Feature Requests

Double already supports bank feeds that push data to QBO, but adding LedgerDocs-style functionality would close an important gap by allowing the platform to automatically pull bank statements, organize them, and support historical retrieval. That would make Double stronger for month-end close, catch-up bookkeeping, reconciliation, and client document collection—not just transaction syncing. https://www.ledgerdocs.com/bank-fetching/ Having this automated statement fetching function could take a big work load off of clients (who don't give their accountants/bookkeepers bank access), as well as take the load off those who do have bank access in general. Often bank statements are a main bottleneck for reconciliations, so it would be great if Double could open this bottleneck!

Please add Wise (TransferWise) as a selectable institution in Double’s bank feeds so it can be connected directly with login credentials, instead of requiring CSV imports. Wise is a multi-currency bank used by many clients, and having a live connection would save a lot of time versus exporting and uploading transactions. QBO is able to connect to Wise in their API feed, so it would be nice to have it in Double. https://wise.com/

we have several farm clients that wont & dont want to connect bank to QBO or double and we have no CSV. Can we please get a manuall entry feature? Thanks, Joey

To fully reconcile and to have backup for audits as well as for all Not for profit clients, we must be able to supply and show that the statement matches the reconciliation. I still need client bank access in order to do this, I would love to be able to avoid that and only setup in Double

One thing I love about the QBO bank feed is that it can look into the Undeposited Funds account to suggest a potential match when there is an inflow in the bank account. It'll convert a Payment record that is not yet deposited and create a Deposit record for this item. It would be amazing if the Double AI Bank Feed can do this, too! Yes, if there was an actual Deposit record in the bank account, the AI bank feed would find the match. But I'm asking for when a customer payment is recorded and it is sitting open in Undeposited Funds, that the Double AI Bank Feed could look at that Payment record, and match it, which would create the Deposit record in QBO.

Bank feeds for our Xero clients would be fantastic. I know this is in the works but it would be really helpful if we at least had a broad idea on timing

Some bank allow them to import into QBO. I'd like to have them in Keeper

It would be great if we could see both the bank and the QBO balance in the bank feeds like you can in QBO.

We need to be able to adjust the project in Double just like we do for the "account" and "Customer" fields.

Add an option to have rules run before matches in bank feeds