Ledger-integrated close management
Double ties the close to the underlying ledger so work is grounded in the source of truth instead of living in disconnected spreadsheets or task lists.
Double
Double is month-end close management software for accounting firms and internal finance teams. It ties close work to the underlying ledger, adds AI-assisted task automation, and supports client communication, tax workflow tools, and ERP integrations.
Overview
Double is month-end close management software for accounting firms and internal finance teams. It is built around the idea that close work should stay connected to the client ledger or ERP, rather than being split across spreadsheets, reminders, and separate communication tools.
The platform uses AI and workflow automation to handle repetitive tasks such as transaction handling, reconciliations, and journal entries, while keeping people in control of review and exceptions. Teams can manage tasks, communicate with clients, track status, and work from a single system that is synchronized with QuickBooks Online, Xero, Sage, or NetSuite.
Double also extends beyond the core close workflow with add-ons and related modules. The Tax Suite supports tax organizers, KBA e-signatures, live return-status tracking, and file storage, while the Emails add-on provides an integrated inbox for keeping team communication organized. Pricing is structured per connected client for accounting firms, with unlimited users, and internal finance teams have an annual plan with implementation and support included.
Core capabilities
AI-assisted accounting tasks
The platform can automate repetitive close work such as categorizing and posting transactions, drafting complex journal entries, and helping teams focus on exceptions during review and reconciliation.
Workflow visibility across the close
Close activity, dependencies, and status can be tracked from a single view so teams know what is complete, what is blocked, and what still needs attention.
Built-in client and team communication
Teams can communicate with clients and teammates from within the close workflow, keeping questions, reminders, and notes attached to the work itself.
ERP and ledger connectivity
Double supports two-way integrations with QuickBooks Online, Xero, Sage, and NetSuite, plus sync across the wider accounting stack.
Tax workflow tools
The Tax Suite adds organizers, KBA e-signatures, and year-organized file storage for teams that also manage tax preparation work.
Common use cases
Managing firm-wide client closes
Accounting firms can centralize monthly close work for multiple clients, track status across engagements, and keep client questions attached to the work instead of scattered across separate tools.
Running an internal month-end close
Internal finance teams can use the platform to reduce manual transaction handling, reconciliation work, and journal entry drafting while keeping review and exceptions visible.
Coordinating tax season workflows
Teams that handle both bookkeeping and tax preparation can use The Tax Suite to collect organizer responses, send KBA e-signature requests, store files by year, and follow return progress in one place.
Keeping client communication in context
Firms that rely heavily on client communication can use the integrated inbox and portal-style communication to keep reminders, follow-ups, and answers organized in context.
Working from connected ledger data
Teams working across ledgers and ERPs can use the two-way sync to keep workflows aligned with financial data from systems like QuickBooks Online, Xero, Sage, and NetSuite.
Pros and Cons
Pros
- Keeps close work connected to the underlying ledger or ERP.
- Combines task management, client communication, and workflow tracking in one platform.
- Supports both accounting firms and internal finance teams.
- Offers two-way integrations with major systems, including QuickBooks Online, Xero, Sage, and NetSuite.
- Adds tax workflow tools for teams that manage both bookkeeping and tax preparation.
Cons
- The site does not publish standard self-serve pricing for every plan; accounting firms are directed to a demo and client-based pricing structure.
- The public pages provide limited detail on setup depth, output formats, and advanced configuration beyond the onboarding process and feature summaries.
- The emails add-on is mentioned on pricing, but the public page text does not provide a full feature breakdown.
FAQ
Which accounting systems does Double connect to?
Double connects to QuickBooks Online, Xero, Sage, and NetSuite so accounting work is tied to the ledger rather than managed in a separate spreadsheet or checklist.
How is Double priced?
The pricing page says Double uses per-connected-client pricing with unlimited users, and internal finance teams have an annual plan with flat-rate pricing and included implementation services.
How does onboarding work?
The pricing page says onboarding starts after a personalized demo, followed by a free trial and a 60-minute onboarding call with a Customer Success Representative.
Can quarterly clients be managed in Double?
Yes. The pricing page says connected clients are billed monthly, and quarterly clients can be marked in practice settings.
Does Double support tax workflow tasks as well as month-end close?
The Tax Suite page shows that Double can also support tax organizers, KBA e-signatures, file storage, and live return-status tracking within the same platform.
Quick Facts
- Category
- Month-end close management software
- Primary users
- Accounting firms and internal finance teams
- Integrations
- QuickBooks Online, Xero, Sage, NetSuite
- Pricing shape
- Per connected client for firms; annual plan for internal finance teams
- Source domain
- keeper.app
- Notable add-ons
- The Tax Suite and Emails
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