Double Features

Data from multiple systems can be centralized into a single repository

Financial information can be imported from multiple sources such as spreadsheets, text files, or databases

Match invoices, payments, and bank statement information

Provide multiple types of reports such as point-in-time snapshot reports, or year over year

Offers standard financial reports out of the box

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.

Adjusts journal entries in order to have an accurate balance sheet and income statement

Financial statements and statistical reports (such as KPI) can be assembled into financial packages

Provide portals for customers to communicate with accountants

Automate client requests and reminders

Consolidate communication between accountants and clients

Provide repository to collaborate on email, clients, jobs and tasks

Create tasks and sub-tasks with assignee, status and due date

Provide real-time access of files with the most updated versions

Track the status of each project and calculate billable time

Run reports on billing, time, revenue, credits, etc.

Create invoices for services provided and track payments

Standardize the onboarding process with templates

Assing tasks and checklists to new clients

Create new client in system once propsal is accepted

Know where every job stands, who’s working on what, and what’s being said to clients

Track/uncover metrics to improve firm decisions and efficiency

Share, save, and organize files

Provide a detailed audit trail

Receive real-time notifications via email and/or IM about new assignments, updates, and due dates

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.