NewfixedimprovedWorkflow / Task ManagementReceiptsAccrualsAI

October 29, 2026

Autoclose: AI agents that run the month-end close

Autoclose lets your firm hand the work of the close to AI agents, so review is the first and last step of your month. Three new pieces in Double add up to one automated close:

Agents run on a schedule or trigger and do the work
— pulling statements, coding bank feeds, posting journal entries, reconciling accounts — then report back and show every step. Build a firm agent that runs across all clients or a client agent tied to one, and see them right on the Close page.
Agentic browsing
lets agents log in to bank and card sites with no integration and fetch every client’s statements each month. (Scale)
Credentials
store the logins agents need, securely, so you set them up once. (Scale)

Autoclose is a $500/month add-on

(firmwide). For a limited time, firms that commit to 10 or more Scale clients can have the fee waived — talk to your account manager to set that up. Want to see it first? Check out

Ben’s Autoclose demo

from yesterday’s webinar, and there’s a

dedicated session on November 19

— register here.

Read more or book a private demo at doublehq.com/autoclose.

General improvements

Bulk edit transactions with Ask Double
. Select transactions in any bulk-select modal and launch Ask Double to fix them in one request — every edit lands in the activity log.
Prepaids with Actuals Days and Mid-month conventions can now be imported via Ask Double (Scale)
. Tell it the original start, amount, term, and convention plus where to start posting; it creates only the remaining entries and marks the rest as already booked.
Agents can work the Uploads Inbox.
Agents can now edit unposted receipts and files in the Client Uploads inbox — filling in missing fields, changing an expense to a bill — and leave them there for review, or post what’s ready and flag the rest.
Bank feed activity update:
Each bank account now has an activity view showing who did what and when, including Ask Double’s actions. Posted and Excluded tabs have new “Posted / matched on” and “Excluded on” columns you can sort by.
Manage sign-offs with Ask Double.
Ask Double can add, edit, or remove sign-offs on one or many tasks, previewing the change before it applies.
Ask Double knows the fiscal year.
It now reads each client’s fiscal year start, so period questions don’t need you to spell out the dates.
Separate permissions for creating vs. editing properties.
Control who can add new client properties independently of who can update them.
Property changes in the activity log.
Creating, editing, and updating properties is now recorded.
Frozen headers on the Properties tab
in All Client Settings.
Firm admins can set Scale as the default plan
for every new ledger connection instead of picking it each time.

Bug fixes

Accepting a bank-feed transfer pair now shows both rows as Matched to the one Transfer it creates, on the page and through Ask Double.
Ask Double no longer matches a categorized bank-feed row to an unrelated deposit; it declines when the page shows no suggested match.
Fixed a bank account validation error when posting a deposit staged by Ask Double.
Bank feed AI activity now shows amounts in the account’s currency instead of always USD.
Fixed flux analysis payee explanations misreading a single multi-line payment as a change in frequency.
Fixed a flux analysis popover click issue for Xero clients.
Fixed a bug where classes appeared as a series of numbers after reconnecting a QuickBooks Online file.
Fixed an issue that could block Ask Double transaction search for QuickBooks Online clients.
Fixed a bug where rules could disappear on the Transaction Files page and in Close Next.
Fixed an issue that prevented some receipts from opening in Client Uploads for unconnected clients.
Fixed firm users not seeing a question thread under “Questions for us” in the Client Portal.
Fixed an issue where adding a default report re-sorted the order of closing tasks.
Fixed closing task due dates that could be missing or stuck in a future year.
Fixed a bug where clicking the notification bell could crash the page for users with large inboxes.
Fixed Xero tax rate edits so Undo reliably restores the previous rate.
Fixed Xero invoice amounts over $1,000 in Transactions to include tax.
Fixed Xero transaction attachments showing “No files uploaded” instead of the files.
Fixed reconnecting Xero clients with invalid authorization in Close Next. (Faster Close beta)
Fixed recurring errors in the Xero Close Next transactions table. (Faster Close beta)
Tax return status labels are no longer cut off in the status column.
Fixed the Save button text shifting when clicked.
Fixed search button text alignment inside tabs.