AI that lives inside your close.
Ask Double is an AI chat built directly into the platform, grounded in your clients' real financial data. Ask a question, get a ledger-accurate answer.
Take action without ever leaving the page you're on.
Take action without ever leaving the page you're on.
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Trusted by thousands of bookkeepers and accountants
Double’s AI answers your questions.
Then, it does the work.
Ask Double knows your clients. It's connected to their ledgers, task history, close data, and documents.
When you ask a question, the answer is grounded in what's actually in the books. Because it can take action inside Double, you don't have to switch tools to do something with what it finds.
FINANCIAL ANALYSIS
Pull reports. Surface issues. Ask follow-up questions.
Ask Double has full access to your clients' financial data: P&L, balance sheet, cash flow, AR/AP aging, transactions by account, class, or vendor. Ask for a trend, request a comparison, or tell it to flag anything that looks unusual.
- "Compare Acme's P&L month-over-month for the last six months."
- "Which of Acme's customers owe the most past 60 days?"
- "Pull five transactions from this month that look unusual or that I should review."
- "Which of Acme's customers owe the most past 60 days?"
- "Pull five transactions from this month that look unusual or that I should review."
diagnostics
Step into any client file like you never left.
Before a monthly review or cleanup project, ask Double to analyze recent activity, flag systemic issues, and tell you what needs attention.
It surfaces negative balances, suspense account errors, miscategorized transactions, and other common issues — then tells you what a fix would take.
- "Catch me up on Acme: what's been completed or updated in the last month?"
- "Review this client's financials, flag the major issues, and estimate cleanup time at $35/hr bookkeeping and $70/hr senior staff."
- "Catch me up on Acme: what's been completed or updated in the last month?"
- "Review this client's financials, flag the major issues, and estimate cleanup time at $35/hr bookkeeping and $70/hr senior staff."
Tasks & Workflows
Create, assign, and update tasks without leaving the chat.
Ask Double can act on your task list, not just read it. Create closing tasks, assign items to your team, add comments, or use it to pull a real-time view of what's overdue or stuck.
- "What high-priority tasks does my team need to get done today?"
- "Create a task for Sarah to follow up on the missing May bank statement, due this Friday."
- "Show me all overdue tasks across all my clients."
- "Create a task for Sarah to follow up on the missing May bank statement, due this Friday."
- "Show me all overdue tasks across all my clients."
CONTEXT
It knows where you are. You don't have to explain.
When you open Ask Double, it inherits the context of whatever you're already working on. On a client's close page, it knows the client. On a transaction, it knows the transaction.
That means questions stay short, and answers stay relevant. No copy-pasting client names or re-orienting the AI.
SKILLS
Turn what works into a firmwide standard.
When Ask Double does something you'll want to repeat—a diagnostic checklist, an onboarding review, a weekly catch-up format—you can save it as a skill.
The skill captures your exact prompts and instructions, so anyone on your team can run it consistently with one click.
Skills are firm-wide. Build them once, deploy across every client.
Skills are firm-wide. Build them once, deploy across every client.
Included in Double Core, Plus, and Scale.
Ask Double is included on all plans. Usage limits vary by plan.
View pricing plans