Bank Feeds
AI Bank Feeds
Smarter, faster transaction classification — built for the way you close.
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Trusted by thousands of bookkeepers and accountants
AI Bank Feeds keep your close moving
AI Bank Feeds automates the manual classification of bank transactions, reducing hours spent on repetitive data cleanup and enabling a faster, smoother close. With AI Bank Feeds, you can:
Approve typical transactions faster with preliminary AI-processing that organizes your bank feeds by confidence level.
Catch issues early with AI that utilizes your ledger's history to ensure coding consistency across all your bank feeds.
Speed up your workflow by moving more of your process into a modern tool optimized for your month end close close.
Four Tiers, Zero Guesswork
Double's AI Bank Feeds organizes your transactions before you even start reviewing, letting you work hand-in-hand with AI to get the close done faster. We break the process into four stages:
Potential Matches
Identifies transactions that match items in your ledger, like open invoices and journal entries.
Bulk-approve matches
Highlights transactions for extra review
Reach out to clients for details from the transaction
I love how Double sets up the workflow in AI Bank Feeds. It organizes and groups transactions by how much brain power they require, starting with the easiest, handled by Double, and moving up to the most complex one-offs that need my expertise. This lets me build momentum, tackling simple transactions first before addressing the unique ones. The AI’s analysis is really good."
K.C. Eames
Dark Horse CPAs
Rules
Applies flexible, composable, and conditional rules, then groups results for easy bulk approval.
Apply multiple rules to the same transaction
Create conditional logic, like “if x, than y, else z”
Bulk import rules from QuickBooks Online (coming soon)
“It’s great to have the rules option when I need it, but I create fewer of them in Double because the AI classification is so much better than what I’m used to.”
Ian Atkinson-Baker
Lucrative Bookkeeping
Explore ledger integrations
Auto Classifications
Suggests categories when similar transactions were historically coded the same, offering two levels of confidence to let you correct the AI when we’re not sure.
High confidence matches when past statement descriptors and vendors are always coded the same way
Medium confidence matches when similar historical transactions are in other accounts or are worded differently
Easily skim all past transactions to double check the AI’s work
"Double bank feeds are neatly organized and walk you through a smooth, sequential process that feels just like your brain’s natural flow when sorting transactions—almost like it’s reading your mind."
Catherine Frasier
Clarus CPA LLC
Needs Review
Flags anything uncertain or brand new, with suggested categorizations based on vendor lookups and prior behavior.
Spend time on the transactions that need it most
AI will suggest data-driven coding options
When the AI detects a new vendor, it will search the internet for it - just like you would.
“Using Double Bank Feeds is intuitive, especially since I already spend so much time in Double.”
Ian Atkinson-Baker
Lucrative Bookkeeping
