Double (formerly Keeper) Features

Based on 26 Double (formerly Keeper) reviews. Data from multiple systems can be centralized into a single repository

Based on 38 Double (formerly Keeper) reviews. Financial information can be imported from multiple sources such as spreadsheets, text files, or databases

As reported in 40 Double (formerly Keeper) reviews. Match invoices, payments, and bank statement information

Provide multiple types of reports such as point-in-time snapshot reports, or year over year 47 reviewers of Double (formerly Keeper) have provided feedback on this feature.

Offers standard financial reports out of the box 42 reviewers of Double (formerly Keeper) have provided feedback on this feature.

Based on 41 Double (formerly Keeper) reviews. Allows users to edit reports and to combine multiple reports

Creates workflows to assign tasks for audit and inspections, monitor work in progress, timelines, and approvals. This feature was mentioned in 33 Double (formerly Keeper) reviews.

Based on 31 Double (formerly Keeper) reviews. Adjusts journal entries in order to have an accurate balance sheet and income statement

Based on 28 Double (formerly Keeper) reviews. Financial statements and statistical reports (such as KPI) can be assembled into financial packages

Provide portals for customers to communicate with accountants This feature was mentioned in 49 Double (formerly Keeper) reviews.

Automate client requests and reminders 47 reviewers of Double (formerly Keeper) have provided feedback on this feature.

As reported in 31 Double (formerly Keeper) reviews. Consolidate communication between accountants and clients

Based on 46 Double (formerly Keeper) reviews. Provide repository to collaborate on email, clients, jobs and tasks

Create tasks and sub-tasks with assignee, status and due date 46 reviewers of Double (formerly Keeper) have provided feedback on this feature.

As reported in 34 Double (formerly Keeper) reviews. Provide real-time access of files with the most updated versions

Track the status of each project and calculate billable time 38 reviewers of Double (formerly Keeper) have provided feedback on this feature.

Run reports on billing, time, revenue, credits, etc. This feature was mentioned in 44 Double (formerly Keeper) reviews.

As reported in 23 Double (formerly Keeper) reviews. Create invoices for services provided and track payments

Standardize the onboarding process with templates This feature was mentioned in 46 Double (formerly Keeper) reviews.

Assing tasks and checklists to new clients 47 reviewers of Double (formerly Keeper) have provided feedback on this feature.

Create new client in system once propsal is accepted 49 reviewers of Double (formerly Keeper) have provided feedback on this feature.

Know where every job stands, who’s working on what, and what’s being said to clients 41 reviewers of Double (formerly Keeper) have provided feedback on this feature.

Based on 39 Double (formerly Keeper) reviews. Track/uncover metrics to improve firm decisions and efficiency

Share, save, and organize files This feature was mentioned in 47 Double (formerly Keeper) reviews.

Provide a detailed audit trail 38 reviewers of Double (formerly Keeper) have provided feedback on this feature.

Based on 48 Double (formerly Keeper) reviews. Receive real-time notifications via email and/or IM about new assignments, updates, and due dates

As reported in 48 Double (formerly Keeper) reviews. Manage integrations for accounting, project management, email, data integration, or similar platforms

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Capability to perform complex tasks without constant human input

Uses AI to ensure the following of rules and creates detailed audit trails which helps compliance and audit preparation.

Uses AI to match transactions across accounts and systems, and flag exceptions and discrepencies.

Uses AI to extract, clean, and validate financial data from disparate sources, while identifying errors and inconsistencies.

Generates AI-assisted financial reports and provides thorough analytical insights.