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Double
What it is
Double is month-end close and practice management software for accounting firms and internal finance teams. Its close workflow puts tasks, client and teammate communication, and progress in one view. Listed AI tools include AI Bank Feeds, AI Transactions, Ask Double, and automations for transaction handling and journal entries. Double connects with QuickBooks Online, Xero, Sage, and NetSuite; two-way sync is described for QuickBooks Online and Xero. Other listed integrations include Ping, Abacor, and Zapier. The Client Portal app for iOS and Android lets clients ask and answer questions, upload receipts, and view financials, while the software is also available on the web. Security resources include SOC 2 Type II reports for 2023, 2024, and 2025, alongside GDPR and CCPA materials. Double says it encrypts data at rest and in transit, supports two-factor authentication, and does not sell user data or client financial information.
For and against
For
- Close tasks, communication, and progress in one view
- AI tools support transaction handling and journal entries
- Two-way sync described for QuickBooks Online and Xero
- Client Portal app is available on iOS and Android
- Free trial is available
Against
- No free plan
- At least one connected client is required
- Connected clients are billed monthly
The verdict
Double brings close management, accounting-focused AI tools, and client communication into one service. It starts at $10/mo and offers a free trial, but accounting firm subscriptions require a billed connected client.
Who it suits
It suits accounting firms managing client work and internal finance teams coordinating month-end close. Firms should account for the requirement to connect at least one client, billed monthly.
Plans and prices
Core
2-way ledger integration · custom-branded client portal · AI Bank Feeds · task management
Read 21 Oct 2026 · doublehq.com
Plus
Everything in Core plus OCR receipt management and one-click AI financial summaries
Read 21 Oct 2026 · litmustools.com
Scale
Everything in Plus plus accruals and prepaids management and AI journal entries
Read 21 Oct 2026 · litmustools.com
Tax Suite
Tax organizers · e-signature · document storage
Read 21 Oct 2026 · litmustools.com
Accounting firms
Unlimited users · At least one connected client required
Read 4 Oct 2026 · doublehq.com
Internal Finance Teams Annual Plan
Unlimited users · Complete Double platform · Dedicated onboarding, data migration, and customer success · Priority support
Read 4 Oct 2026 · doublehq.com
On the record
- 1099 management
- The Prepare 1099s report exports separate NEC and MISC CSV files for Track1099 or Tax1099 filing workflows.help.doublehq.com · read 21 Oct 2026
- Accruals
- The Scale plan includes accrual and prepaid-expense management for recurring schedules and balances.litmustools.com · read 21 Oct 2026
- AI agents
- AI Agents can run Ask Double instructions on schedules or account events, with client scope, permissions and AI-credit consumption; the feature is in private beta.help.doublehq.com · read 21 Oct 2026
- AI Bank Feeds
- Double connects bank accounts directly through Quiltt and supports normal login, client connection requests, CSV upload, accountant accounts and Ask Double imports.help.doublehq.com · read 21 Oct 2026
- AI Bank Feeds limit
- Double says its AI bank feeds currently support US QuickBooks Online files, with Xero and other regions planned for later.help.doublehq.com · read 21 Oct 2026
- AI data policy
- Double says it does not train models on client data and that Anthropic, OpenAI and Google are contractually prohibited from training on Double AI usage.help.doublehq.com · read 21 Oct 2026
- AI features
- The site lists AI Bank Feeds, AI Transactions, Ask Double, and AI-powered automations for transaction handling and journal entries.doublehq.com · read 4 Oct 2026
- AI transaction tools
- Double lists AI transactions, AI journal entries, AI bills, AI flux analysis and one-click AI financial summaries among its close capabilities.doublehq.com · read 21 Oct 2026
- Ask Double
- Ask Double is an in-app AI chat grounded in client financial data, with saved firm-wide skills and plan-dependent usage limits.doublehq.com · read 21 Oct 2026
- Audience
- The product is built for accounting firms and internal finance teams.doublehq.com · read 4 Oct 2026
- Chrome extension
- The Chrome extension exposes Double functions in QuickBooks Online and Sage, and is required for editing Xero transactions through Double.help.doublehq.com · read 21 Oct 2026
- Client portal
- The client portal lets contacts answer questions, upload files, review reports, submit questions, complete tax organizers and request bank-feed connections.help.doublehq.com · read 21 Oct 2026
- Close management
- The product provides a centralized close workflow with task ownership, due dates, approvals, workpapers and a live close dashboard.doublehq.com · read 21 Oct 2026
- Close workflow
- Double provides a single view to manage close tasks, client and teammate communication, and close progress.doublehq.com · read 4 Oct 2026
- Company headquarters
- LinkedIn lists Double headquarters in Brooklyn, New York, with a privately held company size of 51–200 employees and a 2018 founding year.linkedin.com · read 21 Oct 2026
- Company history
- The company says its first customer joined the app on February 8, 2021, and its first office was in Austin, Texas.doublehq.com · read 4 Oct 2026
- Company legal name
- Crunchbase identifies the legal entity as Jensen Technology, Inc., also known as Keeper, with Ben Stein and Kenny Song as founders.crunchbase.com · read 21 Oct 2026
- Connector extensibility
- Ask Double supports built-in Slack, Notion, HubSpot and Google connectors plus arbitrary remote MCP servers with per-tool permissions.help.doublehq.com · read 21 Oct 2026
The review
Double is month-end close and practice management software for accounting firms and internal finance teams. It is best for teams that need to coordinate close work and automate accounting tasks in the same service. Its broad workflow is a poor fit if you need only a lightweight ledger add-on, and a paid subscription requires at least one connected client.
