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Double

COLLAB
Velocity7.5

Executive assistant delegation platform pairing leaders with vetted assistants and AI tools.

www.withdouble.com ↗

Double moves Ask Double from a chat box to agents that run on a schedule.

ai-agentsaccounting-automationassistant-surfacemcppermissionsprivate-beta
◆Current state
Double is an accounting practice platform whose product surface is increasingly reached through Ask Double, its assistant. Over the last two months Ask Double has absorbed transaction creation and editing, live spreadsheets, metrics setup, accrual and workpaper preparation, voice input, and reads from Slack, Notion and HubSpot. The August 20 release adds bank-transaction import from a CSV, PDF or image, and opens a private beta for custom AI agents that run on a schedule or event trigger.
◆Where it's heading
The arc is a steady transfer of the product's own features into the assistant, and it has now crossed from assistance into delegation. Every prior step still required an accountant to sit in the chat and ask; scheduled agents that hand work back for human review do not. The surrounding release notes are consistent with that reading — permissions, visibility defaults, deep links, and credit-spend reporting per user are the plumbing a firm needs before it lets software act unattended across a client book.
◆Prediction
Expect the agents beta to graduate with per-client scoping and an approval queue, following the read/write split already used for Connections, and expect agent runs to be metered against the AI credits Double now sells.

◆Recent moves

  1. 1d ago

    Double AI Agents run recurring accounting work on a schedule

    ⚡ SPARK

    Ask Double gains bank-transaction import from CSV, PDF or image files, but the directional item is a private beta for custom AI agents that automate recurring tasks across selected clients on a schedule or event trigger, handing off for human review. It is the point where the assistant arc stops requiring someone to ask.

    View source ↗
  2. 8d ago

    Accruals handles prepaid contracts paid in installments

    Accruals now models multi-payment prepaid contracts on one continuous schedule, and Notes accept file attachments. Steady depth in the accounting engine underneath the assistant work.

    View source ↗
  3. 15d ago

    Role-based restrictions on editing client properties

    Admins can restrict which roles edit client properties, and checks become a supported type in AI Transactions. The permissions work here is the same groundwork the later agents beta depends on.

    View source ↗
  4. 22d ago

    Ask Double reaches Slack, Notion and CRM data in private beta

    ⚡ SPARK

    Connections let Ask Double read from Slack, Notion, and HubSpot, so a question about a client draws on context that lives outside Double. Read and write tools are separated per connection, and it ships in private beta.

    View source ↗
  5. 29d ago

    Voice input for Ask Double

    Ask Double takes dictated input from any connected microphone, with a review step before sending. A widening of how the assistant is reached rather than what it can do.

    View source ↗
  6. 1mo ago

    Create and manage client metrics via Ask Double and MCP

    Metrics tabs, variables and visuals can be created through Ask Double and the MCP API, including copying a metrics setup across a whole book of clients with conflict flagging. Cross-client bulk action foreshadows the scheduled agents that arrive a month later.

    View source ↗