AI TOOL PROFILE
Double: Month-end Close Management Software
- Finance and Accounting
- ERP
- Accounting firms
- Bookkeepers
- Internal finance teams
Pricing
Pricing is based on connected clients, starting at $8 per client per month for Double Lite, with Core at $10, Plus at $25, and Scale at $50.
At a glance
- Best for
- Accounting firms, Bookkeepers, Internal finance teams
- Key use cases
- Month-End Close Management, Client Communication, W-9 Collection, Financial Reporting
- Integrations
- QuickBooks Online, Xero, Zapier
- Official website
- Visit Double Hq official website
How AI is used
Double is a practice management platform designed for accountants and bookkeepers. It connects to QuickBooks Online and Xero via a 2-way sync, which allows teams to identify transactions that need attention and update ledgers within the app.
The software is intended for accounting firms of various sizes, from solopreneurs to larger firms. It focuses on the month-end close workflow, supporting bank feeds, 1099 management, and receipt collection.
Capabilities include a custom-branded client portal for document uploads and queries, as well as task management to track progress across multiple clients. The platform also includes AI-driven features for journal entries and financial summaries.
Buyers should confirm that available plans vary in feature sets, particularly regarding AI capabilities and client portal access, to match the plan to their specific service offerings.
Key Features
2-Way Ledger Integration
Syncs with QuickBooks Online and Xero, allowing changes made in Double to update in the accounting software.
Custom Client Portal
A branded space where clients can review data, answer questions, and upload documents.
AI Bank Feeds & Journal Entries
Uses AI to support bank feed management and the creation of journal entries.
File Reviews
Designed to help identify and correct common coding errors using customizable templates.
1099 Management
Supports tracking vendors and requesting W-9s throughout the year.
Task Management
Includes a Kanban view to track recurring or one-off tasks and team progress.
Use Cases
Month-End Close Management
Using integrated review tools and AI bank feeds to identify and correct coding errors before closing the books.
Client Communication
Collecting missing information or documents from clients through a secure, branded portal.
W-9 Collection
Identifying vendors missing W-9s and requesting them directly through the platform.
Financial Reporting
Creating custom management reports and KPI summaries for clients.
Integrations
- QuickBooks Online
- Xero
- Zapier
FAQ
How does Double differ from QuickBooks Online?
- QuickBooks Online is the core accounting ledger, while Double is a management layer that integrates with it to help firms manage workflows and client communication.
How is Double priced?
- It uses a per-connected-client monthly fee, with tiers including Lite ($8), Core ($10), Plus ($25), and Scale ($50).
Can I use different plans for different clients?
- Yes, the Core, Plus, and Scale plans support a mix-and-match model, though all clients must be on Lite if that plan is chosen.
Source category: Finance & Accounting
Source subcategory: ERP
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