Overview
Double brings close tasks, client and teammate communication, and close progress into one view. That joined-up approach can help teams keep a multi-person close organized; audit trails, task dependencies, approval workflows, recurring templates, and multi-entity close support more structured work. But teams that only need a transaction tool may not benefit from the wider practice-management layer.
Key features
AI and close workflow
AI Bank Feeds, AI Transactions, Ask Double, and AI-powered automations for transaction handling and journal entries address recurring accounting work. The strongest case for Double is having these tools alongside workflow controls, rather than adopting AI automation in isolation. The feature list does not establish how much manual work the automations remove, so buyers should assess fit against their own processes.
Accounting connections and client portal
Double integrates with QuickBooks Online, Xero, Sage, and NetSuite; it describes two-way sync for QuickBooks Online and Xero. Ping, Abacor, and Zapier are also listed. That makes it relevant to firms working across those accounting systems, though the two-way sync claim applies only to the first two. The Client Portal mobile app lets clients ask and answer questions, upload receipts, and view financials, keeping those exchanges connected to the service.
Security
Double says it encrypts data at rest and in transit, supports two-factor authentication, and does not sell user data or client financial information. Its Trust Center includes SOC 2 Type II reports for 2023, 2024, and 2025, plus GDPR and CCPA compliance resources. These controls may matter to firms handling sensitive client records.
Pricing
Double is paid, starts at $10/mo, has no free plan, and offers a free trial of unstated duration. The trial is a way to assess the workflow before committing, but it does not replace a free ongoing tier.
Accounting firms
The accounting-firm plan uses monthly billing per connected client, with custom pricing based on the selected plan. At least one connected client is required for a subscription; users and unconnected clients can be added free of charge. This makes client count, rather than team size, the key stated billing consideration, though firms should account for the minimum paid client.
Internal Finance Teams Annual Plan
This plan has custom pricing and is billed annually at a flat rate. It includes unlimited users, the complete Double platform, dedicated onboarding, data migration, a customer success manager, and priority support. Those services make it the more supported option for internal finance teams, but the annual commitment and undisclosed price make it harder to compare costs upfront.
Platforms
Double is available on Android, iOS, and the web. Its Client Portal app for iOS and Android supports client questions and answers, receipt uploads, and financial viewing.
Who it's for
Double is aimed at accounting firms and internal finance teams that need close coordination, accounting automation, and client communication together. It is less suited to buyers seeking free software, a standalone ledger connection, or a clearly priced subscription before speaking with sales.
Pros and cons
- Pro: Close tasks, communications, and progress share one view, supporting teams coordinating work across people and clients.
- Pro: AI accounting tools sit alongside dependencies, approvals, recurring templates, and multi-entity close, pairing automation with process controls.
- Pro: QuickBooks Online and Xero have stated two-way sync, while the client app handles questions, receipts, and financial viewing.
- Con: There is no free plan, and every subscription needs at least one connected client.
- Con: Plan prices are custom or otherwise not shown, and the free trial has no stated duration, complicating cost and commitment comparisons.
Alternatives
For a broader directory of options, see Financial Close Software and Accounting Automation Software.
Choose Mayday if a freemium web option with a free plan matters more; its Basic tier is £0/mo and includes three same-currency intercompany balances, unlimited users, and live-chat support. Nordavix offers a free beta with unlimited companies, team seats, and modules, making it worth considering if those beta terms suit your needs. novacly also offers a free beta with full platform access and unlimited usage, though its beta duration is unspecified.
OneStream is another paid option with custom pricing; request a demo to discuss its platform. Consider FIS Data Integrity Manager, Eagl, or Stacks Financial Close as other paid alternatives. Taxilla Financial Close Task Management may suit teams comparing task caps and entity limits: its Essentials plan supports up to five entities and 300 close tasks per period, while Growth supports up to 15 entities and 1,500 tasks per period; both have custom pricing.
Verdict
Double is a strong candidate for accounting firms and internal finance teams that want close management, client communication, and accounting-focused AI in one workflow. Its main reason to choose is that combination, backed by broad ledger connections and structured close controls. Look elsewhere if a free plan, upfront pricing, or a standalone accounting add-on matters more than coordinating the full close.