October 1, 2026

Scale is on us this week: October 1-7

Enjoy free access to AI Transactions, AI Flux Analysis, Accruals, and more for all your clients. Explore what’s included and try it out as your work through your close.

AI usage is billed as usual. No additional AI credits are included.

Connectors: Now available to everyone

Connectors let Ask Double reach the tools that live outside Double — Slack, Notion, HubSpot, Google, and now any MCP server you point it at — so "catch me up on this client before my call" can pull from everything you use. Since the start of the beta, we've added:

Google as a built-in connection.
Connecting to any MCP by URL.
Admins decide who connects what.
Changes are recorded in the practice activity log.

Find

Connectors

within

Ask Double

then

Personalization

Read more in our Help article here.

Custom Reminders: Now available to beta testers

Client reminder schedules are no longer one-size-fits-all. You can now override your practice-level reminder cadence for any individual client — pick the frequency and the days that work for them.

Responsive clients get fewer nudges; slower ones get more.
Set up to two schedules per client — weekly, monthly, or one of each.
Practice defaults still apply to every client you haven't customized.

This is in public beta.

To turn it on, an admin needs to opt into beta features in Practice settings. Once enabled, you'll find it in the client's

Portal settings

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

General improvements

Import loan schedules from a CSV (Scale)
. Bring in many loans at once instead of entering each one manually. Download the template, fill it in, and upload — Double builds every amortization schedule.
Mark journal entries as adjusting.
Journal entries created from Client Uploads or Quick add now support QuickBooks' "Adjusting journal entry" checkbox, so they're filtered correctly in QBO reports for audit and tax. QBO only.
Choose the client name shown on management reports.
If you use an internal nickname in Double, set the name that should print on the report in the client's reporting settings.
Hide archived clients from properties, too.
The "Show archived clients" setting now applies to the client properties list as well as the client list.
Ask Double keeps the file when it drafts a transaction.
Transactions drafted in Ask Double now carry the source attachment through to the transaction.
Ask Double memories save to the client by default.
New memories are stored at the client level unless you tell it to save to practice or firm memory.
Clearer messaging when a QuickBooks or Xero connection is interrupted.
An interrupted connection no longer looks like an unconnected client — you'll see exactly what needs reauthorizing.
Disconnected bank accounts now appear in Account mapping
, so you can remove them.
Model selector refresh.
The model picker in Ask Double now looks like the button it is, and GPT-6 and Opus 5.5 now show Cost and Intelligence ratings.
Green means moved.
When an edit reorders a bank-feed transaction, the row highlights green instead of yellow.

Bug fixes

Fixed being unable to edit the class on an existing accrual.
AI transactions now recognize chart-of-account numbers (e.g. 6020) instead of treating them as IDs.
Receipt attachments now reliably reach QuickBooks after a receipt is posted.
Fixed an issue where deposits didn't show the payee on each line.
Fixed an issue that prevented editing a transaction's account or code in Faster Close tables.
Fixed an issue where the bank feeds transaction list disappeared after clicking "Refresh transaction processing."
Fixed account reordering so reconciliation accounts now match the order of the Balance Sheet.
Fixed an issue in the Faster Close beta that prevented expanding transaction details and adding a tax code.
Fixed a jumpy display when creating accruals in Close Next.
Fixed an issue where duplicate vendors weren't showing transactions for the current month.
Fixed a ledger sync issue in Ask Double.
Fixed an issue where QuickBooks files using "Credit Note" labels could fail to sync.
Restored the batch clear option for payees and classes in Close Next.
Fixed a management report that showed as published but wouldn't render or download.
Fixed an issue causing Xero syncing to fail.
Fixed the Service revenue % change so decreases now display in red instead of green.
Stopped tables from jumping around while Faster Close loads.
Fixed duplicate empty "Total Equity" and "Total Liabilities and Equity" rows on the Balance Sheet when the comparison period has no data.
Fixed the Top Spend report appearing blank or erroring for some Xero clients.
Fixed an issue where Xero clients couldn't reconnect and "Connect Ledger" kept appearing after a successful reconnection.
Fixed an issue that prevented opening sent emails from Email History.
Fixed Ask Double attaching every check image to every transaction; each image now attaches only to its own transaction.
Fixed a crash when duplicating a PDF receipt that hadn't been scanned.
Fixed AI Composer chats resetting or stopping when opening another file.
Fixed the file attachment icon count not showing.
Fixed an issue where users couldn't move past the timer pop-up on the Close page.