Not Needed / Unknown, update filing status and vendor details, send W-9 requests, and update payment info — all from Ask Double.
- Automatically copy client attachments to Client Uploads.When you add a one-off or recurring non-transaction question, check “Automatically copy client attachments to client upload inbox” and any file the client attaches is copied to Client Uploads for scanning — the original stays on the question.
- Know when forwarded receipts weren’t saved. If a client is on Core and receipts arrive at their @books.cc forwarding address (after downgrading), the Close page now shows a banner explaining the files weren’t saved and what to do next.
- Ask Double asks before sending email.Any email Ask Double drafts now requires your approval before it goes out, the same way transaction creation does.
Bug fixes
- Internal finance team (corporate close) admins can once again rename clients directly in the settings modal.
- Fixed accruals posted with Ask Double showing an incorrect “out of sync” banner on clients with a large number of accruals.
- Ask Double chats now resume automatically after you click “Always allow” on a tool permission.
- Folder downloads no longer fail when one file in the folder is missing; the missing file is skipped and the rest download.
- Bank feeds now suggest matches against current-month ledger entries even when the client’s latest close is a month or more behind.
- Improved default column widths in the bank feeds posted transactions table (wider descriptions, narrower amounts, redundant Bank amount column removed).
- Fixed an error that could occur when reading QuickBooks Online transactions through the API and MCP.
- Fixed an issue where account numbers were not displayed in account pickers.
- Fixed an issue where removing a vendor or payee from a journal entry line on the Edit transaction screen did not save.
- Fixed an issue where moving a Client Uploads file to a Cash Expense transaction caused the file to be lost.
- Fixed an issue where connecting a custom MCP connector (such as Gusto) could fail without a clear error message.
- Fixed an issue where some client pages would not open properly.
- Fixed an issue where Ask Double could produce incomplete or empty tabs when building workbooks from client tasks.
- Fixed an issue where Ask Double allowed managers to create new clients when that permission was turned off.
- Fixed an issue where inline images in Outlook emails failed to load in email threads and client sent history.
- Fixed an issue where the option to insert a client skill in Ask Double was missing.