October 15, 2026

Xero in Ask Double: Now in beta!

Want to try Ask Double on your Xero clients? We’re looking for firms with Xero clients to test this and provide feedback. In this first beta, Ask Double can read from Xero to:

Search and summarize transactions
— find transactions by date, account, contact, or amount, get counts, and pull up similar historical transactions to see how something was coded before.
Pull financial reports
— generate a Balance Sheet or Profit & Loss for any period and ask follow-up questions about the numbers.
Understand the file
— look up the chart of accounts, transaction types, contacts, and tracking categories so answers are grounded in how the client’s Xero file is actually set up.

Everything in this beta is

read-only

: Ask Double can analyze, explain, and report on Xero data, but it won’t create or edit transactions yet.

Consolidations: Now in beta!

Consolidated financials for multi-entity clients, built into your close. Map each entity’s accounts to a shared chart, set elimination rules once, and Double produces the consolidated Balance Sheet and P&L every period.

Consolidated Balance Sheet and P&L
across any group of QuickBooks Online clients, with a column per entity plus Eliminations and a Consolidated total.
Global account mapping
for a uniform chart of accounts.
Elimination rules
at the account level, plus transaction-level rules on the P&L, so intercompany activity drops out automatically.
Publish the consolidated reports to the client portal
alongside each entity’s own reports.
Currently for QBO clients only.
Host client must be on Scale.

Check out the video below to see it in action:

General improvements

New PDF viewer.
We’ve rebuilt the file previewer across Double — faster to load, with search, text selection, thumbnails, and better printing and downloading from Safari and iOS.
Pick your own metric colors.
Change any variable’s color directly in Metrics → Visuals → Display settings, and give “Compare to prior period” lines and shading their own color so comparisons are easy to read.
2025 Track1099 and Tax1099 templates were updated.
Prepare 1099s exports now match the current MISC and NEC import templates for both providers, including the split recipient name fields.
Publish reports for unconnected clients.
Unconnected clients now get a Reporting tab on the Close page, so you can upload and publish custom management reports to their client portal.
Relay in the bank connection menu.
Relay now appears in “Connect a client’s bank” and connects through Plaid.
Variable names stay put in Metrics.
The variable name column is pinned while you scroll horizontally. (Faster Close beta)
Full-width tables in Ask Double.
Tables in chat no longer get cut off.
Count and sum of selected cells
. Select cells in a spreadsheet preview to see their count and sum, like Excel.
The From picker now shows the configured email alias instead of the connected email address.

Bug fixes

Restored previous/next page buttons and page counts in file previews.
Fixed the file viewer appearing partially off-screen and reduced excess padding in PDF modals.
Fixed zooming in and out on a file making the content disappear.
Fixed embedded PDFs being stripped from Excel workbooks after upload.
Fixed arrow keys not working when renaming files that were split into multiple pages.
Fixed client uploads not appearing despite file counts showing uploads.
Fixed signed signature PDFs not being downloadable.
Fixed an issue where a payee or vendor could not be added to deposits when Faster Close is enabled.
Fixed vendor and payee IDs appearing instead of names in the new close beta.
Fixed missing transactions when Faster Close is enabled.
Fixed the P&L Download button on the Close page not responding in the Faster Close beta.
Fixed excluding a transaction from a vendor’s Prepare 1099s list wiping the client’s entire exclude list in the new close.
Fixed the Tax page task counters showing wrong counts, including counting cancelled tasks.
Fixed Canadian receipts scanning incorrect GST/PST totals and vendors.
Fixed deposit line customers from Client Uploads not reaching QuickBooks.
Fixed bank feed transactions being blocked from posting while vendor information was being looked up.
Fixed the payment discrepancy modal opening empty.
Fixed the Ledger Inspector showing blank provider tabs for Xero clients.
Fixed a Xero file review attachment disclaimer banner that couldn’t be cleared.
Fixed the Sage journal entry form losing entered data when saving fails.
Fixed Sage top-level entity account reconciliations so they show consolidated balances from child entities.
Fixed an issue where reconnecting a client could break intercompany reconciliation.
Fixed the Add Accrual modal using the foreign-currency amount instead of the base-currency amount for foreign-currency bills.
Fixed the Add Accrual modal not displaying the transaction currency.
Fixed Ask Double failing to process generated workpaper CSV files when staging transactions.
Fixed Ask Double posting comments instead of footnotes and updating prior periods without confirmation.
Fixed Ask Double skills returning blank Excel workpapers on larger datasets.
Fixed Ask Double saved files returning blank values.
Fixed Ask Double task reports returning incorrect data for certain tasks.
Fixed Ask Double being able to demote a practice’s only Super Admin.
Comments Ask Double posts that mention you now stay unread, so you don’t miss the notification.
Fixed Client Portal question reminder emails failing to send by retrying rate-limited sends.
Fixed changes to tax preparer assignments not being recorded in the task activity log.
Fixed Chrome extension SSO sign-in failing in Microsoft Edge.
Fixed the Zapier “Get Client Properties” action failing for four-digit client IDs.