AI Transactions
Stop categorizing. Start reviewing.
Auto-classify and post bank-feed transactions with the right GL account, vendor, and memo - based on how your firm codes things, not someone else’s chart of accounts.
Every Scale feature, any QBO client. Two weeks free.
Close the books faster with Double's AI features
- Try Scale for 2 weeks on any connected client
- No commitment required
You're already on Double, but you may be leaving some efficiency on the table.
Most users haven't explored Double's AI features on the Scale tier, not because they don't need them, but because there hasn't been an easy way to test-drive without committing.
And now, that's changing. Starting May 18th, Core & Plus clients can be upgraded to Scale for 2 weeks free of charge... so you can run an entire close cycle with the AI features doing the heavy lifting.
If it works, upgrade them in your settings. If it doesn't, no worries: the trial will automatically revert, and you will not be charged Scale pricing after the 2 week period.
Go to "Practice Settings" --> "All Client Settings" to change a client's plan. Must be an Admin or Super Admin to change a client plan.
What you'll unlock
Every feature below is included in your 14-day Scale trial. Not setup work required: just select a client to unlock double the efficiency.
AI Reconciliations
Double's AI proposes recs across bank, credit card, and clearing accounts and surfaces only the exceptions worth your team's review. The other boring 90% disappears.
AI Flux Analysis
Period-over-period analysis with AI-drafted commentary on what changes and why, pulled from real activity, not generic accounting fluff. Drop it into your reporting package as a footnote.
Automated Accruals & Prepaids
Let Double turn messy spreadsheets into a structured accrual engine: with reusable rules, GL-linked entries, and one-click posting straight from the close page.
AI Journal Entries
Turn source files into journal entries in minutes by automating the conversion of complex documents (like payroll reports & HUD-1 settlements) into ready-to-post journal entries.
AI Financial Summaries
Generate the narrative section of every monthly client reporting package: financial highlights, KPI movement, anomalies... in your firm's tone of voice.
Register for the webinar
Want an overview of our AI features before you try them on your own?
Ready to get started?
Choose a client to upgrade today, and start leveraging Double's AI features on this month's close.
What you might be wondering
Will I get charged during the trial?
You'll only be charged for the existing pricing tier the client was on before you started the trial. After day 14, the client either drops back to their original Core/Plus plan or you can upgrade them to Scale — your choice, made from inside the app.
What happens to my AI work if I choose not to permanently upgrade after 14 days?
Everything you generated stays - categorizations, recs, flux commentary, executive summaries. You'll just lose the ability to create new Scale-related outputs on that client until they're back on that tier.
Can I attend the webinar even if I'm not a customer yet?
Absolutely. The webinar is open to anyone curious about how AI fits into modern accounting workflows; whether you're evaluating Double or already using it.
Will the upgrade be visible to clients?
No. The trial happens entirely on your side of Double. Nothing in the client's portal changes during the 14 days. However, they just might comment on how fabulous their financial summaries look!
How do I pick a client to upgrade?
Go to "Practice Settings" --> "All Client Settings" to change a client's plan. Must be an Admin or Super Admin to change a client plan.