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Double

COLLAB
Velocity5.0

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

www.withdouble.com ↗

Double is folding an AI copilot into the core of the bookkeeping loop.

ai-bookkeepingask-doubletransaction-automationclient-portalfintech
◆Current state
Double is an AI-assisted bookkeeping product built around a conversational assistant, Ask Double. Recent releases push that assistant deeper into the accounting workflow: it can now create transactions from documents or plain-English descriptions, edit posted transactions in place, and work with live spreadsheets in chat. Client-facing work is progressing too, with in-context Q&A on published financials.
◆Where it's heading
The direction is unmistakable — Ask Double is moving from a helper that answers questions to one that performs the bookkeeping itself: reading source files, posting and editing entries, and handling multi-transaction documents. In parallel, Double is turning the client portal into a two-way surface. The product is betting that conversational, document-driven data entry becomes the default way books get kept.
◆Prediction
Expect the beta features (loan amortization, live spreadsheets) to reach general availability and the assistant to take on more of the reconciliation and categorization loop.

◆Recent moves

  1. 5d ago

    Live spreadsheets arrive in Ask Double

    Improved spreadsheet support lets users create and preview spreadsheets directly inside Ask Double — another step extending the assistant from Q&A into hands-on data work.

    View source ↗
  2. 12d ago

    Ask Double creates transactions from plain English

    Ask Double can now create transactions from an uploaded document or a plain-language description — a core move in shifting the assistant from answering to actually posting entries.

    View source ↗
  3. 19d ago

    Edit posted transactions in place with AI Composer

    Users can now edit a posted transaction in place or duplicate it into a draft and revise it manually or with AI Composer — closing the loop between AI-created and AI-edited entries.

    View source ↗
  4. 26d ago

    Loan amortization schedules enter private beta

    Loan tracking enters private beta: enter loan terms and Double generates a full amortization schedule with monthly journal entries — broadening the ledger beyond day-to-day transactions.

    View source ↗
  5. 1mo ago

    Client portal adds in-context Q&A on financials

    Clients viewing a published or interactive report can now ask the firm a question without leaving the financials — making the client portal a two-way surface rather than a static report viewer.

    View source ↗
  6. 1mo ago

    Record multiple transactions from one uploaded file

    Double's AI can now extract and record multiple transactions from a single source document dropped into the client uploads inbox — reducing manual entry for batch source files.

    View source ↗