Double

Double is month-end close management software for accounting firms and internal finance teams, automating repetitive tasks and centralizing review, communication, and tracking.

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Overview

Double is month-end close management software for accounting firms and internal finance teams. It is built around direct ledger connections, with support for QuickBooks Online, Xero, Sage, and NetSuite, so close work stays linked to the source financial data.

The product is designed to replace a mix of spreadsheets, checklists, and disconnected tools with one workflow for tasks, client communication, review, and AI-assisted automation. The site describes it as a platform that helps teams automate repetitive work, keep visibility across clients and entities, and move through close processes faster.

Core capabilities

Ledger-integrated close management

Connect Double directly to QuickBooks Online, Xero, Sage, or NetSuite so close work stays tied to ledger data rather than separate spreadsheets or disconnected tools.

AI-assisted task automation

Use AI-enabled automation to categorize and post transactions automatically, draft complex journal entries, and reduce repetitive work during review and reconciliation.

Close workflow visibility

Track close progress across clients and entities from one view, with dependencies and financial context supporting the workflow from start to finish.

Shared close workspace

Manage tasks, client communication, and time tracking in a single platform instead of splitting work across separate systems.

Tax workflow tools

Use the Tax Suite to standardize tax workflows with organizers, KBA e-signatures, file storage, and client progress tracking in the portal.

Integrated email add-on

Add Emails as an integrated inbox for team communication and organization, available as an add-on on the pricing page.

Common use cases

Managing recurring month-end closes
Centralize month-end close work for bookkeeping or accounting teams that want ledger-linked tasks, review steps, and client communication in one place.
Reducing manual close tasks
Automate repetitive bookkeeping work such as transaction categorization, posting, and journal entry drafting while keeping a human review step in place.
Monitoring multi-client workflows
Track progress across multiple clients or entities and use the close page to see status, dependencies, and open work at a glance.
Handling tax workflows in one system
Run tax preparation in one system with organizers, document storage, and KBA e-signatures when the team wants to keep tax work and client updates together.
Coordinating client communication
Use the platform as a shared client communication layer so teams can ask questions, send updates, and keep notes tied to the close process.

Pros and Cons

Pros

Connects close work directly to ledger systems, which keeps activity grounded in current accounting data.
Combines task management, client communication, and review in one workflow instead of spreading work across separate tools.
Includes AI-assisted automation for repetitive close tasks such as transaction handling and journal entry drafting.
Offers pricing that is described as monthly per connected client with unlimited users, which can fit firms that bill and organize by client.
Extends into tax workflow management with organizers, e-signatures, and file storage through The Tax Suite.

Cons

The site does not publish a full feature-by-feature technical breakdown on the pages provided, so some workflow details remain unspecified.
Pricing is tied to connected clients and some functionality is sold as add-ons, which may require firms to configure plans client by client.
The product appears to be demo-led for getting started, so buyers should expect a guided onboarding process rather than instant self-serve signup.

FAQ

Who can use Double?

Double is designed for accounting firms and internal finance teams that manage month-end close work from connected ledger data. The pricing page also says it can be used by everyone from solopreneurs to large firms, including Big 4 accounting firms.

How do users get started?

The pricing page says onboarding starts with a personalized demo, followed by a free trial and a 60-minute onboarding call. During that call, a Customer Success Representative helps with connecting clients, customizing the portal, and setting up file review reports and recurring tasks.

How does Double price its plans?

Yes. The pricing page says Double charges monthly per connected client, with unlimited users, and that features are packaged so firms can choose the right plan for each client. An annual Internal Finance plan is also listed separately.

What systems and workflows does Double connect to?

Double connects directly to QuickBooks Online, Xero, Sage, and NetSuite, and its pricing page says the platform works by connecting to the client’s ledger. The Tax Suite also adds tax organizers, KBA e-signatures, and file storage.

Are all features and setup details published on the site?

The source materials emphasize client and team workflow management, close tracking, and AI-assisted automation, but they do not publish a full technical setup guide or every supported workflow detail on the pages provided.