Double is a practice management and close management solution that helps accountants, bookkeepers, and internal accounting teams catch and correct errors, communicate with clients and stakeholders, deliver stunning financial reports, and manage the entire month-end close from start to finish. Double serves as a centralized operational hub, designed to sit on top of the existing accounting ledger to streamline both internal workflows and external client communication.
By utilizing a two-way sync with major accounting software—including QuickBooks Online, Xero, Sage Intacct, and NetSuite—Double identifies missing information and potential errors in real-time. Instead of manual exports for transaction questions or fragmented email threads, Double allows teams to address uncategorized transactions, missing receipts, and coding inconsistencies directly through a secure, custom-branded portal. The bidirectional sync ensures that any updates made within Double, such as reclassifying a transaction or attaching a document, are instantly reflected in the client’s ledger, maintaining a single source of truth.
The platform is built specifically for accounting professionals who want to automate repetitive tasks and standardize their workflows. It replaces the need for separate task managers, document storage tools, and countless email threads by consolidating these functions into a unified interface. By automating routine administrative tasks and providing intuitive AI-assisted features, teams can increase their processing capacity and improve the accuracy of their financial reporting overall.
2-way sync with the ledger: Features a live sync to the GL/ERP that flags errors and allows users to update transaction coding, attachments, and statuses across both platforms simultaneously.
AI-assisted reconciliation and journal entries: Leverages AI to convert complex source documents, such as payroll reports or settlement statements, into balanced journal entries while pinpointing specific discrepancies when bank feeds do not tie to the ledger.
Practice management dashboard: Provides high-level visibility into the status of all closes, team assignments, and outstanding questions through a centralized control center.
Integrated receipt management: Uses AI to extract data from uploaded receipts and offers coding suggestions that can be posted directly to the ledger with human approval.
Through this combination of workflow automation and integrated communication, Double helps accounting and finance teams reduce the manual labor associated with the close, allowing staff to focus on higher-level advisory services and data integrity.
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English, Spanish
Overview by
Ben Stein
